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Investment Analyst Jobs in Wisconsin (NOW HIRING)

InforCapital, partnership

Investment Analyst

Milwaukee, WI · On-site

$60 - $80/hr

The Investment Analyst is responsible for creating and performing real estate financial and market analysis for the company acquisition, development, and investment activities. Key responsibilities ...

Scottish Rite for Children

WI · On-site

$90 - $120/hr

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details: Monday - Friday 8:00am - 5:00pm Posting Summary: This position is responsible for daily investment ...

Santander

Investment Banking Analyst

Madison, WI

$110K - $135K/yr

Investment Banking Analyst Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand ...

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All JobsInvestment Analyst JobsInvestment Analyst Jobs in Wisconsin

Investment Analyst information

See Wisconsin salary details

$35.3K

$86.6K

$134.2K

How much do investment analyst jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment analyst in Wisconsin is $86,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,100.00 and $100,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment analyst?

To thrive as an Investment Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of financial statements, typically supported by a degree in finance, economics, or a related field. Familiarity with tools like Microsoft Excel, Bloomberg Terminal, and financial databases, as well as certifications like the CFA, is highly valued. Attention to detail, effective communication, and critical thinking are crucial soft skills for interpreting data and presenting investment recommendations. These skills enable analysts to make informed decisions, provide valuable insights, and drive successful investment strategies.

What is an investment analyst?

As an investment analyst, you research companies, stocks, bonds, and securities to produce buy-or-sell recommendations. Your specific responsibilities depend on your employer. If you are a sell-side investment analyst, you typically work for brokerage firms and provide information to financial advisors who use your research to make investment recommendations to clients. You could also work at an investment banking firm, providing analysis and pricing for the bank’s own products. If you are a buy-side analyst, you typically work for wealth management firms, hedge funds, and pension funds. In those settings, your job duties are to research the market and to produce an investment strategy or portfolio for use by the company’s internal investment managers.

What are some common challenges faced by investment analysts in their day-to-day work?

Investment Analysts often encounter challenges such as managing tight deadlines, balancing multiple projects simultaneously, and staying updated on market trends and economic changes. They must sift through large volumes of data to identify actionable insights and communicate complex findings to both technical and non-technical stakeholders. Additionally, adapting to rapidly changing market conditions and ensuring accuracy in financial models are crucial to success in this role.

What is the difference between Investment Analyst vs Financial Analyst?

AspectInvestment AnalystFinancial Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, certifications like CFA or CPA beneficial
Work EnvironmentFinancial firms, investment banks, asset managementCorporations, banks, consulting firms
Employer & Industry UsagePrimarily in investment and asset management industriesAcross various industries including corporate finance and banking
Common Search & Comparison IntentYesYes

Investment Analysts focus on evaluating investment opportunities, analyzing market trends, and making recommendations for portfolios. Financial Analysts assess a company's financial health, prepare reports, and support decision-making within organizations. While both roles require similar credentials and often overlap in skills, their primary focus and work environments differ.

How much do entry level investment analysts make?

Entry-level investment analysts typically earn between $60,000 and $80,000 annually, depending on the location, firm size, and individual qualifications. Compensation may also include bonuses and benefits, with higher salaries often associated with strong analytical skills and relevant internships or certifications like the CFA Level I exam.
More about Investment Analyst jobs

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Investment Analyst jobs near you
Infographic showing various Investment Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $86,610 per year, or $41.6 per hour.

Investment Analyst

InforCapital, partnership

Milwaukee, WI • On-site

$60 - $80/hr

Other

Posted 5 days ago

Job description

# Investment AnalystHammes PartnersAnalystReal EstateFull-timeLocationMilwaukee, United StatesDate PostedJune 16, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Real Estate / Analyst jobs in Milwaukee, United States" are published.## About This RoleHammes Partners, founded in 1991 and consistently ranked as one of the nation top healthcare real estate developers, is seeking an Investment Analyst to join its dynamic team. The firm is a vertically integrated real estate solutions platform with capabilities spanning real estate strategy and planning, project management, development, investment, and property management, primarily serving healthcare clients and leading institutions.The Investment Analyst is responsible for creating and performing real estate financial and market analysis for the company acquisition, development, and investment activities. Key responsibilities include project underwriting through budget, economic, and proforma return analysis; performing credit analysis on existing and potential tenants; scenario and sensitivity analysis of development projects; and assisting with capitalization duties including creating financing packages, reviewing lender proposals, and supporting due diligence for financing closings.Additional duties include preparing and coordinating RFP responses and marketing presentations, and assisting with Investment Committee Reporting. The role provides broad exposure to a full-service healthcare real estate platform recognized by Modern Healthcare as one of the Best Places to Work in Healthcare.Apply for this Position #J-18808-Ljbffr

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