Women Investment Professionals

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Current Positions Available

The following are employment listings received by the Women Investment Professionals for posting on this website. These jobs are posted for 30 days, and can be resubmitted for an additional 30 day posting, if desired. Currently, there is no charge for posting a job. You can submit a job to be posted by email to: info@wipchicago.org

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Mesirow’s Public Finance Division was created to assist municipal debt issuers in optimizing their limited resources in an environment of increasing demand for services. Today, we continue to build on our solid reputation for developing innovative financing structures. We are currently seeking an Analyst to join our Public Finance Team.

Responsibilities:

  • Develop financial models based on client’s financing needs using available financial products.
  • Prepare correspondence, marketing information, and presentations for senior bankers.
  • Draft, edit, and organize responses to formal solicitations (for RFP’s) by state and local governments.
  • Research and compile market data relating to prior or future transactions.
  • Schedule calls and meetings among the team and interact with lawyers, accountants, verification agents, rating agencies, and insurers to coordinate the deal process.
  • Ensure data is updated and entered into DBC Finance software and other relevant tools.
  • Critically read and analyze legal documents.
  • Maintain files of clients and prospects.
  • Perform other duties and special projects as assigned.

Requirements:

  • 1 to 2 years of public finance/municipal bond or corporate investment banking work experience preferred.
  • Bachelor’s degree required, overall GPA must be 3.4 or better.
    Must be willing to obtain the Series 52 within 6 months from the date of
  • employment, or as soon as possible.
  • Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint.
  • Knowledge of Munex or DBC Finance software preferred.
  • Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing.
  • Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
  • Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues.
  • Must possess the aptitude and interest in learning Federal Tax Law as well as statutory financing rules and regulations to be successful in the role.
  • Qualified candidates must possess a high level of motivation, initiative, and leadership potential.

Apply Online

EOE

 

Description

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Mesirow’s Public Finance assists tax-exempt debt issuers in optimizing their limited financial resources in an environment of increasing demand for services. The Public Finance department is looking for an experienced associate to support senior bankers in all aspects of business development.

Responsibilities:

  • Develop financial models based on client’s financing needs using available financial products.
  • Research, compile and interpret capital market activity at both a macro and issuer-specific level to identify and develop implementable financing strategies for our clients.
  • Write correspondence, marketing information, and presentations for senior bankers.
  • Prepare responses to formal solicitations (RFP’s) by state and local governments and other tax-exempt borrowers.
  • Facilitate the deal process through coordination with the counsel, accountants, verification agents, rating agencies, and insurers.
  • Critically read and analyze legal documents related to financing agreements.
  •  Maintain detailed debt information databases for existing and prospective clients, ensuring accuracy and consistency across multiple software applications.
  • Perform other duties and special projects as assigned.

Requirements:

  • A minimum of 3 years of public finance/municipal bond investment banking work experience required.
  • Proficiency in DBC Finance software required.
  • Strong professional communication and inter-personal skills, and the ability to clearly and succinctly express complex financial concepts both orally and in writing.
  •  Expertise in Microsoft Excel, PowerPoint, and Bloomberg and possesses ability to quickly learn other finance-related software products as needed.
  • Currently maintains Series 52 and 63 FINRA Licenses or must be willing to obtain within 6 months from the initial date of employment.
  • Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
  • Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues.
  • Must possess the aptitude and interest in learning Federal Tax Law as well as statutory financing rules and regulations to be successful in the role.
  • Qualified candidates must possess a high level of motivation, initiative, and leadership potential.
  • Bachelor’s degree required

Apply Online

EOE

 
 

Maranon Capital, L.P. (“Maranon”) is an alternative investment management firm focused on private credit and equity co-investment strategies for middle market companies (target companies typically have $3 million to $50 million of EBITDA). Maranon employs a multi- product strategy approach that spans the balance sheet including first and second lien senior debt, unitranche debt, mezzanine debt and equity capital. Maranon’s ability to invest across the entire capital structure results in highly competitive financing products that facilitate a sustainable competitive advantage.

Maranon Highlights

  • Maranon has reviewed more than 10,800 investment opportunities from over 1,700 different sources across more than 30 industry groups
  • Invested $8.1 billion in over 300 transactions
  • The Maranon team has grown to more than 40 employees, including 28 investment professionals

MARANON’S DIFFERENTIATED CAREER OPPORTUNITY

Maranon Capital offers a unique career opportunity for a Portfolio Analyst:

  • Unique perspective of investing senior, unitranche and mezzanine debt and equity across the capital structure
  • Opportunity to develop fundamental credit skills at a growing middle market investment firm alongside seasoned investment professionals
  • Exposure to a diverse set of management teams, companies, industries and transaction types
  • Disciplined investment strategy and intensive underwriting philosophy
  • Vast learning opportunities from a seasoned investment team
  • Entrepreneurial and growth-oriented culture supported by robust institutional processes

QUALIFICATIONS
The Portfolio Analyst will possess exceptional critical thinking and interpersonal skills. Specifically, the most competitive candidate profiles feature:

  • Bachelor’s degree with one to three years of relevant industry experience (public accounting, commercial banking, valuation services, transaction advisory services or the equivalent)
  • Outstanding organizational and analytical skills with strong attention to detail and the ability to multitask and prioritize in a deadline-driven environment
  • Entrepreneurial drive with the desire to be a member of a growing business and contribute to its success Maranon Capital, L.P.
  • Highest professional and ethical standards with excellent interpersonal and communication skills (oral and written)
  • Demonstrated ability to exercise initiative, business curiosity, sound judgment and discretion
  • Must be effective working in a cross-functional and peer-based team
  • Demonstrated knowledge of credit terms and structures, legal documentation, financial statement analysis and projection modeling
  • Proficiency working with Microsoft Office applications (Excel, Outlook, Word, PowerPoint) is required.  Prior experience in datarooms (Intralinks, Debtdomain, Syndtrak, etc.), portfolio monitoring software
    (iLevel, Sentry) as well as other information databases (Pitchbook, Capital IQ) is beneficial.

RESPONSIBILITIES
We are seeking a professional to oversee and manage a portfolio consisting of both directly originated and syndicated investments. Specific responsibilities of this individual will include:

Portfolio Analyst

  • Join the investment deal team post close to lead ongoing, in-depth analysis of financial performance and covenant compliance reporting of Maranon investments
  • Participate in the diligence, analysis and preparation of investment memos and models for investment committee approval for all post-close amendments, restructurings and add-on investments for existing
    Maranon portfolio companies
  • Coordinate the monthly review and quarterly valuation process. Prepare and present financial review and valuation materials utilizing Maranon’s financial models as well as comparable company and discounted cash flow analysis
  • Serve as the primary contact for co-lenders, private equity sponsors and management teams regarding financial reporting, covenant monitoring and post-close credit activity
  • Participate in investment committee, pipeline and portfolio review meetings
  • Assist in preparing recurring reports and ad hoc analysis for investment, operations and investor reporting teams

TIMING
Maranon is seeking to fill the position(s) for a Q3 2021 start date.

COMPENSATION
Attractive salary, incentives and benefits that are competitive with prevailing market terms for similar positions and experience levels

AT-WILL EMPLOYMENT
Unless otherwise expressly stated to the contrary in a written employment agreement signed by an employee and Maranon, all employment with Maranon is at-will, meaning that it may be terminated by the employee or
by Maranon at any time, without cause or advanced notice. Maranon Capital, L.P.

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Maranon is an equal employment opportunity employer, and prohibits discrimination and harassment against applicants and employees on the basis of actual (and perceived, to the extent applicable) race, gender, pregnancy, age, national origin, religion, disability, sexual orientation, gender identity and expression and veteran status, and any other characteristic protected by applicable law. Applicants and employees who require an accommodation due to a disability, pregnancy, childbirth or a medical or common condition related to pregnancy or childbirth should contact Maranon Human Resources at jjg@maranoncapital.com.

Send resumes to careers@maranoncapital.com.

Summary:

The successful candidate will join the Multi Sector Fixed income team focused on the credit orientated portfolios to work closely with portfolio managers, traders and research analysts in managing investment grade AUM across a large number of institutional mandates. The ideal candidate should have a minimum of 2-3 years credit experience and strong quantitative skills.  

Responsibilities:

  • Work collaboratively in a multi sector credit team as a key support for portfolio management and trading desks.

  • Utilize knowledge of credit markets to help shape portfolio construction.

  • Incorporate quantitative knowledge to optimize portfolios.

  • Provide investment managers with security, portfolio, and benchmark information.

  • Work with client service teams on attribution and client reporting efforts.

  • Analyze benchmark data from index providers for changes and portfolio impact.

  • Calculate and review security analytics and the impact of changes on the portfolios to help inform investment decisions.

  • Serve as a point person for client presentations, portfolio summary reports, and internal/external data requests.

  • Collaborate client service team with market commentary requests.

  • Work with risk teams to analyze portfolios.

  • Opportunities to grow within the team with mentorship with seasoned professionals; demonstrated career path to roles within trading, macro analysis and portfolio management.

Qualifications:

  • Experience in credit analysis or a credit background, preferably 2-3 years experience.

  • Sell side experience in Fixed Income is preferred.

  • Demonstrated strong analytical skills; capable of solving problems within finite deadlines while operating effectively in a fast-paced and evolving environment.

  • Familiarity with macroeconomics and investing; solid knowledge of fixed income concepts (yield, spreads, duration recommended).

  • Excellent writing, interpersonal, and communication skills.

  • Highly motivated, creative, enthusiastic, resourceful, self-starter.

  • Strong attention to detail and organizational skills.  

  • Solid experience using Excel and database tools.

  • Basic knowledge of Python and SQL is helpful.

Apply Online

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

Learn about the Applicant Privacy Notice.

 
Overview
The Fixed Income Trader will work as part of a trading team supporting Senior Traders and Portfolio Managers to invest client portfolios consistent with LGIMA’s investment strategy views, with a focus on High Yield Credit Strategies
Responsibilities
  • Execute corporate bond trades as directed by Portfolio Managers across multiple sectors and portfolio strategies.
  • Work closely with Senior Traders and Portfolio Managers on portfolio construction and m
  • Identify and have a comprehension of relative-value trade ideas within specific issuer names and sectors.
  • Evaluate offerings and pitch trade ideas to the portfolio management team based on mandate suitability.
  • Develop relationships with existing Wall Street sales, trading and syndicate desks.
  • Monitor portfolio position weights and risk analytics compared to benchmarks and targets.
  • Monitor trade orders to ensure they fall within compliance and client guidelines.
  • Review and resolve any potential post trade compliance breaches.
  • Work alongside Investment Grade team and develop a solid understanding of the Investment Grade market.  May be needed to backup Investment Grade.
  • Liaise with other departments internally, including: LDI/Solutions, Index, Legal/Compliance, Sales/Marketing, and Investment Operations.
  • Collaborate with Senior Traders on creating marketing presentation and reports for clients.
  • Must be a self-starter, willing to take initiative when not given direct tasks and display a willingness to work in a team environment with the common goal of building a top-tier central trading desk.
Qualifications
  • Ability to transact on an array of electronic trading platforms, including MarketAxess, Bloomberg and Tradeweb, as well as other traditional venues.
  • Basic understanding of relative value across Fixed Income.
  • Experience trading loans preferred.
  • Bloomberg and Excel skills required.
  • Strong communication skills with the ability to communicate views on trading.
  • Basic understanding of Fixed Income fundamentals with a willingness to progress your knowledge further.
  • Ability to work accurately under pressure and time constraints and to multi-task well.
  • Ideally 3-7 years of experience in a Fixed Income trading environment, with a preferred focus on High Yield Credit.
EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)

Apply Online

Note to applicants: Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

Our Corporate Marketing and Communications team plays a central role in protecting and advancing Dimensional’s reputation as a leader and innovator in the field of finance, positioning the firm at the center of the investment conversation, and championing the role of professionals in empowering investors. The group works collaboratively across the organization to ensure a consistent and impactful approach when communicating with external and internal audiences. Reporting to the Director of External Communications, the Senior Associate role will be responsible for developing and enhancing a dynamic global media, corporate communications, public relations, and crisis preparedness strategy and program that achieves maximum impact by connecting key audiences with Dimensional and supporting its business objectives.

Responsibilities:

  • Develop and enhance Dimensional’s proactive strategic communications and public relations program that supports business objectives, elevates public presence and connects with key audiences   

  • Provide counsel and lead preparation for Dimensional investment and leadership team members on public media and corporate affairs

  • Strengthen and leverage relationships with global media, analysts and industry influencers to maximize corporate announcements, campaigns and build advocacy around Dimensional

  • Develop the public profile of leadership and other stakeholders, including finding and securing strategic opportunities including events, conferences, awards, TV and other mediums.

