Jobs

ISBI is conducting a search for a spring Intern, immediate start, in Chicago. Can you post the language below to your job board or email? Please feel free to reach out if you have any questions. Thank you!

The Illinois State Board of Investment (“ISBI”) Finance & Operations Staff Intern will support and assist the Finance and Operations Staff with the oversight of a $22.2 Billion Defined Benefit plan and a $4.7 Billion Deferred Compensation Plan. ISBI’s internship program offers valuable experience working with a knowledgeable team and provides exposure and insight into aspects of ISBI’s portfolio and general business operations. This is a unique opportunity for students interested in finance & accounting, investments, and projects management.

Application deadline is January 27, 2023. For a complete job description and to apply, please visit:

https://www.isbinvestment.com/employment/

About Northern Trust Asset Management

We are a premier asset management firm, focusing on delivering unique insights and superior risk adjusted returns in partnership with our clients.

Who We Are

We measure success as achieving investors’ desired outcomes and delivering an exceptional client experience, rather than simply beating a benchmark. We work hard to provide clarity, to minimize complexity, to explain risk and to avoid unexpected surprises.

We are client focused

We have a clear mission: deliver superior investment performance and client service to our clients.

We are intellectually curious

We constantly search for “what we don’t know” – keeping an open mind to new ways of improving our investment process and interactions with our clients.

We are always seeking diversity of thought

We work as a team that values diversity and inclusion. That extends to diversity of thought and open communication.

We are collaborators

We foster a culture of collaboration in which we learn from and inspire one another. That collaboration extends to our clients where collaboration can lead to real problem solving.

We are innovators

We have intentionally organized our global fixed income professionals around core competencies as it relates to sources of risk. A focus on core competency, with investors close to the ground, keeps us connected to market innovations as we maintain a foundational view of risk. This model creates flexibility – and when combined with our technology model, it allows us to be innovative in partnership with our clients.

We are responsible investors

As stewards of capital, we believe we have a responsibility to our clients to have an active understanding of the risks posed by non-financial risks. Our teams have access to a proprietary data model which enables them to evaluate a wide variety of applicable metrics across environmental, social and governance factors. We believe this is part of a comprehensive fundamental research process as well as an integral part of the risk management process. It can also be a source of alpha.

Our Culture

In simple terms our culture can best be described as empowerment with accountability.

Our culture is based upon the power of the idea and not the source. It is disciplined and analytical, yet extremely challenging and collegial. We hold ourselves to a high standard of excellence and strive for complete transparency and open-dialogue in our interactions and decision making. Our investment process is the embodiment of our culture. Our assumptions need to be constantly “challenged with respect” and that only happens if we foster a meritocracy.

Our research and portfolio management teams are fully integrated. We believe the combination of these skill sets and perspectives directly benefits our clients. The portfolio managers’ skill set includes market knowledge of the structural and fundamental drivers of asset classes, sectors, and individual corporations acquired through years of experience and research. Our fundamental researchers provide a deeper analysis and examine risk and return opportunities across the entire capital structure while also incorporating non-financial risks into their analysis. Our quantitative researchers provide a complementary skill set in the form of higher-level quantitative and programming skills that are applied to the development and improvement of both our security selection and overall investment processes.

The combination of these skills sets, combined with our macroeconomic research and scenario analysis, provides for a sophisticated, intuitive, and fundamental approach to making investment decisions. We have also built the proprietary systems and tools that allow our teams to adequately define and measure key risks – this forms the backbone of our investment process and is the “common language” we all speak. Importantly, it also allows risk management to be integrated into the investment process at every step. Put simply, we are all managers of risk.

Lastly, these teams come together with our portfolio construction team to ensure that risks are taken prudently and efficiently – emphasizing intended risks and more importantly, eliminating unintended risk from the portfolios we manage. We are then further supported by a robust infrastructure of traders, operations, client service, and dedicated risk management and systems professionals who provide the framework upon which our investment skills are supported.

About Your Role

The Municipal Credit Analyst role is open to all applicants who demonstrate a deep interest municipal credit and the investment process.

You will be a part of the Municipal Credit group and will be responsible, under the guidance of senior analysts, for tax and revenue-backed securities research across a broad spectrum of strategies, including high yield. You will be fully integrated into the investment process, supporting strategy related to assigned sectors and cultivating a portfolio of securities that meet investment goals. You will work closely with senior leadership, portfolio managers, and traders to inform decisions, manage portfolio risk, and produce consistent risk-adjust returns. You will also participate in the innovation and implementation of a growing product area within our global fixed income business.

You will drive the following responsibilities:

• Perform in-depth credit analysis on individual securities, incorporating portfolio goals and relative value into all investment recommendations
• Monitor credit and relative value changes for buy, sell and hold directives
• Integrate ESG assessments into fundamental research recommendations
• Support investment strategy with insight on economic, regulatory, and sector/state/climate specific risks or trends
• Contribute to thought leadership publications- highlighting views of the research team
• Actively collaborate, communicate, and share knowledge regularly with internal and external partners, including wealth and institutional clients
• Initiative improvements to the quality, reliability, and efficiency of the systems you utilize in your decision making
• Incorporate the methods and best practices used by the broader investment community to constantly learn and evolve our processes. 

