Women Investment Professionals

Jobs

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 Financial 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.

The role of the Treasury Analyst is to support daily cash management functions as well as playing an integral role in cash forecasting and cash reporting.   This individual will also act as an administrator capacity for various banking portal and will assist in closing and opening bank accounts as needed. The role is also an important support function to cash accounting as well as the cash application process.

Responsibilities:

  •  Cash positioning and transaction reporting.
  • Corporate Cash Accounting support.
  • AP Payments support – Input of all AP USD and FX wires, release ACH& VCD Files.
  • AR Cash Receipts support – Check Deposits, Netsuite Cash Application, Currency receipts conversion to USD wires.
  • Payroll & T&E support.
  • Corporate Tax payments transaction processing and support.
  • Stock purchase and repurchase transaction processing and support.
  • Bank Account Administration – Opening and closing letters and service documentation.
  • Cash Flow Forecast – Historical reporting and 12-month and 12-week rolling forecast.
  • Download monthly bank statements.

Requirements:

  • Bachelor’s degree in Accounting or Finance required
  • Strong professional communication and inter-personal skills; 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 exception attention to detail
  • Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues
  • Advanced proficiency in Microsoft Excel.
  • Experience in NetSuite and is preferred but not required.
  • Qualified candidates must possess a high level of motivation, initiative.

Apply online

 

The Opportunity

About Mesirow Financial

Mesirow Financial 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. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. Our culture fosters engagement, entrepreneurship and empowerment. Founded on a commitment to serve clients well, employ smart and passionate professionals and give back to the community, Mesirow is 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 Rotational Analyst Program: The Experience

The Investment Management Analyst Rotational Program is designed for financial-focused undergraduate students who are eager to develop their careers in the industry. This program enables you to apply what you have learned in the classroom as you contribute to the success of our firm. Throughout the duration of this program, you will gain an understanding of Mesirow’ s Investment Management businesses, make firm-wide connections, develop critical leadership skills and receive customized training to help you accelerate and advance in your career and broaden your understanding of Mesirow Financial’s products and objectives.

The two-year rotational program will consist of four six-month rotations across our alternative direct, multi-manager and traditional investment management businesses. Upon completion of the two-year rotational program, you will have an opportunity to be placed directly into one of our business units to continue your career growth and progress.

Requirements

  • Current enrollment in a Bachelor’s degree in Finance, Economics, Accounting, Math, Computer Science or related discipline
  • Graduating between December 2019 and Summer 2020
  • Minimum GPA: 3.4
  • Strong extracurricular activities/campus involvement
  • High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.)
  • Ability to work in a fast-paced environment with high attention to detail
  • Superior communications skills, both oral and written; effective interpersonal skills
  • Positive attitude, intellectually curious and willingness to learn
  • Ability to work well independently and also within a team
  • A background in computer science is beneficial, but not required

Send resumes to: rotationalprogram@mesirowfinancial.com

50 South Capital Advisors (www.50southcapital.com) is the alternative investment platform for Northern Trust. 50 South Capital’s private equity group makes primary, secondary, and direct co-investments in buyout and venture capital funds and companies in the U.S., Europe and Asia. The team has extensive experience investing in the industry and has been led by its founding partners since 2000. It oversees over $5.0 billion in assets and is experiencing rapid growth.

The individual in the two year Analyst position will participate in all of the group’s activities, including investments, fundraising and portfolio management. This will include screening investment opportunities; meeting fund management teams; completing due diligence, including valuations and modeling; participating in various portfolio monitoring tasks and data analysis projects; creating and updating marketing materials; and participating in fundraising related initiatives.

 The key responsibilities of the role include:

  • Preparing financial analysis in support of the firm’s due diligence on private equity fund/secondary/direct investment opportunities.
  • Evaluating a firm’s strategy and historical track record versus industry benchmarks; tracking industry wide and fund specific investment and liquidity data; modeling fund cash flows and transaction structures; working with valuation models and projection models; reference calls; and compiling information for investment committee presentations.
  • Supporting general duties within the primary, secondary, and direct investment functions, including monitoring the universe of buyout and venture capital fund managers, and meeting with these managers as part of the diligence process.
  • Assisting with business development and investor relations projects, such as maintaining marketing and quarterly performance presentations, creating industry white papers, and working with the back office team.
  • Position may require some travel.

The successful candidate will benefit from having:

  • High attention to detail.
  • Strong work ethic.
  • Excellent interpersonal skills, ability to work within a collegial, team environment.
  • Strong communication skills, both written and orally.
  • Highly-developed analytical ability, curiosity.
  • Ability to prioritize workload and to work on a number of projects concurrently.
  • Strong business and interpersonal judgment skills with ability to assess both the qualitative and quantitative aspects of an investment.
  • Understanding of how financial markets work, particularly private equity.
  • Knowledge of basic financial analysis and the valuation of private companies.
  • Highly proficient in Word, Excel and PowerPoint.
  • Must be comfortable representing the firm to outside constituencies in a professional way.
  • Bachelor’s degree, with a major in business, finance, accounting, or economics preferred; also engineering.
  • 0-1 years of experience with leveraged finance, consulting, public accounting, corporate finance or private equity.

Please apply via the Northern Trust career website: https://careers.northerntrust.com/jobs/analyst-private-equity-14487

The Company

Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With US$1 trillion in assets under management as of September 1, 2019, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

THE POSITION

Relationship Analysts (RAs) within the Global Consultant Relations team, based in Wellington’s Chicago office, will partner with multiple Consultant Relations Managers (CRMs) across the team and have the skills necessary to assist with all aspects of a consultant relationship.  Importantly, RAs serve as thought partners to managers and proxy for the CRM. A successful RA will work closely with managers to drive the agenda with each consulting firm and bring the resources of the organization to bear on behalf of the consultant with the goal of delivering a high level of service that will exceed the consultant’s expectations and position Wellington Management as the partner of choice.

This is a dynamic team. The Global Consultant Relations team is charged with managing consultant relationships with a focus on cultivating new business and expanding existing relationships.  Consultant relationships are critical to our firm as a significant share of our clients rely on the advice of these consultants for investment decisions.  As such, the consultants represent a significant source of leverage for business growth, client service, and retention.

RESPONSIBILITIES
  • Conduct analysis and respond to inquiries on a variety of topics, including market and investment focused inquiries. 
  • Develop a strong understanding of the depth and breadth of Wellington Management’s product offerings
  • Support CRM efforts in maintaining/new consultant ratings, updates on common strategies, and new business opportunities
  • Prepare briefing materials, coordinate and lead prep meetings, submit and coordinate requests for materials, and review presentation materials for consultant meetings
  • Prepare for and participate in consultant conference calls and meetings, focusing on content, key takeaways, and outcomes; handle meeting follow up
  • Maintain internal systems with up-to-date information on consultant contacts, areas of priority, activities and opportunities
  • With the CRMs, set strategy for retaining and growing our business with consultants
  • Collaborate with Investment Product & Strategies and the Client Service Group to ensure consultants are provided with accurate and timely data for new and existing products. This includes responding promptly to all consultant inquiries for information, coordinating with other functional areas as needed
  • Work with Relationship Managers, Business Development Managers, and Investment Product & Strategies teams, to ensure the effective coordination and communication of ongoing consultant relations initiatives
  • As needed, coordinate product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches
  • Coordinate webinars and special events for consultants; attend industry conferences (as agreed with CRM)
Qualifications
  • Understanding of asset management and the consultant relations function
  • Demonstrated passion for and understanding of global capital markets, investment styles and instruments
  • Ability to think strategically and collaborate with CRMs to define a plan for retaining and growing consultant relationships
  • Strong problem solving ability including creative thinking combined with a collaborative approach in seeking the broader audience
  • Analytical capabilities to both retrieve data and understand the implications of that data
  • Ability to work independently and proactively;  to multi-task in a fast paced and team oriented environment under tight deadlines with high volume of competing demands; demonstrate grace under pressure
  • Ability to work effectively within a team environment and a willingness to “pitch in” when necessary
  • Strong organizational skills and attention to detail to manage a high volume of activity under tight deadlines
  • Sound business judgement coupled with strong analytical/problem solving skills
  • Demonstrated interpersonal and relationship skills
  • Excellent presentation and communication skills, both oral and written
  • Strong academic credentials and progress towards (or willingness to pursue) a relevant professional qualification, e.g., CFA or MBA
  • 2-5 years of relevant experience within the Financial Services industry preferred

