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Cfa Jobs in Wisconsin (NOW HIRING)

Fute IT Inc

Application Specialist

Milwaukee, WI · On-site

CFA, displacement, and mini piling * Diaphragm walls * Kelly drilling * Dynamic compaction * Ground improvement (e.g., stone columns) * Advise customers on: * Proper equipment operation * Job layouts ...

UMB Financial

Retirement Client Advisor

Milwaukee, WI · On-site

$141K - $207K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Chartered Financial Analyst - CFA - CFA Institute * Certified Investment Management Analyst (CIMA) - Investment Management Consultants Association -IMCA * Qualified Plan Financial Consultant (QPFC ...

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Showing results 21-40

All JobsCfa JobsCfa Jobs in Wisconsin

Cfa information

See Wisconsin salary details

$37.3K

$101.4K

$189.3K

How much do cfa jobs pay per year?

As of Aug 16, 2026, the average yearly pay for cfa in Wisconsin is $101,398.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,100.00 and $131,200.00 per year, depending on experience, location, and employer.

What does a CFA do?

As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.

What kind of jobs can a CFA get?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, investment analyst, risk manager, or research analyst. These positions typically involve analyzing financial data, managing investment portfolios, and making investment decisions, often requiring strong quantitative skills and knowledge of financial tools and regulations.

What are some common challenges faced by CFAs when working on cross-functional teams?

Chartered Financial Analysts (CFAs) often collaborate with professionals from other departments, such as marketing, operations, or IT, especially when working on investment strategies or risk assessments. One common challenge is effectively communicating complex financial concepts to colleagues who may not have a finance background. CFAs must also balance differing priorities and timelines, ensuring that financial insights are integrated into broader business decisions. Developing strong interpersonal and presentation skills can help overcome these hurdles and lead to more successful collaborations.

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 strong analytical abilities, deep knowledge of financial markets, investment principles, and typically the CFA charter, which requires passing three rigorous exams. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is essential. Exceptional attention to detail, ethical judgment, and effective communication skills help set top performers apart. These skills are crucial for making sound investment decisions, maintaining client trust, and succeeding in the highly competitive finance industry.

What is the difference between Cfa vs Chartered Financial Analyst?

AspectCfa
CredentialsRequires passing three levels of exams, relevant work experience, and adherence to ethical standards
Work EnvironmentFinancial analysis, investment management, portfolio management
Industry UsageWidely recognized in finance, asset management, and investment sectors

The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.

What is a CFA?

A CFA, or Chartered Financial Analyst, is a professional credential offered by the CFA Institute to finance and investment professionals. Earning the CFA designation demonstrates expertise in investment analysis, portfolio management, and ethical standards. The program consists of three rigorous exams and requires candidates to have relevant work experience. CFAs are highly respected in fields such as asset management, research analysis, and financial advising.
More about Cfa jobs

What are the most commonly searched types of Cfa jobs in Wisconsin?

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Cfa jobs near you
Infographic showing various Cfa job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $101,398 per year, or $48.7 per hour.

Investment Data Analyst

Continuus Technologies LLC

Germantown, WI • On-site

Full-time

Re-posted 4 days ago

Job description

Investment Data Analyst - Financial ServicesOverviewWe are seeking a highly analytical Investment Data Analyst with strong financial services and capital markets experience to support investment operations, portfolio analytics, and data-driven decision-making across public markets portfolios.This role sits at the intersection of investment management, finance, and data analytics, working closely with portfolio managers, operations teams, and technology partners to ensure the accuracy, integrity, and usability of investment data.Key ResponsibilitiesAnalyze and validate investment data across equities, fixed income, derivatives, and institutional portfoliosSupport portfolio analytics, performance reporting, and attribution analysisDevelop dashboards and reports to provide insights into portfolio exposures, risk, and returnsPartner with investment operations to reconcile positions, transactions, and valuationsEnsure data accuracy across investment systems and reporting platformsCollaborate with finance teams on NAV, cash flows, and accounting data alignmentIdentify process improvement opportunities to enhance data governance and reporting automationSupport system enhancements, data mapping, and integration initiativesRequired Qualifications3-7+ years of experience in financial services, asset management, or investment operationsStrong understanding of public markets (equities, fixed income, derivatives)Experience working with investment data, portfolio systems, or financial reportingAdvanced Excel skills; proficiency in SQL preferredExperience with BI tools (Tableau, Power BI, etc.)Strong understanding of financial instruments, pricing, and valuation conceptsAbility to work cross-functionally with investment, operations, and finance teamsPreferred QualificationsExperience with investment systems (SimCorp, Aladdin, Charles River, Geneva, etc.)Experience with performance & attribution reportingKnowledge of risk metrics and portfolio analyticsCFA Level I+ or progress toward CFA designationBackground in capital markets, institutional asset management, or pension funds