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

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 Corporate Communications Strategist will be responsible for building and implementing plans and processes that improve internal and executive-level communications. This person will also manage the development of compelling content (written, video, etc) for Parametric’s Intranet. This role will provide unified vision and messaging across Parametric’s locations, ensuring all elements of internal and executive communications align with the firm’s highest-level goals. They should be comfortable using multiple communication channels and platforms to deliver messages and be agile enough to pivot between multiple projects that are at different levels of complexity. The individual in this role will be a self-starter with exceptional communications and relationship management skills, who has demonstrated the ability to prioritize, work quickly, and manage ambiguity.

Primary Responsibilities

  • Lead the development and execution of a corporate communications strategy encompassing both internal and executive communications.
  • Write, adapt and share multiple, firm-wide communications, utilizing multiple outlets, in alignment with strategy.
  • Manage the Parametric’s Intranet (Pi) including:
    • Create and maintain content calendar
    • Provide decisions on all creative content, channel & prioritization
    • Identify and track communications metrics, adjusting activities to ensure strong ROI
  • Drive the development and promotion of a consistent, employee-centric tone throughout all forms and levels of corporate communications by working closely with HR Leadership and Business Partners and utilizing results of employee engagement surveys.
  • Partner with senior leadership to create and deliver on an executive communication strategy including all company meetings.
  • Leverage communications industry best practices into corporate communications plan.
  • Proactively sources news, case studies and training opportunities.
  • Participate in special projects and performs other duties as assigned.

Job Requirements

  • Bachelor’s degree or equivalent combination of education and experience
  • 7+ years of communications experience
  • Hands on experience using and managing Intranet tools;  SaaS/cloud-based intranet solutions experience preferred
  • Demonstrated success in creating and disseminating employee-centric communications across varied media
  • Experience working with emerging technologies and collaborative business tools, including Project Management software
  • Experience as a Web Administrator or direct knowledge of Web Administration a plus
  • Exceptional level of detail orientation and organization
  • Strong project management skills, particularly with timely execution, influence and leadership
  • Self-starter with an excellent work ethic, drive and strong sense of urgency when appropriate
  • Ability to multi-task and maintain priorities in a fast-paced, rapidly changing environment
  • Strong interpersonal skills and the ability to effectively communicate, both written and verbally 

Apply online

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

Manages structured equity portfolios maximizing tax efficiency while tracking an index.  Portfolio managers act as investment “engineers” — creating portfolios using optimization software to implement firm’s quantitative-based strategy.  The Associate Portfolio Manager must continually measure performance, manage risk and control costs.  

Primary Responsibilities

  • Construct optimized equity index portfolios for separate accounts
  • Rebalance and transition portfolios to maximize tax-efficiency
  • Construct custom benchmark data
  • Monitor index changes and corporate actions
  • Generate after-tax return data for both portfolios and benchmarks
  • Performance attribution
  • Respond to client requests for analysis
  • Interact across teams including Technology, Research, Marketing, Client Service, Operations
  • Participate in process improvement and technology development efforts

Job Requirements

  • Bachelor’s (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
  • Preferred 4+ years professional experience in investment management or similar
  • Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
  • Strong mathematical and analytical skills
  • Programming skills a plus, including R, Python, etc.
  • Familiarity with academic financial theory and applications
  • Working knowledge of equity risk models and portfolio optimizer
  • Analytical writing ability

 Apply Online                                                                                                                        

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.

 
 
 

A LITTLE ABOUT US

The Nature Conservancy (TNC) is the leading conservation organization working to make a positive impact around the world in more than 72 countries, all 50 United States, and your backyard.  Founded in 1951, the mission of The Nature Conservancy is to conserve the lands and waters on which all life depends. One of our core values is our commitment to diversity. Therefore, we are committed to a globally diverse and culturally competent workforce.  For more information, please visit  http://www.nature.org

NatureVest is the impact investment unit of The Nature Conservancy. NatureVest’s mission is to create and transact investable deals that deliver conservation results and financial returns for investors. Our vision is based on the conviction that capital markets, businesses and governments must invest in nature as the long-term capital stock of a sustainable, equitable and more efficient economy.

YOUR POSITION WITH TNC

The Director Investment Origination will be a member of NatureVest’s Origination Team, working closely with the Deputy Managing Director of Investment Origination to scope, identify, structure and close investment opportunities globally that support The Nature Conservancy’s primary conservation priorities.  

ESSENTIAL FUNCTIONS

The Director of Investment Origination will report to the Deputy Managing Director of Investment Origination. The Director’s role will be to source, model and structure potential investment opportunities that generate priority conservation outcomes in a deal structure that is competitive with other market offerings to targeted investors. As part of the origination process, they will explore investment opportunities with regional conservation and finance experts (including Nature Conservancy staff), potential cornerstone investors, and potential operating partners to assess the viability of potential projects.  This process includes investment and business design; financial analysis and modeling; capital structuring; market analysis; solicitation of investor feedback; and risk assessment and mitigation. The Director will also be responsible for transaction structuring and negotiation as well as investor engagement and fundraising.  In this capacity, they will prepare financial models, investor pitch decks, and other materials. They will engage in all aspects of capital-raising including the soliciting of potential investors and the management of investor relationships. Additional responsibilities include project management, representing the NatureVest team at various conferences and investor events and assist in the strategic development of NatureVest’s origination priorities and pipeline.

RESPONSIBILITIES AND SCOPE

Origination and Pipeline Development:

  • Growing NatureVest’s transaction pipeline by working with the Deputy Managing Director of Investment Origination, regional TNC directors and staff and external partners (including potential investors) to source new investment transactions across multiple conservation priorities.
  • Working closely with Global and Regional TNC colleagues to identify potential pipeline transactions and ensure transactions are aligned with TNC’s conservation priorities and values and the priorities of TNC’s key partners.
  • Conducting financial assessment of new investment opportunities including: detailed business model, financial model and cash flow analysis; regulatory and business risk assessment; and stakeholder engagement and negotiation.
  • Making independent decisions frequently based on analysis, experience, and judgment.
  • Requires willingness and capacity for significant domestic and international travel, and to work occasional weekends and evenings.
  • Representation of the NatureVest team at industry and stakeholder events globally for both thought leadership and investment origination purposes

Transaction Closing and Fundraising:

  • Develop financial and legal structures that satisfy TNC’s conservation and reputational priorities while meeting investor needs
  • Conduct detailed negotiations with potential investors, operating partners and key stakeholders
  • Develop detailed pitch decks, investment memorandums and any other necessary investor materials. Conduct investor roadshows and investor calls as needed.