The Wealth Management Portfolio Research (WMPR) team is seeking a talented and experienced Investment Research Analyst.  The Investment Research Analyst will report to the Director of Asset Allocation Research.  The position is responsible for supporting and implementing strategic and goals-based asset allocation, assisting in development of asset allocation research, and partnering in training of investment partners in best practices of asset allocation. 

Wealth Management Portfolio Research is the research group within Wealth Management that is responsible for investment research, asset allocation, portfolio construction, manager selection and monitoring, and best practices in portfolio management

MAJOR DUTIES 

• • Research, develop and implement strategic and goals-based asset allocation methods for private wealth.
  • Develop quantitative and long-term capital market assumptions and conduct portfolio optimization.
  • Support development and maintenance of core asset allocation methods in GPS application and training of Goals Driven Wealth Management practice on these methods.
  • Participate in creating original research to support the Wealth Management investment practice.
  • Generate reports and analyses as needed for WMPR duties.
  • Help develop and maintain asset allocation tools and monitoring reports.
  • Use sophisticated analytical thought and exercise judgement to identify innovative solutions.
  • Impact the achievement of customer, operational, project or service objectives.
  • Work is guided by functional policies. 

KNOWLEDGE/SKILLS 

• Expert knowledge of academic and practitioner research in financial economics and investments, with strong quantitative skills in data analytics and statistical methods. 
• Ability to apply financial theory and economic intuition to empirical investment analysis, and extend analysis to include qualitative considerations. 
• Requires excellent written and oral communication skills. 
• The ability to code in R or Python is a plus. 
• Requires critical thinking, creativity, leadership skills, and the ability to collaborate.
• Requires specialized depth and/or breadth of expertise in own job discipline or field. 
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services. 
• Communicates difficult concepts and negotiates with others to adopt a different point of view. 
• 5-7+ year’s investment experience. MBA/CFA (or PhD) preferred.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. 

Apply Online

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 

The Account Manager, GFO will be responsible for coordinating custody administration for Wealth Management clients. Identifies client needs and handles client inquiry resolution. Coordinates set-up of account services and monitors client reporting. Serves as main liaison for the client service team; working with key partner areas supporting client requirements. Identifies service efficiencies and process improvements; using creative and proactive measures.

Custody Support:

 Coordinates the account administration which may include a focus on asset servicing, trust administration, banking, investment manager or consultant activities.

Coordinates the daily execution of client requests, communicating progress status with clients, vendors and the internal service team, regularly.

Works with relationship managers to ensure appropriate and necessary documentation is received and maintained.

Maintains internal documented procedures for assigned client relationships, including special procedures.

Works with relationship managers in developing/identifying additional business, preparing for client meetings and coordinating the service team.

Ensures accurate set up and review of fees.

1. Expected to use some initiative but refer more complex problems to managers/experts
2. May have direct interaction with committees, clients and/or Senior Management
3. Carries out complex activities with significant financial, client, and/or internal business impact
4. More technically sound in area of expertise and has broader knowledge of other areas
5. Delivers a work product that requires less revision
6. Able to facilitate discussions and reach decisions
7. Works effectively as a team member but also independently
8. Works toward becoming proficient in all areas of the job
9. Completes administrative functions/special projects as needed or requested

The successful candidate will benefit from having:

• A College or University degree and/or 2-5 relevant experience in trust/banking operations experience is preferred.
• Client servicing experience and proven work record.
• Knowledge of trust/banking products and services usually acquired through related work experience is required to service client and administrative needs.
• Organizational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment.
• Excellent verbal and written communication skills are required.
• Critical thinking, analytical and problem solving skills are needed to identify and resolve client inquiries.

Working with Us: 

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.  

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. 

https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg  

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

Reasonable accommodation 

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. 

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. 

Apply today and talk to us about your flexible working requirements and together we can achieve greater. 

Apply Online

About Northern Trust:  

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. 

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 

The Fee Specialist – Global Family Office specializes and supports fee activities for complex Global Family Office – Wealth Management Clients.  This individual will act as a Custody Fee Subject Matter Expert (SME) and resource for team members with inquiries and best practices.  Additionally, they will be responsible for fee invoices for specific GFO clients.

Duties include:

Working with Relationship Managers (RM) and Account Managers (AM) to learn and understand the intricacies of the clients’ needs in relation to fees

1. Acting as a GFO subject matter expert (SME) on fees
2. Joining the Relationship Managers (RMs) and /or Account Managers (AMs) on client calls as needed to resolve client questions and issues related to fees
3. Participating in new business fee schedule discussions with the RM, AM and sales team to form an understanding and to clarify all charges for the new client
4. Completing monthly/quarterly fee invoice audit for each assigned client within outlined Service Level Agreements (SLAs). 
5. Ensuring fee template (FET) is accurately updated for each assigned client by communicating changes via ERM and auditing for accuracy
6. Documenting and maintaining special client procedures
7. Maintaining master client spreadsheets to reflect any changes to assigned clients

About Northern Trust:  

 Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. 

