We are headquartered in the Historic Third Ward near downtown Milwaukee, Wisconsin with clients throughout the United States. Directions to CMC and a list of nearby hotels can be viewed by clicking here.

If you want to be part of a new organization leading the way in open architecture investment management services for the mid to small-sized financial organization we'd like to hear from you.

Current Opening: Research Analyst

We are currently seeking an analyst to join our research team which recommends investment products and strategies to our financial institution clients. Primary responsibilities will include supporting our initial and ongoing due diligence of professionally managed products for the high net worth market.  Coverage will include a combination of separately managed account portfolios, mutual funds, hedge funds, and real estate products in collaboration with other CMC researchers. Secondary responsibilities will include internal product development and client service.

Candidates will have a demonstrated background in finance, economics, and research, or all three. Limited travel will be required to visit managers, clients and or trade conferences.  Candidates should have strong working familiarity with both manager and fund databases, Excel, Access, optimization programs, and other relevant analytical tools.

Academic and or professional credentials required include: BS/BA and CFA candidate. 

Resumes should be emailed to barry@cmarkc.com. Three professional references should be submitted with your resume along with a listing of your research coverage experience and samples of your research work product. 

CMC is an Equal Opportunity Employer
CMC is an equal opportunity employer and does not discriminate on the basis of race, color, sex, religion, sexual orientation, national origin, marital status, age, handicap or veteran status. Prospective employees must be eligible to work in the United States and are subject to a background check.