MINIMUM QUALIFICATIONS

  • BA/BS degree and 8-10 years experience in a private sector environment, such as management consulting and investment banking, or in business-facing activities at a conservation organization or government entity.
  • B.A. or other degree with significant course work in business, finance or economics.
  • Experience developing and implementing complex projects and strategic initiatives in an unstructured environment.
  • Investment experience including transaction structuring, cash flow modeling and experience in securing capital from investors such as investment banks, private wealth managers, public pension plans, endowment funds, private trusts and high-net worth individuals.

DESIRED KNOWLEDGE, SKILLS, & EXPERIENCE

  • Commitment to the mission and values of The Nature Conservancy, although no prior experience in environmental conservation is required.
  • Strong team player who can build relationships and work collaboratively across the organization and with Conservancy partners.
  • Ability to successfully develop and implement complex projects in an unstructured environment.
  • Outstanding analytical and project management capabilities.
  • Superior written and oral communications.
  • Private sector fundraising and/or marketing experience, including involvement in investor or thought leadership roadshows and development and delivery of pitch presentations.
  • Experience developing and using complex financial models to assess project potential.
  • Experience applying business strategy considerations in investment design
  • Demonstrated experience using diplomacy and tact to build strong relationships and motivate staff and partners.
  • Willingness to learn and develop expertise in new conservation strategies, economic drivers, management tools, and global affairs.
  • Fluency in a second language (proficiency in Spanish preferred)
  • Ability to formulate, evaluate, and decide broad organizational policies and long-term programs.
  • Anticipates, diagnoses, and resolves complex problems and identifies creative solutions.
  • Assesses decisions’ potential impact on colleagues’ work, public image, scientific credibility, and financial and legal standings.
  • Makes decisions based on incomplete or ambiguous information and accepts associated risks.
  • Makes independent strategic decisions frequently based on analysis, experience, and judgment
  • Requires willingness and ability to travel both domestically and internationally up to 30% of the time, and to work occasional weekends and evenings.
  • The Nature Conservancy is committed to diversity and encourages candidates with diverse and nontraditional backgrounds to apply.

HOW TO APPLY

To apply to position number 48374, submit resume (required) and cover letter separately using the upload buttons. All applications must be submitted in the system prior to 11:59 p.m. Eastern Time on February 19, 2020.

Click “submit” to apply for the position or “save for later” to create a draft application for future submission. Once submitted, applications cannot be revised or edited. Failure to complete required fields may result in your application being disqualified from consideration.

If you experience technical issues, please refer to our applicant user guide or contact applyhelp@tnc.org.

The Nature Conservancy is an Equal Opportunity Employer

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

The successful applicant must meet the requirements of The Nature Conservancy’s background screening process.

 

The Role

The Delegated Client Service Analyst will be responsible for supporting the management of the client experience and delivery of customized OCIO/Delegated Investment solutions.  You will support the management of your clients including reports and other projects. You also will be accountable for preparation of client communication and documenting client interaction in compliance with current firm standards. You will support the client relationship by coordinating with other internal resources.

Performance Objectives: 
Client Focus: 
  • Work as part of dedicated client team providing high quality delegated services and deliverables to clients
People
  • Build strong relationships internally and collaborate effectively on cross-functional teams
Excellence: 
  • Produce standard reports for delivery to clients by pre-determined deadlines
  • Support team members in the construction and delivery of ad hoc presentations to client
  • Accountable for ongoing project management of broader client team
Requirements
  • Undergraduate degree and a cumulative grade point average of 3.0/4.0 scale are required
  • General interest in financial markets
  • Oral and written communication skills
  • Comfortable in a team environment
  • Strong working knowledge of Excel
  • Analytical skills and attention to detail
  • Track record of delivering high quality work while meeting deadlines
  • Ability to work independently and manage time and projects individually

** Please note this is an entry-level role; we will consider candidates with 0-2 years of experience **

EOE, including disability/vets

 

