ZipRecruiter

Log In

1

Senior Investment Jobs in Wisconsin (NOW HIRING)

Baird Capital

Investment Banking Analyst

Milwaukee, WI · On-site

$110K - $125K/yr

Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal * Use AI tools like Rogo and auxi to streamline the creation of pitch books ...

New

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 ...

next page

Showing results 1-20

People also search for

All JobsSenior Investment JobsSenior Investment Jobs in Wisconsin

Senior Investment information

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 strong analytical skills, in-depth knowledge of financial markets, and a relevant degree such as finance or economics, often supplemented by certifications like the CFA. Proficiency with financial modeling software, Bloomberg Terminal, and advanced Excel functions is typically required. Exceptional communication, critical thinking, and decision-making skills help you present complex investment ideas and collaborate with stakeholders. These skills are crucial for making informed investment recommendations, driving portfolio growth, and managing risk in dynamic financial environments.

How does a Senior Investment professional typically collaborate with other teams within a financial organization?

Senior Investment professionals frequently work cross-functionally, partnering with research analysts, risk management teams, and portfolio managers to make informed investment decisions. They are often involved in strategy meetings, due diligence sessions, and client presentations, ensuring that investment recommendations align with client goals and regulatory requirements. Effective communication and teamwork are essential, as the role requires balancing various perspectives and integrating data from multiple sources to drive portfolio performance.

What does a Senior Investment professional do?

A Senior Investment professional is responsible for managing investment portfolios, analyzing financial markets, and making high-level decisions to maximize returns for clients or organizations. They conduct research, evaluate investment opportunities, and develop strategies based on market trends and risk assessments. In addition, they may supervise junior analysts, communicate with stakeholders, and ensure compliance with financial regulations. Their expertise is essential for navigating complex financial environments and achieving long-term investment goals.

What is the difference between Senior Investment vs Investment Analyst?

AspectSenior InvestmentInvestment Analyst
Required CredentialsTypically requires CFA, experience in investment managementOften requires CFA or similar, entry to mid-level experience
Work EnvironmentSenior roles in asset management firms, banks, hedge fundsResearch teams, asset management firms, financial institutions
Employer & Industry UsageUsed in investment firms, banks, private equityCommon in investment firms, asset management, financial services

While both roles involve analyzing investments, Senior Investment positions usually require more experience and leadership responsibilities, whereas Investment Analysts focus on research and data analysis to support investment decisions.

What are the most commonly searched types of Investment jobs in Wisconsin? The most popular types of Investment jobs in Wisconsin are:
What cities in Wisconsin are hiring for Senior Investment jobs? Cities in Wisconsin with the most Senior Investment job openings:
Senior Investment jobs near you
Infographic showing various Senior Investment job openings in Wisconsin as of May 2026, with employment types broken down into 70% Full Time, 28% Part Time, and 2% Contract. Highlights an 62% Physical, 13% Hybrid, and 25% Remote job distribution.
Senior Investment Portfolio Manager

Senior Investment Portfolio Manager

Associated Bank - Corp

Milwaukee, WI

Other

Retirement, PTO

Posted 22 hours ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Lead the management of complex investment portfolios for high-net-worth and institutional clients, delivering disciplined, risk-aware strategies. This role offers the opportunity to influence investment direction, mentor talent, and contribute to firm-wide portfolio innovation. You'll play a key role in driving client outcomes and supporting business growth.
Key Accountabilities

  • Manage and oversee large, complex investment portfolios aligned to client goals, risk tolerance, and long-term strategy.

  • Build and maintain strong client relationships through clear communication of performance, strategy, and market insights.

  • Develop and implement investment strategies in collaboration with internal teams and in alignment with CIO guidance.

  • Lead or contribute to research efforts including security selection, asset allocation, and external manager evaluation.

  • Ensure portfolios adhere to compliance policies, risk controls, and fiduciary standards.

  • Partner with market leaders to support sales growth and client retention efforts.

  • Guide and mentor junior portfolio managers and analysts to strengthen team capabilities.

Education & Experience

Required:

  • Bachelor's degree in Finance, Economics, or related field

  • 7-12+ years of relevant investment or portfolio management experience

  • Proven experience managing complex client relationships and large portfolios

Preferred:

  • CFA (Chartered Financial Analyst) designation

  • Experience mentoring investment professionals

Why You'll Love Working Here

Join a collaborative environment where your expertise directly impacts clients, colleagues, and the broader investment strategy. You'll have opportunities to grow as a leader, contribute to innovative investment solutions, and work alongside experienced professionals. Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$165,550.00 - $283,800.00 per year

What Associated Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply