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Chartered Financial Analyst Jobs in Wisconsin (NOW HIRING)

WI · On-site

$120 - $190/hr

Valid driver\'s license required Preferred Qualifications * MBA * CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) * Industry experience in consumer services, construction ...

PT Instructor Pool - Finance

Madison, WI · On-site

$16 - $21.25/hr

... Financial Analyst (CFA) designation OR Chartered Financial Consultant (ChFC). 3. Two (2) years or 4,000 hours of experience in Finance Personal Finance (only): Bachelor's Degree in Finance and Master ...

Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. Overview We're seeking an experienced investment professional to join our Venture ...

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Showing results 21-40

Chartered Financial Analyst information

See Wisconsin salary details

$38.9K

$88.9K

$119.1K

How much do chartered financial analyst jobs pay per year?

As of Aug 21, 2026, the average yearly pay for chartered financial analyst in Wisconsin is $88,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,700.00 and $111,500.00 per year, depending on experience, location, and employer.

What is a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute to individuals who have completed a rigorous program of study and passed three levels of exams covering topics such as investment analysis, portfolio management, and ethical standards. CFAs are recognized globally for their expertise in finance and investment management. They often work as portfolio managers, research analysts, or financial advisors. Earning the CFA charter demonstrates a high level of competence, integrity, and commitment to the financial profession.

What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst?

To thrive as a Chartered Financial Analyst (CFA), you need advanced knowledge in financial analysis, investment management, and portfolio construction, typically demonstrated by earning the CFA charter and holding a relevant bachelor's degree. Familiarity with financial modeling software, Bloomberg terminals, and data analysis tools is critical for effective market research and decision-making. Outstanding analytical thinking, ethical judgment, and strong communication skills distinguish top performers in this role. These abilities are vital for providing accurate investment guidance, maintaining client trust, and achieving superior financial outcomes.

What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?

Chartered Financial Analysts in client-facing roles often encounter the challenge of simplifying complex financial data and investment strategies for clients with varying levels of financial literacy. Balancing analytical rigor with effective communication is key, as is managing client expectations during periods of market volatility. Additionally, CFAs must stay updated with changing regulations and market trends to provide accurate, compliant advice, which requires ongoing professional development and adaptability.

What is the difference between Chartered Financial Analyst vs Certified Financial Planner?

AspectChartered Financial Analyst (CFA)Certified Financial Planner (CFP)
CredentialsCFA charter, requiring passing three exams and relevant work experienceCFP certification, requiring coursework, exam, and financial planning experience
Work EnvironmentInvestment firms, asset management, researchFinancial planning firms, wealth management, personal finance
Industry UsagePrimarily in investment analysis, portfolio managementPersonal financial planning, retirement, estate planning

The CFA and CFP designations serve different roles in finance. The CFA focuses on investment analysis and portfolio management, requiring rigorous exams and experience. The CFP emphasizes personal financial planning, helping clients with comprehensive financial strategies. Both are respected but cater to different career paths within the finance industry.

Is Chartered Financial Analyst still in demand?

The Chartered Financial Analyst (CFA) designation remains highly valued in the finance industry, with strong demand for professionals skilled in investment analysis, portfolio management, and financial research. CFA charterholders are often sought after for roles in asset management, investment banking, and corporate finance, especially as financial markets grow and evolve.

What can you do as a Chartered Financial Analyst?

A Chartered Financial Analyst (CFA) can analyze investment opportunities, manage portfolios, and provide financial advice across asset classes such as stocks, bonds, and derivatives. They often work in asset management, research, risk management, and financial analysis, utilizing skills in financial modeling and valuation. The CFA designation requires passing three levels of exams and gaining relevant work experience.

What cities in Wisconsin are hiring for Chartered Financial Analyst jobs?

Cities in Wisconsin with the most Chartered Financial Analyst job openings:

Infographic showing various Chartered Financial Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $88,935 per year, or $42.8 per hour.

$90 - $130/hr

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Re-posted 20 days ago


Job description

Company Overview

The State of Wisconsin Investment Board (SWIB) manages more than $178billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). It operates at a level often seen in top-tier global asset managers, and 61% of its investment professionals hold a Chartered Financial Analyst (CFA) charter. SWIB serves over 703,000 WRS beneficiaries and is committed to securing the financial future of those who serve Wisconsin. The organization offers a modern workspace, hybrid work options, competitive compensation, and a range of benefits.