Reports to: Lee Bodner, New Venture Fund President
Status: Full-time, Exempt
Position Summary
C3 Grantmaking is an integral part of the Catalytic Capital Consortium (“C3”), an investment, learning, and market development initiative conceived by the MacArthur Foundation. Its aim is to increase the use of catalytic capital1 globally, thereby helping the impact investing field realize its full potential. The Rockefeller Foundation and Omidyar Network join the MacArthur Foundation in this effort, acting as strategic partners who add their expertise and financial resources.
To advance C3, the MacArthur Foundation is investing up to $150 million on a matching basis through “field partnerships” that demonstrate a powerful use of catalytic capital across sectors and geographies. These investments are complemented by an initial $10 million in grants to increase the knowledge, awareness, and use of catalytic capital among diverse investors.
An advisory board composed of staff from the MacArthur Foundation, The Rockefeller Foundation, and Omidyar Network will set the C3 Grantmaking strategy. Members of the advisory board will contribute funds to the New Venture Fund (NVF), which fiscally sponsors the C3 Grantmaking project.
To implement the day-to-day grantmaking work for the approximately $10 million fund, NVF is seeking applications for a C3 Grantmaking program officer. The C3 Grantmaking program officer will originate and manage a portfolio of grants that will include support for research, data collection, case studies, communications and outreach projects, convenings, toolkits and other types of activity prioritized by the advisory board. The C3 grantmaking portfolio will be global in scope and will span diverse geographies, sectors, asset classes, and investor types. Through this work, the program officer will gain exposure to a wide range of impact investors, foundations, academics, and peer networks. Activities related to investments are not in scope for this position.
Based in Chicago, the position will report to the NVF President, taking direction from the C3 Grantmaking advisory board. Day-to-day oversight will be provided by one designated member of the advisory board. The expected duration of this assignment is three years, with the possibility of an extension.
The ideal candidate for this position is a self-starter, a creative problem-solver, and someone who is energized by building a strong, effective grant-making program with visible results. The work demands someone who is excellent at delivering in a fast-moving, continuously evolving environment. Strong collaboration skills and a commitment to making a difference in the world of impact investing are essential.
1 As detailed in a 2019 report from the consulting firm Tideline, catalytic capital is defined as debt, equity, guarantees, and other investments that accept disproportionate risk and/or concessionary returns relative to a conventional investment to generate positive impact and enable third-party investment that otherwise would not be possible.
Responsibilities and Tasks
1. Governance, Grantmaking Approach, and Program Management
• As needed, work with the advisory board and fiscal sponsor to implement and refine an
effective governance process that aligns with NVF, including navigating the compliance
considerations of a fiscally sponsored project with multiple institutional funders and high public visibility. This work also includes setting meeting agendas, preparing materials, and facilitating such meetings as appropriate.
• Offer input and analysis as the advisory board refines the C3 Grantmaking approach (and, if appropriate, guidelines) based on experience and learning.
• Develop and maintain an overall workplan for C3 Grantmaking (including elements such as key activities, timelines, deliverables, and responsibilities), reporting on status and progress for the advisory board.
• With support from the advisory board, develop and maintain a pipeline of prospective grants.
• Manage the development, tracking, and monitoring of the grants budget.
2. Support for Scoping, Solicitation, Execution, and Ongoing Management of C3 Grants
• Implement decisions on the go-to-market/solicitation approach for different grantmaking activity approved by the advisory board, including elements of procurement options (request for proposal, etc.).
• Play a role in the grant solicitation process, including:
o Undertaking programmatic work related to prospective grants and answering questions
from prospective respondents, seeking input and guidance from the advisory board as
appropriate.
o Coordinating and staffing the process to evaluate proposals, undertake due diligence,
and select grant recipients.
o If needed, setting up a mechanism for interested parties to submit proposals/grant
ideas for C3 Grantmaking-related work, coordinating closely with the advisory board.
• Review and vet proposals/ideas against predefined criteria; conduct thorough grant due diligence; write a summary of each grant proposal recommended for funding.
• Present grant recommendations to the advisory board, ensuring that the group follows agreed upon processes and arrives at timely grant decisions.
• Collect and ensure the completion of grant documentation, including necessary legal
documents, coordinating with NVF as needed.
• After grants are approved, manage and implement the documentation, disbursement, and reporting requirements for each grant, coordinating with NVF as needed, and the C3 Evaluation and Learning Partner retained by the MacArthur Foundation.
• Support ongoing coordination among grantees and make connections to share learnings and avoid duplication.
• Monitor grantee reporting progress/deliverables relative to documented award agreements.
• Integrate a diversity, equity, and inclusion lens into all aspects of the grantmaking.
3. Learning, Influence, and Impact
• Using a framework provided by the the advisory board, gather information needed to assess how grants are performing against their direct output/outcome goals.
• Identify and synthesize important learning and insights from across the portfolio of grants.
• Support the dissemination of information about grants made and main research findings, working under the direction of the advisory board and others, as directed.
• Help ensure that grant-funded projects, products and research findings are integrated into any C3 knowledge-sharing platform and/or training.
• Monitor industry research and activities that are germane to C3 grantmaking areas of focus.
• As directed by the advisory board, contribute to the development of strategic communications materials (e.g., blogs, website updates, press releases) as related to grantmaking activities.
4. Ongoing Coordination with the NVF Team
● Undertake financial management activities, such as managing C3 Grantmaking financials and other relevant tasks.
● Manage C3 Grantmaking compliance, including reviewing project activities to ensure they are consistent with NVF bylaws, policies, and any legal and other requirements to direct any needed changes.
● Other pertinent tasks as required by NVF.
Skills, Experience, and Core Competencies
1. Skills and Experience
• 8+ years of relevant work experience.
• Strong knowledge of the impact investing field, especially market segments that require catalytic capital and the asset owners poised to deploy it: foundations, family offices, donor-advised funds, development-finance institutions, and international aid agencies.
• Experience building a high-impact grant portfolio: sourcing and conducting due diligence and post-grant management.
• Experience with philanthropic strategies that focus on actionable research
• Comfortable in start-up contexts and highly adaptable.
• Proven track-record of top performance and value-added contribution to project teams.
• Bachelor’s degree required; graduate degree preferred.
2. Core Competencies
• Communication: Excellent interpersonal abilities; good listening skills; excellent writing and verbal skills; assertiveness in presenting ideas; fluency in technical investment language and concepts.
• Analytical Ability: Breaks down complex problems and concepts into manageable segments; understands and articulates key drivers thereof; demonstrated ability to deliver insights.
• Decision-Making: Ability to thoughtfully evaluate risks and opportunities; uses analytical and problem-solving skills; ability to prioritize.
• Project Management: Strong project management skills; can clearly communicate team priorities and timelines to keep a group on task; meets deadlines; sense of urgency and responsibility; ability to multi-task and work under pressure; detail oriented.
• Stakeholder Management: Ability to coordinate and work effectively with multiple, high-level stakeholders.
• Integration: Accesses functional and substantive expertise; demonstrates inclusiveness and collaboration.
• Flexibility: Thrives in a collaborative working culture, comfortable with uncertainty as well as quick acceleration of project development when needed.
All employees of NVF are required to complete weekly timesheets.
COMPENSATION AND BENEFITS
The salary range for this position is between $90,000–$110,000/year, depending on experience. The New Venture Fund, the fiscal sponsor of C3 Grantmaking, has a comprehensive benefits package.
How to Apply
Please send a resume and cover letter to C3grantmaking@newventurefund.org to the attention of the Catalytic Capital Consortium Advisory Board by February 18, 2020, at 5:00 PM PST. The cover letter should address how your skills and experience match the requirements of this position.
Hiring Statement
C3 Grantmaking is a project of the New Venture Fund (NVF), a 501(c)(3) public charity that incubates new and innovative public-interest projects and grantmaking programs. NVF is committed to attracting, developing, and retaining exceptional people, and to creating a work environment that is dynamic, rewarding, and enables each of us to realize our potential. NVF’s work environment is safe and open to all employees and partners, respecting the full spectrum of race, color, religious creed, sex, gender identity, sexual orientation, national origin, political affiliation, ancestry, age, disability, genetic information, veteran status, and all other classifications protected by law in the locality and/or state in which you are working.