  • Contribute to and manage key external communications campaigns, materials and platforms, including corporate announcements, campaign plans and assets, press releases, Q&As, briefings, talking points, op eds, and the media center on Dimensional’s website

  • Direct and oversee public appearances including broadcast TV engagements start to finish, including securing and supporting strategic media opportunities, training and preparing spokespeople, and handling follow up

  • Liaise with our global agency relationships to ensure alignment with broader program, effective delivery and maximum impact

  • Establish strong and collaborative relationships with the broader Communications and Marketing Teams to ensure all external communications initiatives are aligned, consistent and synchronized

  • Stay abreast of competitive intelligence and marketplace opportunities and challenges, including monitoring and benchmarking industry developments

  • Identify new and emerging communications tools, services and software and develop strategies to leverage and build reputation and further communications strategy

  • Help refine approach to media monitoring and social listening for reputational issues, campaign impact and reporting

Qualifications:

  • 5+ years of corporate communications and/or media relations experience, ideally in the asset management/finance industry

  • Excellent written and verbal communication skills

  • Proactive with strong media relationships and proven track record of securing high impact coverage

  • Sound judgment and an ability to quickly establish confidence and build influence with leadership, media and other stakeholders

  • Strong organizational skills to achieve the best results

  • Interest in developing new approaches to communications/public relations in an evolving digital landscape

  • Ability to analyze metrics and present information in a meaningful way

  • A Bachelor’s Degree in Communications, Marketing, Journalism or related field

Apply Online

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Note to applicants: Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

At Dimensional, we’re focused on changing the way people think and feel about investing.  Our efforts to stay on the leading edge of research and implementation while also providing an extraordinary client experience depend on our employees. As the firm’s growth accelerates around the world, our global communications program, which supports the business while maintaining Dimensional’s culture and values, has become even more critical to our continued success.

The Senior Associate, Employee Communications, is responsible for supporting the design, development, and execution of Dimensional’s global employee communications strategy, which serves to help employees feel informed, inspired, and connected to Dimensional’s mission, vision, and purpose. Reporting to the Director of Employee Communications, this role will focus on helping to manage and further develop existing internal communications channels, as well as extending our reach and impact with new initiatives.

Responsibilities:

  • Manage and optimize internal communications channels, including guiding content and promotional strategy, establishing KPIs, and identifying strategic enhancements that can further increase employee reach and engagement

  • Partner with the Corporate Marketing team to research, analyze, and propose new channels and solutions for internal communications

  • Project manage and help lead a cross functional working group in scoping and proposing a new enterprise intranet solution

  • Act as a content manager for internal communications channels and programs, including the employee newsletter, podcast, intranet, and employee event series

  • Own and develop an internal communications editorial calendar to ensure consistency of communication across channels and platforms

  • Support employee events strategy, including virtual broadcasts and live events, and partner with Events Team on execution, logistics, measurement, and helping identify areas for strategic improvements

  • Collaborate with a broad range of internal stakeholders to help develop, write, and edit employee communications, often under tight deadlines

  • Develop and maintain analytics reports, ensuring data accuracy, quality, and consistency to inform executives and other leaders on progress and further the effectiveness of the employee communications program

Qualifications:

  • Minimum 4 years of corporate and/or employee communications experience

  • Excellent written and verbal communication skills

  • Strong organizational skills, including collaborating with and across teams to achieve the best results

  • Proactive and adept at juggling numerous projects and managing multiple stakeholders while meeting deadlines and maintaining attention to detail

  • Ability to analyze metrics and present information in a meaningful way

  • Team player with a can-do attitude and desire to collaborate and work in a dynamic environment

  • Professionalism and interpersonal skills to build strong relationships and represent team with a broad range of stakeholders

  • Discretion to handle confidential or sensitive information

  • A Bachelor’s Degree in Communications, Marketing, Journalism or related field

Apply Online   

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

 

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

 

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Note to applicants: Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

At Dimensional, we’re focused on changing the way people think and feel about investing.  Our goal is to stay on the leading edge of research and implementation while also providing an extraordinary client experience. As the firm’s growth accelerates around the world, a strategic marketing program that supports the business while maintaining Dimensional’s values is critical to our continued success.

 

The Marketing Manager will be responsible for designing, developing, and executing a dynamic global marketing strategy and program that enables our sales teams to connect meaningfully and successfully with financial advisors, broker dealers, wirehouse firms and other financial institutions.

 

Responsibilities:

  • Own the development and implementation of channel-specific marketing plans for multiple sales channels within the Global Client Group

  • Spearhead campaign concepts, key deliverables, promotion plan, and analytics we want to track

  • Lead internal and external promotion of sales and marketing initiatives

  • Serve as a dedicated consultant and resource for the channel leadership teams, and be a point of contact for ad-hoc requests arising from sales channels

  • Keep an eye out for creative opportunities across channel initiatives

  • Work with integrated marketing team on execution

  • Identify new and emerging marketing tools, services, and software to innovate and further the sales and marketing strategy

  • Stay abreast of financial industry developments and marketplace opportunities/challenges to inform strategy and contribute to benchmarking

  • Measure and continually seek to enhance the effectiveness of our sales and marketing strategy

Qualifications:

  • 10+ years of marketing experience in the financial services industry, working with senior executives in a global business environment

  • Proactive with proven track record of implementing multichannel marketing strategies through intermediary distribution channels, specifically broker dealer, enterprise, and financial institutions

  • Past experience with an asset management firm, broker dealer, large RIA, REIT or annuity company

  • Excellent written and verbal communication skills

  • Outstanding organizational and interpersonal skills, including the ability to quickly build trust and influence, and to collaborate effectively with and across teams to achieve the best results

  • Adept at juggling numerous projects and managing multiple stakeholders while meeting deadlines and maintaining attention to detail

  • Ability to analyze metrics and present information in a meaningful way

  • A Bachelor’s Degree in Communications, Marketing, Journalism or related field

Apply Online

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Job Details

Description

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.8B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High Net Worth individual clients.

Responsibilities:

  • Client onboarding, including preparation of new account paperwork and client information-gathering
  • Account maintenance, including any account registration and account profile changes
  • Asset movement processing, including journals, wire transfers and EFTs
  • Assist with quarterly billing and performance reporting
  • Client issue resolution
  • Gathering tax information for clients and assisting with tax reporting
  • Relationship management, including regular client contact
  • General administrative functions, including but not limited to:
    • Maintaining information in the Client Relationship Management System
    • Exception report review
    • Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
  • Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
  • Trade execution and trade error resolution, as may be applicable and required

Requirements:

  • Bachelor’s degree
  • Minimum of 5 years relevant experience preferred
  • FINRA Series 7 and 66 licenses strongly preferred, or a willingness to obtain upon hire
  • Familiarity with estates preferred
  • Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
  • Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
  • Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
  • Demonstrates an ability to learn new processes and technology platforms
  • Takes direction well and demonstrates proactive follow through on assigned tasks
  • Ability to prioritize and effective time management skills
  • Excellent verbal and written communication skills
  • Remains focused on tasks and retains composure under pressure or with conflicting priorities
  • Gathers information and consults appropriate parties when additional guidance is needed
  • Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
  • Responsive to client requests and escalates to team members whenever necessary

Apply Online

EOE

Overview

The Investment Analyst will support LGIM America’s Distribution team

Responsibilities

  • Assist in all aspects of the Distribution process including preparing presentation and supporting materials for consultant and prospect discussions, facilitating follow ups from meetings and responding to data and information requests.
  • Help maintain sales opportunity pipeline
  • Conduct research to identify prospects
  • Become familiar with all product offerings and vehicles
  • Make cold calls as appropriate to introduce the firm and secure meetings for the Sales team
  • Maintain new prospects in Salesforce – includes notes on meetings and making sure all contact data for prospects and consultants is updated
  • Aid in the continued improvement of data quality in Salesforce
  • Work with Marketing team and office assistants to make sure marketing presentations are ready and delivered for all meetings
  • Assist with ad hoc requests

Qualifications

  • Bachelor’s Degree
  • 1-2 years client service and/or sales experience preferred
  • Strong overall investment knowledge including an understanding of the different investment vehicle options
  • Strong interpersonal skills
  • Strong verbal & written communication skills
  • Knowledge of current investment market and economic issues
  • Industry experience and a prior sales role are considered a positive

Apply Online

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)

Verus is in search of a Consulting Associate to join our Los Angeles office. Candidates should be process-minded, detail oriented and a self-starter.

The Consulting Associate acts as the primary resource for Consultant support. Responsibilities include meeting preparation, investment policy development, asset allocation studies, investment manager coordination, responding to client requests and assisting consultant in new business development.

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; profit sharing; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Salary: TBD

Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.

Prerequisites
  • Bachelor’s Degree required; preferably Finance, Engineering or Math;
  • MBA, Masters of Finance, or CFA Level II candidacy preferred;
  • Two or more years of analytical and research experience in a related field, preferably institutional investing;
  • Solid knowledge of financial investing techniques; knowledge and familiarity with the major markets.  Basic understanding of pensions, defined contribution plans and non-profits.

Apply Online

Description:

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. 

Mercer is seeking candidates for the following position based in the Chicago, IL or Minneapolis, MN office:

What can you expect?

  • Will have access to brightest Fixed Income Managers in the country.  You will have the opportunity to attend meetings with Investment Managers. You can see how senior members interact with the Investment Managers and given the opportunity to debrief with your team to grow your own skill set.
  • Will have the opportunity to work on a team of approximately 12.  You will work and train with senior members who will mentor you along the way.
  • Will have on the job training and be able to accelerate your career.  You have the opportunity to directly influence the pace of your learning.

What is in it for you?

  • Work for a global company with excellent benefits and a dynamic culture.
  • Have competitive vacation/personal days in addition to holidays and volunteer days.
  • Mercer offers tuition assistance and this Chicago location offers you the ability to apply to 2 of the top MBA programs in the country.

We will count on you to:

  • Assist fixed income manager researchers in gathering information about Investment Managers to help better enable evaluation of Investment Managers to identify those who are most capable of generating value for our client portfolios.
  • Providing high level analytical support on a wide variety of products, markets and managers. 
  • Providing support to the research team in meeting the needs of clients – including analytics, strategic research etc.
  • Coordinating work for one or more of the Rating Reviews Committees and ensuring integrity of ratings details on GIMD. 
  • Preparation and maintenance of manager research schedules and co-ordination of client commissioned research
  • Attend manager research meetings and/or external conferences, in a support capacity, to help develop the candidates’ technical knowledge and personal development.

What you need to have: 

  • BA/BS degree in finance, economics, or other business-related areas having strong quantitative and analytical analysis.
  • Up to 3 years of applicable experience.
  • Solid analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment.
  • Strong writing skills
  • Proficiency with the MS Office suite

What makes you stand out:

  • Interest in pursuing a CFA or MBA.
  • Fixed Income or Capital Markets experience
  • Programming experience (i.e. experience writing Macros)

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Apply Online

Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

About the job

The Role

Aviva Investors is looking for an Investment Marketing Associate to help develop and promote the firm brand across targeted audiences, build awareness and consideration, and support our distribution efforts with our growing sales team. Our marketing efforts primarily target the institutional investor and consultant audiences.

This individual would be responsible for the development, production, updating and distribution of marketing communications. The role reports into the Sr. Marketing Associate in North America and work closely with the Global Marketing team. This role is highly executional and requires a fast thinker, attention to detail and digitally/technologically savvy individual.

