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Investment Analyst Jobs in Appleton, WI (NOW HIRING)

Capital Credit Union

Financial Analyst

Green Bay, WI · On-site

Develops and performs analyses of existing and contemplated products and services. Provides results and helps formulate strategy recommendations to management as appropriate. * Maintains a working ...

Collabera

Financial Analyst

Neenah, WI

Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: This position would support a priority Global Sector project initiative working under the direction of the ...

Capital Credit Union

Financial Analyst

Green Bay, WI · On-site

Develops and performs analyses of existing and contemplated products and services. Provides results and helps formulate strategy recommendations to management as appropriate. * Maintains a working ...

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Showing results 41-60

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:

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 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.

Financial Analyst

Neenah, WI

J. J. Keller & Associates, Inc.
Business Management Consulting • 1 - 5K employees
Learn more about J. J. Keller & Associates, Inc.external

Full-time

Posted 11 days ago

Job description

Requisition #: 20867
Functional Area:  Business Analysis; Finance
Employment Type:  Full-Time
Work Options:  In Office at Location Specified Above #LI-Onsite
Work Hours:  Standard Business Hours

Position Summary

J. J. Keller is seeking to hire a Financial Analyst who will play a key role in managing subscription revenue performance, billing accuracy, and revenue forecasting for our Technology Solutions business unit. This position partners closely with cross-functional teams to identify and resolve revenue-related issues, improve processes, and ensure the integrity of financial data.

In addition, this role develops forecasts, analyzes business performance, and provides actionable insights to support decision-making. The Financial Analyst serves as a subject matter expert on subscription and transactional revenue models, leads process improvement initiatives, and helps advance subscription management capabilities to support business growth. This position also provides guidance and support to analysts and project team members while collaborating with leaders across the organization.

This role requires you to be onsite at our Neenah corporate campus 3 days per week and reside in the local market.

Job Responsibilities
  • Monitor and analyze billing, revenue, and subscription performance to identify discrepancies, risks, and opportunities.
  • Investigate root causes of billing and revenue issues and partner with cross-functional teams to drive resolution.
  • Own and continuously improve reconciliation and revenue governance processes.
  • Develop revenue forecasts, projections, and business analyses to support planning and decision-making.
  • Present findings, forecasts, and recommendations to business leaders and stakeholders.
  • Serve as a subject matter expert on subscription, transactional, and other revenue business models.
  • Lead cross-functional initiatives focused on process improvement, operational efficiency, and revenue optimization.
  • Provide guidance, prioritization, and technical direction to supporting analysts and project team members.
  • Support implementation and ongoing management of subscription management processes, systems, and capabilities.
Qualifications

Education & Experience

  • Bachelor's degree in Business, Finance, Accounting, Economics, Analytics, Marketing, or a related field.
  • Minimum of 5 years of experience in financial analysis, revenue management, business analytics, marketing analytics, or a related discipline.
  • Experience developing financial models, forecasts, projections, and business insights to support strategic decision-making.
  • Knowledge of subscription, recurring revenue, transactional, or product-based business models.
  • Experience working with enterprise business systems, reporting tools, and data platforms.
  • Proven ability to lead cross-functional initiatives and influence stakeholders across multiple functions.
  • Strong communication and presentation skills, including experience presenting recommendations to leadership.
  • Advanced proficiency in Excel and financial modeling; experience with business intelligence and analytics tools preferred.
Physical Requirements

Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time.

We Protect People & The Businesses They Run

Every associate at J. J. Keller makes a difference by creating safer, more respectful workplaces. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.

J. J. Keller History:  November 1, 2023, marked 70 years of business for J. J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family-owned business - from our founding as a one-man consulting firm through decades of delivering on our purpose of protecting people and the businesses they run.

J. J. Keller Career Stories:  Click HERE to hear from our associates about what they have to say about life as an associate at J. J. Keller.

J. J. Keller Earns 8th Great Place to Work Certification:  Click HERE to find out what makes J. J. Keller great.

J. J. Keller Certified as a Top 100 Most Loved Workplace in America:  Click HERE to find out why our associates LOVE working at J. J. Keller.

2024 Top Company for Women to Work for in Transportation:  Click HERE to learn more about this prestigious recognition.

If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.

Professional Referral Program:  Not the right role for you, but know someone who could be a great fit? Click HERE to refer them to us through our Professional Referral Program and you will earn a cash payment if your referral is hired.

J. J. Keller & Associates, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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