Salary: Commensurate with Experience

Bureau/Division: Executive/Bureau of Asset Management

JOB DESCRIPTION

The New York City Comptroller’s Office Bureau of Asset Management is responsible for oversight of the investment portfolios of the New York City Retirement Systems (Systems). This $208 billion portfolio is managed primarily by external investment managers and is largely invested in publicly traded securities with significant allocations to private equity, real estate, infrastructure, hedge funds, and alternative credit.

The Chief Risk Officer will utilize a variety of systems to assess, monitor and report on financial and enterprise risk, and will participate in the oversight of overall asset allocation recommendations. The Chief Risk Officer will enhance and implement the enterprise risk management strategy, assist in the evaluation of external investment managers and consultants, and ensure that the risk management program meets the needs of the Systems and the Comptroller.

Reporting to the Comptroller and working with the Chief Investment Officer, responsibilities of the position include, but are not limited to, the following:

  • Enhance and implement the enterprise risk management strategy;
  • Manage the Risk Management team;
  • Participate in the review and recommendation of asset allocation, portfolio rebalancing and other investment functions;
  • Analyze portfolio risks using complex quantitative models to identify and review implications of investment decisions on total portfolio risk;
  • Review system-generated scenario analyses and stress tests for the portfolio;
  • Prepare reports and make presentations to senior management and the Systems regarding portfolio risks and other issues;
  • Using the Enterprise Risk Register, identify and track risks within BAM that require remediation including operational and reputational risks;
  • Work with Internal Auditor and Chief Compliance Officer on issues requiring shared oversight of pension fund risks and make periodic presentations to the Comptroller; and,
  • Perform related assignments or special projects as may be required.

 

MINIMUM QUALIFICATION REQUIREMENTS

  1. Graduate degree from an accredited university in economics, finance, business, or a closely related field, and seven (7) or more years of progressively responsible full-time professional experience in a financial services organization with over $50 billion in assets with progressively increasing responsibility in a risk management positions, or similar experience at a consulting, strategic advisory or government entity or closely related area, with at least eighteen (18) months or more in a managerial, administrative, or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above; or,
  2. BA/BS degree from an accredited college and ten (10) or more years of progressively responsible experience in a financial services organization as described in “1” above, including at least eighteen (18) months of managerial, administrative or supervisory experience as described in “1” above.

 

PREFERRED SKILLS IN ADDITION TO MINIMUM QUALIFICATIONS

  • Experience with using common industry risk platforms such as MSCI/BarraOne, FactSet or Aladdin;
  • Chartered Financial Analyst Certification (CFA) or equivalent;
  • Excellent interpersonal, communication, report writing and organizational skills

TO APPLY, GO TO: Employment Opportunities at www.comptroller.nyc.gov

The selected candidate will be subject to the financial disclosure requirements of the office’s Personal Trading Policy.

Certain residency requirements may apply. We appreciate every applicant’s interest; however, only those under consideration will be contacted.

Note: Vacancy notices listed as “Until Filled” will be posted for at least five work days.

The NYC Comptroller’s Office is an Equal Opportunity Employer

To provide leadership and management of Aegon Asset Management’s Global Product Strategy for all four of our investment platforms.  Specific responsibilities include the strategic management of our global product set both in terms of development of new propositions (including management of seed capital budget) and ongoing management and profitability of the existing product range, including the termination of products.

Responsibilities:

  • Provide strategic management of AAM’s global product offerings to align our investment capabilities with market demand, thus providing the framework for our commercial and financial growth.
  • Oversee the development and implementation of both a global product development function and a product management team. 
  • Successful execution of the product development function will include the use of research into market and client demand trends, will require close cooperation with AAM’s global data analytics team and our external facing distribution and client service teams.  This will include positioning AAM in product categories and asset classes that are less susceptible to intrusion from passive investing and will therefore include extensive work in alternatives, illiquid securities, and other complex asset classes for all four investment platforms.   Product management will encompass the tactical positioning of our products to meet client demand, including responsibility for product vehicles, pricing, share classes, regulatory alignment and all logistics to ensure successful execution and client focus for our product offerings.
  • Transform the current regionally organized Product teams into a globally integrated team that is able to execute AAM’s
  • Chair a newly formed Global Product Approval Committee that includes the senior leaders of all functions across the firm, including the Global CEO. 
  • Establish and execute the approval framework, including the management of a firm-wide product working committee to execute product initiatives and vet new ideas. 
  • Build the position and reputation of the Product team within the global AAM organization to enhance the overall strategic focus of the firm, working closely with all teams across the Global Client Group and the wider business. 

Required Qualifications:

  • CFA designation strongly preferred
  • Minimum 10 years of relevant experience with a proven track record within asset management across Equities, Fixed Income (incl. Alternatives) and Real Assets
  • Strategic thinker with a pragmatic, commercial approach. An idea generator with the ability to execute in a global organization with multiple stakeholders
  • Experience or strong potential as a global leader overseeing teams across different countries
  • Availability to travel internationally

Email Resumes to: Heidi Strohman hstrohman@aegonusa.com

 

Position Overview:

Build, maintain and expand relationships with investment management consulting firms and their clients. The main focus of the position will be covering US based consulting firms and their clients with a focus on the east region. Aegon has a team based approach to distribution and we look to leverage relationships across the firm to support consultant and client needs. Excellent communication skills and networking are also imperative for this position. Hard work, teamwork and a solutions focused mindset are also important. It is expected that significant travel is required for the role..  