Responsibilities

  • Marketing Materials: Developing, maintaining and distributing marketing materials for use across various media platforms; updating quarterly factsheets and monthly commentaries; coordinating projects for feedback with internal stakeholders; ensuring marketing materials are current, compliance approved and accessible to appropriate parties; managing proper compliance approval process, adhering to regulatory requirements such as CAN-SPAM, CASL, GDPR etc.
  • Social Media Management: Assist with the conception, creation and execution of social media posts; strategize on content pipelines and create, curate and maintain social content calendars; ability to craft compelling copy options to meet various messaging needs; utilize social listening tools to generate insight; partner with social media agency on content strategy and translate data into actionable optimizations.
  • Website Maintenance: Maintain North American website and ensure all new page content is executed and deployed as planned; work with agency to ensure website is SEO optimized; conduct regular website checks to ensure pages are up to date and compliance approve; manage any necessary translation work for the French-Canadian website.
  • Email Marketing: Create, edit and proofread email copy using Taxi for email; coordinate, plan and execute email campaigns using Adobe Campaign Manager; perform email testing in order to optimize performance; translate email performance data into actionable optimizations.
  • Marketing Campaigns: Assist the Sr. Marketing Executive and Global Marketing teams in rolling out region multi-media campaign to North American audiences; work closely with agencies and creative teams to ensure various digital assets such as landing pages, paid/organic ads, 3rd party ads, search ads and digital ads are delivered correctly and timely.
  • Events/webinars: Assist in managing logistics, deadlines and details for conferences, events and speaking engagements, including speaker proposals, attendee lists and invites and conference collateral and promotional material; Facilitate US webinars by working with UK Marketing Operations team, organizing the presenters and assisting to run the webinar on the day; assist in promoting webinars to reach target audience and deliver strong registration rates; manage lead generation data from events and campaign activity.
  • Public Relations and Internal Communications: Support internal and external communication strategies; track media activity; collaborate with PR agency to help meet media goals; share media coverage outreach via social channels.
  • Marketing Analytics: Track, monitor and report on campaigns, monitoring the effectiveness of optimizations and sharing results and insights clearly; use knowledge of tracking to ensure campaigns are set up correctly from a analytics perspective; ability to understand data points to optimize accordingly.

Requirements

  • Bachelor’s degree and 2+ years in finance or marketing.
  • Technically savvy with experience using various digital platforms – Salesforce, Adobe Campaign, Taxi, Seismic, Hearsay primarily
  • Experience with Workfront, On24, Adobe Experience Manager, InDesign, Google Analytics, Adobe Analytics, QlikSense
  • Familiarity with basic financial concepts (investment vehicles, regulation, performance)
  • Strong understanding of digital marketing
  • Marketing certificate highly advantageous
  • Microsoft office skills. Advanced skills in Microsoft PowerPoint (slide master, chart and graph building, visual concepting, linking data)
  • Excellent written and verbal communication

Working at Aviva Investors

Aviva Investors is a global asset manager with broad and deep expertise across all major asset classes. As part of the Aviva Group – the UK’s largest insurance company – we are uniquely positioned to combine our insurance heritage with our investment capabilities to deliver the outcomes that matter most to today’s investor.

More than 1,500 people work across the globe, bringing it all together for today’s investor. When everyone feels part of a unified team, in an environment of fairness, inclusion and positivity, we all achieve more. We care deeply about this, which is why we encourage applications from people with diverse backgrounds and experiences.

At Aviva, we’re people with a purpose. To be with you today, for a better tomorrow. We bring this to life by ensuring managing risk is at the heart of how we all work. We love people who do the right thing for our customers, and our colleagues. We want people who speak up, who take responsibility, and who make good decisions.

The way we do this is important too. We’re all about our people – that’s you – so we can be pretty flexible. In fact, we don’t advertise roles as either part or full time, because we know each person has different needs, just as each business area’s needs vary. So, it’s up to you to discuss working hours during your interview.

Apply Online

We interview every disabled applicant* that meets the minimum criteria for the job. Just send us an email once you’ve applied stating that you have a disclosed disability, and we’ll make sure we interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, please send an email to GlobalRecruitment@avivainvestors.com

*As defined in The Equality Act 2010*. By ‘minimum criteria’ we mean you should provide us with evidence which demonstrates that you generally meet the level of competence required and have the qualifications, skills or experience defined as essential to perform the role.

 

Position location is flexible, with preference given to home office or an established Nature Conservancy office in Brazil

A LITTLE ABOUT US  

Since 1951, The Nature Conservancy has been doing work you can believe in protecting the lands and waters that all life depends on. As a science-based organization, we create innovative, on-the-ground solutions to our world’s toughest challenges so that we can create a world in which people and nature thrive. 

We’re rooted in our Mission and guided by our Values, which includes a Commitment to Diversity and Respect for People, Communities, and Cultures. We know we’ll only achieve our Mission by hiring and engaging a diverse workforce that reflects the communities in which we work. Whether it’s career development, work/life balance, or a rewarding mission, there’s lots of reasons to love life #insideTNC. Our goal is to cultivate an inclusive work environment so that all of our colleagues around the globe feel a sense of belonging, and that their unique contributions to our mission are valued.

Although you’ll see requirements in our postings, we recognize that people come with talent and experiences outside of a job. Passion, innovation, and diversity are all key components to advancing our Mission and we encourage you to apply.

YOUR POSITION WITH TNC  

The Financial Specialist provides specialized finance/accounting-related services to Global Strategy teams, colleagues and partners around the world. This is an award funded, term-limited position funded by CMI, expiring in 2023, with possible renewal.  This position supports  the CMI Finance Manager in providing financial management, reporting, and transactional services to coordinate and support activities related to multiple, concurrent private awards, and in accordance with TNC policies, procedures, and best practices in organizational, donor, and project management requirements.

ESSENTIAL FUNCTIONS  

The Finance Specialist provides specialized services in accounting or similar financial activities for Global Strategy Operations, Finance & People team, focusing in Finance. They are an expert in their area of specialization. They administer and maintain finance/accounting activities in accordance with TNC policies and procedures and best practices in financial management.

This position provides a wide range of administrative and finance-related support to the Finance Manager with CMI private awards, outgoing sub-grants and/or contracts for services. Responsibilities may involve some or all of the following: assist with all activities related to the awards module system (PCB), such as assignment of costs and set-up of budgets, monitor income and expense budgets, reconcile financial entries, assist in the production of financial reports and invoices, review internal and partner financial reports, assist with accounting adjustments, communicate financial information to project managers and collaborate on proposals. They provide efficient and timely action on administrative matters, prepare correspondence and materials, and may communicate with internal and external sources, including staff, partners, and donors. 

Position location is flexible, with preference given to home office or an established Nature Conservancy office in Brazil.

RESPONSIBILITIES AND SCOPE  

  • Ensures TNC policies and procedures, financial standards and legal requirements are met.
  • Reinforces consistency in the organization’s policies and procedures and provides support related to relevant field.
  • Generates monthly financial reports and data from the general ledger and the PCB module and other ad hoc financial reports, such as Labor Distribution Reports, monthly contract reports, and tracks spending rates.
  • Completes CMI cost assignment, cost allocation, and other grant coordination activities.
  • Reviews the proper coding of expenses and ensures that invoices are submitted and paid.
  • Supports the preparation of internal and external financial reports.
  • Tracks and supports the revision financial reports of sub-grantees.
  • Prepares accounting forms and reports, such as journal entries and adjustments.

MINIMUM QUALIFICATIONS  

  • Bachelor’s Degree in Finance, Accounting, Business Administration or related field and related experience or equivalent combination.
  • Experience with GAAP and fund accounting principles, practices and regulations.
  • Experience using automated accounting and financial reporting systems.
  • Experience with Excel spreadsheets and workbooks.

DESIRED QUALIFICATIONS  

  • Multi-lingual skills and/or multi-cultural experience appreciated.
  • Fluency in Portuguese and English. Knowledge of Spanish preferred, not required.
  • Accuracy and attention to detail.
  • May require working knowledge of grants accounting

APPLY NOW  

To apply for job ID 50081, submit your materials online by using the Apply Now button at https://careers.nature.org/. Need help applying? Visit our recruitment page or contact applyhelp@tnc.org.

The Nature Conservancy is an Equal Opportunity Employer. Our commitment to diversity includes the recognition that our conservation mission is best advanced by the leadership and contributions of people of diverse backgrounds, beliefs and culture. Recruiting and mentoring staff to create an inclusive organization that reflects our global character is a priority and we encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.

TNC is committed to offering accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or an accommodation due to a disability, please send a note to applyhelp@tnc.org with Request for Accommodation in the subject line.

Contact: Heidi Strohman hstrohman@aegonam.com

Company Overview:

Aegon Asset Management is a leading global investor. Our 370 investment professionals manage and advise on assets of US$447 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

We organize our investment capabilities around four focused platforms: fixed income, real assets, equities, and multi-asset & solutions. Each platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.

We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

We are an international business: Our 1,200 employees work from 17 locations across Europe, the Americas and Asia.  

 Position Overview:

Aegon Asset Management is seeking a Senior Responsible Investment Manager focused on Real Assets to lead efforts to address the increasing investor demand and regulatory requirements with clear, focused and competitive responsible investment strategies. We are seeking a passionate Real Assets investments specialist with deep industry knowledge and a passion for ESG to help us achieve credible and efficient consideration of sustainability risks, and to demonstrate the significant positive social and environmental impacts real assets can have.

Responsibilities:

The Responsible Investment Manager will support the Responsible Investment (RI) function, in precise in the area of Global Real Assets. In addition, the individual may support projects to analyze added impact investments.

  • Draft a responsible investment strategy for the GRA platform that captures the debt and equity investment activities of the platform, and obtain approval to adopt this from the AAM Responsible Investment Committee, and the GRA Exec.
  • Establish and a common reporting framework that measures Environmental, Social and Governance activities across the GRA business units and products which sets out Objectives, Targets, Metrics. Act as focal point in the undertaking of Corporate Reporting including – AAM Annual RI Report, GRA PRI responses and GRESB Submissions.
  • The GRA RI strategy should consider best market practice across different Geographies and identify common monitoring and reporting objectives across the platform and create a 5 year plan for achieving those objectives, including how best to integrate this into the day to day activities of the GRA platform teams.
  • Incorporate ESG into GRA investment decision making including investment committee recommendations.
  • Develop a GRA RI client centered publication that summarizes the RI activities of the platform and supports the market profile of the GRA platform as a real assets leader in its chosen areas of activity.

 Required Qualifications:

  • Bachelor’s degree in economics, finance, ecology, earth sciences, sustainable/international development, or related field
  • Five years of investment (portfolio management or research), sustainability or responsible investment
  • Clear understanding of the principles of Responsible Investment as applied to the Built Environment.
  • Experience working in a climate-change related field; familiarity with up to date developments in climate change-related investment issues.
  • Ability to establish and maintain effective internal and external relationships
  • Ability to work independently

Preferred Qualifications:

  • MBA or Master’s degree in related field
  • Industry certifications (CFA, MAI, CCIM) 

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation

including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We are open to considering flexible working practices. Please talk to us about what this means for you.

Apply: https://transamerica.wd5.myworkdayjobs.com/en-US/AegonAM/job/Chicago-Illinois/Sales-Associate-Institutional-Markets-Aegon-AM_R20036785

Contact: Heidi Strohman hstrohman@aegonam.com

 Company Overview:

Aegon Asset Management is a leading global investor. Our 370 investment professionals manage and advise on assets of US$447 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.

We organize our investment capabilities around four focused platforms: fixed income, real assets, equities, and multi-asset & solutions. Each platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.

We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.

We are an international business: Our 1,200 employees work from 17 locations across Europe, the Americas and Asia.  

Position Overview: The Sales Associate plays in important part in driving Aegon Asset Management’s Institutional growth. They will work closely with the Aegon U.S. Institutional Sales Team. and other internal partners to align strategies, providing comprehensive sales and consultant support through research, marketing, presentation preparation, and communication.

Responsibilities:

  • Conduct and present pre-meeting due diligence on prospects and consultants.
  • Create individualized prospect and consultant follow-up materials after sales meetings.
  • Research and prepare presentation materials; coordinate with Marketing, Product Management, Portfolio Management and other groups as needed.
  • Respond to inbound consultant and prospect inquiries.
  • Research prospects and consultants to provide relevant information to externally facing staff.
  • Track and maintain pipeline and activity information.
  • Support management of the CRM system (Salesforce).
  • Continue to learn and understand the firm’s product line, industry trends, competition and new business process.

 Required Qualifications:

  • Bachelor’s degree in finance or related field, or equivalent experience
  • One year of experience in the institutional investment industry
  • Obtain FINRA Series 3, 7, and 63 licenses (deadline to obtain licenses determined at the company’s discretion)
  • Written/verbal communication skills to explain complex subjects and solutions
  • Analytical and research skills
  • Attention to detail
  • Ability to work in a team environment
  • Relationship building skills and the ability to handle high-pressure situations

 Preferred Qualifications:

  • Coursework towards CFA designation

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation

including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We are open to considering flexible working practices. Please talk to us about what this means for you.

Verus is in search of a Senior Consulting Associate to join our Los Angeles team. Candidates should be detail oriented, organized and proactive.

The Senior Consulting Associate’s primary responsibility is to support the consulting team and individual Consultants.  Typically, the Senior Consulting Associate has more client responsibilities and may act as the lead consultant on one or more accounts.  

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; profit sharing; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Salary: TBD

Verus is an Equal Opportunity Employer.

