Investment Data Analyst
Germantown, WI · On-site
... CFA designationBackground in capital markets, institutional asset management, or pension funds
Quick apply
Investment Data Analyst
Germantown, WI · On-site
... CFA designationBackground in capital markets, institutional asset management, or pension funds
Senior Internal Auditor
Madison, WI · On-site
$85K - $105K/yr
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
Senior Internal Auditor
Madison, WI · On-site
$85K - $105K/yr
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
CFA designation or progress toward attaining the CFA designation preferred. * Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability ...
CFA designation or progress toward attaining the CFA designation preferred. * Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability ...
CFA designation or progress toward attaining the CFA designation preferred. * Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability ...
CFA designation or progress toward attaining the CFA designation preferred. * Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability ...
Senior Internal Auditor
Madison, WI · Hybrid
$85K - $105K/yr
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
Senior Internal Auditor
Madison, WI · Hybrid
$85K - $105K/yr
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
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 ...
Quick apply
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 ...
Data Scientist
Madison, WI · On-site
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
Data Scientist
Madison, WI · On-site
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
Retirement Client Advisor
$141K - $207K/yr
Chartered Financial Analyst - CFA - CFA Institute * Certified Investment Management Analyst (CIMA) - Investment Management Consultants Association -IMCA * Qualified Plan Financial Consultant (QPFC ...
Retirement Client Advisor
$141K - $207K/yr
Chartered Financial Analyst - CFA - CFA Institute * Certified Investment Management Analyst (CIMA) - Investment Management Consultants Association -IMCA * Qualified Plan Financial Consultant (QPFC ...
Data Scientist
Madison, WI · On-site
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
Data Scientist
Madison, WI · On-site
Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin's flagship university ...
CFA designation or progress toward attaining the CFA designation preferred. * Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability ...
CFA designation or progress toward attaining the CFA designation preferred. * Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability ...
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
New
Quick apply
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
New
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
New
CFP, CFA, Master's or Series 65 preferred but not required. Other information - * Location: Office-based with potential for remote work in certain situations. * Hours: Full-time, with occasional ...
New
Relevant professional experience. * CPA, CMA, CFA preferred but not required. * Some teaching experience preferred but not required. OTHER DUTIES * Please note this is not designed to cover or ...
Relevant professional experience. * CPA, CMA, CFA preferred but not required. * Some teaching experience preferred but not required. OTHER DUTIES * Please note this is not designed to cover or ...
CPA, CMA, CFA preferred but not required.Some teaching experience preferred but not required. OTHER DUTIESPlease note this is not designed to cover or contain a comprehensive listing of activities ...
Quick apply
CPA, CMA, CFA preferred but not required.Some teaching experience preferred but not required. OTHER DUTIESPlease note this is not designed to cover or contain a comprehensive listing of activities ...
Relevant professional experience. * CPA, CMA, CFA preferred but not required. * Some teaching experience preferred but not required. OTHER DUTIES * Please note this is not designed to cover or ...
Relevant professional experience. * CPA, CMA, CFA preferred but not required. * Some teaching experience preferred but not required. OTHER DUTIES * Please note this is not designed to cover or ...
CFA and/or CPA designations acceptable * Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts * Proficient in basic computer skills especially ...
CFA and/or CPA designations acceptable * Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts * Proficient in basic computer skills especially ...
Equity Research Analyst
Milwaukee, WI · On-site
... CFA) designation • Must be willing to work in Milwaukee location #LI-AK1
Equity Research Analyst
Milwaukee, WI · On-site
... CFA) designation • Must be willing to work in Milwaukee location #LI-AK1
Associate Wealth Advisor
$60K - $75K/yr
Professional Financial Designation (CFP ® , CFA, or Series 65, or equivalent work experience) preferred * 1 - 2+ years of relevant experience working with high-net worth individuals a plus ...
Associate Wealth Advisor
$60K - $75K/yr
Professional Financial Designation (CFP ® , CFA, or Series 65, or equivalent work experience) preferred * 1 - 2+ years of relevant experience working with high-net worth individuals a plus ...
... CFA) designation Must be willing to work in Milwaukee location #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without ...
... CFA) designation Must be willing to work in Milwaukee location #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without ...
Sr Portfolio Manager- Trust
Milwaukee, WI · On-site
CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required - or ability to obtain #LI-TA1
Sr Portfolio Manager- Trust
Milwaukee, WI · On-site
CFA / CFP preferred * SIE, Series 7 required - or ability to obtain * Series 63, 65, or 66 required - or ability to obtain #LI-TA1
Cfa information
See Wisconsin salary details
$37.3K - $51.2K
9% of jobs
$51.2K - $65K
15% of jobs
$66.4K is the 25th percentile. Wages below this are outliers.
$65K - $78.8K
15% of jobs
The median wage is $89.6K / yr.
$78.8K - $92.6K
15% of jobs
$92.6K - $106.4K
10% of jobs
$106.4K - $120.2K
9% of jobs
$125K is the 75th percentile. Wages above this are outliers.
$120.2K - $134K
11% of jobs
$134K - $147.8K
10% of jobs
$147.8K - $161.6K
5% of jobs
$161.6K - $175.4K
2% of jobs
$175.4K - $189.3K
1% of jobs
$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?
| Aspect | Cfa |
|---|---|
| Credentials | Requires passing three levels of exams, relevant work experience, and adherence to ethical standards |
| Work Environment | Financial analysis, investment management, portfolio management |
| Industry Usage | Widely 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?
The most popular types of Cfa jobs in Wisconsin are:
What are popular job titles related to Cfa jobs in Wisconsin?
For Cfa jobs in Wisconsin, the most frequently searched job titles are:
- Senior Financial Analyst Spanish
- Senior Financial Analyst
- Financial Analyst Government
- Hourly Financial Analyst
- Entry Level Budget Analyst
- Full Time Senior Financial Analyst Contract
- Senior Financial Analyst Fp&A
- Remote Work From Home Financial Analyst
- Work From Home Financial Analyst
- Financial Analyst Online
What job categories do people searching Cfa jobs in Wisconsin look for?
The top searched job categories for Cfa jobs in Wisconsin are:
What cities in Wisconsin are hiring for Cfa jobs?
Cities in Wisconsin with the most Cfa job openings:
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
About Continuus Technologies
Sourced by ZipRecruiter
Industry
It services
Company size
11 - 50 Employees
Headquarters location
Milwaukee, WI, US
Year founded
2011