If interested, please apply at:

https://wellington.wd5.myworkdayjobs.com/External/job/Chicago/Relationship-Analyst_R80572-1

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’s products include senior debt as well as mezzanine debt and equity co-investment. Maranon’s ability to invest across the entire balance sheet drives a distinct competitive advantage.
Maranon Highlights
• Since 2008, Maranon has reviewed more than 9,600 investment opportunities from over 1,600 different sources across more than 30 industry groups
• Invested $5.5 billion in over 200 transactions since 2008
• The Maranon team has grown to 38 employees including 25 investment professionals
MARANON’S DIFFERENTIATED CAREER OPPORTUNITY
Maranon Capital offers a unique career opportunity
• Unique perspective of investing senior, unitranche and mezzanine debt and equity across the capital structure
• 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
POSITION
Title: Marketing Associate
Location: Chicago, Illinois
Reports to: Partners and Principals
QUALIFICATIONS AND KEY SKILL TRAITS
The ideal candidate possesses:
• Minimum two-four years related experience working in investor relations, consultant relations or sales
• Ability to prioritize work, multi-task responsibilities and work independently
• Strong ability to meet deadlines
• Interest in financial/stock markets
• High level of initiative
• Strong verbal and excellent written communication skills
• Ability to create PowerPoint presentations and Excel graphs
• Advanced knowledge of Microsoft Office, Word, Excel, PowerPoint, the Internet and RFP writing
• Exceptional organizational skills with keen attention to detail
• Client-focused individual accountable for own projects
• Must be effective working in a team setting
• High proficiency in database and primary research
• Bachelors degree
RESPONSIBILITIES
The Main Responsibilities will include:
•Coordinate the gathering, analysis and writing of all marketing information required to complete the RFP in a timely manner
•Interact with marketing, operations and investment team
•Update proprietary databases with product and project information
•Adhere to strict deadlines in a high-energy environment
A successful candidate will have an innate curiosity and desire to learn, a facility for reading information and good statistical analysis skills, an understanding of financial terms and a keen interest in finance. Additionally excellent computer skills, the ability to grasp new software quickly, a facility with numbers and spreadsheets, initiative, resourcefulness and tact are required.
Duties:
• Handle all qualitative rfps
• Support sales & marketing efforts
• Support in seeking out, identifying, accumulating important information on prospects, clients and peers
• Special projects arising from new business development
• Co-ordinate marketing materials, research and competitive analysis for meetings and final presentations
• Perform competitive analysis (profiles on peers: capabilities, people, clients, etc.) and implement a system to track the progress of marketing initiatives.
• Support Marketing team on all marketing related projects
• Support iLevel development with regards to limited partners
• Work closely with investor relations on all new business development marketing needs
• Maintain integrity of mail lists and contact information in salesforce
TIMING
• Maranon is seeking to hire this position immediately
COMPENSATION
• Attractive compensation package consistent with prevailing market terms for similar positions and experience levels

Please apply to Theresa Mozzocci, CFA,  TDM@MaranonCapital.com

Description of Company

PPM America, Inc. (PPM) is a client-focused investment manager. As part of one of the world’s leading financial organizations, PPM has the expertise, global reach and substantial resources to provide our clients with investment solutions across markets, including fixed income, public and private equity, and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.

Summary of Job

The individual will join the Credit Analysis group as a member of the investment team for PPM’s core portfolios of corporate bond and loans.

Responsibilities

  • Quantitative and qualitative credit analysis of the holdings in PPM’s portfolios and research of new investment ideas;
  • Preparation of written reports for new investments and ongoing monitoring of investments; Verbal presentations to senior management and other professional staff at PPM America;
  • Support work for senior credit analysts on various projects, including industry research, analytics and automation of various reporting.

Skills

  • Ability to analyze companies and industries by reviewing a high volume of information – e.g., financial statements, company presentations and third party research reports – with the judgment to identify the most relevant areas for further investigation;
  • Familiarity with financial statements and the ability to quickly build accurate Excel financial models;
  • Strong written and verbal presentation skills with an appreciation of the value of succinct, clear writing;
  • Track record of professional and academic achievement with intellectual curiosity and a passion for financial and industry analysis;
  • Personal characteristics such as resourcefulness, self-motivation, discipline and comfort forming an original opinion.

Education

Distinguished academic record with an undergraduate Degree in Finance, Accounting and/or Economics. Interest in or progression toward a CFA is relevant but not required.

Experience

Targeting 1-3 years of post-undergraduate work experience in finance, accounting or consulting related fields. Direct exposure to investing or credit training is beneficial but not required. Previous work conducting original research and communicating the results in writing is valued.

Link to apply: Email resumes to PPMAHR@ppmamerica.com

The Opportunity:

Mesirow Financial 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 Financial’s Capital Markets and Investment Banking (CMIB) platform offers our clients direct access to a comprehensive suite of services and products, superior execution capabilities and in-depth market expertise to help them achieve optimal results. We provide solutions through our CTL and Structured Products, Public Finance, Sale-Leaseback Capital, Institutional Sales and Trading and Investment Banking businesses.

The individual in this role will partner with Capital Markets and Investment Banking leadership, key stakeholders and Marketing colleagues to develop and implement marketing strategies and initiatives that successfully position the firm’s brand and CMIB capabilities and support the acquisition, development and retention of high-value client relationships.

Report Structure:

Reports directly to the Chief Marketing Officer; strategic alignment and partnership with the President and Chief Operating Officer of the Investment Banking group.

Responsibilities:

  • Business line marketing strategy and execution: Partner with business leaders and CMO to develop and implement go-to-market plans for CMIB 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

Manage all digital and print brand advertising, internal and client communications, direct mail, public relations, marketing collateral, social media, sponsorships, special events and website content for the firm’s Capital Markets and Investment Banking division.

  • Thought Leadership: In collaboration with Brand and Content Marketing colleagues, 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 CMIB thought leadership to the broader Mesirow audience across Wealth Advisors and Investment Management divisions and coordinate with Marketing leaders to leverage strategically.
  • Pipeline Development and Management Support | New Business Generation Support:

Maintain an in-depth understanding of Salesforce and the value of a centralized client and prospect database. Oversees the database administration with Marketing strategies by serving as a liaison between the CMIB businesses, Marketing and IT. Collaborate with business leaders to proactively identify targeted opportunities for prospect and client relationship development.

  • Innovation and Best Practice Sharing: Collaborate with Global Investment Management Distribution and Wealth Advisory division 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
  • Experience in the financial services, capital markets and investment industry preferred
  • 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 / 79 / 24 beneficial

Apply

Wealth Advisor/Senior Wealth Advisor

 The Opportunity:

 In support of a growing client base, our Mesirow Wealth Advisors business is seeking Senior Wealth Advisors to lead professional wealth management teams.  Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.1B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth management has been Mesirow Financials’ flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. The Advisors should be oriented in building their business with fee-based, discretionary managed portfolios. We are seeking multiple advisors to join our team covering Chicagoland from our downtown headquarters or suburban offices.