Apply Online

https://www.verusinvestments.com/careers/

Prerequisites:
  • Bachelor’s Degree in Business required; preferably Finance;
  • MBA, Masters of Finance, or CFA Level II candidacy preferred;
  • Five or more years of analytical and research experience in a related field;
  • Solid knowledge of financial and equity investing techniques; knowledge and familiarity with equity markets, pension fund industry and interest in Taft Hartley Trust Funds, Endowments & Foundations, Public, and/or Corporate.
 
 

Note to applicants: Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.  GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. 

Our Consultant channel is responsible for working with the investment consultant community across the globe and partnering with the rest of our Sales teams.  The Consultant Relations Senior Associate will be internally-focused and will work closely with the Global Client Group, Research, Portfolio Management and Trading teams to win and retain institutional client business.

Responsibilities:

  • Demonstrate the confidence and ability to be a leader within Consultant Relations team

  • Have a deep and robust understanding of industry landscape – consultants, clients, competitors, asset classes, key trends, business strategy

  • Successfully complete Principles of Dimensional Investing

  • Provide proactive support for RDs with consultant relationships

  • Manage projects independently from Manager/RDs

  • Teach and mentor less-experienced colleagues, including peer review of their work 

  • Deepen relationships with peers at consultant firms

  • Follow industry and consultant trends/developments and communicate findings to team

  • Contribute to the increase of buy ratings across investment platform

  • Partner with colleagues responsible for developing institutional business in North America

Qualifications:

  • Bachelor’s degree with strong academic record

  • 5-7 years’ experience in the Financial Services Industry, Institutional knowledge a plus

  • Excellent verbal and written communication skills

  • Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work

  • Work independently, prioritize, stay organized, and exercise time management

  • Demonstrate of initiative and accountability

  • Maintain a strong sense of professional and personal integrity

  • Strong PC skills and proficiency in MS Office applications are essential

  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66  

Apply Online

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Note to applicants: Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprised of sales channels that target a diverse client set.  By putting the client first, we strive to transform the way the world invests, and our solutions are testament to the value provided to our clients. Our Traditional Institutional Group is responsible for working with large Institutional clients across the country including defined benefit and defined contribution plans, foundations, endowments, family offices and corporations.

Responsibilities:

  • Generate a large volume of standard and custom weekly, monthly and quarterly reports to institutional clients, consultants and service providers.
  • Provide performance data and prepare analytical material used during client reviews and presentations.
  • Provide quality control for client reports and requests and support day-to-day activities.
  • Responsible for completing due diligence and client questionnaires.
  • Database maintenance and compilation of business statistics.
  • Maintenance of client responses in the RFP database (SANT).
  • Production of presentation materials.
  • Provide assistance to senior members of the team where necessary.

Qualifications:

  • Bachelor’s degree with a 3.0 GPA or higher
  • 2+ years of experience in the Financial Services Industry
  • Background or strong interest in finance/investments
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of completing multiple projects within set deadlines
  • Strong computer skills (Excel and Word) with the ability to learn programs as needed
  • Solid quantitative problem-solving skills

 Apply Online 

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

 

Note to applicants: Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) comprises Dimensional’s sales channels and client services that seek to acquire, retain, and strengthen long-term client relationships. Using a team-based, collaborative system, GCG distributes products and services designed to help clients meet their business goals and deliver a better investment experience— in both the institutional and finance advisor spaces. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Retirement Distribution team is responsible for working with fee-only defined contribution financial advisors across the country.

Reporting to a Client Service Manager, the Associate will be an integral member of the Retirement Distribution relationship management team and will support business development and client retention activities for various prospects and clients. With proven success, the Associate will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensional’s relationships in the Retirement market.

Responsibilities:

  • Maintain CRM tool, ensuring data governance practices are in place and upheld

  • Develop and prepare marketing and educational investment presentations for current and prospective clients

  • Collaborate across departments – including, Portfolio Management, Research, Investment Analytics & Data, Asset Class Specialists, and Consultant Relations – to develop responses to inquiries and efficiently communicate findings to clients and senior staff

  • Respond and manage client inquiries and provide solutions to ad hoc investment questions with senior staff oversight

  • Collect, organize, and analyze data from various internal and external sources and databases

  • Collaborate with team Associates to manage and complete RFI and DDQ reporting process, ensuring quality and uniformed responses

  • Provide quality control on data to ensure consistency and accuracy

  • Contribute to business development activities by researching media sources and databases

  • Develop a robust understanding of Dimensional’s investment philosophy and process

  • Seek opportunities for professional growth; mentor others by sharing expertise and experiences

Qualifications:

  • Bachelor’s degree with a strong academic record

  • 1-3 years’ experience in the Financial Services Industry

  • Excellent verbal and written communication skills

  • Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work

  • Work independently, prioritize, stay organized, and exercise time management

  • Demonstration of initiative and accountability

  • Maintain a strong sense of professional and personal integrity

  • Heavy CRM experience preferred; ability to learn and become a subject matter expert on Microsoft Dynamics 365 CRM tool is essential

  • Strong PC skills and proficiency in MS Office applications are essential

  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

 Apply Online 

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Note to applicants: Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.  GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. 

Our Independent Advisor Group (IAG) is responsible for working with fee-only, independent high-net-worth financial advisors (RIAs) across the country. Our Associates provide relationship management and support to the Sales & Client Service teams in business development and retention activities for IAG clients. With proven success, Associates will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

  • Developing and constructing complex portfolio analysis for current Advisor clients and prospects
  • Identifying and discussing key findings of portfolio analyses to clients
  • Delivering educational investment related webinars to Advisor clients
  • Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
  • Assisting in the initial development of investment related marketing materials and charts
  • Developing a robust understanding of Advisor business practices
  • Developing a deep understanding of capital market research and application to portfolio management

Qualifications:

  • Bachelor’s degree required with a strong academic record
  • 1-2 years’ experience in the Financial Services Industry (including internships)
  • Solid understanding of Dimensional’s investment philosophy
  • Strong analytical skills  
  • Solid quantitative problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Detail-oriented
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of managing multiple projects and meeting deadlines
  • Strong computer skills (Excel and Access) with the ability to learn programs as needed
  • Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
  • Ability to successful pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

Apply Online  

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

 

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

 

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

SUMMARY:

The Fund Governance Solutions Group combines Regulatory Administration and Compliance Support resources to support our client’s regulatory needs.  These groups are made up of experienced industry professionals, including attorneys, who are able to work with our client’s internal teams to plan filings, provide support on non-routine matters including proxy campaigns and fund reorganizations, as well as distribution and intermediary support. 

The Manager, Fund Governance Solutions position will be responsible for direct oversight of a team of individuals responsible for the documentation and preparation of complex regulatory filings and reports; the drafting and preparation of Board and committee materials; and the oversight of team activities related to Board and committee meeting support, disclosure, and new fund or product launches

MAJOR DUTIES:

Major Duties may include:

  1. Oversees the workflow of the team including but not limited to disclosure and regulatory filings, board support, compliance and non-routine regulatory items.  Ensure the timely and accurate delivery of all service level requirements.
  2. Interfaces with clients including attendance at board meetings.  May serve as main point of contact for some clients and serve in official capacity when needed in relation to their funds
  3. When needed, review the work performed by the group and serve as subject matter expert for compliance and related SEC rules and regulatory developments
  4. Acts as point of contact for regulatory examinations and internal and external audits of fund governance related topics
  5. Assist with regulatory filings (i.e. registration statements, financial reports, proxy materials, Forms N-Q, N-CSR, N-CEN, N-CR, N-PX and 24f-2, etc.), board support (i.e. drafting agendas, notices, resolutions and planning and preparation for meetings), onboarding of new clients and other matters when circumstances dictate.
  6. Conducts performance management and career development processes, provides input for staffing and disciplinary actions and provides hands-on training to staff
  7. Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work.
  8. Provides input and support to budget management process.

KNOWLEDGE/SKILLS:

Leadership and organizational skills are required to develop periodic goals and to manage and motivate team members towards the goals set.

Excellent oral and written communication skills are required.

Ability to work under pressure and prioritize competing tasks that require the highest level of attention to detail and accuracy.

Ability to establish good working relationships with clients, members of Boards of Trustees, Fund counsel, chief compliance officers, auditors and financial printers.

Knowledge of the Investment Company Act of 1940, as amended, is required.

Excellent organizational and project management skills are required.

Analytical and problem-solving skills are required.

Must have a working knowledge of security types and investment mandates.

Knowledge of mutual fund operations is preferred.

Must be highly flexible and adaptable to change

EXPERIENCE:

A College or University degree in Business Administration, Finance, Economics, Accounting, or related field and/or relevant proven work experience is required.  A JD is preferred but not required.  A minimum of 5 years of experience working for a mutual fund organization (adviser or otherwise), a mutual fund administrator or service provider, the investment management practice of a law firm, or with the SEC or other regulatory agency is required.

Apply Online

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!                

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

  • Gender Equality Index Member, Bloomberg
  • Top Financial & Banking CompanyBlack EOE JournalHispanic Network Magazine, Professional WOMAN’S Magazine

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

Description

The Fund Governance Solutions Group is comprised of teams of legal and compliance professionals providing regulatory administration and compliance support services.  These teams assist clients in meeting the regulatory and compliance obligations associated with managing mutual funds registered under the Investment Company Act of 1940, as amended (the “1940 Act”); collective investment trusts; and partnership vehicles. 

The Senior Consultant will serve as a resource for clients on mutual fund disclosure and governance matters, compliance functions, and new fund and product launches.  In addition, the Senior Consultant will independently coordinate the delivery of services to clients, including oversight of team activities.  

Primary Responsibilities

  • Independently execute and oversee mutual fund disclosure, board support and compliance functions.
  • Prepare materials for client board meetings, including meeting notices, agendas and resolutions.
  • Draft board and committee meeting minutes.
  • Update and maintain Board and regulatory calendars and responsibility matrices.
  • Prepare and execute regulatory filings and reporting with the Securities and Exchange Commission.
  • Perform the research on issues governed by the Investment Company Act of 1940 and other fund and client regulatory obligations as needed.
  • Maintain fund records and facilitate fund responses to periodic audit and regulatory requests.
  • Support for client product development initiatives, including drafting of offering documents for new funds and drafting proxy and information statements.
  • Assist clients with response to SEC regulatory examinations and inquiries, as necessary.
  • Participate in consultative discussions on a wide range of matters that impact mutual funds with client senior management.

Required Knowledge/Skills/Qualifications

  • Significant experience applying the Investment Company Act of 1940, as amended, and the rules and regulations thereunder
  • Working knowledge of securities laws, types of investment products and mutual fund operations
  • Ability to establish and maintain good working relationships with clients at all functional levels, including board members and fund management
  • Comfortable engaging with fund regulators, fund counsel and fund service providers on behalf of the fund in connection with the preparation for board meetings and of filings.
  • Excellent oral and written communication skills. 
  • Strong attention to detail.
  • Analytical and problem-solving skills.
  • Ability to work independently and as part of a collaborative group.
  • Excellent organizational and project management skills.
  • Highly flexible and adaptable to change.
  • Ability to work under pressure and prioritize competing tasks that require the highest level of attention to detail.
  • A minimum of 3-5 years of experience working for a mutual fund organization ( adviser or otherwise), a mutual fund administrator or service provider, the investment management practice of a law firm, or with the SEC or other regulatory agency
  • A college or university degree in Business Administration, Finance, Economics, Accounting, or related field and/or relevant proven work experience

Preferred Knowledge/Skills/Qualifications

  • Experience with corporate governance activities
  • Basic understanding of financial statements
  • Advanced proficiency in MS Word, Excel and PowerPoint
  • A JD or Paralegal certificate.

Apply Online

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!                

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.

 

The Company

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, advisory, and risk management services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Mesirow Fiduciary Solutions is an outsourced fiduciary pioneer. Our team of experts delivers a full suite of fiduciary services to recordkeepers, retirement plans, financial advisors, and plan participants through easy-to-understand investment programs.

The Opportunity

The Associate Consultant will provide data, operational, and/or investment research support to Mesirow Fiduciary Solution’s client consulting teams. The support offered by this individual will be integral to the fiduciary services that our team offers to institutional clients. After the Associate Consultant gains a deep understanding of our fiduciary services and demonstrates a strong ability to work in a dynamic environment, responsibilities may naturally evolve, with more client-facing and fund company-facing opportunities over time.