Responsibilities

  • Primary contact with consultants and their clients to foster dialogue around fixed income, real estate, equity and solutions investing for plan sponsors.
  • Handle full coverage of a select group of US consulting firms primarily located on the east coast, including a well-defined strategic plan for each key strategy at each key firm, and measurement of success relative to that plan.
  • Attain research ratings for AAM investment capabilities by working with research and field consultants.
  • Deliver timely and appropriate communications to the consultant community.
  • Deliver timely and relevant feedback/information to peers and colleagues internally.
  • Ensure a “best practices” approach is implemented and executed.
  • Foster positive and productive interaction with investment teams or a mutually beneficial outcome.
  • Work closely with marketing team to help develop ideas for beneficial marketing campaigns.   

Required Qualifications

  • Bachelor’s Degree in finance, Business or related field.
  • Seven years of relevant work experience.
  • Experience with a multi-faceted range of asset management products (traditional and alternative), with the ability to speak cogently across different strategies.
  • Proven distribution experience, including a role with significant exposure to the U.S. consultant community.
  • Series 3, 7 and 63 required. Upon hire into this role, employees must obtain required licenses within 120 days

Preferred Qualifications:

  • CFA
  • MBA

Website: https://www.aegonassetmanagement.com/us/about-us/aegon-am-us/#

Send Resumes to Heidi Strohman hstrohman@aegonusa.com

To lead the growth of AAM’s business through institutional consultants and Global Financial Institutions (GFIs). This will entail positioning the firm and our investment products for all four of our investment platforms with the largest consulting firms, achieving research recommendations and field consultant support that drives significant new business.  Additionally this role will coordinate AAM’s business development with major GFIs globally.   We are looking for an experienced consultant relations professional with an extensive list of existing strong relationships and a proven track record of driving AUM growth.  This individual must be able to build, motivate and manage a global team and, importantly, collaborate closely with other areas of the Client Group (Sales, Product, Marketing, Data Analytics) and with our investment teams in all four investment platforms

Responsibilities:

  • Oversee the growth and retention of AAM’s business with global institutional consultants and similarly coordinate and expand the firm’s sales through major global financial institutions, including large global banks and wealth management firms. 
  • Lead teams based in the US, Europe and potentially Asia that will be responsible for increasing and maintaining the advocacy for AAM’s products from the largest and most influential global consulting firms, thereby driving increased sales across these firms’ entire client base – including defined benefit and defined contribution plans, sovereign funds and retail platforms. 
  • Oversee the growth in AAM’s business with the OCIO divisions of major consultants.
  • Operate as a “player/coach” with responsibility for team oversight as well as his/her own relationships. 
  • Develop and articulate a clear and actionable plan to grow AUM through the consultant and GFI channels.  Provide transparency into our consultant strategy and frequent updates on progress.  Draw upon all resources at the firm and coordinate an effective firm-wide strategy for growth.
  • Organize active “executives involved” approach, whereby the relationships and commitment of the most senior leadership of Aegon, including CEOs and Aegon Group Financial Institutions Team, are optimally leveraged.

Required Qualifications

  • Minimum of 10 years related experience; generally working with global consultants and a proven track record
  • Strategic thinker with a pragmatic, commercial approach who can operate in a large global organization with multiple stakeholders
  • Experience across global markets
  •  Strong interpersonal skills, able to interact and work collaboratively with all levels of the organization
  • Series 3, 7 and 63 required. Upon hire into this role, employees must obtain required licenses within 120 days
  • Available to travel internationally

Preferred Qualifications:

  •  Masters degree in related field, MBA preferred
  • CFA designation preferred but not required

 Send resume to Heidi Strohman hstrohman@aegonusa.com

The Group: The Morningstar Investment Management group consists of our investment advice, consulting, retirement-solutions, and index businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients.

The Role: Morningstar Investment Management (MIM) seeks a Portfolio Administrator to join our investment operations team. The Portfolio Administrator will provide the highest quality investment and operations support for the Morningstar Managed Portfolios (MMP) program. This position reports to our senior operations manager and is based in our Chicago office.

Responsibilities

  • Support the operational and administrative functions associated with running our portfolios through a variety of distribution platforms.
  • Focus on the trading, reconciling, and maintaining of the accounts managed by MIM. The person in this role will be responsible for the full account trading life cycle of trading activity including but not limited to trade generation, routing and execution on a daily basis.
  • Respond to financial advisors and broker/dealer service inquiries including account setup, maintenance, and fee questions.
  • Develop and cultivate productive working relationships with financial advisors and their clients, custodians, vendors, and MIS teams and stakeholders.
  • Assist with providing service to other functions within MIM and contribute to the seamless operation of our MMP program.
  • Contribute at a high level on projects that improve and expand our portfolio management capabilities.

Requirements

  • Proficient in financial markets, portfolio administration, and the asset management industry.
  • 3-5 years relevant experience in financial services. Trading background is a plus.
  • Excellent attention to detail and accuracy; during market hours the person in this role must maintain a sharp focus during market hours, and minimize distractions.
  • Strong organizational, time management, and client service skills. Integrity is a must in this role.
  • Proven ability to research and resolve complex operational issues and offer suggestions to improve overall efficiency.
  • A bachelor’s degree; a concentration in finance or a related area is a plus.
  • Fiserv APL experience is a plus.
  • Advanced Excel training is a plus.

Candidates can apply via this link. https://morningstar.wd5.myworkdayjobs.com/en-US/Americas/job/Chicago/Portfolio-Administrator_REQ-014030-1

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. 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 Opportunity:

The successful candidate will be responsible for leading the day-to-day functions of the equity trading desk, including trade execution; collaboration with portfolio managers, analysts and trader to monitor positions and market activity; ensuring compliance with internal/external requirements; establishing and maintaining trading tools and resources; and providing internal/external reporting solutions.  In addition, they will work with the High Yield Fixed Income Team to support trade execution and allocation functions.  The ability to manage multiple and evolving priorities in a fast-paced environment while maintaining attention to detail is critical.  This individual will be ambitious and enthusiastic about taking on new challenges, providing solutions, and operating as an integral part of an entrepreneurial and innovative team.

