Investment Analyst jobs in Wisconsin
Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Investment Operations Analyst, Funds & Liquidity
- State of Wisconsin Investment Board
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Madison, WI
FULL_TIME
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Our AgencyMaking a DifferenceThe State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of assets of the Wisconsin Retirement System (WRS), the State Investment Fund and other funds. Through SWIB’s effective and innovative investment management, WRS remains one of the only fully funded US public pensions. We are the 9th largest public pension fund in the U.S. and the 25th largest public or private pension fund in the world. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.Serving more than 663,00 teachers, public safety, and other pension participants, SWIB is a mission-driven organization. For public employees and the 1,500 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.Home To Top TalentOur high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders.About the TeamThe Public Markets Operations division is responsible for providing operational support for Global Public Markets Strategies and investments. The division is responsible for maintaining the investment book of record, providing quality service to investment management teams, and supporting agency strategic initiatives.The Investment Operations Analyst is responsible for leading evaluation, planning, and execution related to the operational initiatives, process improvements and functionality enhancements. The role will also be responsible for leading the development and maintenance of the processes utilized by Operations division. This role requires deep investment industry and operations knowledge allowing the incumbent to effectively analyze, design, model/prototype, test, and guide the implementation of operational projects and processes utilized by operational teams. The role partners with Operations and other cross-functional business units to ensure that SWIB’s project integrations are appropriately designed to meet business needs and be effectively supported over time. The role serves as a representative on complex agency initiatives and partners with Operations and other cross-functional leaders.Position OverviewEssential activities:
- Identifies and evaluates operational business initiatives to provide guidance on tools, efficiency opportunities, risks, processes, and controls.
- Performs advanced analytics of various aspects of operations, monitors effectiveness, and identifies findings to Operations Director.
- Coordinates and facilitates planning processes to involve appropriate stakeholders. Develops ad-hoc information and analyses as needed to support ongoing management and decision making.
- Ensures plans are prepared to execute effective integration of overlapping projects. Tracks progress compared to planned goals and ensures timely communication to stakeholders about the status of projects being planned or implemented. Provides oversight, assistance, and tracking of implementation tasks.
- Performs advanced analytics of various aspects of operations, monitors effectiveness, and identifies findings to Operations Director.
- Assembles business requirements and planning documentation at the appropriate level of detail for each work effort, communicate cross-functional impacts and any required integration effort has been identified ahead of the solution.
- Works collaboratively with other divisions to execute initiatives/improvements, promote knowledge sharing, and adoption of best practices.
- Leads, facilitates, and coordinates meetings with Operations leads to prioritize work requests.
- Develops a deep understanding of applicable operational processes, procedures, and controls. Provides leadership in continuous quality improvement.
- Researches escalated business issues and assist in the creation of integrated models/workflows that resolve the root cause of these problems.
- Proactively identifies opportunities for process, system, or other enhancements that may help Operations or mitigate operational risk and/or achieve its investment and other business goals.
- Develops, executes, and documents user test plans and organize and oversee end-user testing and acceptance.
- Develops, or assist in the development, of end-user training materials and coordinate / conduct user training. Coordinate resolution of issues uncovered during end-user testing based on results.
- Identifies opportunities for process, system or other improvements that may help the business unit or SWIB as a whole achieves its investment and other business goals.
The ideal candidate:- Bachelor’s degree in business, finance, accounting, or equivalent experience. Master’s degree preferred.
- At least 5 years of experience in finance, accounting, or related industry.
- Prefer experience with Simcorp Dimension.
- Extensive knowledge and understanding of investment operations, middle office processes, and back-office processes.
- Experience in a variety of asset classes including equities, fixed income, and derivatives both exchange traded and OTC.
- Ability to work effectively and independently to manage tasks and projects in a fast-paced environment. Flexibility and receptiveness to new and different ideas.
- Demonstrated ability to lead and coordinate within an investment organization and/or operations division.
- Excellent verbal and written communication skills.
- Ability to be adaptive and thrive in a fast-paced, changing environment.
- Superb work ethic, attention to detail, team orientation, and commitment to excellence.
SWIB Offers:- Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
- Comprehensive benefits package
- Educational and training opportunities
- Tuition reimbursement
- Challenging work in a professional environment
- Hybrid work environment
The position requires U.S. work authorization.Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office. Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.All SWIB employees are subject to SWIB’s Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading. You may request copies of these policies from SWIB’s talent acquisition team and any questions can be answered by SWIB’s compliance team.
- 1 Month Ago
Investment Operations Analyst - Public Markets- Middle Office
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- OUR AGENCY Making a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With over $...
- 1 Month Ago
Investment Operations Analyst, Funds & Liquidity Collateral Management
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
- 1 Month Ago
Investment Analyst Intern - Private Debt & Equity, Summer 2024
- NM Investment Management Co
-
Milwaukee, WI
INTERN
- At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description Internship candidates can expect a fulltime onsite inter...
- 6 Days Ago
Quantitative Analyst
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- Our Agency Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of asset...
- 1 Month Ago
Credit Analyst
- State of Wisconsin Investment Board
-
Madison, WI
FULL_TIME
- OUR AGENCY Make a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $145 billion of assets ...
- 1 Month Ago
Investment Analyst jobs at Popular Companies
Investment Analyst
- QUAD, a SolomonEdwards Company
-
King of Prussia, PA
- Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
- 4/23/2024 12:00:00 AM
Investment Analyst
- Agility Outsourced Chief Investment Officer
-
Denver, CO
- The Investment Analyst role provides investment research and portfolio management functions for Agilitys Absolute Return...
- 4/23/2024 12:00:00 AM
Investment Analyst
- Xcede
-
Miami, FL
- A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The...
- 4/23/2024 12:00:00 AM
Investment Analyst
- Simplicity Group Holdings
-
Bloomington, MN
- Job Description Job Description Position Title: Investment Analyst Reports to: Chief Investment Officer Department: Inve...
- 4/23/2024 12:00:00 AM
Investment Analyst
- Agility Outsourced Chief Investment Officer
-
Denver, CO
- The Investment Analyst role provides investment research and portfolio management functions for Agility’s Absolute Retur...
- 4/22/2024 12:00:00 AM
Investments Analyst
- Ws Development
-
Newton, MA
- Job Description Job Description OverviewThe Investments Analyst will be responsible for a variety of investment activiti...
- 4/22/2024 12:00:00 AM
Investment Analyst
- Heckmann Financial
-
Middleton, WI
- About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
- 4/21/2024 12:00:00 AM
Investment Analyst
- Quad A Solomonedwards Company
-
King Of Prussia, PA
- Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
- 4/20/2024 12:00:00 AM
About Wisconsin
Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast.
With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$87,249 to $130,128
Most Popular Cities in Wisconsin for Investment Analyst Jobs
What does an Investment Analyst do?
Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019