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Remote Value Investing Jobs in Wisconsin (NOW HIRING)

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Remote Value Investing information

What are the key skills and qualifications needed to thrive as a Remote Value Investing Analyst, and why are they important?

To thrive as a Remote Value Investing Analyst, you need a strong background in financial analysis, accounting principles, and investment research, often supported by a finance degree or CFA certification. Proficiency with financial modeling tools such as Excel, stock screeners, and investment platforms like Bloomberg Terminal is typically required. Analytical thinking, self-motivation, and effective communication are crucial soft skills for independently assessing opportunities and presenting findings. These skills ensure sound investment decisions, effective remote collaboration, and long-term portfolio growth.

How do remote value investing professionals typically collaborate with team members and access research resources?

Remote value investing professionals often collaborate with team members through virtual meetings, shared digital workspaces, and communication platforms like Slack or Microsoft Teams. They rely on cloud-based financial databases, research tools, and market analysis software to access and share data. Regular team check-ins and portfolio review sessions help maintain alignment on investment strategies and insights, ensuring that everyone stays informed and engaged despite working from different locations.

What is remote value investing?

Remote value investing is an investment strategy where individuals analyze and invest in undervalued stocks or assets while working from a location outside of a traditional office, often from home or while traveling. This approach leverages digital tools, online research, and virtual collaboration to identify investment opportunities based on fundamental analysis. Remote value investors rely on financial statements, market data, and company reports accessible online to make informed decisions. The core principles remain the same as traditional value investing, but the work is conducted remotely, providing flexibility and access to global markets.

What is the difference between Remote Value Investing vs Remote Equity Research Analyst?

AspectRemote Value InvestingRemote Equity Research Analyst
Required CredentialsFinancial analysis certifications, CFA often preferredFinancial analysis certifications, CFA often preferred
Work EnvironmentIndependent research, investment decision-makingResearch, data analysis, report writing
Industry UsageInvestment firms, hedge funds, asset managersInvestment firms, banks, financial services
Common Search/ComparisonYesYes

Remote Value Investing involves analyzing undervalued stocks to make investment decisions, focusing on long-term value. Remote Equity Research Analysts conduct detailed research and analysis of stocks to provide investment insights. While both roles require financial expertise and certifications like CFA, value investors focus on investment strategies, whereas equity analysts emphasize research and reporting. Both roles are common in investment firms and often overlap in skills and industry usage.

What are popular job titles related to Remote Value Investing jobs in Wisconsin? For Remote Value Investing jobs in Wisconsin, the most frequently searched job titles are:
What cities in Wisconsin are hiring for Remote Value Investing jobs? Cities in Wisconsin with the most Remote Value Investing job openings:
Director of Corporate Expansion & Investment

Director of Corporate Expansion & Investment

Insperity

West Bend, WI • On-site, Remote

$95K - $110K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


Insperity rating

7.8

Company rating: 7.8 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

125th of 424 rated business services


Job description

Description & Requirements

Director of Corporate Expansion & Investment

CEO advisory | Corporate expansion | Capital & incentive structuring

You will serve as the Director of Corporate Expansion & Investment at Economic Development Washington County (EDWC), helping CEOs expand or relocate operations by structuring competitive capital and incentive solutions in Washington County, Wisconsin. EDWC partners with business leaders, lenders, and community stakeholders to unlock investment, guide location decisions, and accelerate regional growth. In this B2B consultative selling and deal-structuring role, you will build executive relationships, diagnose business expansion needs, perform analytics, and package winning financing and incentives strategies, while working directly with the CEO in a hands-on role with a clear path to expanded leadership. Moving forward, you will build a strong deal pipeline, convert opportunities into well-structured expansion projects, and deliver measurable economic and strategic value to partner communities.

Why you'll love working at EDWC:

We invest in our team so they can perform at their best while building meaningful careers. Our best-in-class compensation and benefits package is designed to support your health, financial security, and professional growth and includes: 

  • Salary and Performance Gainshare: Base pay ranges from $95,000-$110,000 annually, depending on experience, along with the opportunity to earn up to 30% of base pay, including up to 20% standard gainshare plus up to 10% additional overperformance incentive tied to project outcomes and deal advancement.
  • Comprehensive Health Coverage: Employer-supported medical, dental, and vision insurance, along with life insurance, short-term and long-term disability, and optional supplemental coverage.
  • Employee Wellness & Support: Employee Assistance Program (EAP) and additional wellness resources that support work-life balance and overall well-being.
  • Retirement Planning: 401(k) with employer match to help you build long-term financial security.
  • Generous Paid Time Off: Competitive paid vacation, holidays, and personal time so you can recharge and stay balanced.
  • Flexible Work / Life Integration: Support for family time, flexible scheduling, and volunteer engagement, recognizing the importance of balancing professional and personal commitments.
  • Professional Development & Career Growth: Structured quarterly feedback and development planning, plus employer-supported training and professional development to help you grow as a leader in economic development and corporate advisory.