Responsibilities:

  • Lead the day-to-day execution of portfolio and strategy level U.S. Small- and SMID-Cap transactions for the Equity Management Team using approved trading relationships and tools. Support the trading function for the High Yield Fixed Income Team.
  • Collaborate with Portfolio Managers, Analysts and Trader to optimize implementation of trading decisions utilizing appropriate discretion.
  • Monitor news, internal and external research, and market activity including issues related to market structure in order to formulate effective trading strategies, evaluate liquidity considerations, and assist analysts and portfolio managers in monitoring holdings.
  • Ensure that trading activity complies with internal and external policies/requirements including but not limited to client investment and brokerage guidelines, best execution, SEC and ERISA.
  • Manage commission budgeting, brokerage allocation and trading cost analysis responsibilities including development, maintenance and provision of internal and client facing reports.
  • Manage the firm’s relationship with SEI Investments Middle Office team relative to the provision of trading and settlements technology and support. Serve as escalation contact for resolution of trade-related issues.
  • Evaluate and monitor the capabilities and performance of brokers/trading partners to ensure adherence to execution quality and service standards.
  • Ensure that applications and tools utilized by the trading function fulfill proficiency, scalability and efficiency needs.
  • Collaborate with other functions and internal support teams to provide exceptional service to internal and external clients.
  • Perform special projects and other duties as necessary to support the trading function and the firm.

 Requirements:

  • Minimum 7-10 years institutional equity trading experience for a “Buy Side” firm, with experience trading in non-US markets and other asset classes (fixed income, currencies, options) appreciated.
  • Bachelors’ degree in Finance, Computer Science, Statistics or related field; CFA/MBA preferred.
  • Thorough understanding of market structure, regulatory requirements, and trading related compliance considerations.
  • Superior proficiency with Bloomberg Professional, Bloomberg EMSX, algorithmic and DMA trading platforms, dark pools, order management systems (Moxy / AIM OMS helpful), and Excel.
  • Strong oral and written communication skills including the ability to present detailed information cohesively and cogently to internal and external stakeholders.
  • Ability to manage multiple priorities within a fast-paced and evolving environment while maintaining thorough attention to detail.
  • Strong organizational and time management skills; ability to work independently and manage multiple project-oriented tasks in an effective and timely manner.
  • Team player with a positive attitude and strong interpersonal skills.
  • Self-starter with a strong work ethic and the highest integrity and ethical standards.

Apply Online

 

 

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. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market coverage through national sales and trading locations in Chicago, New York, Boston, Los Angeles, Miami, Boca Raton and San Antonio. Recognized nationally as one of the nations’ most established and experienced participants in the fixed income markets with annual secondary trading volume of more than $35 billion and average daily trading positions of approximately $600 million.

The Opportunity

We are looking for a dynamic, entrepreneurial Institutional Fixed Income Salesperson to join our team in Miami.  The ideal candidate will have a proven track record and deep, sustainable relationships with industry participants (i.e. money managers, insurance companies and depositories). This key hire will possess excellent client presentation and communication skills combined with self-motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly changing and unobstructed environment. 

Requirements:

  • Bachelor’s degree.
  • A minimum of 5 years’ experience within structured finance, mortgages and ABS.
  • Series 7 & 63 licenses.
  • Good working knowledge of Excel, Bloomberg and Intex.
  • Self-starter with a strong work ethic.
  • Successful performance record of consistently generating and exceeding revenue targets.

Apply Online

 

The Group: The Morningstar Investment Management (“MIM”) group consists of our investment advice, multi asset investment portfolios and sub-advisory investment products businesses. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, risk management and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. Morningstar is an equal opportunity employer.

The Role: The Investment Management group seeks an Operations Analyst. As an operations team lead you will be responsible for executing operations work across the organization, with a focus on creating a highly collaborative culture of accountability, accuracy, efficiency, measurement, and transparency.  As a team member, you will work with the team Manager to coordinate and oversee team projects, workflow maintenance and development, and training and development initiatives.

This position is based in our Chicago office.

Responsibilities

  • Support and execute operations processes in support of the Morningstar Managed Portfolios (SM) service and Global Operations initiative including:
    o    Account Maintenance
    o    Monthly and Quarterly Production
    o    Account Statements
    o    Asset Reporting
    o    Workflow Implementation and Improvement
    •    Drive process automation through robotic process automation (RPA)
    •    Monitor and report on key performance indicators (KPIs)
    •    Collaborate with team Manager on strategic initiatives, team roadmap and business planning, and innovative ideas for service delivery and standards
    •    Collaborate with and coordinate work across other functional areas in Investment Management
    •    Maintain exemplary working relationships with custodians, vendor partners, home offices, and advisors

Requirements
•    6+ years’ experience in investment operations roles, Custodian and TAMP subject matter expertise is a plus
•    A self-starter with excellent leadership, communication, organization, time management, and interpersonal skills
•    Strong organizational and problem-solving skills along with excellent attention to detail and accuracy; the highest ethical standards are expected in this role
•    Ability to pull back from daily tasks to assess processes and workflows and identify areas of improvement
•    Experience with LEAN principles and business process diagramming standards.
•    A bachelor’s degree is required; an advanced degree is a plus
•    FINRA Series 65 or Series 99 qualifications are considered a plus

Apply Online or send email to Nichole Graveen

The Group: The Investment Management group consists of our investment advice and investment management capabilities. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. Everything we do is driven by our independent view, long-term investment approach and desire to always put investors first. 
 
The Role: Morningstar’s Investment Management group is seeking an outstanding operations manager to join our fund operations team. We are looking for an assertive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting. In this role you will support the day-to-day operations of the Morningstar Funds Trust nine mutual funds. The ideal candidate has excellent organization and time management skills, the ability to multi-task in a dynamic and rapidly changing environment, be proficient in running projects, and thrive in documenting, implementing, and improving processes. This position is based in our Chicago office.   

