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Senior Investment Analyst Jobs in Wisconsin (NOW HIRING)

MLG Capital

Investment Analyst

Brookfield, WI · On-site

The Investment Analyst will report to senior members of the team and participate in weekly underwriting and investment decision meetings. Requirements Education Requirements: * Candidates are ...

MLG Capital

Investment Analyst

Brookfield, WI · On-site

The Investment Analyst will report to senior members of the team and participate in weekly underwriting and investment decision meetings. Requirements Education Requirements: * Candidates are ...

Baird Capital

Investment Banking Analyst

Milwaukee, WI · On-site

$110K - $125K/yr

Baird Investment Banking Analyst Opportunity High-profile deals, major growth, the right people ... Work side-by-side with both junior and senior investment bankers, gaining hands-on experience ...

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$54K

$110.9K

$143.8K

How much do senior investment analyst jobs pay per year?

As of May 28, 2026, the average yearly pay for senior investment analyst in Wisconsin is $110,874.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,300.00 and $138,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Senior Investment Analyst, and why are they important?

To thrive as a Senior Investment Analyst, you need advanced financial analysis, portfolio management, and valuation skills, typically supported by a finance degree and often a CFA or MBA. Proficiency with financial modeling software, Bloomberg Terminal, and data analysis tools like Excel is crucial. Strong communication, critical thinking, and presentation abilities help you convey complex insights and collaborate effectively with stakeholders. These competencies ensure sound investment decisions, risk management, and the ability to drive value for clients or organizations.

What are the typical career advancement opportunities for a Senior Investment Analyst?

As a Senior Investment Analyst, you often have a clear pathway to roles such as Portfolio Manager, Senior Portfolio Analyst, or even Director of Investments. Advancement is usually based on a proven track record of strong analytical performance, leadership capabilities, and the ability to generate actionable investment strategies. Many organizations support professional growth through mentorship, additional training, and opportunities to lead larger projects or teams. Building strong relationships with stakeholders and demonstrating initiative are key factors in progressing to higher-level investment roles.

What are Senior Investment Analysts?

Senior Investment Analysts are experienced financial professionals who evaluate investment opportunities, analyze financial data, and make recommendations to help organizations or clients maximize returns and manage risk. They often specialize in particular sectors or asset classes and may lead teams of junior analysts. Their duties include conducting detailed market research, building financial models, and presenting findings to stakeholders or investment committees. Senior Investment Analysts typically possess advanced degrees and several years of experience in finance or investment analysis.

Is 26 too late to get into investment banking?

As a Senior Investment Analyst, entering investment banking at age 26 is not too late, as many professionals start in their mid-20s or later. Success often depends on relevant skills, internships, and networking, rather than age alone, and candidates with prior finance experience or strong analytical skills can transition effectively at this stage.

What is the difference between Senior Investment Analyst vs Investment Analyst?

AspectSenior Investment AnalystInvestment Analyst
Required CredentialsTypically requires CFA certification, bachelor's degree, and relevant experienceUsually requires a bachelor's degree, CFA is preferred but not mandatory
Work EnvironmentWorks in investment firms, asset management companies, or financial institutions, often with more responsibilityEntry to mid-level roles in similar environments, focusing on research and analysis
Employer & Industry UsageCommonly used in asset management, hedge funds, and investment banksUsed across financial services, including smaller firms and research departments

The main difference between a Senior Investment Analyst and an Investment Analyst lies in experience, responsibilities, and qualifications. Senior Investment Analysts typically have more experience, hold certifications like CFA, and take on higher-level analysis and decision-making roles. Investment Analysts are often earlier in their careers, focusing on research and supporting senior staff. Both roles are vital in investment firms, but the senior position involves greater responsibility and expertise.

