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Investment Analyst Jobs in Appleton, WI (NOW HIRING)

Plexus Corp.

Financial Analyst II

Neenah, WI · On-site

$63K - $95K/yr

When we invest in our people, we invest in building a better world. With a vision rooted in the ... Prepare and analyze financial reports providing clear communication and actionable insight on ...

Ahlstrom

Financial Analyst

Kaukauna, WI · On-site

We aim to attract, retain, and energize passionate people, like you , by investing in your ... The Financial Analyst - ACO is responsible for providing analytical support for the ACO controlling ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge. * Execute investment and planning ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge. * Execute investment and planning ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge. * Execute investment and planning ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge. * Execute investment and planning ...

Michels Corporation

Global Automation Analyst

Neenah, WI · On-site

$80 - $100/hr

We are family owned and operated * We invest an average of $5,000 per employee on training each ... Analyze existing processes and document requirements, logic flows, and exception handling * Develop ...

US Venture, Inc.

Senior Financial Analyst

Appleton, WI · On-site

$83K - $103K/yr

POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks ... Constructively challenge assumptions, business cases, and investment proposals brought forward by ...

Faith Technologies

Digital Analyst II

Menasha, WI · Hybrid

$100K - $119K/yr

The Digital Analyst II delivers a range of modern technology solutions while and implementing best ... Benefits are the Game-Changer We provide industry-leading benefits as an investment in the lives of ...

Faith Technologies Inc.

Digital Analyst II

Menasha, WI · Hybrid

$100K - $119K/yr

The Digital Analyst II delivers a range of modern technology solutions while and implementing best ... Benefits are the Game-Changer We provide industry-leading benefits as an investment in the lives of ...

US Venture, Inc.

Sr. Financial Planning Analyst

Appleton, WI · On-site

$83K - $103K/yr

POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks ... Constructively challenge assumptions, business cases, and investment proposals brought forward by ...

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All JobsInvestment Analyst JobsInvestment Analyst Jobs in Appleton, WI

Investment Analyst information

See Appleton, WI salary details

$34.1K

$83.7K

$129.8K

How much do investment analyst jobs pay per year?

As of Aug 29, 2026, the average yearly pay for investment analyst in Appleton, WI is $83,724.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,900.00 and $97,100.00 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

What are the most commonly searched types of Investment Analyst jobs in Appleton, WI?

The most popular types of Investment Analyst jobs in Appleton, WI are:

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For Investment Analyst jobs in Appleton, WI, the most frequently searched job titles are:

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The top searched job categories for Investment Analyst jobs in Appleton, WI are:

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Cities near Appleton, WI with the most Investment Analyst job openings:

Investment Analyst jobs near you
Infographic showing various Investment Analyst job openings in Appleton, WI as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $83,724 per year, or $40.3 per hour.

Investment Banking Analyst - AI Trainer

Green Bay, WI • Remote

DataAnnotation
Computing Infrastructure Providers, Data Processing, Web Hosting • 10K+ employees
Learn more about DataAnnotationexternal

$50 - $100/hr

Contractor

This job post has expired today. Applications are no longer accepted.

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation