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Cfa Jobs in Sun Prairie, WI (NOW HIRING)

UMB Financial

Trust Sales Advisor

Madison, WI

$110K - $235K/yr

You have one or more of the following credentials: MBA, CFA, CFP, CPA, CTFA, or JD. * You have supervisory or team leadership experience. * You have5+ years indemonstratedsales position. * You are ...

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

You have one or more of the following credentials: MBA, CFA, CFP ® , CPA, CTFA, or JD. * You have supervisory or team leadership experience. * You have 5+ years in demonstrated sales position. * You ...

US Bank

PWM Private Wealth Advisor

Madison, WI · On-site

Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ...

U.S. Bank

PWM Private Wealth Advisor

Madison, WI · On-site

Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our ...

Madison College

PT Instructor Pool - Finance

Madison, WI · On-site

$16 - $21.25/hr

OR 1. Bachelor's degree in Finance or a related field. 2. Certified Financial Analyst (CFA) designation OR Chartered Financial Consultant (ChFC). 3. Two (2) years or 4,000 hours of experience in ...

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All JobsCfa JobsCfa Jobs in Sun Prairie, WI

Cfa information

See Sun Prairie, WI salary details

$36K

$97.7K

$182.4K

How much do cfa jobs pay per year?

As of Aug 7, 2026, the average yearly pay for cfa in Sun Prairie, WI is $97,740.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $126,500.00 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 popular job titles related to Cfa jobs in Sun Prairie, WI? For Cfa jobs in Sun Prairie, WI, the most frequently searched job titles are:
What cities near Sun Prairie, WI are hiring for Cfa jobs? Cities near Sun Prairie, WI with the most Cfa job openings:
Cfa jobs near you
Infographic showing various Cfa job openings in Sun Prairie, WI 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 $97,740 per year, or $47 per hour.

Business Systems Engineer

State of Wisconsin Investment Board

Madison, WI • Hybrid

Full-time

Posted 23 days ago

Job description

Sophisticated Work. In a Great City. Making a Difference.

The State of Wisconsin Investment Board (SWIB) manages more than $178 billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). SWIB operates at a level more often seen in top-tier global asset managers than in typical public pension funds. SWIB is a home for top talent. 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, makes regular appearances on lists of best places to live, eat, and play. SWIB offers a modern workspace, hybrid work options, and competitive compensation and benefits.


Serving over 703,000 WRS beneficiaries, SWIB is driven by a clear mission: securing the financial future of those who serve Wisconsin. When you work at SWIB, you know your work matters.

Job Description:

Position Overview

The Business Systems Engineer supports the design, configuration, enhancement, and ongoing operation of SWIB's front and middleoffice business systems, with primary emphasis on the Charles River Investment Management System (CRIMS/CRD). This role collaborates with Trading, Portfolio Management, Operations, Compliance, and Technology teams to ensure that Charles River and related platforms are effectively integrated, well supported, and aligned with business needs.

Key Responsibilities

  • Assist with the configuration and maintenance of the Charles River platform, including workflows, data flows, and system integrations.
  • Support troubleshooting, root-cause analysis, and continuous improvement of system performance and reliability.
  • Contribute to enhancements, upgrades, and implementation efforts related to Charles River.
  • Participate in software testing and validation activities to ensure the quality and stability of system releases.
  • Work with Trading, Portfolio Management, Compliance, Operations, and Technology partners to gather requirements and translate them into effective system solutions.
  • Engage in discussions around process improvement and automation opportunities within Charles River and associated systems.
  • Support the evolution of front- and middle-office architecture centered on Charles River.
  • Assist with integrations involving market data providers and downstream platforms including Bloomberg, FactSet, SimCorp, Eagle, and custodial partners.
  • Maintain system documentation covering workflows, configurations, and integration points.
  • Apply quality assurance, risk-management, and best-practice standards throughout system change activities.
  • Assist with the configuration and maintenance of the Charles River platform, including workflows, data flows, and system integrations.
  • Support troubleshooting, root-cause analysis, and continuous improvement of system performance and reliability.
  • Contribute to enhancements, upgrades, and implementation efforts related to Charles River.
  • Participate in software testing and validation activities to ensure the quality and stability of system releases.
  • Work with Trading, Portfolio Management, Compliance, Operations, and Technology partners to gather requirements and translate them into effective system solutions.
  • Engage in discussions around process improvement and automation opportunities within Charles River and associated systems.
  • Support the evolution of front- and middle-office architecture centered on Charles River.
  • Assist with integrations involving market data providers and downstream platforms including Bloomberg, FactSet, SimCorp, Eagle, and custodial partners.
  • Maintain system documentation covering workflows, configurations, and integration points.
  • Apply quality assurance, risk-management, and best-practice standards throughout system change activities.

Qualifications & Experience

  • Bachelor's degree required (Information Systems, Computer Science, Finance, or related field preferred).
  • 2-5 years of experience within the investment management industry, preferably supporting portfolio management, trading, or compliance functions.
  • Hands-on experience with an Order Management System (OMS); Charles River experience strongly preferred.
  • Understanding of trading workflows, compliance processes, allocations, and integration concepts.
  • Strong analytical, problem-solving, and communication skills.
  • Ability to work collaboratively across cross-functional business and technology teams.
SWIB Offers:
  • Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
  • Comprehensive benefits package
  • Educational and training opportunities
  • Tuition reimbursement
  • Challenging work in a professional environment
  • Hybrid work environment
The position requires U.S. work authorization.
Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office. Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.
All SWIB employees are subject to SWIB's Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading. You may request copies of these policies from SWIB's talent acquisition team and any questions can be answered by SWIB's compliance team.

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