Key Responsibilities:
•    Support all aspects of daily Fund operations through partnership with service providers, subadvisers and functional areas within Morningstar, including but not limited to investment management, legal and compliance, technology, product, and trading.
•    Manage day-to-day relationships with subadvisers, brokerage custodians and the funds’ service providers including, but not limited to fund administration, custody, transfer agency, and prime brokerage.
•    Work with brokerage custodians to establish and maintain our funds on their platforms.
•    Manage daily cash flow allocation processing, pre- and post-trade execution processing as well as cash and position reconciliation.
•    Provide oversight over domestic and international trade settlements, fund liquidity, margin balance review and other daily reporting obligations.
•    Review and monitor daily asset coverage testing, monthly commission reports, quarterly derivatives exposure and other reports as required.
•    Liaise with the valuation committee and the fund administration team to resolve all asset pricing issues within the funds.
•    Implement and manage the process for fund rebalances and reallocations.
•    Engage with compliance to ensure pre-and post-trade mandate compliance. 
•    Develop and uphold fund operations policies and procedures.
•    Drive the development of the funds’ systems and infrastructure, product implementation, process and system upgrades, service provider improvements, knowledge sharing, and other project work as needed

Requirements:
•    At least seven years of relevant experience in operations
•    Bachelor’s degree required preferably in business, finance or related major
•    Knowledge of industry rules and regulations, especially the Investment Company Act of 1940, Securities Act of 1933, and Securities Exchange Act of 1934 is desirable
•    Proficiency with the Microsoft Office suite of applications

Apply Online or email Nichole Graveen

The Group: The Morningstar Investment Management group (MIM) is a global team guided by Morningstar’s investment principles to deliver great long-term investment results and help investors reach their financial goals. We use our expertise in asset allocation, investment selection, and portfolio construction to create world-class investment strategies built on Morningstar’s research. The group specializes in multi-asset investing, using building blocks in equities, fixed-income, and alternative investments to construct robust portfolios. Through our investment offerings, we support financial advisors, institutions, and the investors they serve.

The Role: Our Client Services team is seeking a Customer Support Manager to manage our Institutional, Advisor and Retail clients. The team provides a central point of contact for external customers to coordinate support queries in relation to various Morningstar platforms and services. The Customer Support Manager will lead process improvement initiatives, demonstrating and promoting strong client advocacy. The role will be based in our Chicago office.

Responsibilities:

  • Champions our Client Service culture of performance, employee development and process improvement.
  • Manages day-to-day operations for Morningstar’s Client Support teams, ensuring services standards are attained and Client Support SLA’s are met.
  • Collaborates with Morningstar’s investment operations, development, sales and product teams to resolve client issues in a timely manner. Acting as the third point of contact for all escalated issues and applies a professional, timely, and proactive approach to client communication.
  • Works with remote teams globally to ensure consistently high service is delivered to our clients.
  • Partners with Training and Education to evolve and enhance advisor and support team trainings and use of platform tools.
  • Collaborates with product, marketing sales teams on new client implementations and the management of existing client renewals and retention.
  • Provides reporting on client feedback and resolution times both externally to clients and internally to management, sales, data and the product group.
  • Manages the support relationship with larger clients including providing reporting on feedback and SLAs; and periodic meetings as required.
  • Partners with leadership and Client Support Team Leads to develop and monitor policies and procedures, training programs, operating structure, information flow, etc. to foster ideas on how to improve client support processes and lead any associated change implementations.
  • Provides idea on product enhancements based on client interaction.

Requirements:

  • Strong communication and presentation skills both written and oral, with the ability to interact with clients who have sophisticated investment knowledge.
  • Proactive aptitude to build effective client relationships including the ability to anticipate client needs and be responsive.
  • Knowledge & experience with advisor workflows and custodian/broker relationships required.
  • Ability to thrive in metric driven environment.
  • Proven ability to perform in a demanding environment together with a flexible attitude.
  • Knowledge of client management process and ability to implement process improvements where required.
  • Ability to build, manage and provide mentorship to entry level employees.
  • Bachelors’ degree or equivalent preferably in business, finance or related majors.
  • A minimum of 5-8 years of experience within the finance/investment industry including a strong understanding of the institutional investment market.
  • 3-5 years of front-line client service experience required.
  • 1-2 years of people management experience.
  • Understanding and previous use of Morningstar products is beneficial.

Apply online or send email to Nichole Graveen.

The Firm
BentallGreenOak is a leading, global real estate investment manager with US$48 billion of assets under management as of September 30, 2019. The Firm’s products include core, core-plus and value add private real estate offered through open-end and closed-end vehicles. The firm has offices in 24 cities across twelve countries and three continents. BentallGreenOak is a part of SLC Management, the institutional asset management business of Sun Life.
The Role
The Associate will be an integral part of the Capital Raising and Investor Relations team, servicing a global institutional client base and assisting with business development efforts. The Candidate will be a self starter, work well with others, be able to multi task efficiently, communicate effectively and have a strong ability to follow tasks through to completion.
Position Responsibilities:

  • Serve as lead for multiple concurrent deliverables for clients and consultants including data requests, database submissions and other ad hoc requests. Coordinate internally and follow-up to ensure requests are completed in timely manner
  • Complete Due Diligence Questionnaires (DDQs), Requests for Proposal (RFPs) and Requests for Information (RFIs); draft language as needed
  • Maintain and update investor contact information and distribution lists, track investor lists and investor activity within Salesforce, coordinate updates with various external fund administrators
  • Effectively distribute all reporting documents including drawdown notices, distribution notices, quarterly reporting and tax reporting
  • Maintain global finance reporting calendar as it corresponds to investor deliverables
  • Effectively manage time, exhibit flexibility and ability to multitask and shift priorities as needed • Collaborate with members of the investor relations, marketing, investment, compliance, human resources, legal and accounting teams to ensure content is complete, accurate and timely
  • Develop, maintain, and demonstrate an in-depth understanding of private equity real estate and the Firm’s products