Mesirow Financial 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.

Responsibilities:

  • Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads
  • Work with management and/or team to progress leads through pipeline with the goal to onboard them as new clients
  • Analyze financial information obtained from clients to determine goals-based strategies for meeting clients’ financial objectives
  • Implement investment recommendations appropriate for clients
  • Implement financial planning recommendations with client portfolios
  • Monitor financial market trends to ensure plans are effective and identify any necessary changes

Requirements:

Minimum of 10 years’ experience working with HNW clientele

  • Established community presence in HNW network and pipeline
  • Highly motivated self-starter with a strong work ethic, positive “can-do” attitude, who is energized by the process of identifying prospective clients and closing new business
  • Strong desire for business development; has HNW contacts and networking capability
  • Managerial acumen and team building experience
  • Bachelor’s degree in Finance or similar
  • Series 7 & Series 66 (or 63/65) licensed
  • CFP® designation desirable
  • Exceptional organization, research and time management skills; attention to detail.
  • Strong professional communication skills, both written and verbal
  • Effective and timely management of project multitasking

Support:

  • Access to a Client Service Manager (Sales Assistant)
  • Access to a Wealth Specialist (Financial planning associate)
  • Firm provides supervision, technology and compliance oversight

Benefits:

  • Highly competitive compensation package
  • Medical, dental, life, LTD, etc.

Apply

The Company

Mesirow Financial 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. Our professionals possess an entrepreneurial desire to develop tailored solutions that deliver measurable results.

Mesirow Financial Investment Strategies is an industry leader in providing plan-level fiduciary services through retirement plan providers. As a pioneer of outsourced fiduciary services, we have experience in developing complex fiduciary partnership programs customized for each of our provider partners and delivered to plan sponsors and advisors through a simple, flexible program.

The Opportunity

Mesirow Financial Investment Strategies is seeking a Senior Consultant who will lead institutional client engagements, conduct due diligence on investment options, and contribute or lead initiatives related to process and product rollouts and enhancements.

The Senior Consultant will possess the following responsibilities: 

  • Lead client teams that support institutional engagements; each client team includes the Senior Consultant, as well as other Consultants and sales personnel
  • Prepare and deliver timely and accurate client deliverables which include monthly and quarterly reports
  • Lead quarterly investment review calls with institutional clients
  • Conduct quantitative and qualitative due diligence on investment products, which include preparing and presenting recommendations to our investment committee
  • Interact with investment management companies, lead investment manager calls, and draft meeting notes, analyses, and commentaries
  • Participate in or lead the testing of new systems or system enhancements that impact the consulting team
  • Lead efforts in creating scope documents, term sheets, and presentations and overseeing the completion of requests for proposals and other materials for clients and prospects
  • Serve as liaison between institutional client contacts and Mesirow internal staff, including research, legal, compliance, marketing, and accounting to complete both recurring and ad hoc projects and tasks
  • Contribute to or lead other projects as needed for the consulting team

Qualifications

  • Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
  • Minimum of 7 years of experience in investment consulting, retirement planning, or a related field within the financial services industry
  • Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently and accurately
  • Advanced knowledge of Excel required
  • Knowledge of mutual funds and/or collectives and databases for such investment types (e.g., Morningstar Direct) preferred
  • Prior leadership experience preferred
  • Excellent problem solving, time management, organization, and communication skills, combined with the ability to process information quickly
  • Ability to work independently with minimal guidance, as well as work effectively as part of a team and multi-task
  • Willingness to take on additional operational responsibilities as needed
  • Series 7 and 66 Licenses required within four months of start date

Apply

The Opportunity:

Mesirow Financial 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. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.

As we continue to expand our Public Finance platform and capabilities, we are excited to announce that we are actively targeting a Public Finance Administrative Associate to join our team. We are looking for a dynamic individual with an entrepreneurial spirit and proven record of success, who has a strong attention to details, writing and proofing skills. You will engage with leaders within the Public Finance business as well as throughout the organization.

Responsibilities:

  • Answering the phone and routing calls accordingly; there is significant interaction with clients which requires a high level of professionalism
  • Assist in coordinating with senior level executives in preparation of Public Finance materials for presentations
  • Sort, screen, review and distribute incoming and outgoing mail; compose, edit, proofread correspondence, documents and reports; responds to a variety of written inquiries in a timely manner
  • Handle confidential information in a professional and discreet manner
  • Perform other duties and special projects as needed or assigned

Requirements:

  • Bachelor’s degree preferable
  • Minimum 3 years of relevant administrative experience supporting multiple business professionals within financial services industry preferred
  • Possess strong knowledge of all MS Suite of products, specifically MS Excel, Power Point, and Word. Must be proficient with mail merge and possess a solid understanding of reviewing functions and red-lining. Must also be proficient with Adobe and editing documents, annotations and combining files.  Knowledge of Workshare or comparable document comparison software.
  • Superior professional communication skills required, both verbal and written; including strong telephone skills
  • Ability to work independently and professionally with customers (primarily via phone)
  • Proficiency in managing multiple projects effectively, with a high degree of accuracy and in a timely manner
  • Self-starter, ability to work with autonomy in a team environment, able to prioritize and proactively anticipate and solve critical issues
  • Must possess high level of motivation, initiative and leadership potential
  • Possess solid understanding of technologies and best practices, including mobile technology
  • Notary (or Notary eligible)

Apply

The Company

Mesirow Financial 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. Our professionals possess an entrepreneurial desire to develop tailored solutions that deliver measurable results.

Mesirow Financial Investment Strategies is an industry leader in providing plan-level fiduciary services through retirement plan providers. As a pioneer of outsourced fiduciary services, we have experience in developing complex fiduciary partnership programs customized for each of our provider partners and delivered to plan sponsors and advisors through a simple, flexible program.

The Opportunity

Mesirow Financial Investment Strategies is seeking a Consultant who will serve on institutional client engagements, conduct due diligence on investment options, and contribute to process and product rollouts and enhancements.

The Consultant will possess the following responsibilities: 

  • Serve on client teams that support institutional engagements; each client team includes the Consultant, as well as Senior Consultants and sales personnel
  • Prepare and deliver timely and accurate client deliverables which include monthly and quarterly reports
  • Participate during quarterly investment review calls with institutional clients
  • Conduct quantitative and qualitative due diligence on investment products, which include preparing and presenting recommendations to our investment committee
  • Interact with investment management companies, lead investment manager calls, and draft meeting notes, analyses, and commentaries
  • Participate in testing of new systems or system enhancements that impact the consulting team
  • Serve as liaison between institutional client contacts and Mesirow internal staff, including research, legal, compliance, marketing, and accounting to complete both recurring and ad hoc projects and tasks
  • Contribute to or lead other projects as needed for the consulting team

Qualifications

  • Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
  • Minimum of 3 years of experience in investment consulting, retirement planning, or a related field within the financial services industry
  • Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently and accurately
  • Advanced knowledge of Excel required
  • Knowledge of mutual funds and/or collectives and databases for such investment types (e.g., Morningstar Direct) preferred
  • Excellent problem solving, time management, organization, and communication skills, combined with the ability to process information quickly
  • Ability to work independently with minimal guidance at times, as well as work effectively as part of a team and multi-task
  • Willingness to take on additional operational responsibilities as needed
  • Series 7 and 66 Licenses required within four months of start date

Apply

Description of Company (copied from LinkedIn): PPM America, Inc. (PPM) is a client-focused investment manager. As part of one of the world’s leading financial organizations, PPM has the expertise, global reach and substantial resources to provide our clients with investment solutions across markets, including fixed income, public and private equity, and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.

