2026 NextGen Analyst - Investments

FINRA • Milwaukee, WI

108d • $85,000 - $90,000 • Hybrid

About The Position

Join our dynamic team as an Investment Analyst in a structured 2-year program designed for recent college graduates. This full-time role offers deep exposure to investment research, portfolio construction, and client strategy within a single asset class or investment team. Analysts will work closely with experienced professionals, gaining hands-on experience and building a strong foundation for a long-term career in asset management. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week. Location(s): Charlotte, NC, Milwaukee, WI.

Requirements

• Bachelor's and/or Master's degree in Finance, Economics, Accounting, Mathematics, Computer Science or a related field by the start of the program.
• Passion for investments and a keen interest in fixed income and equities markets.
• Solid understanding of financial concepts and basic investment principles.
• Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling, python and relevant business intelligence tools.
• Strong analytical and problem-solving skills, with the ability to interpret and manipulate financial data effectively.
• Excellent communication skills, both verbal and written.
• Demonstrated ability to work collaboratively in a team-oriented environment.
• Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.

Responsibilities

• Assist in the evaluation and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends.
• Collaborate with cross-functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives.
• Engage in ad-hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.
• Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.

Benefits

• Competitive compensation and benefits package.
• Onsite engagement opportunities in hub office locations, offering direct exposure to respective teams.
• Direct mentorship from experienced investment professionals.
• Exposure to both fixed income and equities investments, gaining a holistic understanding of the investment management industry.
• Robust project-based experience to enhance your skills.
• Participate in monthly lunch & learn and additional networking opportunities.
• Inclusive and diverse work environment that values and respects every individual.
• Opportunity for top performing analysts, who successfully complete the program, to receive an offer for continued employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Executive, Legislative, and Other General Government Support
• Education Level: Bachelor's degree