Investment Specialist jobs in Wisconsin

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 about $145 billion in total assets under management, SWIB has been recognized by the investment industry for its teamwork and innovation that helps make it a premier asset manager. Sophisticated investment management strategies, forward-looking technologies, and strong internal asset management make SWIB a leading investment organization.

 

For public employees in Wisconsin, SWIB is a unique and valuable partner. Investing for the financial security of more than 663,000 individuals – and for the 1,500 Wisconsin employers who contribute on behalf of their employees – SWIB’s strong management of the WRS has helped fuel one of only a few fully funded public pension funds in the country. SWIB’s long-term investment returns meet the challenges of a constantly evolving investment landscape while helping grow and protect the assets of the WRS, which is consistently among the top 10 largest public pension funds in the U.S. 

 

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 reasonable returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.  

Home to Top Talent

Our 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.

The Administrative Services Team (AST), is at the center of the organization, working closely with all divisions as we look to provide effective, efficient, and consistent support to SWIB staff, the public, and the board of trustees. We are the first point of contact with external guests while coordinating logistics around guest management and a positive experience with SWIB. The primary administrative tasks are managed within the team from calendaring for senior leaders, coordination of events, and supporting both paper and digital files, including triage of all incoming and outbound mail/packages.  The team is involved in coordinating travel and meeting and material preparation for both board and agency meetings. Items related to facilities and health and safety are included in our responsibilities. Through these responsibilities and more, we are involved in many aspects of supporting the business and able to continue to expand our knowledge in various areas.  Individuals play a critical role in understanding how to navigate the agency, looking for ways to find more efficient ways of working with the work they own, and establish protocols that are referenced by the entire team. Thoughts and ideas are encouraged as we continue to expand the services we can provide, by creating efficiency in our work.                    

 

Essential activities:

The ideal candidate:

The position requires U.S. work authorization.

 

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.