Summary of Job: This entry level position will report to the Senior Managing Director, Fixed Income Trading. The function will work as a Derivatives, U. S. Treasuries/Futures and Agency Debenture trader.

Responsibilities:

  • Verifying fixed income and equity derivative trades to preliminary confirmations;
  • Updating databases and spreadsheets to house and track derivative trades;
  • Maintaining and tracking progress on ISDA related matters;
  • Researching different trade ideas and strategies;
  • Working on various derivative and cash trading related projects;
  • Executing derivatives/treasuries/futures/agency debentures.

Qualifications/Skills:

  • Desire to learn about derivatives and rates trading;
  • Extremely detail oriented;
  • Ability to work in a fast-paced and high pressure environment;
  • Strong computer skills, particularly Microsoft Office suite, Excel in particular;
  • Ability to interact with all levels in the company.
  • Bachelors Degree required (Business, Finance or Math/Statistics major preferred), progression toward CFA also preferred

Email resumes to PPMAHR@ppmamerica.com

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

A Client Service Solutions Associate is responsible for working closely with Investment Manager platforms, Parametric Sales Representatives, and the Eaton Vance Wealth Strategies Group (WSG) to maintain both accurate client activity execution and excellent relationships. The Associate will become a primary contact for external investment platforms and advisors, as well as a subject matter expert on client service and account activity across the entire Client Relations Group.

Primary Responsibilities

  • Work closely with Sales Reps on client relationships: Become a primary contact for new account setup and existing client activity and effectively utilize internal systems to respond to client requests.
  • Establish new accounts in proprietary systems; coordinating with Investment Management Platforms, Financial Advisors, Custodians, and Broker/Dealers to ensure proper set-up.
  • Verify and coordinate all account flows and changes with the Activity Management Team to meet daily deadlines and ensure the accounts trade.
  • Participate on client conference calls and in situation resolution.
  • Constantly seek improve processes by increasing efficiency and minimizing business risk.
  • Coordinate transition analysis creation and communicate results to clients.
  • Maintain existing relationship information (such as contacts, billing, report preferences, etc.) and update systems as necessary.
  • Research and resolve discrepancies; escalating appropriately
  • Communicate important changes across all affected departments (excellent written communication needed).

Job Requirements

  • Bachelor’s degree
  • 2-4 years working in financial services or client problem solving
  • Excellent communication skills – both with internal and external parties, written and orally
  • Ability to learn new software quickly
  • Experience efficiently working with multiple parties simultaneously
  • Ability to locate resources independently and own projects through completion
  • Thorough knowledge of Excel (vlookups, pivot tables, macros) and Outlook
  • Comfort working with large data sets
  • Proven ability to realize efficiencies in reoccurring assignments

Please apply on the Parametric Careers Page

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Associate–Client-Service-Solutions_JR003293

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The role of Director, Product Management – Fixed Income, supports the business functions and growth of the fixed income solutions. This role has oversight over all business areas of the strategy – including competitive positioning, fees, minimums, and customizations offered.

This role will be located in the Seattle, WA Office, however consideration will be given to additional locations – New York City Office and Boston, MA Office.

Primary Responsibilities

  • Subject matter expert across all fixed income solutions
  • Matters that the individual will be directly responsible for include:
  • Creation and management of a business plan to identify and prioritize product needs by channel and push for strategic ways we can advance our story, channel position, etc. to grow business
  • Support the tasks associated with those priorities
  • Manage day to day business flow activities
  • Responsible for delivery of product information to channels (monthly, quarterly, yearly)
  • Central point for questions about fees, operational issues, etc.
  • Final review of monthly and quarterly marketing materials for assigned products
  • Coordinate with other Product Managers and Investment teams to support and grow Multi Asset Solutions
  • Manage longer term projects and one off requests tied to specific assigned responsibilities
  • Oversee the onboarding of new platform/custodian relationships
  • Responsible for defining competitive market requirements and opportunities and providing ongoing support to ensure the competitiveness of the aforementioned products
  • Support the development initiatives within the Parametric Digital Platform
  • Coordinates marketing, sales, relationship management, product specialists, operations, and technology staff to effectively support and promote products
  • Participate in Investment Committee meetings related to the products: represent directions of business, marketing and sales to the portfolio strategist, portfolio management and implementation teams
  • Interface with Trading and Portfolio Management to address questions regarding account set up, trading issues, rule clarification, etc.
  • Participate in annual planning process for AUM/revenue projections tied to products/solutions and outline needs to support
  • Travel to other office locations as needed

Job Requirements

  • Bachelor’s degree
  • Master’s degree and/or CFA designation desirable
  • 5+ years of directly related experience in the area of investment strategy product management. 7+ years of work experience in investment industry.
  • Thorough understanding of the investment management industry, institutional and retail distribution of separate accounts, private funds and mutual funds
  • Committed to ongoing study of investment products and communications program development and management
  • Motivated leader with a strong work ethic and a reputation for personal integrity
  • Self-starter with bias toward action
  • Exhibit executive presence and have strong public speaking skills
  • Work effectively within a team-oriented, collaborative environment
  • Proficient computer skills
  • Strong problem solving skills and seasoned judgment
  • Demonstrated leadership skills and a proven ability to motivate and manage professionals to achieve outstanding results
  • Strong interpersonal, management, writing, and editing skills
  • Attention to detail and accuracy
  • Travel will be required between office locations

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

Please apply on the Parametric Careers Page:

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Director–Product-Management—Fixed-Income_JR003267

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The Investment Strategist is responsible for supporting the continued investment success of Parametric’s strategies, and communicating this to external audiences. Travel (may include international) required to support sales and service activities. Position may reside in Minneapolis, Seattle or Boston.

Primary Responsibilities

  • Will operate in a team environment that has overall responsibility for Parametric’s investment strategies.
  • Tasked with supporting the evolution of the investment processes and gaining expertise in all matters relating to systematic equity investing, with an initial focus on developed and US markets.
  • Responsible for supporting product-specific content, including webinars, commentary, white papers, content for slide decks, etc.
  • Attend Investment Committee meetings related to the assigned products.
  • Support direct sales and client service activities primarily in high net worth, institutional, and international (Non-US) channels.
  • Provide market and competitor input to Product Management.
  • Oversee custom analyses.

Job Requirements

  • Bachelor’s degree.
  • Preference for MBA, CFA, or Master’s Degree in Finance, Economics, Statistics, or Mathematics.
  • 5+ years of related work experience
  • Strong interpersonal and writing skills
  • Strong problem solving skills and seasoned judgment
  • Work effectively within a team-oriented, collaborative environment.
  • Demonstrated ability to take ownership of investment strategy evolution and communication.
  • Strong communication skills, including the ability to present complex material to clients, investment advisors, consultants, and at industry conferences

Please apply on the Parametric Careers Page

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Minneapolis-MN-Office/Investment-Strategist_JR003136

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

This position is responsible for managing, enhancing and communicating Parametric’s Responsible Investing investment capabilities across strategies and distribution teams.

