Investment Banking Analyst Jobs in Wisconsin
An Investment Banking Analyst plays a key role in the finance industry by assisting in the creation and execution of investment strategies for companies, governments, and other large entities. They conduct industry research, prepare financial models, and perform detailed company valuations to support investment decisions. They also help manage and structure financial transactions, including mergers, acquisitions, and public offerings. Analysts often work with senior bankers to liaise with clients and provide them with strategic advice.
Investment Banking Analysts should have robust quantitative and analytical skills, attention to detail, and strong communication abilities. Familiarity with financial modeling and valuation techniques is essential, and proficiency in financial software and databases is highly beneficial. Relevant certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can elevate credibility in this role. Prior roles that could lead to an Investment Banking Analyst position include roles such as a Financial Analyst, Business Analyst, or Associate in a smaller investment bank or financial consulting firm.
modeling skills including thorough knowledge of Excel, and ARGUS a plus Proficiency in MS Outlook and Word, ability to learn Salesforce and other company software as needed Proven written and oral...
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual Capital (NMC) is a committed...
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Northwestern Mutual is a diverse, challenging,...
North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkInvestment Analyst Intern - Private Debt & Equity, Summer 2026
- Wauwatosa, WI
- 6 days ago
- Wauwatosa, WI
- 6 days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI
- 8 days ago
- Milwaukee, WI
- 8 days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Assistant Director, Investment Products - Retirement Plan Services
- Wauwatosa, WI
- 8 days ago
- Wauwatosa, WI
- 8 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual is a diverse, challenging, and fast-paced...
Director of Investment Portfolio Management, Corporate Development
- Madison, WI
- 9 days ago
- Madison, WI
- 9 days ago
models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....
JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on theprinciples of community banking, putting the needs of our customers atthe forefront of our decision-making. Our Core Values...
Assistant Director, Investment Products - Retirement Plan Services
- Milwaukee, WI
- 10 days ago
- Milwaukee, WI
- 10 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual is a diverse, challenging, and fast-paced...
Investment Consultant MassMutual Hartford, United States Posted 23 hours ago Permanent Competitive Investment Consultant MassMutual Hartford, United States Investment Consultant Investment...
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....
Demographic Data for Wisconsin
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Salary for Investment Banking Analyst Jobs in Wisconsin
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Wisconsin offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Asset Allocation
- Equity Research
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Private Equity
- Financial Analysis
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Flexibility
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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