The Associate Consultant will be part of Mesirow Fiduciary Solution’s Consulting team and will possess the following responsibilities: 

  • Serve on client teams that support institutional engagements; each client team includes the Associate Consultant, other Consultants/Senior Consultants, and sales personnel
  • Assist in the creation and quality assurance of recurring client reports for institutional engagements
  • Assist in both quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investing
  • Maintain client agreements, including verifying receipt, reviewing signed agreements for completeness and accuracy, and keeping an updated log on such agreements
  • Monthly and quarterly client invoicing
  • Learn due diligence methodologies employed by team
  • Learn and independently use reporting and research tools available to the team
  • Participate in testing of new systems or system enhancements
  • Process requests from the sales team, including calling on retirement plan sponsors and advisors to ensure necessary action items recommended by Mesirow are completed, verifying retirement plan lineups meet service requirements and other similar requests
  • Work on ad-hoc projects to assist other team members

Qualifications

  • Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
  • Progress towards CFA designation preferred
  • At least one year of experience in investment consulting, retirement planning, or a related field
  • Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently, independently, and accurately
  • Intermediate to advanced knowledge of Excel required
  • Knowledge of investment-oriented databases (e.g., Morningstar Direct) preferred but not required
  • Superior skills in organization, time management, prioritization, research, team collaboration, and self-motivation, combined with the ability to process information quickly
  • Series 7 and 66 Licenses required within one year of start date
  • Must be willing/able to commute to office in River North

Apply Online

EOE

Summary:

The Collateral Management Team (“Team”) delivers high-quality marketing

collateral to enhance our global marketing and client development efforts.   The team partners closely with product strategy & marketing, client coverage,

portfolio managers and client reporting & analytics teams to deliver high-

quality, compelling marketing collateral that best reflects our investment teams, products and firm. 

We are looking for an experienced team member who will continually seek out opportunities to improve the quality of content and build efficient processes.  The successful candidate will ensure that all marketing collateral is updated and managed properly, work closely with client coverage on decks for client

opportunities, and coordinate with investment teams on content creation for roadshow materials.

Responsibilities:

  • Accountable for the updating of the fixed income strategies marketing collateral on a month-end and quarter-end basis including pitchbooks, factsheets and commentaries
  • Oversight of inventory rationalization, compliance review, usage tracking and automation
  • Responsible for increasing global connectivity on content coordination
  • Function as a point of contact for investment teams and distribution for marketing collateral
  • Build an in-depth understanding of the firm’s product offerings and investment capabilities
  • Commit to improving the quality and efficiency of the processes

Qualifications:

  • Undergraduate degree in economics, finance, marketing preferred
  • Strong academic credentials
  • 2+ years in a Marketing role at an asset management firm preferred
  • Experience with fixed income strategies
  • Excellent time-management, planning and organizational skills
  • High level of accuracy and attention to detail
  • Analytical and process-oriented
  • Microsoft Office skills required, specifically PowerPoint
  • Bloomberg software knowledge preferred
  • Strong written and verbal communication skills
  • Self-starter with proven initiative and ability to work independently and as part of a broader team

Apply Online

Summary:

The Institutional Client Service Advisor role is an important relationship

management and servicing role within Neuberger Berman’s NA institutional business. Each Institutional Client Service Advisor is paired up with one to two

Client Advisors (Institutional salespeople) and reports to the Manager of Client Service, NA. Each Client Service Advisor is expected to have the ability to forge close relationships with senior client representatives, be adept at understanding client needs, and in response to those needs show an ability to deliver value

added services customized to each client’s requirements. CSAs are also

expected to work very closely with the Client Advisors he or she supports, and leverage their deep client knowledge to identify ‘at-risk’ relationships and forge plans to retain them or help Client Advisors identify cross selling opportunities. This role also requires each CSA to develop strong relationships with Neuberger Berman’s investment professionals including portfolio managers and product specialists, together with operations and functions they partner with.   CSAs also need to both work autonomously and within a team environment being flexible and with a team oriented outlook. 

CSAs partner with many functions across Neuberger Berman including our

operations, legal and compliance, mutual fund services and new mandate on boarding team. On reporting specifically, CSAs are supported by our client

reporting and analytics team which is aligned against each investment

capability of Neuberger Berman.

Responsibilities:

  • Provide leadership for, and management of, all activities and matters relating to client service for the assigned book of clients.   Drive the delivery of a premium service across the client base
  • Develop individual client relationship plans covering the service engagement model working closely with the Client Advisors supported 
  • Proactively implement the appropriate client servicing standards including reporting, cadence of portfolio reviews and due diligence meetings, and put together appropriate client communication plans
  • Develop relationships with appropriate client contacts and set own relationship management schedule with appropriate touch points (incl. light travel when needed); use touch points to keep current on changes being made, new managers being added, portfolio restructuring being considered, consultant/ staff changes, competitor insights, etc. and systematically share with both consultant coverage team and client advisor
  • Have an in-depth understanding of the client portfolio and performance; provide proactive support and communication to clients with respect to production/firm performance, attributes and developments;
  • Partner with Neuberger Berman’s reporting and analytics teams in New York and Chicago to ensure the quality of client review materials; provide PMs with appropriate materials and insight to ensure they have appropriate depth on the client’s needs in advance of each Client / Portfolio Manager interaction; attend portfolio review meetings with Portfolio Managers
  • Manage and oversee all aspects of client administration and related service delivery from other internal support functions.  Review reporting content and be ultimately responsible for quality of content delivered to clients.
  • Be the lead on all client interactions during the on boarding process, leveraging the on boarding team for project management of the on boarding internally; proactively use the on boarding process to communicate the Neuberger Berman proposed servicing model, and get insight into client needs, including their expectations on how we interact with their consultants and other partners, if applicable
  • Together with Legal partners, negotiate Investment Management Agreements with effective communication to the client regarding Policy and Investment Management issues; Proactively ensure Neuberger Berman delivers on all requirements established in the Investment Management Agreements
  • For customized portfolios, provide appropriate depth on the clients mandate, investment benchmarks, guidelines and servicing requirements so as to ensure all internal partners have necessary information to act.
  • Coordinate the drafting of agreements and perform due diligence process for new clients with internal departments;
  • Proactively identify trigger events putting mandates at risk (e.g. M&A, staff change, field or firm consultant change, change in consultant view on the strategy) and work with client advisors to mobilize the firm on at risk mandates
  • Play a communications integrator role across Client Advisors and Consultant Relations
  • Attend industry conferences as a senior representative of Neuberger Berman as required

Qualifications:

  • 5-10 years of relevant asset management experience preferably in a multi-asset class work environment, covering mutual fund and SMA products
  • Bachelor’s Degree in Business, Finance; CFA and/ or CAIA preferred
  • Series 7 required
  • Combination of series 63 and 65 or  Series 66 required
  • Willingness to obtain Series 31 within a few months of hiring
  • Working knowledge of fixed income, equity, and alternative products and instruments required
  • Strong knowledge of institutional operations and trade flow for the purposes of answering client inquiries
  • Ability to work effectively within a broad firm. This role will require a great deal of interaction with the Firm’s investment teams, as well as Operations, Legal, Risk, and Marketing
  • Good project management skills with a strong understanding of various functional roles within asset management
  • Strong written and oral communication skills, Accountable with excellent attention to detail
  • Strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment
  • Team player, high energy, self-starter

Apply Online

The WealthForge team is on an endless pursuit to pave a frictionless path to owning alternative investments. In the simplest of terms, our state-of-art platform, Altigo, promotes marketplace connections, facilitates a shortened set-up time and ultimately leads to quicker access to alternative investing. But none this is possible without a thoughtful team of engineers, developers, strategic account managers and operations leaders, which puts hiring the right talent at the top of our priority list.

EXECUTIVE SUMMARY

Altigo, WealthForge’s flagship product, is the leading provider of subscription automation and straight-through processing technology for retail alternative investments. We are looking for an Altigo Market Segment Manager to ensure we are meeting the needs of RIA firms and their advisors for investing in retail alternatives. Our vision for Altigo is to facilitate and enable connections between sponsor firms (asset managers) and the RIA community. Our success in the RIA Market is such a critical strategy, that this position will initially be reporting to one of WealthForge’s co-founders. The ideal candidate will be knowledgeable of retail alternative investments (real estate and private equity), have experience in managing RIA relationships, and has administered partnership programs.

RESPONSIBILITIES

The Altigo Market Segment Manager will:

  • Convincingly demonstrate the Altigo product to prospective users (financial advisors);
  • Gain commitment (signed contracts and adoption) from small to medium-sized RIA firms;
  • Own the day-to-day activities of RIA Partnership Programs: managing meeting cadence, coordinating leads, administering regular reports, and overseeing partnership product roadmaps. Partnerships will include relationships with key sponsor clients as well as third-party technology or service providers.
  • Identify product offerings and system features that will increase RIA adoption
  • Partner with Product Management to communicate user requirements and assist in prioritization process
  • Willingness to travel 20-30%

SUCCESS METRICS

The Altigo Market Segment Manager will know they’re successful by measuring:

  • Number of new RIA firms signed onto the Altigo platform by lead source;
  • Number of Financial Advisors onboarded and transacting (quarterly active users);
  • Client Satisfaction Score (NPS) for Partnership Relationships
  • Client Satisfaction Score (NPS) for RIA users via partner relationships

QUALIFICATIONS

Candidates for the Altigo Market Segment Manager will most likely have the following experience:

  • 5-10 years in the financial services industry
  • Measurable track record of success
  • RIA-facing experience of SaaS-based FinTech/WealthTech solutions
  • Experience in retail alternative investments (real estate/private equity) either in sales, operations, technology or as an analyst
  • Knowledge of the RIA WealthTech ecosystem
  • Strong understanding of market dynamics and network effects
  • Remote applicants will be considered

BONUS POINTS

  • Located in Richmond VA
  • Experience at a successful start-up company

If you answered yes to most of the above, keep reading!

As a niche leader, WealthForge works tirelessly to maintain a reputation as an alternative investment pioneer, much thanks to our rock star team. Each and every day, our committed, talented employees show up ready to build, sell, learn and grow— surpassing personal and professional milestones to realize the vision of paving a frictionless path to ownership for all alternative investments.

By design, WealthForge has carefully curated a team of professionals who place equal value on the work and the workers. Our company culture is a place to develop products, relationships- but most importantly a place to develop yourself as a human. Each role in our organization provides front row access and hands-on opportunity to be a product builder, an industry influencer and a skills collector all in the name of enabling marketplace connections for alternative investments.

It’s in our differences that we find our strengths.
WealthForge celebrates and supports diversity of thought, skill and experience. We are proud to be an equal opportunity workplace and a fin-tech community leader. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Our team is committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Apply Here:

 

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

This opportunity requires a motivated self-starter with the ability to produce high-quality work product in a collaborative team environment with an emphasis on long term growth and career development within the Company. You will focus on providing day to day accounting, financial analysis and reporting, and assist with compensation payouts and on special projects across our traditional and alternative investment management and advisory business. The investment management and advisory businesses collectively manage approximately $48B in AUM, $53B in AUA and an additional $125B of Currency Management mandates.

Responsibilities:

  • Collaborate with the accounting team to complete the month-end close process and produce deliverables by preparing journal entries, reviewing balance sheet reconciliations, and updating monthly financial reports for the Investment Management and Advisory Services business units.
  • Supervise the activities and work product of one staff accountant on the team. 
  • Prepare and present financial information to various audiences, including finance leaders, business partners, and auditors.
  • Assist the Managing Director with monthly commission payouts for the Wealth Advisory business.
  • Leverage financial data, business acumen, and your creativity to research and help to implement process improvement efficiencies.
  • Liaise with the Treasury team to manage cash application and accounts receivable reporting to ensure timeliness and accuracy.
  • Partner with the Corporate Accounting team providing supporting schedules for the external audit.
  • Provide ad hoc analytical support to facilitate decision making.

Requirements:

  • Bachelor’s Degree in Accounting or related field 
  • A minimum of 8 years of prior relevant experience, combined with a working knowledge of GAAP.
  • Strong analytical, attention to detail and problem-solving skills.
  • Strong organizational skills and ability to handle multiple projects simultaneously.
  • Ability to work independently while being team oriented.
  • Exceptional professional communication skills and inter-personal skills.
  • Proficiency in Microsoft Office applications, specifically MS Excel.

Apply here

EOE

 

PPM America is looking for a marketing associate to join the marketing and communications team. The team helps develop and promote the firm brand across targeted audiences, build awareness and consideration, and support our institutional sales efforts globally. The marketing associate will work alongside the team to support the distribution and business development teams and will report to the vice president of marketing and communications. The marketing and communications team covers various strategic marketing areas including financial writing, presentations, requests for proposal, design, digital and media.

