Equity Research Analyst
CFA Institute
We are seeking a highly motivated Equity Research Analyst to join our team in Madison, Wisconsin. The ideal candidate will have prior experience supporting a senior analyst in covering large-cap stocks. Experience covering Industrials and/or Financials would be helpful. This role is a unique opportunity to contribute to our investment process by providing in-depth, fundamental research. We are looking for someone who is curious, analytical, independent, a strong communicator, and self-motivated, with high integrity. Duties Conduct in-depth fundamental research on large-cap public companies. Build and maintain detailed financial models including income statements, balance sheets, cash flow statements, and valuation models (e.g., DCF, comparable company analysis, sum-of-the-parts). Generate and recommend new investment ideas by identifying key trends, catalysts, and risks. Write detailed research reports and present findings to senior portfolio managers and the investment team. Monitor existing investments and update research as new information becomes available. Stay current on industry news, regulations, and competitive landscapes to inform research and analysis. Collaborate with senior staff from the Investment Management team to support their research needs. The ideal candidate will possess the following attributes/skills Bachelor's degree required in Finance, Economics, Accounting, or a related field. 2+ years of relevant experience as an equity research analyst, preferably covering the Industrial and/or Financial sectors. Relocation to Madison, WI Advanced proficiency in financial modeling and valuation techniques. Superior communication skills, both verbal and written, with the ability to articulate complex financial concepts clearly and concisely. Exceptional analytical and critical thinking skills with a strong attention to detail. Proven ability to work independently and manage multiple research projects simultaneously. Strong working knowledge of financial data platforms such as Bloomberg, and FactSet. Proficiency in the Microsoft Office suite, particularly Excel and PowerPoint. #J-18808-Ljbffr
- ...Investment Analyst Sophisticated work. In a great city. Making a difference. The State... ...collaborate with the Head of Private Equity, Portfolio Managers and Investment Analysts... ...on new investment opportunities through research, financial modeling, participation in meetings...SuggestedWork at officeRemote workRelocation
$50 - $60 per hour
...A leading AI training firm is seeking an experienced Equity Research Analyst to enhance AI capabilities by providing insights into financial principles. This is a remote position allowing flexibility in hours and project selection, offering a pay range of $50-$60 per hour...SuggestedHourly payRemote work$70.2k - $120.4k
...to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes...SuggestedFull timeWork experience placementWork at office3 days per week$50 - $60 per hour
...A technology company specializing in AI is seeking an Investment Operations Analyst to evaluate AI models' outputs and enhance their correctness. This role offers the flexibility of remote work, allowing individuals to set their own schedules. Ideal candidates will have...SuggestedHourly payFull timePart timeRemote workFlexible hours- ...experience Has 2+ years of experience in investment operations or related industry Experience in a variety of asset classes including equities, fixed income, FX, or derivatives (exchanged-traded and over-the-counter) is a plus Has a firm grasp of basic accounting...SuggestedWork at officeRemote workRelocation
- ...Wisconsin Foundation and Alumni Association (WFAA) seeks a Portfolio Management Analyst to turn prospect data into actionable insights for fundraising strategies. The role supports development officers in managing portfolios and improving prospect management practices...Work at office2 days per week
$41.71k - $65k
Application Deadline: 08/25/2026 Address: 7447 University Drive Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that...Full timeContract workPart timeLocal areaImmediate startDay shift$42k - $55k
TRICOM, a payroll funding and staffing services provider, seeks a Portfolio Analyst to manage and protect its accounts receivable portfolio. What You’ll Do Monitor, analyze, and protect TRICOM’s portfolio of receivable collateral by managing and assisting in the collection...Temporary workFlexible hours- ...Portfolio Management Analyst The Wisconsin Foundation and Alumni Association (WFAA), the private fundraising and alumni relations... ...organizational reporting. Prospect Qualification Duties ~ Research new prospects and use sound judgment to qualify prospects for...Work experience placement
$66.6k - $124.2k
Application Deadline: 08/11/2026 Address: 4613 Monona Drive Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to...Full timeContract workPart timeLocal area- ...Our client is seeking a highly motivated Financial Analyst to join their finance team and support financial reporting, analysis, budgeting, forecasting, and operational decision-making within a fast-paced manufacturing environment. This role is ideal for someone with a...Local area
- ...providing financial information, analysis, and support all divisions of the Company. Prepare monthly and ad hoc financial reporting, analysts, forecasts and budgets for divisional and corporate leadership. Support select accounting activities, including journal entries,...For contractorsWork at officeLocal area
- The Finance Manager, FP&A (Sales&Standard Margin) at Kohler Co. oversees sales and standard margin forecasting with driver-based financial modeling, delivering forward-looking insights and governance to enterprise planning. The role partners with business and Finance leaders...