Primary Responsibilities

Subject matter expert in Responsible Investing investment capabilities and products

Matters that the individual will be directly responsible for include:

  • Responsibility for creation and management of a business plan to identify and prioritize product needs by channel and push for strategic ways we can advance our story, channel position, etc. to grow business
  • Own the tasks associated with those priorities and report progress against those at least quarterly to senior management
  • Collaborate with Head of Product Management to evaluate business decisions (response to RFP’s, RFI’s, ad hoc requests, etc.) in a proactive manner
  • Responsible for delivery of product information to channels (monthly, quarterly, yearend)
  • Central point for questions about capabilities across platforms, fees, operational issues, etc.
  • Final review of monthly and quarterly marketing materials for assigned products
  • Project or one off requests tied to specific assigned responsibilities
  • Responsible for defining competitive market requirements and opportunities and providing ongoing support to ensure the competitiveness of the aforementioned capabilities and products
  • Coordinates marketing, sales, relationship management, product specialists, operations, and technology staff to effectively support and promote capabilities and products
  • Drive the go-to-market strategy formulation and implementation in all client channels: institutional, international (Non-US), retail and wealth management
  • Manage projects related to product – fees, minimums, investment vehicles, compliance and legal
  • Help to train internal and external sales staff
  • Participation in review of monthly and quarterly marketing materials with Investment Strategy Team
  • Participate in Investment Committee meetings related to the products: represent directions of business, marketing and sales to the portfolio strategist, portfolio management and implementation teams
  • Interface with Trading and Portfolio Management to address questions regarding account set up, trading and implementation issues, rule clarification, etc. for existing products and new product ideas
  • Participate in annual planning process for AUM/revenue projections tied to products/solutions and outline needs to support

Job Requirements

  • Bachelor’s degree
  • Master’s degree and/or CFA designation desirable
  • 3+ years of directly related experience in the area of investment strategy product management.
  • 5+ years of work experience in investment industry.
  • Thorough understanding of the investment management industry, institutional and retail distribution of separate accounts, private funds and mutual funds
  • Committed to ongoing study of investment products and communications program development and management
  • Motivated leader with a strong work ethic and a reputation for personal integrity
  • Self-starter with bias toward action
  • Exhibit executive presence and have strong public speaking skills
  • Work effectively within a team-oriented, collaborative environment
  • Proficient computer skills
  • Strong problem solving skills and seasoned judgment
  • Demonstrated leadership skills and a proven ability to motivate and manage professionals to achieve outstanding results
  • Strong interpersonal, management, writing, and editing skills
  • Attention to detail and accuracy
  • Willingness to travel approximately 20%-25% of the time

Please apply on the Parametric Careers Page

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Product-Manager—Responsible-Investing_JR003178-1

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The Opportunity:

Mesirow Financial 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.

Mesirow Financial Private Equity (MFPE) is a Chicago-based boutique private equity firm with approximately $6.2 billion in commitments since inception to managed fund-of-funds, co-investment funds and customized investment vehicles to a global institutional client base of accredited investors and Qualified Purchasers. MFPE seeks to generate returns that outperform the industry mean by providing investors with access to private equity managers considered to be the most established and top-performing in the industry. Our co-investment program offers clients direct exposure to select investment opportunities sourced exclusively from this network of high-quality private equity funds.

Key Responsibilities:

  • Coordination of MFPE’s legal affairs
  • Serve as a liaison between MFPE, internal Legal Compliance and outside legal counsel on various matters:
  • Fund formation work
  • Side letter review and negotiation
  • Manage fund closings, AML checks, ERISA monitoring, etc.
  • Review and provide legal/compliance approval of presentations, RFP submissions, marketing materials, etc.
  • Oversee other regulatory and compliance requirements
  • Manage ADV updates
  • Responsible for FATCA compliance
  • Manage internal audit process
  • Coordinate and assist fund counsel with limited partner transfers
  • Attend applicable industry conferences to develop and maintain best practices
  • Various investment-related legal matters to complete fund subscriptions, secondary purchases and co-investments

 Requirements:

  • Requires a bachelor’s degree and JD from a nationally ranked law school and a min. of four years’ Private Equity or similar experience, with significant experience in fund formation, gained as a lawyer within a law firm, regulator or in-house legal department.
  • A business and solution-oriented approach to interacting and working with clients is critical for this role
  • Sound and logical judgment, decisiveness and creativity
  • Excellent organizational skills with the ability to complete tasks with superior accuracy in a fast-paced fluid environment
  • Excellent written and verbal communication skills; ability to advocate position effectively and to communicate complex concepts in an understandable way
  • Flexible attitude and approachable demeanor
  • Ability to multi-task and meet deadlines under pressure
  • Strong attention to detail
  • Self-starter, comfortable working autonomously
  • Travel – up to 10% of the time.

The Opportunity:

Mesirow Financial was founded in 1937 on a commitment to serve clients well, employ smart and passionate professionals and give back to the community.

Today, Mesirow is a diversified financial services firm, with headquarters in Chicago and 22 offices worldwide, that provides investment, risk management and advisory services to global institutions, middle market corporations and individuals. Independence and employee ownership further differentiate our offering, ensure that our interests align with those of our clients and foster a collaborative, entrepreneurial culture focused on delivering tailored financial solutions.

The individual in this role will help develop and then execute Mesirow digital strategy and marketing technology, designing and delivering customer-centered digital marketing channels that build the Mesirow brand while contributing to the acquisition, development and retention of high-value client relationships.

Responsibilities:

  • Marketing technology: Oversee a streamlined, integrated set of mar tech platforms; use innovation, automation and technology to create efficiency and better client experiences
  • Data-driven insights: Leverage data insights (generated from website, email and social media engagement) to better understand client / prospect behavior and partner with Business Line Marketers improve content and outreach targeting. Monitor innovations in digital customer experience that may enable new and differentiated user experiences
  • Business line digital support: Partner with GIMD, CMIB and Advisory Services Business Line Marketers and business leaders to execute divisional digital strategies; execute automated campaigns and report on success metrics and analytics. Become expert user of qualified data in the CRM; pull relevant prospect lists.
  • External website: Contribute to redesign of mesirowfinancial.com, creating a dynamic platform that showcases the firm’s most important content, products and services and aligns with a refreshed brand story; manage website going forward
  • Intranet:
  • Social media strategy and execution: Increase awareness of Mesirow brand, thought leadership, products and services; seek to engage communities and followers in a two-way conversation and prompt an action
  • Metrics: Help to implement a system of metrics that can be used to: 1) generate new ideas; 2) talk to the success/failure of a campaign; 3) provide trend statistics; 4) demonstrate effectiveness of A/B testing to report to the businesses.

Requirements:

  • Four-year degree, preferable focus in marketing/communications
  • A minimum of 5 years’ experience in digital strategy, marketing technology/automation, website creation and management, social media strategy and data-driven innovation
  • Financial services/asset management industry required
  • 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
  • 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 preferred

Apply

ASSET MANAGEMENT – INVESTMENT ADVISORY PRACTICE

DESCRIPTION:

The investment advisory practice is a team of subject matter experts focusing on our private wealth business serving high net worth and ultra-high net worth clients.  This team represents expertise across all major asset classes, provides proactive best in class service, education, thought leadership, timely ideas and positioning with respect to Northern Trust Asset Management views and capabilities. This team plays a key role in supporting Northern Trust Asset Management’s overall strategy, executing on priorities, solution based initiatives, and streamlining communication between both entities. 

The ETF Specialist is a seasoned investment professional who will serve as the primary liaison for our ETF investment capabilities engaging with wealth management investment professionals throughout the United States.  This individual will provide proactive and continuous engagement regarding ETF research, philosophy, process, performance as well as driving analytical insights related to trends in the marketplace and competitive outlooks. This position will report to the Investment Advisory Practice Lead.