Team Overview

The Data Services & Engineering team builds, implements, and maintains industry‑leading systems and platforms that support SWIB’s diverse investment portfolios and strategies. The team acts as a trusted advisor and partner to the business, leveraging technology to deliver maximum value, align with future direction, and operate according to industry standards.

Position Overview

Lead the design, development, validation, and deployment of advanced analytics, AI, and machine‑learning solutions that support data‑driven investment decision‑making. Own the technical lifecycle for analytics products from problem framing through data requirements, modeling, evaluation, deployment, monitoring, and ongoing iteration.

Key Responsibilities
  • Architect and deploy solutions using GitLab (merge requests, CI/CD pipelines, automated testing, release management) and Terraform, establishing strong engineering practices and reproducibility.
  • Design, evaluate, and deploy AI‑enabled analytical solutions that measure output quality, detect hallucinations, and ensure reliability for decision‑making.
  • Implement data‑quality, validation, and AI‑evaluation frameworks; define reliability metrics, testing protocols, and monitoring controls to guarantee accurate, traceable, and explainable outputs.
  • Develop analytics applications and lightweight front‑end interfaces (PowerBI, Streamlit, React, or similar tools) to communicate findings and drive adoption, applying UI/UX principles for usability and clarity.
  • Deploy solutions in cloud environments (Azure or AWS), coordinating with engineering and security to ensure secure, scalable, and cost‑aware deployments.
  • Utilize data‑warehousing technologies such as Snowflake to support analytics initiatives, collaborating on data modeling and performant query patterns.
  • Communicate complex concepts clearly to technical and non‑technical stakeholders; translate investment needs into analytical roadmaps and measurable outcomes.
  • Serve as a liaison across investment teams and partner functions (IT, Operations, Legal, HR, Strategic Planning, etc.) to support change management and adoption of analytics solutions.
  • Act as a senior team contributor by providing design input, conducting code and analysis reviews, sharing patterns and best practices, and coaching junior staff through pairing, feedback, and knowledge sharing.
Qualifications
  • Bachelor’s degree required; advanced degree preferred in finance, business, engineering, computer science, computational economics, mathematics, data science, or related discipline.
  • Progress toward or completion of the CFA designation preferred.
  • 5+years of experience in data science, analytics, quantitative research, or similar roles.
  • 2+years of experience designing and deploying AI‑enabled analytical solutions that measure output quality, detect hallucinations, and ensure reliability for decision‑making.
  • Strong proficiency in Python and SQL for advanced analytics, data engineering, and model development in production contexts.
  • Proven experience deploying and operating production code using GitLab, including CI/CD, merge‑request workflows, automated testing, and release management.
  • Experience with Terraform to provision and manage cloud infrastructure as code.
  • Experience building and deploying machine‑learning models using modern techniques (regression, classification, clustering, time‑series/forecasting) with robust evaluation practices and sound statistical reasoning.
  • Experience implementing data‑quality frameworks, validation controls, and reliability metrics/processes for analytical outputs and reports.
  • Strong experience with cloud platforms (Azure or AWS) for data storage/processing and for deploying analytics solutions, with familiarity of security and operational considerations.
  • Experience with data‑warehousing platforms such as Snowflake to support scalable analytics initiatives.
  • Excellent communication skills, with the ability to influence decisions through clear storytelling and stakeholder partnership.
  • Demonstrated ability to collaborate effectively, coach junior staff, and elevate team standards through reviews, reusable patterns, and documentation.
  • Strong work ethic, attention to detail, and commitment to disciplined delivery (documentation, Jira ticketing, and best practices).
Benefits & Compensation

Competitive total cash compensation based on AON industry benchmarks. Comprehensive benefits package. Educational and training opportunities, including tuition reimbursement. Hybrid work environment with flexibility to work remotely, subject to weekly office presence as required by distance. Relocation reimbursement offered to the Dane County area. Commitment to ethics and compliance through SWIB’s Ethics Policy and Personal Trade Approvals Policy.

Employment Requirements

Position requires U.S. work authorization. All staff have flexibility to work remotely under the Hybrid Remote Work Policy, with a weekly office presence dependent on distance from the office. Relocation reimbursement is available to the Dane County area per our policy. Employees are subject to SWIB’s Ethics Policy and Personal Trade Approvals Policy.

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