- Senior Financial Analyst Job in Wausau Area We are working with a regional healthcare organization that is looking to hire a new Senior Financial Analyst. This position is open due to quick company growth, so it is a great time to be part of the company! Job Duties...
$62.35k - $93.55k
.Financial Analyst - Cost Accounting page is loaded## Financial Analyst - Cost Accountingremote type: Hybridlocations: Kohler,WI: Milwaukee, WItime type: Full timeposted on: Posted Todayjob requisition id: R03533Why Work at RehlkoOur work is guided by our purpose: creating...InternshipLocal area- ...Make an Impact in a Role That Balances Career Growth and Community Impact Are you looking for a Financial Analyst opportunity where your work truly matters? Our client is a highly respected Madison-area organization known for its commitment to the community, collaborative...Local areaFlexible hours
- Foremost Farms USA is seeking an Accounting Systems Analyst to bridge Finance, Accounting, and IT, ensuring ERP system integrity and accurate reporting. You’ll support month-end close, SOX controls, and O2C/P2P/Record-to-Report improvements. Role requires Oracle R12 experience...
- Zoom is seeking an experienced Corporate FP&A professional to drive planning, forecasting, and analysis across Revenue, Billings, and Free Cash Flow. You will partner with cross-functional teams to build accurate models and deliver actionable insights that influence strategic...
- A cutting-edge technology company is seeking an Alternative Investments Analyst to help enhance AI's understanding of financial principles. Offering remote flexibility, this role allows you to work part-time or full-time based on your schedule. Candidates should have advanced...Hourly payFull timePart timeRemote work
- ...always looking ahead. Rite-Hite is seeking a Senior Financial Analyst to join our team. In this role, you will be responsible for the... ...Sales, Service, HR, and Finance regarding compensation questions. Research and resolve compensation disputes and participant inquiries....3 days per week
- Humana Inc. in United States is seeking a Senior Financial Analytics Professional, Medicare Risk Adjustment (MRA) Finance, to analyze results and translate complex drivers into actionable insights. The role partners with Finance, Risk Adjustment Operations and Compliance...
- ...A tech company specializing in AI is seeking a Buy-Side Analyst to evaluate AI Assistant performance and enhance financial understanding in AI models. This position offers flexibility with remote work, allowing candidates to choose projects and set schedules. Ideal candidates...Hourly payRemote work
- ...CVS Health in Madison, WI is seeking an FP&A Senior Analyst to support budgeting, forecasting, and labor‑cost analysis for Retail Store Payroll. You will partner with Finance and Operations to deliver timely insights and communicate results to senior leadership. The role...
$46.99k - $122.4k
...helping to simplify health care one person, one family and one community at a time. The Financial Planning & Analysis (FP&A) Senior Analyst will play a key role in supporting the financial planning, forecasting, budgeting, and performance management processes for Retail...Hourly payFull timeTemporary workLocal area$75k - $85k
...Senior Financial Analyst About The Company And Senior Financial Analyst Opportunity Salary: $75,000 - $85,000 Join a family-owned organization with a strong reputation, long-term stability, and a people-first culture Support a rapidly growing division with a goal of doubling...Summer workWork from home1 day per week$75.2k - $90.5k
...to making a meaningful difference. About the Role Financial Analyst for Entegral is responsible for creating and maintaining financial... ...to develop pricing strategies for Entegral products Research variances between forecast and actual and provide explanations...Work experience placementRemote workWork from homeFlexible hours- ...to provide decision support for initiatives, policies and procedures. Performs special projects and duties as assigned, including research, forecasting and exploring viable alternatives. Performs other duties as assigned. Requirements Bachelor's degree or equivalent combination...
$101.3k - $168.7k
...Sr Program Financial Analyst demonstrates deep expertise in contract financial management. They lead and administer overall budget preparation/estimating and tracking expenditures against large complex contracts/programs. They are key members of the program management...Contract workWork experience placementFor subcontractorH1bWork at officeRemote work$85k - $95k
...Senior Financial Analyst We are partnering with a well-established and growing organization to identify a Senior Financial Analyst to support financial planning, analysis, and strategic decision-making across the business. This role is ideal for someone who enjoys digging...Flexible hours$43.89k - $102.08k
Position Summary The Volume team is a key part of the Finance organization, responsible for developing non-specialty volume forecasts that inform planning, performance management, and strategic decision-making. In this role, you will support the creation and refinement...Hourly payFull timeTemporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Equity Research Analyst. Be the first to apply!
- equity sales Madison, WI
- director private equity Madison, WI
- diversity equity Madison, WI
- private equity accountant Madison, WI
- private equity intern Madison, WI
- private equity sales Madison, WI
- director of equity and inclusion Madison, WI
- private equity associate Madison, WI
- investment intern (private equity) Madison, WI
- equity bank Madison, WI