Responsibilities

  • Candidate will have the ability to gain exposure across all of the team’s strategic areas with the opportunity to specialize if desired
  • Assist in developing, maintaining and distributing marketing materials, including fund and strategy presentations, fact cards and commentary
  • Assist in the production of requests for proposals, due diligence questionnaires, investor inquiries and consultant database updates
  • Assist with social media engagement to help create and design posts that highlight the firm’s thought leadership, corporate philanthropy efforts and culture
  • Assist with updates to our external website and internal company intranet
  • Ensure that marketing and communication deliverables are consistent with quality; managing proper subject matter expert and compliance approvals
  • Ensure alignment with firm brand, marketing objectives and firm strategy
  • Build relationships throughout the firm and work cooperatively with members of the firm’s investment and operational teams
  • Develop knowledge of the team’s marketing automation and content tools including Seismic, Sitecore, Pardot, and SharePoint
  • Develop an understanding of business line strategies, clients, target audiences, products and services
  • Provide support to our marketing initiatives and other projects as needed

Qualifications

  • Detail-oriented with strong organizational skills; associated materials touch all end-clients and key partners, and extremely high quality is essential
  • Ability to prioritize work, handle multiple tasks simultaneously and ensure all are completed by deadlines with minimal supervision
  • Strong interpersonal communication skills – both oral and written
  • Self-starter with the ability to work independently as well as part of a team
  • Genuine interest in learning and growing knowledge of investment management and financial services
  • Strong knowledge of Microsoft PowerPoint, Excel and Word
  • Bachelor’s degree and 2+ years of related experience

Working at PPM America, Inc.

Founded in 1990, PPM is a US-based institutional asset manager with $77 billion in assets under management. We have the expertise to provide investment solutions in public and private fixed income, private equity, commercial real estate debt and CLO management.

At PPM, we pursue professionals who exhibit humbleness, directness and dedication. Our communication style is informal, we encourage open collaboration and give our teams the freedom to speak openly and share new ideas.

 Culture and Values

Our values guide our internal conduct and help define the type of relationships we share with our investors, affiliates and other valued partners. We attract and retain the right people who believe in our culture and take ownership for delivering results.

Above all, we are passionate about giving back to our clients, to each other and to our community.  We understand that community and purpose are just as important as the job description when finding your next career.

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community.

Employment Benefits

Our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

  • Competitive salary and bonus
  • Medical, dental and vision coverage
  • 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
  • Tuition and professional certification reimbursement
  • Paid parental leave
  • Adoption assistance
  • Holidays and paid time off
  • Paid time off to volunteer
  • Donation matching
  • Life insurance

Apply online 

Verus is in search of a Performance Analyst to join our office in Seattle, WA. Candidates should be process-minded, detail oriented, flexible, and able to work in a fast-paced environment.

The Performance Analyst is primarily responsible for tracking, monitoring and producing Investment Performance Reports, contributing to research, and providing client support.

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Salary: TBD

Verus is an Equal Opportunity Employer.

https://www.verusinvestments.com/careers/

Prerequisites

  • A bachelor’s degree in Business, preferably Finance or Accounting
  • CFA Level I candidacy required

Preferred:

  • CFA Level II candidacy

Apply Online

 
 
 
 
Verus is in search of a Senior Consulting Associate to join our Los Angeles team. Candidates should be detail oriented, organized and proactive.

The Senior Consulting Associate’s primary responsibility is to support the consulting team and individual Consultants.  Typically, the Senior Consulting Associate has more client responsibilities and may act as the lead consultant on one or more accounts.  

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.

We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; profit sharing; section 125 cafeteria plan; CFA and other professional certifications sponsorship; 11 paid holidays; and 15 days of paid time off the first year of employment.

In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.

Salary: TBD

Verus is an Equal Opportunity Employer.

https://www.verusinvestments.com/careers/

Prerequisites:
  • Bachelor’s Degree in Business required; preferably Finance;
  • MBA, Masters of Finance, or CFA Level II candidacy preferred;
  • Five or more years of analytical and research experience in a related field;
  • Solid knowledge of financial and equity investing techniques; knowledge and familiarity with equity markets, pension fund industry and interest in Taft Hartley Trust Funds, Endowments & Foundations, Public, and/or Corporate.

Apply Online

Summary

What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic. If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, please click on “Apply” to start your application!

Key Responsibilities

The ETF Capital Markets Lead will be a member of the Exchange Traded Fund business within Harbor. The Exchange Traded Fund unit is a growing business capability within Harbor Capital that will deliver a mix of active and passive solutions under the Harbor Funds umbrella, as well as investment strategies sourced through an open architecture platform.   The ETF Capital Markets lead will focus on the overall health of Harbors growing ETF suite of  funds, through day-to-day management of secondary and primary liquidity.   The individual will be the primary contact for ETF market makers, authorized participants, ETF sales and trading desks as well as data providers and aggregators to facilitate an optimal trading environment for Harbor ETFs.  This individual will also be responsible for implementing enhancements to the liquidity oversight tools used to monitor and assess the effectiveness of AP’s and Market Makers in supporting Harbors products.  

  • Develop a holistic understanding of Harbors ETF products and business
  • Contribute to Harbors ETF product development, providing insight on market dynamics and liquidity to internal stakeholders and partners when evaluating potential product launches.
  • Manage day-to-day / BAU liquidity in Harbors ETF line-up.
  • Provide support and service to ETF market makers, Authorized Participants, ETF Sales and Trading Desks to ensure optimal liquidity and foster growth in Harbors ETF products.
  • Act as a liaison between liquidity providers and the portfolio management teams on all capital activity (creates/redeems, rebalances, corporate actions and pricing differences).
  • Develop new tools for analysis and oversight of market quality and liquidity.
  • Build and maintain relationships across the ETF ecosystem (Listing exchanges, APs, Market Makers, Sales and Trading) to foster growth and improve efficiency of launches and daily trading of Harbor ETFs.
  • Serve as a subject matter expert to Harbors Sales and Marketing organization to provide expertise and market commentary around ETFs
  • Contribute to the competitive analysis and
  • Help build the Harbor ETF brand through media appearances and release of industry white papers
  • Develop rapport with internal partners in order to effectively manage projects, communicate ETF initiatives, and contribute to the broad organization

Qualifications

  • A demonstrated passion for the ETF business
  • 7+ years of direct experience in ETF Capital Markets, at an ETF issuer, or on a sell side trading desk – AP or market maker
  • Excellent analytical and problem solving skills
  • A strong belief in, and desire for, continuous improvement
  • Demonstrated ability to work both independently and as part of a team
  • Drives for results and executes deliverables in line with the organizational vision and strategy
  • Demonstrates strong business results focus and shared vision for the company’s goals.
  • Creates culture of collaboration and proactively seeks and/or embraces opportunities to work across departments and teams to achieve shared objectives
  • Understands what’s required for change, adjusts behavior as needed, and drives change when appropriate through interactions with peers and clients
  • Tackles difficult issues with optimism and remains confident, remains steady and positive in times of adversity, and rebounds from setbacks in order to grow from difficult experiences

Knowledge, Skills & Abilities Required

  • Strong academic record – Bachelor’s/University degree required; Master’s degree preferred but not required
  • Required knowledge of quantitative methods / applied statistics / financial engineering
  • CFA or progress toward completion preferred
  • Series 7 certification is preferred but not required

Apply Online

Summary

What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic. If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, please click on “Apply” to start your application!

Product Organization

The Product organization is part of the broader Investment organization.   The Product Intelligence Analyst will be primarily responsible for supporting the Product function in three broad ways:

  • Develop industry insights, especially investment vehicle and distribution channel trends
  • Develop product insights, especially competitive intelligence insights
  • Support product development and product management initiatives, especially around market addressability, investment characteristics and pricing

The Product Intelligence Analyst will also work closely with analysts in the Investment Research Team as well as associates in the Distribution Intelligence team.

Key Responsibilities

  • General Responsibilities
    • Support the Product functions listed above through evaluation and application of investment, financial, industry, and distribution-related data
    • Expert in industry analytical vendors, especially Morningstar and eVestment, and others
  • Product Specific Responsibilities
  • Provide support in the product development roadmap which is used to support all product development initiatives
  • Lead the design and execution of various repeatable analyses in support of product development and product management initiatives
  • Lead the design and execution of various competitive intelligence analyses in support of product and Distribution initiatives
  • Provide analytical product support for the Product Committee
  • Identify product insight trends for internal, Board and potentially, external distribution
    • Enhance product pricing frameworks in support of pricing policies
  • Collaboration
    • Work with other investment functions and Distribution teams to produce custom analyses
    • Work with the Executive Office supporting strategic partnership discussions
    • Work with information technology and external data vendors

Key Behavioral Expectations

Communication & Engagement

  • Engages stakeholders through effective communication
  • Expresses recommendations with clarity and confidence
  • Actively listens and checks for understanding
  • Respect expression of diverse ideas and different ways of thinking

Unleashes Innovation

  • Ready and willing to explore “out of the box” ideas and pushes own and other’s thinking past the status quo
  • Generates new ways of thinking and prioritizes value-adding efforts
  • Models curiosity and continuous self-reflection
  • Uses probing questions to understand the “why” for decisions, outcomes, and processes

 Creates Culture of Collaboration

  • Proactively seeks and/or embraces opportunities to work across departments and teams to achieve shared objectives
  • Gains trust and support of others throughout the company
  • Places company and team contributions before personal objectives

Preferred Qualifications

  • Strong academic credentials – Bachelor’s Degree or higher required.
  • Five or more years of experience in asset management or financial services
  • CFA or CFA candidate, preferred

 Knowledge, Skills, & Abilities Required

The ideal candidate will be an intelligent, energetic, and outcome-oriented, conceptual thinker with the ability to quickly assess a situation and exercise sound business judgment.  The candidate must possess an innate curiosity to immerse him or herself in all aspects of Harbor Capital’s business and be sufficiently flexible to work on a variety of initiatives in a range of different functions, often at the same time. 

  • Good understanding of the asset management industry and intellectual curiosity to continue to build out a deep knowledge of the industry
  • Familiarity with research tools such as Barra risk models, Morningstar Direct, FactSet, eVestment, Style Analytics; excellent Excel proficiency a must
  • Strong analytics skills a requirement and knowledge of quantitative analysis essential
  • Programming and/or coding proficiency a plus, including Python / R
  • Experience with large data sets / big data, machine learning, and/or artificial intelligence beneficial
  • Knowledge and familiarity with data visualization tools like Tableau highly desirable
  • Exceptional communication skills with an ability to consistently express ideas and develop engagement through various methods (PowerPoint, email, individual conversations, etc.)
  • Able to work in a fast paced and constantly changing environment
  • Strong attention to detail
  • Team oriented
  • Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in an evolving work environment

 

 
Job Details

Description

The Opportunity: 

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow was also recently named one of the Top Places to Work in Chicago by the Chicago Tribune and one of the Best Places to Work by Crain’s Chicago Business.

The successful candidate will oversee key business development content and workflow, including Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and quarterly Request for Information documents (RFIs). The position will report to our Head of Marketing Operations and directly support a number of our traditional and alternative asset classes and the strategies that they deliver to the marketplace in institutional separate account, fund and/or Collective Investment Trust formats.

The role resides within our Integrated Marketing and Communications team who oversees the Mesirow brand, creating a unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media environments, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Global Investment Management, Capital Markets & Investment Banking, and Advisory Services.

Responsibilities:

Support the acquisition, development and retention of high-value client relationships and recurring revenue through:

  • RFP / DDQ / Client Questionnaire Content and Coordination: Partner with subject matter experts across Global Investment Management business lines to ensure world-class business development responses. Gain in-depth understanding of each team’s investment philosophy, process, and key differentiators to optimize competitive positioning throughout our RFP process.
  • Workflow / Mar Tech stewardship: Maintain an in-depth understanding of RFPIO and the value of efficient, centralized, automated workflow. Partner with the Head of Marketing Operations in the migration of world-class, vetted libraries of line of business responses to the RFPIO platform and support key stakeholder training. On an ongoing basis, ensure best / most current responses are tagged in the system for maximum efficiency.
  • Innovation and Best Practice Sharing: Proactively and continuously explore the institutional investment and marketing landscape to identify / report on key trends and ensure adoption of best practices, technologies, and workflows relative to RFP content, production, and archiving.
  • Quarter end processes, data consolidation and workflow automation: Serve as a partner to Marketing Operations colleagues, GIM Client Experience Marketers and GIM Operations team as they seek to continuously enhance the timely, accurate delivery of quarter end updates (i.e., RFIs, fact sheets, consultant database updating); contribute to ongoing automation efforts and implementations.

