ZipRecruiter

Log In

1

Investment Analyst Jobs in Appleton, WI (NOW HIRING)

Faith Technologies

Financial Systems Analyst

Appleton, WI

$83K - $113K/yr

Our Financial Systems Analyst is responsible for the administration, maintenance, and optimization ... Benefits are the Game-Changer We provide industry-leading benefits as an investment in the lives of ...

Faith Technologies Inc.

Financial Systems Analyst

Appleton, WI · On-site

$83K - $113K/yr

Our Financial Systems Analyst is responsible for the administration, maintenance, and optimization ... Benefits are the Game-Changer We provide industry-leading benefits as an investment in the lives of ...

Faith Technologies Inc.

Financial Systems Analyst

Menasha, WI · On-site

$88K - $119K/yr

Our Financial Systems Analyst is responsible for the administration, maintenance, and optimization ... 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 ...

New

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 ...

New

U.S. 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 ...

Schreiber Foods

Senior Treasury Analyst

Green Bay, WI · Hybrid

... investment decision making, supporting global liquidity and funding efforts and lender ... Analyze forecasts to provide detailed insight to Finance and company leadership.Capital Expenditure ...

previous pagenext page

Showing results 21-40

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 10, 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 do investment analysts do?

Investment analysts evaluate financial data, market trends, and economic conditions to provide investment recommendations. They analyze securities, prepare reports, and use tools like financial modeling and valuation techniques to support investment decisions, often working in finance firms or asset management companies.

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.

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 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 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.

How much do entry level investment analysts make?

Entry-level investment analysts typically earn between $55,000 and $75,000 annually, depending on the location, firm size, and individual qualifications. Compensation may also include bonuses and benefits, and strong analytical skills and proficiency in financial modeling are often required.
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:
What are popular job titles related to Investment Analyst jobs in Appleton, WI? For Investment Analyst jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Investment Analyst jobs in Appleton, WI look for? The top searched job categories for Investment Analyst jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Investment Analyst jobs? 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 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $83,724 per year, or $40.3 per hour.

Financial Systems Analyst

Faith Technologies

Appleton, WI

$83K - $113K/yr

Full-time

Posted 24 days ago

Faith Technologies rating

8.0

Company rating: 8.0 out of 10

Based on 54 frontline employees who took The Breakroom Quiz

205th of 446 rated engineering

Job description

You've discovered something special. A company that cares. Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, applied and consumed. Cares about thoughtfully growing to meet market demands. And as "one of the Healthiest 100 Workplaces in America" is focused on the mind/body/soul of team members through our Culture of Care.

Our Financial Systems Analyst is responsible for the administration, maintenance, and optimization of our financial planning and analysis system, ensuring data integrity, user support, and continuous improvement of financial processes. Incumbent should be detail oriented and technically skilled with expertise in Prophix or another similar financial planning software. Must have excellent analytical, problem-solving, and communication skills with the ability to manage multiple priorities and work collaboratively across teams A strong understanding of financial planning, budgeting, and forecasting process is required. Must be proficient in Excel and have experience with SQL or data integration tools.

MINIMUM REQUIREMENTS

Education:Bachelor's degree in Finance, Accounting, Information Systems, or related field.

Experience:4 years ofexperience in financial systems. Prefer experience with ERP systems, Prophix, and working in mid to large size organizations with complex financial structures.

Travel: 0-10%

Work Schedule: This position works between the hours of 7 AM and 5 PM, Monday- Friday.

KEY RESPONSIBILITIES

  • Administers and maintains the Prophixfinancial system, including user access, data integrations, and system configurations.

  • Collaborates with Finance, IT, and other departments to gather requirements and implement budgeting, forecasting, and reporting solutions.

  • Designs and develops financial models, dashboards, and reports within Prophix to support strategic decision-making.

  • Troubleshoots system issues, performs root cause analysis, and implements solutions to ensure system reliability and performance.

  • Provides training and support to end-users, ensuring effective use of Prophix tools and features.

  • Leads or supports system upgrades, enhancements, and testing efforts.

  • Ensures data accuracy and integrity across all financial systems and reports.

  • Documents system processes, configurations, and user guides.

  • Stays current with Prophix updates and best practices to recommend improvements.

  • Performs other related duties as required and assigned.

The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

How Does FTI Give YOU the Chance to Thrive?

If you're energized by new challenges, FTI provides you with many opportunities. Joining FTI opens doors to redefine what's possible for your future.

Once you're a team member, you're supported and provided with the knowledge and resources to achieve your career goals with FTI. You're officially in the driver's seat of your career, and FTI's career development and continued education programs give you opportunities to position yourself for success.

FTI is a "merit to the core" organization. We recognize and reward top performers, offering competitive, merit-based compensation, career path development and a flexible and robust benefits package.

Benefits are the Game-Changer

We provide industry-leading benefits as an investment in the lives of team members and their families.You're invited to review the full list of FTI benefits available to regular/full-time team members. Start here. Grow here. Succeed here. If you're ready to learn more about your career with FTI, apply today!

Faith Technologies, Inc. is an Equal Opportunity Employer - veterans/disabled.

Employment is contingent upon successfully passing a background and drug test

What Faith Technologies employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply