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Cfa Hiring Jobs in Wisconsin (NOW HIRING)

CFA Institute

Equity Research Analyst

Milwaukee, WI · On-site

$65 - $95/hr

Research Analysts are strongly encouraged to pursue the Chartered Financial Analyst (CFA) designation * Must be willing to work in Milwaukee location #LI-AK1 #J-18808-Ljbffr

Complete Farmer LTD

WI · On-site

$90 - $130/hr

Finance Manager Now hiring! About Complete Farmer Complete Farmer is a pioneering end-to-end ... ACCA, CFA) highly desirable Who You Are: * Strategic thinker who pairs long-term vision with a ...

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Cfa Hiring information

What are CFA hiring positions?

CFA hiring positions refer to job opportunities that require or prefer candidates who have earned the Chartered Financial Analyst (CFA) designation. These roles are typically found in investment management, equity research, portfolio management, and financial analysis. Many employers seek CFA charterholders for their expertise in financial analysis, ethical standards, and demonstrated commitment to the finance profession. Common CFA hiring positions include financial analyst, portfolio manager, research analyst, and risk manager. Obtaining the CFA credential can significantly improve your chances of being hired for these competitive roles.

What are the key skills and qualifications needed to thrive as a CFA, and why are they important?

To thrive as a CFA, you need deep knowledge of investment analysis, portfolio management, and financial reporting, typically supported by passing all three levels of the CFA exam and meeting professional experience requirements. Familiarity with financial modeling software, Bloomberg Terminal, and advanced Excel functions is crucial. Strong analytical thinking, ethical judgment, and effective communication set top candidates apart. These skills ensure sound investment decisions, regulatory compliance, and clear client interactions in the competitive finance industry.

What types of projects or responsibilities can a new CFA charterholder expect when joining an investment firm?

As a newly hired CFA charterholder at an investment firm, you can expect to be involved in tasks such as conducting in-depth financial analysis, building and maintaining financial models, and supporting portfolio managers with investment research. You may also participate in client meetings, contribute to investment strategy discussions, and prepare reports or presentations for both internal teams and clients. The role often requires collaboration with other analysts, portfolio managers, and compliance professionals, providing exposure to various areas of the firm and opportunities for professional growth.

What is the difference between Cfa Hiring vs Cfa Analyst?

AspectCfa HiringCfa Analyst
Required CredentialsTypically requires CFA Level I or II, relevant finance certifications, and hiring experienceRequires CFA Level I or II, strong financial knowledge, and analytical skills
Work EnvironmentRecruitment agencies, HR departments, corporate hiring teamsFinancial firms, asset management companies, investment banks
Employer & Industry UsageUsed by HR to find suitable candidates for finance rolesUsed by firms to analyze and manage investments or financial data

The main difference is that Cfa Hiring focuses on the recruitment process and sourcing candidates, while Cfa Analyst refers to the role of a professional performing financial analysis. Cfa Hiring involves identifying and attracting qualified candidates, whereas Cfa Analysts are responsible for analyzing financial data to support investment decisions.

How to get a job at CFA?

To get a job at CFA, candidates should review the company's career page for open positions, prepare a tailored resume highlighting relevant skills and experience, and demonstrate knowledge of the company's values and industry standards during the interview process. Relevant skills may include financial analysis, data management, and proficiency with industry tools. Networking and obtaining relevant certifications can also improve chances of employment.

What kind of jobs can you get with a CFA?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, research analyst, risk manager, or investment banker. These positions typically require strong analytical skills, knowledge of financial modeling, and proficiency with tools like Excel and Bloomberg terminals.

What are popular job titles related to Cfa Hiring jobs in Wisconsin?

For Cfa Hiring jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Cfa Hiring jobs in Wisconsin look for?

The top searched job categories for Cfa Hiring jobs in Wisconsin are:

What cities in Wisconsin are hiring for Cfa Hiring jobs?

Cities in Wisconsin with the most Cfa Hiring job openings:

Cfa Hiring jobs near you
Infographic showing various Cfa Hiring job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Equity Research Analyst

CFA Institute

Milwaukee, WI • On-site

$65 - $95/hr

Other

Posted 4 days ago

Job description

Baird's Equity Capital Markets group includes more than 500 professionals in research, institutional sales and trading, and investment banking. Baird delivers high-quality, objective research in the sectors where our clients seek timely, actionable insights. Our dedicated analyst teams provide comprehensive, award-winning coverage of over 725+ stocks. We are always looking for talented professionals to join our Equity Research team and have an Analyst level opportunity in our Milwaukee headquarters.

About the Role

The Equity Research Analyst plays an integral role in the research process through providing comprehensive industry and company coverage for both institutional and individual clients. Our Analysts have the opportunity to work with nationally recognized Senior Analysts in a department that has an international reputation for excellence.

The Impact You'll Make
  • Partnering closely with the Senior Analyst responsible for that sector, work within a focused industry team of 2-3 associates to cover group of 15+ stocks, including small-, mid- and large-cap companies
  • Provide quantitative support for industry- and company-specific research and assist in the preparation of financial models, written reports, and field research
  • Collect industry data and provide a level of expertise in a sector that helps clients to decide where to invest
  • Develop proprietary research, write reports, and communicate and distribute to clients
  • Attend and participate in company-sponsored conferences
  • Assist in the development of relationships with the senior management team (CEOs, CFOs) of covered companies
  • Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
What You'll Bring to Baird
  • Bachelor's degree required with Finance/Accounting degree strongly preferred
  • Candidates must have a proven academic record (GPA of 3.5/4.0 or greater preferred)
  • 0-3 years of experience with a passion for our industry
  • Ability to work within a team and on a self-directed basis
  • Excellent analytical, communication, and presentation skills
  • Advanced computer skills using Microsoft Word, Excel and PowerPoint
  • Research Analysts are strongly encouraged to pursue the Chartered Financial Analyst (CFA) designation
  • Must be willing to work in Milwaukee location

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