Requirements:

  • 5+ years’ experience in asset management marketing or on a portfolio management or client service team
  • High degree of financial / investment management acumen; familiarity with equity, fixed income and alternative portfolio management practices, philosophies, and processes
  • Familiarity with marketing technology / RFP workflow platforms; RFPIO knowledge preferred
  • Ability to liaise / gain credibility with senior investment and distribution professionals
  • Outstanding communications skills, both written and verbal
  • Able to manage multiple projects with high degree of attention to detail
  • Client-focused, solutions- and deadline-oriented, team-oriented, driven, self-motivated
  • Able to work within the construct of a well-defined master brand / understand brand value
  • Strong sense of accountability
  • Quality in everything/strong attention to detail
  • Dependable, positive attitude, innovative, collegial and collaborative
  • Position located in downtown Chicago
  • Four-year degree, preferable focus in marketing/communications
  • Series 7 / 24, progress towards CFA and/or MBA beneficial

Apply Online

EOE

Job Details

Description

The Opportunity: 

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow was also recently named one of the Top Places to Work in Chicago by the Chicago Tribune and one of the Best Places to Work by Crain’s Chicago Business.

The position will report to the firm’s Chief Marketing Officer and will strategically partner with Global Investment Management business line and distribution leadership, key stakeholders and Marketing colleagues to develop and implement marketing strategies and initiatives that successfully position the firm’s brand and investment management capabilities and support the acquisition, development and retention of high-value client relationships.

The role resides within our Integrated Marketing and Communications team, who oversees the Mesirow brand, creating a unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels and media environments, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Global Investment Management, Capital Markets & Investment Banking, and Advisory Services.

Responsibilities:

  • Business line marketing strategy and execution: Partner with business leaders and CMO to develop and implement go-to-market plans for Global Investment Management that support revenue generation, communicate vision and plans for growth and promote a unified brand. Focus on client experience with a “digital first” perspective, incorporating data-driven insights, marketing technology and tools inclusive of:
    • Email campaigns
    • Social media
    • Conference and events
    • Direct mail
    • Sponsorships
    • Collateral
  • Thought Leadership: In collaboration with business line SMEs and Marketing Investment Communications Manager, develop thought leadership on strategic, secular themes that align with divisional capabilities, provide enhanced value to clients and can be disseminated across media channels (print, web, email, social media). Identify relevance of GIM thought leadership to the broader Mesirow audience across teams including Wealth Management and Investment Banking and coordinate with Marketing leaders to leverage strategically as relevant.
  • Pipeline Development and Management Support | New Business Generation Support: Maintain an in-depth understanding of enterprise marketing technology platforms including Pardot, Salesforce, RFPIO and PitchReady and the value of efficient, automated workflow and centralized client and prospect databases. Help integrate database administration with Marketing strategies by serving as a liaison between the GIM businesses, Marketing and IT. Collaborate with business leaders to proactively identify targeted opportunities for prospect and client relationship development.
  • RFPs / DDQs / Client Questionnaires: Partner with subject matter experts across Global Investment Management business lines and with Marketing Operations RFPIO “quarterback” to ensure world-class business development responses. Participate as senior resource as needed.
  • Quarter end: Serve as a senior partner to Marketing Operations, ensuring timely, accurate delivery of quarter end updates (i.e., fact sheets, commentary, consultant database updating) and support ongoing automation efforts and implementations.
  • Innovation and Best Practice Sharing: Collaborate with Capital Markets, Investment Banking and Wealth Management Marketing Managers to share synergistic content, best practices and marketing and communications initiatives as appropriate in order to promote a unified brand.

Requirements:

  • Four-year degree, preferable focus in marketing/communications
  • 5-7+ years’ experience in B:B marketing strategy and execution
  • High degree of financial / investment management acumen; familiarity with general portfolio management practices, philosophies and processes
  • Experience with Content Management Systems (CMS), Client Relationship Management Systems (Salesforce preferred), Marketing Automation (Pardot preferred), Social Media Listening & Archiving (i.e. Hearsay, Hootsuite) and Google analytics
  • Management experience preferred
  • Client-focused, solutions-oriented, team-oriented, driven, self-motivated
  • Effectively communicate, internally and externally. Strong written and verbal skills
  • Able to work within the construct of a well-defined master brand / understand brand value
  • Strong sense of accountability
  • Quality in everything/strong attention to detail
  • Dependable, positive attitude, innovative, collegial and collaborative
  • Position located in downtown Chicago
  • Series 7 / 24 beneficial

Apply Online
EOE

 
 
Description

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Come join a team that is modernizing all aspects of technology, including custom client facing applications. The Head of Application Development will be a senior leader within the Information Technology team and is responsible for all areas of application development. This technology leader will own the future development efforts of our custom client portal.

The successful candidate will be self-motivated and be energized by working amongst a diverse group of thoughtful, smart, fast-paced and successful colleagues. The candidate will enjoy being a part of an organization focused on excellence, be a strong team player with a proactive approach and have the ability to take initiative with discretion and judgment.

Responsibilities: 

Leadership

  • Coach, mentor and manage a team of developers.
  • Proven ability to lead a team of IT professionals to deliver solutions on-time and to specifications
  • Responsible for maintaining and enforcing software security and quality standards
  • Responsible for enforcing coding standards and processes – ensuring consistency, well written, documented, and commented code

Business Partnership

  • Establish strong working relationships with business members and associated vendor partners
  • Create an application roadmap vision that aligns with business initiatives and goals
  • Meet with the business owners to and gather feedback and help prioritize project initiatives
  • Meet with business owners and project stake holders to build business requirements for project initiatives

Technical Requirements

  • AWS cloud platform
  • Azure pipelines
  • Salesforce platform
  • MERN stack expertise
  • Project planning, develop, and design
  • Programming languages: JavaScript, .NET, React, PHP, Python
  • Support QA by participating in test plan reviews, attending triage meetings, and providing bug fixes.
  • Ability to mature our SDLC process, including agile-light and unit testing process

Requirements: The ideal experience and critical competencies for the assignment include the following:

  • BA/BS Degree in Engineering, Computer Science or a related field. Industry certifications preferred.
  • Minimum Requirements: 10+ years IT experience involving application development, software development lifecycle, code review, and application support
  • Minimum 3 years experience leading development teams
  • Strong knowledge and experience with object-oriented design/development
  • Strong experience in the systems and software development life cycle including design, development, coding, testing and implementation.
  • Understanding of relevant technologies and development life cycles
  • Excellent written and oral communication skills, ability to effectively communicate and interact with user on all levels.

 Apply Online

 
 

As a portfolio manager in BMO’s Community Investment group, you will be joining a diverse and experienced team to underwrite and manage investments in private equity funds, affordable housing funds and non-profit organizations in support of BMO Harris Bank’s Community Reinvestment Act (CRA) objectives.  We are an active investor in Small Business Investment Company (SBIC) funds, Low Income Housing Tax Credit (LIHTC) funds, and Community Development Financial Institutions (CDFIs). These social impact investments support BMO’s Purpose: Boldly Grow the Good in Business and Life.

This role requires a strong credit/investment and accounting background with experience in private equity investing preferred.

The portfolio manager (PM) will regularly interact with external third-party investment fund managers, syndicators and non-profit organizations.   The PM will also work with internal BMO groups including Sponsor Finance, Community Lending, Sponsor Fund Lending, CRA Governance, Tax, Accounting and Risk Management. 

  • Analyze and review financial and operating information relating to third party private equity fund investments, low income housing tax credit investments, and Community Development Financial Institution (CDFI) investments. 

  • Complete due diligence on new investment opportunities.

  • Conducting risk analysis of proposed investments.

  • Summarize the investment thesis utilizing a prescribed memorandum format for presentation to an internal Investment Committee.

  • Complete Subscription Agreements and coordinate closings.

  • Perform valuation analysis. 

  • Conduct benchmark analysis utilizing external Private Equity data sources such as Burgiss and PitchBook.

  • Prepare performance reports for internal presentations to members of the internal Investment Committee, Risk and Executive Management.

  • Verify portfolio data and ensuring accuracy.

  • Review and analyze quarterly NAV statements and complete Mark-to-Market adjustments for existing portfolio investments.

  • Monitor the cash flows including capital calls and distributions.

  • Monitor compliance with regulatory restrictions.

  • Minimize BMO’s risk exposure by adhering to internal policies and procedures.

  • Builds effective relationships with internal/external stakeholders.

  • Works independently and regularly handles non-routine situations.

QUALIFICATIONS

KNOWLEDGE:

  • Typically between 5 – 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • Deep knowledge and technical proficiency gained through extensive education and business experience.

  • Alternative assets/private equity fund investment experience.

  • Familiarity with BMO’s software systems and Investran.

SKILLS:

  • Strong credit/investment and accounting background with experience in private equity investing preferred.

  • Strong analytical skills to include business, financial, and investment analysis areas.

  • Excellent written and verbal communication skills.

  • Expertise in financial computer applications and database management tools including MS Excel.  Strong proficiency in other Microsoft Office products and the Internet.

  • Ability to be creative, insightful and resourceful in performance of duties.

  • Strong interpersonal skills used within a collaborative and demanding team environment.

  • Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner.

  • Excellent capability to independently function as part of a team through self-motivation.

  • Flexibility and adaptability to handle changing priorities pertaining to workflow.

  • The ability to recognize the requirements of confidentiality.

We’re here to help

At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmoharris.com.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

 

Summary

The Learning & Development team is a part of Distribution and our goal is to help sales and marketing be more effective and efficient by providing targeted education on tools, systems, processes, products and data to drive distribution impact at scale.

We are seeking an experienced professional who will deliver coaching, training, analysis and project leadership for continuous improvement. The Business Process Improvement Analyst plans and executes improvement initiatives for Harbor’s Distribution organization, utilizing a wide range of improvement tools and methodologies that advance the firm’s continuous improvement culture. In this role, you will drive sustainable continuous improvements within Harbor, delivering breakthrough results.

The ideal candidate has an excellent grasp of continuous improvement concepts including Six Sigma, Lean, root cause analysis, DMAIC and value stream mapping.  

This position will report to the Head of Learning and Development of Harbor Funds Distributors, Inc.

Key Responsibilities

  • Identify and Solution
    • Identifies the types of key performance indicators that need to be created and matured to understand critical business improvement opportunities
  • Partner with business leaders and change sponsors to identify and prioritize opportunities to optimize processes, infrastructure, and technology.
  • Identify inefficiencies within processes, determine the optimal approach for automation and other efficiency gains, and work with business stakeholders to implement scalable technology solutions
  • Document processes and formalize processes throughout the Distribution organization.
    • Utilizes expertise in improvement methodologies to appropriately identify the correct design and approach for initiatives
    • Develops scope and plan for improvement initiatives, acquiring stakeholder buy-in and leadership support, and establishing metrics and milestones
    • Supports complex data analysis to support leadership decision making
    • Prioritize initiatives across the organization while ensuring that the design, testing, training, documentation, and objectives are met.
  • Communicate
    • Clarify and validate the business needs for new and enhanced products, services or optimized business processes.
    • Design presentations that distill and communicate analytical and observational findings to stakeholders.
    • Prepare materials for teaching both existing and improved processes across the organization
  • Collaborate
    • Consult with technology partners on strategy and planning, workflow and process design, and product development.
    • Collaborates with team members and stakeholders to develop and test hypotheses related to scope of analysis
    • You coach, teach and mentor teams through implementation of continuous improvement methodologies
  • Project Management
    • Manages improvement projects and programs involving cross-functional teams from ideation to implementation.
    • Devise and monitor timelines and critical paths for rolling out change projects
    • Uses project management skills to: develop project plan and timeline for improvement projects; effectively track deliverables and delegate tasks; coordinate project summary presentations; and maintain oversight of all project related tasks necessary for project success.

Key Behavioral Expectations

Drives for Results

  • Executes on deliverables aligned with Harbor’s vision and strategy.
  • Drives execution by identifying operational gaps and needs. Develops and communicates implementation plans and priorities while removing barriers and obstacles that impact performance
  • Embodies a sense of urgency and accountability for results.

Agility & Adaptability

  • Adapts style and communication based on circumstances and stakeholder needs.
  • Demonstrates confidence for data and technology leading to more agile and efficient results.

Creates Culture of Collaboration

  • Engages stakeholders through effective communication.
  • Developing others – multiplier of talent, through the consistent transfer of knowledge. Facilitates training and education to organization on process improvement and innovation methodologies and tools.
  • Expresses recommendations with clarity and confidence.

