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Investment Associate Jobs in Wisconsin (NOW HIRING)

Hammes Company

Investment Associate

Milwaukee, WI · On-site

Position Summary The Associate will be responsible for analyzing real estate acquisition and development investment opportunities. The Associate is also responsible for overseeing Financial Analysts ...

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Santander

Investment Banking Associate

Madison, WI

$175K - $225K/yr

Investment Banking Associate 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 ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

The Investment Products Consultant is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking information on mutual funds and ETFs ...

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$22.2K

$98K

$215.5K

How much do investment associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for investment associate in Wisconsin is $97,981.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $118,600.00 per year, depending on experience, location, and employer.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Associate jobs

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

The most popular types of Investment jobs in Wisconsin are:

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

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

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

What cities in Wisconsin are hiring for Investment Associate jobs?

Cities in Wisconsin with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $97,981 per year, or $47.1 per hour.

Investment Associate

Hammes Company

Milwaukee, WI • On-site

Full-time

Posted yesterday

New

Job description

Join Our Team
Consider a career with Hammes if you are interested in being a part of a dynamic and entrepreneurial environment! We have been recognized as one of the Best Places to Work in Healthcare by Modern Healthcare.
Founded in 1991, Hammes is a vertically integrated real estate solutions platform. Our capabilities include real estate strategy and planning, project management, development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as one of the nation's top healthcare developers by both Modern Healthcare's Construction & Design Survey and Revista's Outpatient Healthcare Real Estate Development Report.
Who We Are
Hammes Partners is a private investment platform focused exclusively on the U.S. Outpatient Healthcare Real Estate market dedicated to ground-up development, adaptive reuse & monetization initiatives of developers & owners/operators of healthcare real estate.
Position Summary
The Associate will be responsible for analyzing real estate acquisition and development investment opportunities. The Associate is also responsible for overseeing Financial Analysts and providing senior team members with support on new deals and existing assets. The Associate will also be responsible for assisting with fund management including valuation, reporting and portfolio management.
Principal Duties and Responsibilities
This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.
  • Directs and manages a team of Financial Analysts on a daily basis. Maintains a thorough understanding of the job responsibilities and provides direction as needed.
  • Works closely with Financial Analysts and plays an active role in the Project Underwriting and Capitalization duties including:
    • Underwriting:
      • Performs Budget, Economic, and Proforma return underwriting
      • Assists with scenario and sensitivity analysis of development projects
    • Capitalization:
      • Assists in creating financing packages in order to procure financing on Ownership portfolio
      • Reviews project team feasibility reports and prepare capital markets section
      • Assists with required due diligence steps necessary to close financing
  • Prepares and coordinates RFP responses and marketing presentations
  • Prepares Investment Committee Reporting, including the following:
    • Projects under development
    • Monthly leasing and budget reports
    • Prepares presentation that will go to management alerting them to any budget issues
    • Proposed deals - Investment Package
  • Researches specific real estate markets to assess market demand, potential for demand and rate growth, competitiveness of comparable properties, and risk potential.
  • Assists with complex financial models that identify the potential financial performance of an asset as well as the Fund's portfolio of assets.
  • Maintains asset valuations for the legacy and Fund assets.
  • Reviews and assists with loan agreements and ancillary documents related to the closing of a transaction.
  • Assists with portfolio management including tracking deal flow of the Fund.
  • Participates in fundraising activities including preparation of marketing materials and due diligence responses.
  • Other duties as assigned by the Investment, Asset Management and Operations team.

Supervisory Duties and Responsibilities
The Associate will supervise a team of Financial Analysts and will be responsible for carrying out supervisory responsibilities in accordance with the Company's policies, procedures, and applicable laws.
Knowledge, Skills & Abilities
The requirements listed below are representative of the knowledge, skills, and abilities required to perform this job successfully.
  • Bachelor's degree in Finance, Economics, Business Administration or related field, or equivalent combination of education and work experience.
  • A minimum of 5 years of progressive work experience in finance, capital markets or real estate.
  • Must be highly detailed and possess excellent financial, mathematical, and statistical skills.
  • Ability to learn in a fast paced environment, managing multiple projects with competing priorities.
  • Excellent oral and written communication skills
  • Strong personal motivation and commitment to excellence.
  • Ability to manage and mentor junior professionals.
  • Advanced knowledge of Microsoft Office, specifically Excel.

Working Conditions
There will be some variation in work hours due to position specific projects and deadlines. Occasional travel may be required.

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