What are the most commonly searched types of Investment Analyst jobs in Wisconsin? The most popular types of Investment Analyst jobs in Wisconsin are:
What are popular job titles related to Senior Investment Analyst jobs in Wisconsin? For Senior Investment Analyst jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Senior Investment Analyst jobs in Wisconsin look for? The top searched job categories for Senior Investment Analyst jobs in Wisconsin are:
What cities in Wisconsin are hiring for Senior Investment Analyst jobs? Cities in Wisconsin with the most Senior Investment Analyst job openings:
Senior Investment Analyst jobs near you
Infographic showing various Senior Investment Analyst job openings in Wisconsin as of May 2026, with employment types broken down into 2% As Needed, 76% Full Time, 18% Part Time, 2% Temporary, and 2% Contract. Highlights an 71% Physical, 16% Hybrid, and 13% Remote job distribution, with an average salary of $110,874 per year, or $53.3 per hour.
Investment Analyst

Investment Analyst

MLG Capital

Brookfield, WI • On-site

Full-time

Posted 22 days ago

Job description

Job Type
Full-time
Description
MLG Capital is seeking an Investment Analyst to join its growing Acquisitions team in Brookfield, Wisconsin. This individual will help identify, underwrite, and close multifamily, industrial/flex, and retail real estate investments across various markets and property types. This individual will also help perform financial analysis and market research necessary to value MLG's existing real estate assets.
The Investment Analyst will have the opportunity to present to investment committee members, communicate with owners, brokers, and other real estate investment groups regarding potential and ongoing opportunities, analyze financial statements and rent rolls, compile sales and rent comparables, perform general market research, and assist in the operations of the existing portfolio.
About MLG Capital: 35+ year old real estate investment firm headquartered in Brookfield, WI. MLG is acquiring on behalf of both its series of closed-end funds (currently Fund VII, $400M fully discretionary equity fund) and the Legacy Fund (MLG's proprietary tax deferred fund). MLG targets roughly 80% multifamily, 10-15% industrial/flex, and 5-10% retail and has acquired roughly $1B annually over the last five years.
Qualifications:
  • Strong mathematical and financial analysis skills
  • Strong communication and business writing skills
  • Self-motivated and strong desire to succeed
  • Excellent attention to detail
  • High proficiency in Excel
  • Argus experience (preferred)
  • Familiarity with Axiometrics, CoStar, Salesforce (preferred)
  • Strong knowledge of real estate finance and capital markets
  • Passionate, professional, and personable
  • Ability to work successfully both as part of a team and independently
  • Ability to adapt and work well under pressure
  • Ability to balance multiple tasks and complete them in a timely manor

Core Duties and Responsibilities:
  • Underwriting real estate opportunities
  • Performing financial analyses and summarizing findings
  • Analyzing locations and physical real estate for potential acquisition
  • Communicating with brokers and owners regarding potential and ongoing opportunities
  • Creating discounted cash flow analyses and other various models
  • Presenting potential new acquisitions to investment committee members
  • Conducting and preparing market research
  • Preparing real estate investment offerings and various marketing materials
  • Updating reports and assisting in various company-wide projects
  • Inspecting and performing due diligence on potential real estate investments
  • Aiding with the valuation of currently owned real estate investments

Reporting Relationship:
  • The Investment Analyst will report to senior members of the team and participate in weekly underwriting and investment decision meetings.

Requirements
Education Requirements:
  • Candidates are required to have a Bachelor's or Master's degree in Accounting, Finance, Real Estate, or similar majors. Ideal candidates will have graduated with a GPA above 3.5.

Experience Requirements:
  • Ideal candidates will possess 1-2 years of real estate experience. Recent college graduates with strong internship experience will be considered.

Physical Requirements:
  • Ability to operate office machinery; including but not limited to: telephone, computer, copy machine, fax machine, printer, and mobile phone. Ability to sit for extended periods (up to 4 hours) and use a computer for up to 8 hours per day. Ability to lift up to 10 pounds on an occasional basis.

Working Conditions:
  • Open office workstation environment; Quiet to moderate noise levels

As MLG has a subsidiary Registered Investment Adviser, many employees are subject to SEC-mandated compliance requirements. As part of these requirements, employees must disclose personal brokerage accounts and financial holdings, for themselves and any household members whose investment activities they influence.
This information is collected solely for regulatory compliance and conflict of interest monitoring. All disclosures are handled with strict confidentiality and are accessible only to the Chief Compliance Officer and designated compliance personnel when a business or SEC related need arises
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.
In compliance with the Americans with Disabilities Act, a "reasonable accommodation" will be made for an individual with a known physical or mental limitation unless it would require an action of significant difficulty causing undue hardship.
This document covers the most significant duties performed but does not exclude other occasional work assignments not mentioned.

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