UNKNOWN

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Yes/No – Details): Motivation / Reason for interest in this position: Contact Number: Email ID: LinkedIn Profile URL: Full Address (Street, City, State, Zip Code): Notice Period: Current Work Authorization Status: Expected Salary / Hourly Rates on W2: Are you able to relocate on your own expenses and work in Madison, Wisconsin (100% Onsite)?. The ideal candidate will understand both business and technology, possess excellent stakeholder communication skills, and have hands-on experience supporting investment management applications, trading platforms, portfolio management systems, or investment accounting solutions.

Veracity Software Inc

Investment Management / Financial Services

jobdiva

Our Risk Management Division will assess, evaluate, and monitor both Investment Risk, Counterparty Risk, Liquidity Risk, and Operational Risk, and establish dashboards of key risk metrics to report to Executive Director/Chief Investment Officer (ED/CIO), Investment Committee and Supervisory Board. The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $178 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds.

State of Wisconsin Investment Board

Investment Risk Analyst Intern

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The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $178 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. The Investment Operations Analyst is responsible for providing reconciliation for internal investments, implementing new strategies/instruments, valuations, corporate action processing and oversighting third party service providers.

Investment Operations Analyst Intern

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In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

YEAR

U.S. Bancorp

Private Wealth Management - Investment Portfolio Manager

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Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Investment Consultant - Madison, WI

ADAPTED_NOW

Join a high-performing team that partners closely with clients through important life events while providing the training, support, and long-term career growth often missing in sales-driven environments. Build expertise in retirement plans, investments, wealth transfer, and beneficiary services while working directly with clients.

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

Investment Specialist

Leoforce - Creative Financial Staffing

As a Retirement & Investment Specialist , you’ll serve as a knowledgeable and trusted resource for clients, helping them understand their options and confidently navigate a variety of financial needs. This role offers the opportunity to deepen your expertise in retirement planning, investments, wealth transfer, and beneficiary services—all within a supportive environment focused on professional development and long-term career growth.

Retirement and Investment Specialist

OTHER

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Baker Tilly Advisory Group, LP

Investment Fund Accountant, Capital Formation

Broadbean

This role is responsible for GAAP and statutory accounting across fixed income, structured securities, derivatives/hedging programs, commercial and residential mortgage loans and alternative investments (private credit and real estate), and serves as the primary technical accounting resource for investment-related matters across Finance, Treasury, and the Investment Management team. Direct accounting for the company's derivative and hedging programs, including hedge designation, documentation, and effectiveness testing for programs supporting embedded derivative liabilities (e.g., FIA/index-linked products) and other risk management activities.

TruStage Financial Group Inc

Investment Accounting Senior Manager (Hybrid)

US Bank

Baker Tilly Virchow KrauseLLP

Establish and maintain working relationships and dialogue with sell-side analysts, company management, industry experts and rating agencies, Lead, mentor, and develop less seasoned credit analysts. The Fixed Income Strategies team manages over seventeen billion across five portfolios spanning rates, investment grade and leveraged credit, and structured products.

Investment Jobs in Madison, WI

Investment Management / Financial Services Veracity Software Inc

Investment Risk Analyst Intern State of Wisconsin Investment Board

Investment Operations Analyst Intern State of Wisconsin Investment Board

Private Wealth Management - Investment Portfolio Manager U.S. Bancorp

Investment Consultant - Madison, WI Fidelity

Investment Specialist CFS

Retirement and Investment Specialist CFS

Investment Fund Accountant, Capital Formation Baker Tilly Advisory Group, LP

Investment Accounting Senior Manager (Hybrid) TruStage Financial Group Inc

Private Wealth Management - Investment Portfolio Manager US Bank

Investment Fund Accountant, Capital Formation Baker Tilly Virchow KrauseLLP

Senior Credit Analyst State of Wisconsin Investment Board

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