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Investment Assistant Jobs in Wisconsin (NOW HIRING)

TIER4 GROUP

Investment Accountant

Milwaukee, WI · Hybrid

Primary Duties & Responsibilities: * Assist in preparing the investment sections of quarterly and annual filings with state insurance regulators and audited financial statements. * Complete monthly ...

Santander

Investment Banking Analyst

Madison, WI

$110K - $135K/yr

Investment Banking Analyst Country: United States of America It Starts Here: Santander is a global ... raising activities. * Assist in the execution of live transactions, including due diligence ...

First Business Bank

Investment Intern

Madison, WI · On-site

$15 - $20.25/hr

Investment Internship First Business Bank is aTop Workplaces USA company, learn more here . At the ... analysis * Assist the team in constructing model portfolios and optimizing asset allocation

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Investment Assistant information

See Wisconsin salary details

$23.3K

$44.5K

$63.5K

How much do investment assistant jobs pay per year?

As of Aug 25, 2026, the average yearly pay for investment assistant in Wisconsin is $44,510.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,872.00 and $53,874.00 per year, depending on experience, location, and employer.

What does an investment assistant do?

An Investment Assistant provides administrative and analytical support to investment professionals, helping with research, portfolio management, and client communications. They assist in preparing reports, maintaining financial records, and ensuring compliance with regulatory requirements. Strong attention to detail, financial knowledge, and proficiency with investment tools are essential for success in this role.

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

Excelling as an Investment Assistant requires strong analytical abilities, organizational skills, and a background in finance or business administration, often supported by a relevant degree. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as the Series 7 or Series 63 licenses is beneficial. Excellent communication, attention to detail, and a proactive approach help professionals build productive relationships with clients and team members. These skills ensure efficient support for investment teams, precise transaction processing, and superior client service.

What are typical daily responsibilities for an investment assistant?

Investment Assistants typically support portfolio managers and advisors by preparing reports, handling client correspondence, processing investment transactions, and maintaining accurate records. The role often involves monitoring account activities, coordinating meetings, and researching market data to provide insights for investment decisions. You may also assist with compliance documentation and resolving routine client inquiries. Collaborating closely with both internal teams and external partners, you’ll play a vital part in ensuring smooth day-to-day operations in a fast-paced investment environment.

How much do investment assistants make?

Investment assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while those with specialized skills or certifications can earn higher salaries. Compensation often includes benefits and opportunities for bonuses based on performance.

What are the most commonly searched types of Investment jobs in Wisconsin?

The most popular types of Investment jobs in Wisconsin are:

What are popular job titles related to Investment Assistant jobs in Wisconsin?

For Investment Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Investment Assistant jobs in Wisconsin look for?

The top searched job categories for Investment Assistant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Investment Assistant jobs?

Cities in Wisconsin with the most Investment Assistant job openings:

Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 70% Full Time, 10% Part Time, 10% Contract, and 10% Nights. Highlights an 100% In-person job distribution, with an average salary of $44,510 per year, or $21.4 per hour.

Investment Accountant

TIER4 GROUP

Milwaukee, WI • Hybrid

Contractor

Re-posted 28 days ago

Job description

Title: Investment Accountant

Location: Milwaukee, WI 

Type: Hybrid (3 days onsite per week) 

Duration: January 2025 - July 2025 (6 month contract)

Perks: Competitive Rates, Benefits, free daily lunch when onsite 


Job Summary:

Prepare accurate financial reporting for fixed income, equity securities, and alternative investments for the organization and its related entities. Ensure accurate monthly, quarterly, and annual reporting to internal management, external agencies, and auditors. Contribute to maintaining data integrity by verifying the accuracy of investment systems and financial processes related to assets, income, and gains/losses.


Primary Duties & Responsibilities:

  • Assist in preparing the investment sections of quarterly and annual filings with state insurance regulators and audited financial statements.
  • Complete monthly closing processes, ensuring assets, income, and gains/losses are recorded according to Statutory and U.S. GAAP principles. This includes performing monthly reconciliations within the investment systems.
  • Collaborate with cross-functional teams to verify transaction accuracy.
  • Prepare additional periodic reports as requested.
  • Identify and implement improvements in reporting and financial processing workflows.


Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field, or equivalent education and experience.
  • Minimum of 5 years of relevant professional accounting experience.
  • Public accounting experience is preferred.
  • CPA designation is a plus.
  • Strong understanding of accounting principles and practices related to investments is a plus.
  • Demonstrated decision-making and analytical skills.
  • Strong written and verbal communication skills.
  • Proven ability to collaborate effectively across departments.
  • High level of personal initiative and self-motivation.
  • Proficiency in Microsoft applications, especially Excel.