RESPONSIBILITIES:

  • Serve as a primary liaison between asset management areas and wealth management investment professionals as expert in ETF capabilities
  • Work with strategy, portfolio management, research and product areas to facilitate reviews and stay abreast of economic and market updates
  • Manage incoming requests from Wealth Management teams in a consultative capacity
  • Provide timely delivery of high quality communications, both written and oral, which cover market trends, timely ideas, new product introductions, competitive market developments, performance and market outlooks.
  • Communicate information to WM clients related to available timely solutions by proactive outreach, coordination of education, and respond to inquiries from field and provide ongoing support
  • Lead best practice and implementation of ETF related strategic initiatives, implementation and fulfillment
  • Engage with leaders across wealth management and asset management, solicit feedback, and provide guidance on ETF marketplace and solutions
  • Travel to Wealth Management offices domestically to discuss all above (50% travel)

QUALIFICATIONS:

  • Subject matter expert with investment acumen and analytical skills applicable to ETF marketplace and investments,
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets
  • Extensive experience servicing private wealth, investment advisors and/or institutional investors.
  • 8+ years investment related experience with relevant subject matter expertise with equity and various registered and/or unregistered investment vehicles.
  • Quantitative educational background with academic success (e.g., Bachelor’s in Finance, Investments, Economics) and/or relevant certifications highly desired (e.g., MBA, CFA, CIMA)
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets and product operations;
  • Strong analytical skills, experience in strategic problem solving, Self-directed with ability to escalate as needed
  • Excellent interpersonal, communication (verbal and written) and presentation skills
  • Well organized, detail oriented, can management time effectively and efficiently in a disciplined approach
  • High degree of integrity and strives to share with the team in success
  • Passion for asset management, capital markets and portfolio management
  • Proficient in Bloomberg and/or Morningstar Direct

FOUNDED in Chicago in 1889, Northern Trust is one of the largest financial institutions in the world. We specialize in providing asset servicing solutions and asset management to institutional, high net worth and personal clients with approximately             $1 trillion in assets under management. The delivery of thought leadership, research, solutions and services to this client base is supported through a network of offices around the globe. The asset management division of Northern Trust is world’s 14th largest global leader in multi-asset class solutions including exchange traded funds, managed accounts, mutual funds across factor-based investing, sustainable investing (ESG), active fixed income and liquidity solutions.

Apply

Company Profile:

Capital Strategies Investment Group LLC (CSIG) is a boutique investment advisory firm. We provide fiduciary investment advisory, private wealth, and asset management services to institutional and individual investors. We are 100% employee-owned and are a Registered Investment Advisor with the SEC. CSIG has over $14 billion in assets under advisement.
Position Description: The Client Service Associate will report to the Director of Data Operations and primarily provide administrative support to CSIG’s Institutional and Private Wealth Teams. Any experience with the Schwab or Fidelity custodian platforms or financial services experience is a plus.
Responsibilities include, but are not limited to:
• Assist in the onboarding process,
• Assist in account maintenance for both private wealth and institutional clients,
• Perform necessary service requests:
o Account opening, account transfers/journals, wire transfers, check distributions, required minimum distribution processing,
• Act as the primary point of contact for custodian relationships,
• Assist with the client trading process,
• Act as a secondary point of contact for private client relationships.
Requirements/Qualifications:
• BS or BA,
• Demonstrated interest in client services,
• Proven ability to make positive contributions to a team or workplace culture,
• Demonstrated effective oral and written communication skills,
• Strong analytical thinking skills, both quantitative and qualitative,
• Excellent attention to detail,
• Ability to work independently and in a team setting,
• Strong time management and organizational skills to meet multiple deadlines in a fast-paced work environment, and
• Significant experience in using MS Office, specifically Excel, Word, and PowerPoint.
Next Steps
• To be considered for this position, please submit a resume and cover letter to Christi Bonaccorsi (cbonaccorsi@capstratig.com). Please directly address the following question in your cover letter: What aspects of the Client Service Associate position are most appealing to you?

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The Operations Analyst is responsible for the implementation of controls such as reconciliations and trade confirmations for a variety of asset classes.  Other priorities include trade settlement, management of cash and positions, and the ongoing improvement of operational effectiveness.

Primary Responsibilities

  • Reconcile trades and other transactions against various resources such as brokers and custodians.
  • Instruct, monitor and verify the settlement of trades, and the transfers of positions and cash.
  • Research and resolve trade and account discrepancies in a timely manner to minimize fails and unnecessary expense.
  • Leverage business relationships with counterparties to negotiate and expedite the implementation of operational solutions and improvements.
  • Analyze daily collateral needs.  Monitor counterparty exposure and transfer collateral to minimize credit risk for clients.
  • Research and resolve complex problems involving asset valuation, ISDA terms & protocols, settlement calculations, security profiles, system applications and logic.
  • Review and advise in the negotiation and operational implementation of ISDA/CSA agreements.
  • Escalation of urgent issues, aged reconciliation discrepancies and breakdowns in operational controls.
  • Process ad-hoc requests from trading, accounting and clients.
  • Assist in the automation of operational processes; propose solutions, liaise with developers and test enhancements.
  • Cross-train on all departmental responsibilities.
  • Maintain current operational procedures.
  • Other duties as assigned.

Job Requirements

  • Associates (2yr) or Bachelor’s (4yr) degree in Finance, Accounting or Economics preferred
  • 3+ years experience in confirmation, settlement and asset servicing of futures, options, OTC derivatives, stocks, bonds and ABS/MBS in financial operations
  • Familiar with DTCC, ICELink, MarkitSERV, ALERT and TriOptima’s suite of products
  • Competent in Microsoft Office with strong skills in Excel, VBA/Macros a plus
  • Strong attention to detail and ability to work independently under tight deadlines
  • Conduct responsibilities in a manner consistent with Parametric’s business needs and objectives
  • May potentially be required to work alternate hours as needed for training purposes (limited basis only)

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

Apply

The Opportunity:

Mesirow Financial 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. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. Mesirow Financial has $29.4 billion in assets under management, and an additional $88.5 billion in currency risk management assets as of March 31, 2019. In addition, Mesirow Financial has $34.5 billion in assets under advisory in fiduciary services.

Mesirow Financial Advisory Services platform is dedicated to helping manage fiduciary risks and meet financial objectives for high net worth individuals, family offices and plan sponsors, while building strategies to help them achieve the best possible retirement outcomes. This role is designed to specifically support the Investment Advisory business, including Investment Strategies, Retirement Planning and Advisory, and Wealth Advisors, by providing marketing services that help maintain and grow our business. This role would work very closely with the business teams, as well as the Marketing team. The job would be primarily located in Highland Park, Illinois, with required flexibility to work in the Chicago office when needed.

Job Duties: Responsibilities:

  • Business Marketing: Support and execute marketing strategies for individual businesses within the Investment Advisory division. Identify and communicate opportunities for efficiencies. Assist the Senior Marketing Manager with developing and implementing new marketing strategies for the businesses and division.
  • Business and Sales Support: Gain understanding of the businesses’ sales processes and utilize metrics to analyze and track the success of established marketing campaigns. Assist the Senior Marketing Manager with metric-building, data analysis, list management, trend analysis, etc. Coordinate appropriate reporting schedules and execute. Communicate appropriately.
  • Collateral Maintenance and Event Execution: Assist with the development and maintenance of existing marketing materials, including proofreading and updating collateral. This includes press releases, websites, ads, newsletters, fact sheets, brochures, presentations and pitch books, direct and electronic campaigning, among others. Assist team members in coordinating conferences and events; actively communicate throughout the process.
  • Thought Leadership: Assist with the preparation of articles and newsletters, including proofreading and legal trafficking. Gain understanding of advanced concepts to support the generation of new thought leadership pieces.
  • Database Administration: Maintain an in-depth understanding of Salesforce/the centralized client and prospect database. Help integrate database administration with Marketing strategies by serving as a liaison between the businesses. Work within Salesforce to ensure contacts are consistently and accurately qualified for targeted marketing purposes.

