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Financial Analyst Relocation information

See Madison, WI salary details

$38.8K

$88.8K

$118.9K

How much do financial analyst relocation jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial analyst relocation in Madison, WI is $88,783.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,500.00 and $111,300.00 per year, depending on experience, location, and employer.

What is the difference between Financial Analyst Relocation vs Financial Analyst?

AspectFinancial Analyst RelocationFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA are commonBachelor's degree in finance, accounting, or related field; certifications like CFA are common
Work EnvironmentTypically involves relocating for new job opportunities; may work in corporate, banking, or investment firmsOffice-based, corporate, banking, or investment environments; may include remote work
Employer & Industry UsageUsed when discussing job moves or relocations within finance rolesStandard role in finance industry, focusing on analyzing financial data and advising

Financial Analyst Relocation refers to the process or job involving moving to a new location for a financial analyst position, often requiring additional logistical considerations. In contrast, a Financial Analyst is a role focused on analyzing financial data, regardless of location. The main difference lies in the context of relocation versus the core job responsibilities.

What is a financial analyst relocation?

Financial Analyst Relocation jobs are positions where financial analysts are required or offered the opportunity to relocate to a different city, state, or country for work. These roles typically involve analyzing financial data, preparing reports, and advising organizations on financial decisions, but with the added dimension of moving to a new location. Employers may offer relocation packages to help cover moving expenses and assist with settling into the new area. Such positions can be found in multinational corporations, consulting firms, or companies expanding into new markets. Relocation can provide career growth opportunities and exposure to different financial regulations and business environments.

What are the key skills and qualifications needed to thrive as a financial analyst in a relocation-focused position?

To thrive as a Financial Analyst in relocation, a strong background in finance, accounting, and quantitative analysis is essential, usually supported by a bachelor's degree in finance or related field. Familiarity with financial modeling software, Excel, and ERP systems, along with certifications like CFA or CPA, is highly valued. Excellent analytical thinking, attention to detail, and effective communication skills help in interpreting data and collaborating with cross-functional teams. These skills ensure accurate financial forecasting, strategic decision-making, and smooth management of relocation budgets and processes.

How does relocation impact the daily responsibilities of a financial analyst?

As a Financial Analyst relocating to a new office or region, you may encounter unique challenges such as adapting to different business practices, regulatory environments, or cultural expectations. Your daily responsibilities will likely remain focused on financial modeling, analysis, and reporting, but you may also need to quickly familiarize yourself with local market trends and build new professional relationships. Successful relocation often requires strong communication skills and adaptability to ensure seamless collaboration with both your new team and cross-functional partners.
What are popular job titles related to Financial Analyst Relocation jobs in Madison, WI? For Financial Analyst Relocation jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Relocation jobs in Madison, WI look for? The top searched job categories for Financial Analyst Relocation jobs in Madison, WI are:
What cities near Madison, WI are hiring for Financial Analyst Relocation jobs? Cities near Madison, WI with the most Financial Analyst Relocation job openings:
Financial Analyst Relocation jobs near you

Senior Credit Analyst

State of Wisconsin Investment Board

Madison, WI • Hybrid

Full-time

Re-posted 18 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:

About the Team

The Fixed Income Strategies team manages over seventeen billion across five portfolios spanning rates, investment grade and leveraged credit, and structured products. The team integrates fundamental and quantitative insights and manages both long-only and long/short strategies. We emphasize disciplined portfolio construction, rigorous risk management, and collaborative decision-making across asset classes.

Position Overview

We are seeking an experienced Senior Credit Analyst to join our investment team. This role is responsible for conducting in-depth fundamental credit analysis across high yield and leveraged loan issuers, producing investment recommendations, and supporting portfolio construction. The ideal candidate brings strong analytical rigor, market awareness, and a proven ability to identify relative value opportunities in below-investment-grade debt.

Key Responsibilities

  • Perform investmentresearch inclusive of credit analysis, deal write-ups, and financial modeling
  • Evaluate relative value across bonds, loans, and other credit instruments
  • Monitor existing portfolio holdings and provide ongoing risk assessments
  • Collaborate with portfolio managers on trade ideas and portfolio positioning
  • Engage with traders on market dynamics, liquidity, new issue
  • Track market trends, sector developments, and macroeconomic factors impacting credit markets
  • Generate written research reports and present investment recommendations to the investment team
  • Establish and maintain workingrelationships and dialogue with sell-side analysts, company management, industry experts and rating agencies,
  • Lead, mentor, and develop less seasoned credit analysts
  • Partner with quantitative and technology teams to build and enhance research and analytics platforms
  • Provide leveraged finance expertise across the firm and participate in cross-market strategies and trades

Qualifications

  • Minimum 10 years of experience in leveraged finance analytics, including advanced financial modeling and valuation skills
  • Demonstrated success identifying relative value opportunities within covered sectors
  • Strong understanding of credit markets, capital structures and distressed situations
  • Broad understanding of global fixed income and capital markets
  • Strong ability to collaborate effectively within a small team and across investment disciplines
  • Excellent written and verbal communication skills
  • Strategic mindset paired with exceptional attention to detail
  • Team-oriented professional with a positive, constructive approach
  • Familiarity with CLOs and private credit preferred
  • Proficiency with Bloomberg, Aladdin, or similar tools

*The internal title for this position is Senior Portfolio Manager

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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