Essential Qualifications

  • Computer proficiency with Excel, Word, and PowerPoint is required 
  • Strong project management and organizational skills, adept at multi-tasking and time management, anticipates next steps 
  • Strong communication skills, both written and verbal
  • Highly organized and able to track multiple work streams concurrently
  • Highly analytical, skilled at problem solving and decision-making. High level of selfmotivation, a quick learner who is resourceful and adapts well to change
  • Ability to work independently as well as with a team. Comfortable working across the organization with all levels of management
  • Comfortable working under pressure and must have the ability to work overtime or weekend hours when required to meet deadlines
  • Knowledge of private equity real estate would be an advantage

Education and Experience

• Bachelor’s degree
• Minimum of three years of directly relevant experience with an investment management firm
Interested candidates should send their resume and a cover letter to HRUS@bentallgreenoak.com

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. 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 Opportunity:

As a key member of the Mesirow Financial Credit Tenant Lease Finance and Structured Debt Products team, you will have the opportunity to work in a truly independent, entrepreneurial and innovative environment, alongside industry leading experts. Our team of professionals arrange and structure long-term financing for real estate owners and developers. In addition, we also invest in deals in certain situations. Our proven experience, unique distribution capacity, diverse perspectives and turnkey approach provide our clients with a distinct advantage in the Credit Tenant Lease Finance and Structured Debt Products marketplace.   

Key Responsibilities:

  • Act as a key point of contact with internal and external counterparties including trustees, legal counsel and other third -party service providers with respect to the servicing of loans and resolution of issues.
  • Demonstrate a strong working knowledge and the ability to ensure full operational compliance with respect to the terms of credit agreements and other governing document information.
  • Research, review and organize trade settlement documents and prioritize trades per settlement deadlines for all new deals.
  • Responsible for the accurate collection and disbursement of all deal related fees and reoccurring payments (preparation of monthly billing statements).
  • Maintain current and accurate loan servicing information and ensure all information is accurate and up to date.
  • Perform all duties and assigned and ensure strict confidentiality of all financial and confidential records.

Basic Qualifications:

  • Bachelor’s degree in finance, accounting, business, or economics or equivalent.
  • 2+ years of operations experience pertaining to loan trade settlement or servicing of commercial real estate loans (highly preferred).
  • Deadline-driven and highly organized with exceptional attention to detail.
  • Highly proficient across MS Office Suite of products.
  • Strong professional communication and inter-personal skills combined with the ability to succinctly express complex ideas both orally and in writing.
  • Exceptional attention to detail with the ability to multi-task, work successfully under pressure, prioritizes tasks, react to changes and solve critical issues.
  • Work independently and within a team to build relationships and interact effectively with business. 
  • Responsive, proactive, professional and collaborative communication approach. 

Apply Online

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. 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 Opportunity:

The successful candidate will be responsible for supporting the deal team in its’ business of structuring leveraged municipal Tender Option Bond transactions for institutional investors. Mesirow serves as Administrator on approximately 800 TOB trusts containing assets of $10bn  As a result of the Volcker Rule, Mesirow has built a successful business structuring TOB trusts as well as administering them on an ongoing basis. The environment is fast paced, requiring the ability to prioritize tasks as well as managing detail.

Responsibilities:

  • They will work with two senior members of the group to structure trusts, obtain ratings, hire counsel, liquidity providers, re-marketing agents, obtain CUSIP and DTC eligibility as well as structure trusts on the firm’s proprietary systems and calculate cash flows of the respective trusts.
  • There will be direct contact with the municipal sales and trading desks to coordinate trade entry and settlements.
  • Working with investor clients on trade settlements, cash flows, establishing and unwinding trusts, fulfilling data requests, and monitoring the portfolio.

 Requirements:

  • Bachelor’s degree in Finance or Accounting
  • Strong Excel skills.
  • Ability to manage multiple priorities within a fast-paced and evolving environment while maintaining thorough attention to detail.
  • Strong written and verbal communications skills.
  • Team player with a positive attitude and strong interpersonal skills.
  • Prior relevant work experience preferred.

Apply Online

What is the opportunity?

RBC Global Asset Management’s Chicago-based equity team managing over $3.0 billion of domestic growth equities in both institutional accounts and mutual funds is seeking an Associate Portfolio Manager or Senior Equity Analyst (will determine based on experience) to join our team.  The position will entail generalist sector coverage to support our Small Cap Growth, SMID Cap Growth and Mid Cap Growth equity strategies.

What will you do?

  • Research:  Analyze and identify high quality small and mid-sized growth stocks as new investment ideas for long-term capital appreciation using a bottom-up fundamental process combined with a conservative growth philosophy.  Provide continuous maintenance coverage on existing portfolio holdings.   
  • Portfolio Management:  Collaborate with other team members and take advantage of our rigorous approach to portfolio risk management to recommend buy and sell ideas for the client portfolios.  Assess individual security risk and prospective drivers of security outperformance, portfolio sector and industry weightings, liquidity constraints and overall portfolio characteristics.    
  • Communications:  Use your natural collaborative skills to represent the team in presentations and client review meetings.  Provide verbal and written reports as needed to clients, consultants, prospects, and internal client service personnel, including investment results, portfolio attribution and macroeconomic outlook. 
  • Marketing:  Participate in new business development by presenting the Small Cap Growth, SMID Cap Growth and Mid Cap Growth investment philosophy and process either individually or along with other members of the investment team.  Provide marketing support to our distribution and consultant relations teams.
  • Other: Have the drive and desire to maintain investment excellence and respond to client needs in a timely manner

What do you need to succeed?

  • 5+ years of investment experience, preferably including experience in researching small to mid-sized growth stocks in a wide variety of sectors and industries and
  • Bachelor’s degree in business or a related field. CPA or CFA designation strongly preferred.
  • Familiarity with research tools such as FactSet, William O’Neill and ThomsonOne.
  • Highly developed analytical, quantitative, communication, presentation, organizational and interpersonal skills.
  • Self-motivation with the ability to learn continuously and work both independently and in a small team environment.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Client First: We will always earn the right to be our clients’ first choice
  • Collaboration: We win as One RBC
  • Accountability: We take ownership for personal and collective high performance
  • Diversity & Inclusion: We embrace diversity for innovation and growth
  • Integrity: We hold ourselves to the highest standards to build trust

Apply Online

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