Requirements:

  • Four-year degree, preferable focus in marketing/communications
  • A min of 3 years’ relevant industry experience in marketing/communications with prior experience in financial planning, retirement plans, various investment products, and asset allocation strategies
  • Entrepreneurial and self-motivated
  • Critical thinker and eagerness to learn within the financial services industry
  • Team player with a positive attitude, willingness to bring new ideas to the team
  • Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
  • Excellent written, verbal, and interpersonal communication skills are required
  • Experience with CRM system, Salesforce preferred
  • Proficient with Word, Excel, PowerPoint; some experience with Adobe suite preferred

Apply here

Job Summary:

The investment advisory practice is a team of subject matter experts focusing on our private wealth business serving high net worth and ultra-high net worth clients.  This team represents expertise across all major asset classes, provides proactive best in class service, education, thought leadership, timely ideas and positioning with respect to Northern Trust Asset Management views and capabilities. This team plays a key role in supporting Northern Trust Asset Management’s overall strategy, executing on priorities, solution based initiatives, and streamlining communication between both entities.  

The ETF Specialist is a seasoned investment professional who will serve as the primary liaison for our ETF investment capabilities engaging with wealth management investment professionals throughout the United States. This individual will provide proactive and continuous engagement regarding ETF research, philosophy, process, performance as well as driving analytical insights related to trends in the marketplace and competitive outlooks. This position will report to the Investment Advisory Practice Lead. 

Major Duties:

Serve as a primary liaison between asset management areas and wealth management investment professionals as expert in ETF capabilities 

 Work with strategy, portfolio management, research and product areas to facilitate reviews and stay abreast of economic and market updates. Manage incoming requests from Wealth Management teams

Provide timely delivery of high quality communications, both written and oral, which cover market trends, timely ideas, new product introductions, competitive market developments, performance and market outlooks. 

Communicate information to WM clients related to available timely solutions by proactive outreach, coordination of education, and respond to inquiries from field and provide ongoing support.

Lead best practice and implementation of ETF related strategic initiatives, implementation and fulfillment 

Engage with leaders across wealth management and asset management, solicit feedback, and provide guidance on ETF marketplace and solutions

Travel to Wealth Management offices domestically to discuss all above (50% travel)

Qualifications:

  • Subject matter expert with investment acumen and analytical skills applicable to ETF marketplace and investments,
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets 
  • Extensive experience servicing private wealth, investment advisors and/or institutional investors. 
  • Candidates should have 8+ years investment related experience with relevant subject matter expertise with equity and various registered and/or unregistered investment vehicles. 
  • Quantitative educational background with academic success (e.g., Bachelor’s in Finance, Investments, Economics) and/or relevant certifications highly desired (e.g., MBA, CFA, CIMA,).
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets and product operations.
  • Strong analytical skills, experience in strategic problem solving, Self-directed with ability to escalate as needed.
  • Excellent interpersonal, communication (verbal and written) and presentation skills.
  • Well organized, detail oriented, can management time effectively and efficiently in a disciplined approach.
  • High degree of integrity and strives to share with the team in success.
  • Passion for asset management, capital markets and portfolio management.
  • Proficient in Bloomberg and/or Morningstar Direct

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of March 31,2019, Northern Trust Corporation had:

  • $10.9 trillion in assets under custody/administration
  • $8.2 trillion in assets under custody
  • $1.2 trillion in assets under management
  • $122 billion in banking assets 

Apply here.

Description

BMO Global Asset Management (GAM) is a global investment manager with 20+ offices in 14 countries and $260B in assets under management.  BMO GAM offers complete investment advisory solutions and multidisciplinary asset management strategies to institutional investors, consultants, wealth advisors and their clients.  The Senior Client Service Associate will partner with the relationship manager to provide support for our institutional client relationships.  They will be responsible for owning and demonstrating BMO GAM’s culture and vision, investment philosophy, capabilities and operational offerings as they cultivate a service environment targeted towards enhancing the client experience.

Client Support

  • Have an in-depth understanding of the client relationship to provide proactive support to clients
  • In partnership with the relationship manager, develop strategic plans to deliver premium service across the client base
  • Develop strong relationships with our client contacts
  • Deliver a superior experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports
  • Oversee and ensure timely and accurate distribution of all deliverables
  • In coordination with other team members, provide coverage and support for new account opening process, account adjustments, and closings coordinate with compliance, legal, accounting and operations to fund new accounts and set up guidelines and IMAs.
  • Client Change Management : Manage client events such as client restructures, custody changes, billing changes, contact changes
  • Assist in the management of client meetings, taking an active role where appropriate

Client Reporting 

  • Proactively implement reporting standards for our clients
  • Understand unique requirements of each client ensuring the accurate execution of client reporting
  • Create, update, and maintain templates for client reporting
  • Take responsibility for quality control for all client communications ensuring timely responses to client queries

Processes and Procedures

  • Understand flow of client, market and fund information across BMO GAM and with our back and middle office providers
  • Collaborating with key stakeholders to identify opportunities for process improvements and automation
  • Oversight for cash flow management for clients, ensuring timely execution of all instructions
  • Manage accuracy of client information on Salesforce
  • Maintain and improve processes related to governance and risk oversight

 Team Projects

  • Lead and partake in global and regional projects relating to institutional client service
  • Support execution of business initiatives as it relates to BMOs clients projects
  • Assist in business reporting on all aspects of the client relationship

Qualifications

Knowledge and Skills:

  • 7+ years of experience in the investment management industry working in a client service function
  • Working knowledge of equity, fixed income, and alternative products as well as various investment vehicles
  • Experience working with institutional clients such as foundations, endowments, pension plans, and corporate clients
  • Client oriented
  • Strong communication skills, both written and verbal
  • Strong experience in project management, strategic thinking and problem solving
  • Well organized; able to prioritize and to reassess workload in order to meet changing demands
  • Team player and self-starter
  • Proficiency in Microsoft Office Suite, Advanced Excel and PowerPoint skills required
  • Familiarity with Factset, Salesforce, Seismic, and Vermilion preferred
  • MBA or CFA designation a plus
  • FINRA 7 and 66 licenses

 We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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://bmoharriscareers.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

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Senior Executive Assistant #SENIO01755

Highland Park, IL

The Company:

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, with over $27 Billion in assets under management, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.  

Our Mesirow Financial Wealth Advisors (MWA) business provides investment management and fiduciary services to individuals, families, corporations and non – profit organizations. We have earned a reputation for effectively advising and managing our clients’ portfolios to meet their unique needs and goals. As the original foundational business of Mesirow Financial, and with our team of advisors averaging over 20 years at the firm, our consistent client-centered culture, built over the last eight decades is cherished. We are also proud of our empowered, entrepreneurial, and engaged teams who have made Mesirow one of Crain’s and Chicago Tribune’s “Best Places to Work”.

The Opportunity:

We are seeking a Senior Executive Assistant to support the President and CEO of our Wealth Advisors business. The position will be located at our Highland Park office with occasional travel to our Chicago Headquarters. The position requires a wide range of administrative skills, excellent attention to detail, the ability to work independently, maintain confidentiality, exercise judgment and deal with competing demands.

