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Investment Operations Jobs in Wisconsin (NOW HIRING)

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 ...

First Business Bank

Investment Intern

Madison, WI · On-site

$15.75 - $20/hr

Support trading operations by reviewing trade tickets and booking bonds * Support the investment team with project-related analysis and review Work Model: Requirement for this position to be based ...

First Business Bank

Investment Intern

Madison, WI

$15 - $20.25/hr

Support trading operations by reviewing trade tickets and booking bonds * Support the investment team with project-related analysis and review Work Model: Requirement for this position to be based ...

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Investment Operations information

See Wisconsin salary details

$11

$26

$53

How much do investment operations jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for investment operations in Wisconsin is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in investment operations?

To thrive in Investment Operations, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a bachelor's degree. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CIPM, is highly valued. Excellent problem-solving abilities, organizational skills, and effective communication set top performers apart in this field. These competencies are essential for ensuring accurate transaction processing, regulatory compliance, and seamless support of investment activities.

What is investment operations?

Investment Operations refer to the behind-the-scenes processes and systems that support the buying, selling, and management of investment assets in financial institutions. This includes trade settlement, reconciliation, portfolio accounting, reporting, and ensuring compliance with regulatory requirements. Investment Operations professionals ensure that transactions are processed accurately and efficiently, helping firms to minimize risks and meet client expectations. Their work is critical for the smooth functioning of asset management, hedge funds, pension funds, and investment banks.

What are some common challenges faced in investment operations, and how can professionals effectively address them?

Investment Operations professionals often encounter challenges such as managing high transaction volumes, ensuring data accuracy, and adapting to frequent regulatory changes. To address these, strong attention to detail, robust internal controls, and staying current with industry regulations are crucial. Collaboration with portfolio managers, compliance teams, and IT staff also helps streamline processes and resolve issues efficiently. Developing proficiency with investment management systems and a proactive approach to problem-solving can further enhance effectiveness in this role.

What is the salary of an investment operations career path?

The salary for an investment operations professional typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced specialists or managers can earn higher salaries, often supplemented with bonuses and benefits.

What do you do in investment operations?

In investment operations, professionals handle the processing and settlement of trades, maintain client accounts, and ensure compliance with regulations. They often use specialized software and work closely with portfolio managers, custodians, and compliance teams to ensure accurate and efficient investment activities.

What is the difference between Investment Operations vs Fund Accountant?

AspectInvestment OperationsFund Accountant
Primary ResponsibilitiesOversees trade processing, settlement, data management, and compliance across investment portfolios.Manages fund accounting, NAV calculations, and financial reporting for investment funds.
Required Skills & CertificationsKnowledge of investment processes, Excel, and industry regulations; certifications like CFA or CPA are common.Strong accounting skills, familiarity with fund accounting software; CPA or equivalent often preferred.
Work EnvironmentTypically in asset management firms, hedge funds, or banks, focusing on operational efficiency.Primarily in fund management companies, focusing on accurate financial reporting.

While both roles support investment firms, Investment Operations has a broader scope covering trade processing and compliance, whereas Fund Accountants focus specifically on fund financials and NAV calculations. Both roles often require similar certifications and work in related environments, but their core functions differ in scope and daily tasks.

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

The most popular types of Investment Operations jobs in Wisconsin are:

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

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

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

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

What cities in Wisconsin are hiring for Investment Operations jobs?

Cities in Wisconsin with the most Investment Operations job openings:

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Wisconsin as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $55,099 per year, or $26.5 per hour.

Investment Analyst - Private Debt & Equity

Northwestern Mutual

Milwaukee, WI

Full-time

Posted 13 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

163rd of 307 rated insurance

Job description

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.

**Please note, this opening is for Summer 2026 Openings**

The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility.

Analyst Responsibilities:

  • Analyze and evaluate private equity and private credit investments across a wide range of industries.

  • Develop investment theses.

  • Perform detailed financial analysis and modeling.

  • Assist in the writing of investment memos and contribute to investment committee discussions.

  • Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.

  • Actively monitor portfolio performance.

Qualifications:

  • Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.

  • A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.

  • Strong interpersonal skills including written / oral communication and relationship building.

  • 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles.

#LI-Onsite

Compensation Range:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

Skills

Investment Underwriting, Financial Analysis, Financial Writing, Investment Presentations, Investment Valuation, Financial Modeling, Data Integrity

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups
PandoLogic. Keywords: Investment Analyst, Location: Milwaukee, WI - 53205

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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