Unleashes Innovation

  • Explore and recommend areas for process optimization and automation to drive efficiency and innovation, while also helping to guide the business to think unconventionally and push boundaries.
  • Promote and foster an iterative mindset when working with teams to identify gaps in current-state processes, with the ability to self-scope work that creates solutions while improving results.

Minimum Qualifications

  • 5+ years of combined professional experience and/or graduate-level education relevant to business operations, data analysis, strategic planning and process improvement
  • Experience working with Sales, Marketing & Distribution
  • Lean, agile, or Continuous Improvement formal training; Six Sigma certification preferred
  • Bachelors’ degree (Masters Preferred)

Knowledge, Skills & Abilities Required

  • Independently leads, designs, manages, and executes improvement initiatives through all project phases; able to effectively manage multiple concurrent projects and proactively identifies and mitigates resource constraints
  • Proven critical thinker who can pull pieces together to identify key themes that drive innovation and holistic solutions to complicated problems
  • Expert at focused improvement methodologies
  • Turn incomplete, conflicting, or ambiguous inputs into solid action plans and can step back and connect the dots
  • Exhibit ability to manage key relationships and stakeholders, both internal and external, while keeping a clear focus on the end customer
  • Successful experience working cross-functionally across multiple departments and/or geographies with an ability to influence and drive decisions
  • The ability to communicate proactively, clearly and concisely, tailoring messages to different audiences to aid understanding.
  • High resilience, a “can do” attitude and a desire to look for alternative solutions to problems vs. accepting the status quo.
  • Flexible and adaptable to change, able to bring clarity to potential options to progress in difficult situations.
  • Familiarity with sales and marketing tech ecosystem including CRM, marketing automation, content management and learning management systems

Apply Online

About Harbor

For over 30 years, Harbor has served as a gateway for clients to access talented asset managers through active, cost-aware investments. We identify specialists in each asset class to manage portfolios, and apply a comprehensive oversight program to monitor their performance and ensure their decisions are in the best interest of our clients. Harbor offers the benefit of an institutional caliber portfolio manager, in addition to a professional adviser to maintain manager accountability.

Because Harbor partners with asset class experts for targeted strategies, we are not constrained by a single, overarching investment style. This flexibility allows us to examine any investment approach and enter any asset class, without bias, and has led to a diverse array of investment solutions to meet investor needs.

Harbor offers a diverse family of cost-aware investment solutions managed by institutional-caliber firms. We find talented investment teams to manage portfolios and apply a rigorous fiduciary oversight program to monitor their performance and investment decisions. As of June 30, 2019, Harbor Funds has combined net assets of approximately $48 billion.

As an Investment Analyst, you will work with consultants to provide first class advice to clients on a range of investment-related services which can include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.

Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity

The Role

Excellence

  • Produce quarterly reports for delivery to clients by pre-determined deadlines
  • Support team members in the construction and delivery of presentations to clients.

 People

  • Build strong relationships internally and collaborate effectively on cross-functional teams
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels.

 Clients

  • Work together as part of dedicated client teams providing a variety of services to clients
  • Deliver on projects to meet or exceed client expectations.

The Requirements

  • Undergraduate degree
  • 0-2 years of experience
  • Interest in financial markets
  • Strong oral and written communication skills
  • Comfortable in a team environment
  • Attention to detail
  • Working knowledge of Excel
  • Ability to work independently and manage time and projects individually
  • Track record of delivering high quality work while meeting deadlines.

Apply Online

At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do. How we hire and promote, how we work with clients and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.

EEO, including disability/vets

Proposal Writer – Investment

Are you seeking an opportunity to help drive the growth and development of one of the largest investment consulting firms? Do you have a passion for crafting and writing compelling, persuasive arguments? Do you enjoy a fast-paced environment?

Willis Towers Watson is looking to add a new member to our U.S. Sales and Marketing Team for our investments practice. As a Proposal Writer, you will help lead the process of winning new client business for our investments practice, collaborating across a wide variety of different teams to produce compelling proposals and marketing materials.

The Role 

  • Lead, develop and style detailed, written proposals and finalist presentations for our Investment services in the U.S. 
  • Add to the continuous improvement in both our writing/content and our process and tools
  • Ensure the integrity and quality of internally stored content on the team’s proposal content database by adding new records and updating existing content – maintaining up-to-date records for proposal tracking and reporting purposes
  • Collaborate as part of the marketing team as well as the broader sales/new business teams.

The Requirements 

  • Experience with writing and responding to RFPs
  • Writing and editing skills; a genuine passion for the English language including grammar, syntax and diction as well as persuasive writing
  • Ability to take personal ownership in solving problems and/or finding solutions
  • Ability to prioritize high volumes of work from many different sources with competing deadlines without compromising high quality standards of final deliverable
  • Content and data management skills and experience
  • Undergraduate degree
  • General interest in financial markets and client service
  • Analytical skill set, attention to detail and deliverable due dates focused
  • Working knowledge of Excel, Word and Power Point.

Apply Online

At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do. How we hire and promote, how we work with clients and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.

EEO, including disability/vets

 

As Head of Client Service and Investment Office Leader in Chicago, you will play a leading role in the satisfaction, stability and development of our client relationships managed out of this office.

You will be managing a team of engaged and talented professionals looking to improve client outcomes; identifying ways to improve the service model and efficiency of delivery; while also developing and engaging staff.

This role entails a high degree of collaboration with US leadership and other regional leaders to ensure we are delivering the best outcomes across the US. Within Chicago, you will also be collaborating across teams (operations, sales, etc.) building a cohesive culture across the investment area. 

The role will report to the Head of NA, Investments.

The Role

  • Overseeing client management, including staffing and resources, ensuring that overall client satisfaction is high and identify any remedial actions required to ensure low levels of client turnover
  • Collaborate effectively with the Content teams and other functional leaders to ensure appropriate solutions are brought to clients
  • Work with other senior leaders to develop plans for execution of very large-scale engagements for clients
  • Building strong partnerships with other WTW businesses across the region, including Retirement and the Client Relationship Directors 
  • Representing the Chicago office internally and externally 
  • Identification and communication of market trends
  • Work with our functional teams to ensure our services are market leading
  • Lead and align work of colleagues in Chicago according to strategy, ensure appropriate workforce planning, team cross collaboration and effectiveness, quality of work and timely delivery of services
  • Championing our continued efforts to promote an equitable, inclusive culture and support and develop a more diverse workforce 
  • Lead exceptional teams with the most engaged and talented people in the industry 
  • Manage and drive change appropriately and communicate with transparency
  • Responsible for Excellence, Risk Management and compliance across the office.

 The Requirements

  • Proven leadership skills with demonstrated knowledge of investments along with advisory and delegated business models and an understanding of industry drivers in the United States; pension industry expertise a plus 
  • Ability to build, influence and drive C-suite level client relationships 
  • Collaborative leader with ability to effectively partner with regional and global teams and peers to drive excellence through influence
  • Strong leadership skills and experience in leading teams of professionals to deliver high levels of technical excellence, client satisfaction, financial performance and employee engagement
  • Ability to utilize personal style and network to build a high level of executive presence, positively impacting direction or organization and effectively challenge the status quo.

Apply Online

At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do. How we hire and promote, how we work with clients and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.

EEO, including disability/vets

Client Service Consultant

As an Investment Consultant, you will be responsible for leading consulting efforts to clients, while providing first class advice on a range of investment services to DB and DC pension plans. These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships (supported by other consultants and investment analysts as appropriate).

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

  • Lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
  • Provide a wide range of services to pension and investment committees and sub-committees
  • Develop leveraged teams that work together effectively
  • Develop plans for execution of large scale engagements
  • Establish a trusted advisor role with clients and provide consistent, superior relationship management
  • Introduce/partner with other internal lines of business and services to assist in better addressing the client’s need and objectives
  • Manage financial profitability of the client’s investment mandate (e.g., team structure, billing, collection, additional resource utilization)
  • Provide constructive feedback to junior associates, provide opportunities to those associates to prepare materials and lead portions of client meetings.

The Requirements

  • Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
  • Seven or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
  • Strong client focus and proven track record of attracting, building and managing client relationships
  • Insight into practical issues of investment management organizations (governance and investment process, organizational structure and people, marketing, business management and strategy)
  • Thorough understanding of the global institutional investment industry, its drivers and future direction
  • Strong oral and written communication skills and ability to liaise with internal and external constituencies
  • Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
  • Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels
  • Track record of mentoring junior colleagues to deliver high quality.

Apply Online

At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do. How we hire and promote, how we work with clients and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.

EEO, including disability/vets


Middle Office Analyst – Investment

The Role

As a Middle Office Analyst you will provide operational support and reporting with respect to transactions and services delivered on behalf of our delegated investment client plans.  You will be responsible for developing and maintaining various management reporting and analytics as it relates to the operations of the Delegated Investment business.  

The Middle Office Analyst will also utilize several internal and proprietary systems to review, analyze and report on client and team data on behalf of our clients’ plans.

Performance objectives: 

  • Work with colleagues on the Operations Teams in order to provide high quality and efficient service to our clients
  • Understand business analytics needs and translate into management information reports
  • Analyze transactional statistics, team metrics and client data trends.  Summarize financial and transactional data into analytical reports and graphical charts
  • Interact with business and operational team leads and associates to coordinate data collection, requirements and deliverables
  • Assist in day to day trust operations and compliance support
  • Adhere to our Professional Excellence principles and comply with internal quality control procedures in the development and deployment of solutions
  • Liaise directly with consultant client teams, managing expectations appropriately as well as providing clear reports on portfolio services activities
  • Learn about the wider investment consulting business.

The Requirements

  • Previous experience in an investment operations role would be useful, but is not essential
  • Bachelor’s degree in business, accounting, finance or equivalent
  • Prior experience creating and working with PivotTables in MS Excel
  • Proficient at MS Excel and MS PowerPoint
  • Highly organized and good aptitude for project management
  • Content working within an established framework of processes and procedures
  • Problem solving skills
  • Effective oral and written communication skills to ensure that information and knowledge is shared appropriately
  • Team-player with the ability to fit seamlessly into the wider practice of associates all focused on delivering work of exceptional quality
  • Ability to work on own initiative when required as well as in a team
  • To be comfortable and have the confidence to liaise with third-party organizations and with all levels of staff within the practice
  • A results-oriented individual who has a logical and analytical method of working.

Apply Online

At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do. How we hire and promote, how we work with clients and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.

EEO, including disability/vets

 

Delegated Client Service Analyst

The Role

The Client Service Analyst will be responsible for supporting the management of the client experience and investment solutions. You will support senior team leaders in the management of client deliverables. You also will be accountable for preparation of client communication and documenting decisions and interactions in compliance with current firm standards. You will support the client relationship by coordinating with other internal resources.

Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity

The Responsibilities

  • Work as part of dedicated client team providing deliverables to clients
  • Produce reports for delivery to clients by pre-determined deadlines
  • Build strong relationships internally and externally and collaborate effectively
  • Support team members in the construction and delivery of presentations to clients
  • Accountable for ongoing project management of broader client team 

The Requirements

  • Undergraduate degree
  • General interest in financial markets and client service
  • Comfortable in a team environment, while also able to work independently
  • Ability to manage projects and manage time effectively to meet deadlines and client expectations
  • Analytical skill and attention to detail
  • Working knowledge of Excel and Power Point

** Please note we will consider candidates with 0-4 years of experience **

Apply Online

At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do. How we hire and promote, how we work with clients and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.

EEO, including disability/vets

 

Delegated Client Service Analyst

The Role

The Client Service Analyst will be responsible for supporting the management of the client experience and investment solutions. You will support senior team leaders in the management of client deliverables. You also will be accountable for preparation of client communication and documenting decisions and interactions in compliance with current firm standards. You will support the client relationship by coordinating with other internal resources.

Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity

 

The Responsibilities

  • Work as part of dedicated client team providing deliverables to clients
  • Produce reports for delivery to clients by pre-determined deadlines
  • Build strong relationships internally and externally and collaborate effectively
  • Support team members in the construction and delivery of presentations to clients
  • Accountable for ongoing project management of broader client team 

The Requirements

  • Undergraduate degree
  • General interest in financial markets and client service
  • Comfortable in a team environment, while also able to work independently
  • Ability to manage projects and manage time effectively to meet deadlines and client expectations
  • Analytical skill and attention to detail
  • Working knowledge of Excel and Power Point

** Please note we will consider candidates with 0-4 years of experience **

Apply Online

At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It’s not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do. How we hire and promote, how we work with clients and how our teams function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team.

EEO, including disability/vets

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