Primary Duties and Responsibilities:

  • Provide advanced administrative support including but not limited to, managing the calendar, monitoring e-mail and voice mail, screening calls, handling mail, travel arrangements, preparing presentations, gathering material in preparation for meetings and compiling and submitting expense reports.
  • Responsible for producing professional, grammatically correct, C-suite level correspondence without editing or oversight.
  • Manage and assemble highly confidential and sensitive information in a professional and discrete manner.
  • Coordinate follow up and confirm travel arrangements and changes, such as flights, lodging and ground transportation.
  • Actively monitor and manage emails and correspondence (as directed).
  • Provide professional representation on all aspects of work including answering phones, greeting and interacting with internal and external clients.
  • Maintain contact management in Salesforce.
  • Ability to help plan and execute client events with our marketing team.
  • Maintain electronic and paper files on correspondence, clients, reports and other records by inserting new documents and disposing of outdated material.
  • Assist with ad hoc projects, as requested.

Requirements:

  • Bachelor’s degree preferred.
  • 5-10 years of administrative or operational support experience, preferably within financial or professional services or other client service business.
  • Advanced knowledge of MS Office and the Internet, and strong technical aptitude.
  • Ability to handle heavy demands efficiently, meet deadlines and work effectively in stressful situations.
  • Experience analyzing and resolving office administrative and procedural issues.
  • Ability to exercise discretion and maintain confidential information and display the highest personal and professional integrity.
  • Excellent organizational skills with the ability to complete tasks with superior accuracy.
  • Polished written and verbal communication skills, strong interpersonal skills.
  • Positive and approachable demeanor.
  • Excellent attention to detail.
  • Ability to complete tasks on own initiative, be a self-starter, and work with autonomy.
  • Contact management or Salesforce experience is a plus.
  • Flexibility in schedule to provide assistance outside of normal business hours and the ability to work from our Chicago office as necessary.            

How to Apply: Careers at Mesirow Financial

Founded in 1982, Driehaus Capital Management is an independent boutique investment adviser managing growth equity, credit and multi-asset alternative strategies on behalf of institutional and wealth management clients. Our firm has approximately $7 billion in assets under management and 100 employees located in downtown Chicago.

We are currently seeking an experienced Chief Compliance Officer (CCO) who will be responsible for managing the compliance department and completing individual duties to ensure the business and the Firm’s activities comply with relevant legal and regulatory requirements. This position develops and implements firm-wide compliance policies and programs under the general direction of the General Counsel and President & CEO.  Additional responsibilities include:

  • Develops, implements and monitors compliance policies and programs designed to meet the regulatory requirements for the investment adviser, broker-dealer and registered investment company.
  • Supervises the compliance department in conducting daily, periodic and special compliance reviews involving the analysis of relevant documents, information and records and inquiries of knowledgeable personnel.
  • Reviews, documents, organizes and maintains accurate and complete records substantiating compliance reviews.
  • Interacts proactively with senior management and other departments in designing effective systems, processes and practical business solutions to trading and investing issues.
  • Presents timely reports orally and/or in writing of compliance review findings and conclusions and makes appropriate recommendations for further action.
  • Participates in several inter-departmental committees that address business and risk management responsibilities.
  • Provides practical guidance and advice on regulatory requirements and concerns.
  • Participates in current or prospective client due diligence meetings and prepares responses to compliance-related questions in client requests for information.
  • Serves as the Firm’s liaison with regulators, including the SEC, FINRA, and the NFA, and leads the effort to prepare responses to routine and special requests for information, and manages all regulatory examinations conducted by the Firm’s regulators.

Qualifications

  • Undergraduate degree and 10+ years of securities-related experience; legal, accounting and compliance background is preferred. Advanced degree and experience in an asset management firm preferred.
  • Required Licensing: Series # 7 General Securities Representative, Series # 24 General Securities Principal Examination, Series # 63 Uniform Securities Agent State Law Examination (or equivalent).
  • In-depth knowledge of securities law, with emphasis on regulatory compliance for investment advisors, broker-dealers and investment companies.
  • Strong detail orientation and excellent listening skills.
  • Articulate and persuasive communicator, both verbally and in writing.
  • Must be detail oriented and willing to roll-up-your-sleeves to get the job done.

Qualified candidates should submit a cover letter/email and resume to HR@Driehaus.com.  Reference job code [CCO] when applying. 

Chief Technology Officer (Senior Managing Director) #CHIEF01758

Chicago, IL

 The Company

Mesirow Financial 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. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.

The Position

The Chief Technology Officer (CTO) will provide the vision and strategic leadership to develop and implement information technology initiatives and innovation that is aligned with the company’s business objectives. Reporting directly to the President & Chief Executive Officer, the CTO will lead all ongoing technology initiatives and create a leading-edge technology culture. The CTO will proactively build relationships across the firm, collaborate effectively and develop a strong team to anticipate and meet the technology needs of the firm.

Primary responsibilities include developing and implementing a firm wide technology strategy and roadmap that aligns Company’s systems, projects and business needs. The CTO will evolve the Technology organization to one that is recognized as a value-added business partner critical to the company’s success. In addition, they will ensure the technology ‘brand’ of the firm is elevated; this will improve talent attraction and ensure retention of top technologists.

Candidate Profile

The successful candidate will have a proven track record of success as a CTO or equivalent level (10 years plus) combined with an in depth understanding of the financial services/middle market sector (highly preferred). This individual will manage all of Technology including infrastructure, development, desktop support, help desk etc…This individual will be recognized as a leader and technology subject matter expert, adept at developing strategies and plans, leading positive change, developing talent, creating high performing technology teams and fostering effective business partner relationships within and beyond the firm. Must be comfortable operating in a highly collaborative, dynamic environment with the ability to drive and achieve results in a cost-effective and efficient manner. 

Key Responsibilities:

  • Development and implementation of a firm wide technology strategy and roadmap that aligns Company’s systems, projects and business needs.
  • Leadership of a multi-divisional technology department and the management of all IT related operational and capital budgets. Determine IT priorities and perform a detailed analysis and forecasting of return on investment on all proposed major IT initiatives to key stakeholders. 
  • Effectively align resources to achieve key priorities and provide high-level leadership to development projects that improve the functionality, reliability, scalability, and security of the company’s applications and systems.
  • Foster a software development lifecycle process and culture that ensures the appropriate balance in which quality products are produced in a fast-paced, dynamic environment.
  • Ensure sound enterprise architecture is employed and drive a culture of best practices and processes. Ensure all technology and regulatory standards and best practices are achieved.
  • Establish key performance metrics and reporting for critical ongoing IT operations. Identify and leverage efficiencies in processes and operations across technology.
  • Work in partnership with internal functional teams as a technology partner in forwarding business capabilities.
  • Keep abreast of technological advancements and innovative solutions applicable to the business model.

Requirements

  • Minimum of 10 years plus experience as a CTO or equivalent C- level technology leadership position combined with an in – depth understanding of the financial services industry/middle market sector (highly preferred).
  • BSc/BA in Computer Science, Engineering or related field; MBA or other relevant graduate degree is a plus.
  • Demonstrated track record of success in developing and implementing a comprehensive technology strategy that is both aligned with and supports the current and future business goals of the company.
  • Ability to skillfully manage, develop, motivate and direct others within a fast – paced, dynamic and entrepreneurial environment.
  • Extensive experience managing a large multi divisional technology department and accompanying operational and capital budgets.
  • Strong business acumen and executive presence. Proven ability to interact, communicate effectively and obtain creditability with senior level executives.
  • Demonstrated process analysis and improvement expertise.
  • Must be results and goal orientated with ability to demonstrate excellent judgment, solution orientation and appropriate level of risk taking.
  • Outstanding written and oral communications as well as the ability to deliver presentations to a wide spectrum of audiences, both internally and externally.

How to Apply: Careers at Mesirow Financial

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