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Investment Associate Jobs in Wisconsin (NOW HIRING)

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

At Russell Investments, salary is just one part of our compensation package. Our total rewards ... The CSA associates generate several types of client-ready proposals and reports for both Russell ...

Russell Investments

Client Service Associate

Milwaukee, WI · On-site

$50K - $60K/yr

At Russell Investments, salary is just one part of our compensation package. Our total rewards ... The CSA associates generate several types of client-ready proposals and reports for both Russell ...

Scottish Rite for Children

WI · On-site

$90 - $120/hr

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details: Monday - Friday 8:00am - 5:00pm Posting Summary: This position is responsible for daily investment ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

At Russell Investments, salary is just one part of our compensation package. Our total rewards ... all associates and employment applicants regardless of race, religion, ancestry, creed, color ...

US Bank

Alternative Investments Accountant

Milwaukee, WI · On-site

$66K - $78K/yr

Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed ...

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Investment Associate information

See Wisconsin salary details

$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:

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

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 Consultant- Milwaukee, WI

Fidelity Investments

Brookfield, WI • On-site

Full-time

Posted 24 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client's needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
  • Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
  • Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
  • Interpersonal skills and ability to grow relationships are exemplary
  • Will take initiative and exceed expectations
  • Outstanding communication and consultative skills, and thrives in a fast-paced work environment
The Team

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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