Equity Research Analyst

2 weeks ago


Madison, Wisconsin, United States State of Wisconsin Investment Board Full time

Position Overview
The State of Wisconsin Investment Board (SWIB) is a leading global investment entity managing over $145 billion in assets. We are committed to maintaining the integrity and growth of the Wisconsin Retirement System (WRS) and other funds through innovative investment strategies.

About SWIB
Founded in 1951, SWIB is recognized for its collaborative approach and innovative investment management. We serve over 663,000 public employees, ensuring their financial security through prudent asset management.

Role Responsibilities
The successful candidate will collaborate with the equity team to:

  • Conduct thorough equity research, focusing on identifying high-potential investment opportunities.
  • Assist in managing the global equity portfolio, employing a fundamental analysis approach.
  • Engage with external analysts and management teams to gather insights and enhance investment strategies.
  • Contribute to the portfolio construction process, ensuring alignment with risk and return objectives.

Candidate Profile
The ideal candidate will possess:

  • A minimum of two years of experience in equity research, preferably with a focus on smid/mid/large cap strategies.
  • A proven track record of delivering strong, risk-adjusted investment performance.
  • Excellent analytical skills, with the ability to assess business models and articulate investment theses effectively.
  • Strong teamwork and communication skills, fostering a collaborative environment.
  • A Bachelor’s degree is required; a Master’s degree and CFA designation are strongly preferred.

SWIB Offers
We provide competitive compensation, educational opportunities, and a dynamic work environment that encourages professional growth. Our hybrid work policy allows for flexibility while maintaining a collaborative culture.

All employees are expected to adhere to SWIB's Ethics Policy and Personal Trade Approvals Policy, ensuring integrity in all investment activities.



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