At Economic Development Washington County, collaboration and impact drive everything we do. Our team works closely with CEOs, investors, developers, and community leaders to structure projects that create jobs and strengthen the regional economy. We strive to maintain an environment where employees can learn, grow, and thrive, combining entrepreneurial thinking with a strong commitment to community outcomes. Team members are encouraged to contribute ideas, participate in strategic discussions, and take ownership of meaningful projects, creating a workplace where your voice is heard, your expertise is valued, and your work directly influences real economic growth.

To thrive, you should have:        

  • 5-10 years of progressive experience in business or economic development, commercial banking/finance, B2B consultative sales, or corporate advisory, with a proven ability to engage senior leaders and serve as a trusted advisor to CEOs and executives. Backgrounds in commercial banking, credit/underwriting, commercial real estate, partnerships, or market strategy/analytics are encouraged to apply.
  • Solid consultative selling, financial analysis, and deal-structuring skills, with the ability to evaluate capital stacks, incentives, financial feasibility, and public-private investment opportunities. Experience supporting corporate relocation, expansion projects, incentives negotiations, or economic development initiatives preferred.
  • Ability to navigate multi-stakeholder public-private environments, demonstrating solid political and organizational awareness, relationship management, and ownership of outcomes. Familiarity with Washington County or Southeastern Wisconsin business ecosystems is preferred.
  • Bachelor's degree preferred (or equivalent relevant experience) in business, finance, economics, public administration, marketing, real estate, or a related field; relevant experience in economic development, corporate expansion strategy, site selection, or investment advisory preferred.

Work Schedule & Travel Expectations

This is a full-time, exempt position based in Washington County, Wisconsin, operating primarily during standard business hours (8:30 AM - 5:00 PM, Monday through Friday). We value flexibility and offer flexible scheduling and earned remote work opportunities, which team members regularly utilize. Because this role works closely with business leaders and community partners, occasional early morning or evening meetings may be required. Local travel throughout Washington County, typically within a 40-minute radius, is routine and central to the role, including meetings, site visits, and partner engagement. Regional travel is infrequent, with occasional conference or professional development travel, and overnight travel is not typically required.

Your responsibilities as the Director of Corporate Expansion & Investment will include:        

  • Develop and manage a strategic pipeline of corporate expansion, relocation, and investment opportunities through proactive business outreach, relationship management, and executive engagement with regional companies and industry partners.
  • Generate and advance qualified deals by leveraging referral networks with commercial bankers, developers, attorneys, accountants, and business advisors, strengthening partnerships that support business attraction and economic development initiatives.
  • Structure and negotiate project solutions by aligning private capital, economic development incentives, and public-private financing tools, ensuring competitive proposals that support corporate expansion and job creation.
  • Lead project execution and financial packaging, including Impact Loan Fund participation, underwriting coordination, term sheet development, committee presentations, and closing support for investment and expansion projects.
  • Conduct market, workforce, and economic impact analysis to build data-driven business cases and deliver strategic consulting support to municipal partners, including site development strategy, workforce planning, and investment readiness initiatives.

About Us

EDWC accelerates economic growth across Washington County by helping businesses secure financing, incentives, and data-driven insights needed to expand and invest locally. The organization partners with companies, lenders, and communities to structure complex development projects and unlock private capital that fuels job creation and long-term regional prosperity. Recognized for its innovative, consulting-style approach to economic development, EDWC provides businesses with strategic guidance, funding solutions, and market intelligence to move projects from opportunity to execution.

Join Our Team and Shape Regional Growth

Step into a high-impact role where you'll drive corporate expansions, craft winning investment solutions, and influence the economic future of Washington County. If you're a relationship-driven dealmaker ready to turn complex opportunities into real-world growth, apply now and lead projects that matter.

EDWC is an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

 

All prospective employees are subject to a background and reference check. Employees must respect and adhere to strict confidentiality policies regarding organizational and customer information. This is an exempt position. All employees are at-will.



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About Insperity

Sourced by ZipRecruiter

Take care of your people Insperity has a long history of improving the success equation of small and midsize businesses across the country – because when businesses succeed, communities prosper. And in today’s changing business environment, it’s our privilege to take care of an organization’s most valuable asset: its people.

Company size

1,001 - 5,000 Employees

Headquarters location

Houston, TX, US

Year founded

1986

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