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 

Under direct supervision, the key responsibilities of the Sr. Administrative Assistant is to provide administrative support to managers or other partners in the department as well as provide dual control support to partners in the office for teller/banking transactions.

 1.Provides administrative support to senior managers or other partners in the department

2.Composes and creates documents, spreadsheets and/or presentations

3.Maintains and organizes paper and electronic files. Ensures confidentiality

4.Manages database files

5.Handles and confirms travel arrangements and processes travel expense reimbursements

6.Schedules meetings and conferences

7.Works on special projects, such as gathering, inputting and compiling information for reports as required by manager or other partners in the department

8.May track or monitor expenses for the department

9.May greet or assist clients and/or vendors

10.Responsible for identifying and resolving problems within established guidelines

11.Expected to use some initiative but refer more complex problems to supervisors/experts

12.Works effectively as a team member but also independently

The successful candidate will benefit from having:

• Previous administrative support experience or completion of professional administrative support training is required.
• Excellent verbal and written communication skills are required
• Analytical and problem solving skills are required
• Technical skills / systems knowledge (e.g. Peoplesoft, Microsoft Office) are required

Working with Us: 

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.  

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. 

https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg  

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

Reasonable accommodation 

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. 

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. 

Apply today and talk to us about your flexible working requirements and together we can achieve greater. 

Apply Online

About Northern Trust:  

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. 

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 

The key responsibilities of the Sr. Consultant is to be the lead on large and/or complex projects. The Business Process Management function is responsible for an end-to-end process analysis and design with an understanding of technical and operating challenges and solutions as they relate to the current and future business environment. This role creates process change by integrating new processes with existing ones and communicating these changes. The position is balanced between high level operational execution and development, and execution of strategic direction of business function activities.

1. Carries out activities that are large in scope, cross-functional and technically difficult.

2. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level.

3. Operates independently and has in-depth knowledge of business unit, specific area of expertise and strong knowledge in other areas.

4. Strategic in developing, implementing and administering programs within functional areas

5. Conducts preliminary analysis

6. Responsible for direct interaction with different committees and/or management

 The successful candidate will benefit from having:

About Northern Trust:  

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. 

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 

Under direct supervision, the Account Manager, Banking will be responsible for coordinating the account administration for Banking clients; respond to client inquiries, produce reports and oversee transaction processing.  The Account Manager will coordinate with the Operations Servicing Team.

May be an entry level position with opportunity to develop professionally.

Key responsibilities include:

1. Coordinates with Operations Servicing Team to execute daily client transaction activity and transaction processing including fees, payments and borrowing

2. Handles inquiry resolution

3. Requests and ensures systems information is up-to-date

4. Communicating with clients and other internal and external partners

5. Coordinates with the Operations Servicing Team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.

6. Develops clear understanding of clients’ needs behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes or transactions

7. Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information

The successful candidate will benefit from having:

• 3+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background.
• Knowledge of banking products and services is required.
• Analytical, problem solving, and organizational skills are required

Working with Us: 

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.  

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. 

https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg  

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

Reasonable accommodation 

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. 

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. 

Apply today and talk to us about your flexible working requirements and together we can achieve greater. 

Apply Online

ROLE SUMMARY
Northern Trust Asset Management (“NTAM”) is a trillion-dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.  

The Head of Investment Performance Attribution will be responsible for championing and building best-in-class attribution capabilities within NTAM.  This leader will engage with a diverse set of senior stakeholders to develop, execute and operationalize the vision, strategy, methodologies, and roadmap for Performance Attribution. The leader will also be responsible for building a scalable operating model backed by a world-class team, contemporary technology platform, and robust processes. This role will also involve identifying opportunities to improve operational effectiveness and efficiency in the current attribution analysis approaches and output.  

PRIMARY DUTIES AND RESPONSIBILITIES
Serve as a leader and subject matter expert on investment performance measurement, attribution, and reporting to achieve excellence across this practice.  Responsibilities include:

• Lead efforts to transform attribution analysis work, including the development and enhancement of methodologies utilized.
• Develop, communicate, and execute the strategic roadmap for enhancing attribution analysis, collaborating with internal partners, consultants and vendors to develop modern, scalable and efficient solutions to meet stakeholder objectives.  
• Actively engage and collaborate with leaders across all levels across the firm to transform attribution analysis and reporting capabilities, drive best practices with a keen attention to both internal and external needs.
• Assess, hire and develop attribution talent to standup a world class attribution team that addresses all asset classes.  
• Be a thought leader in identifying opportunities for digitization and automation to deliver both standard and customized reporting and insights efficiently, accurately, and at scale.  
• Ensure governance and oversight of data processes used to create and review reports, thus facilitating compliance with established thresholds for accuracy and timeliness.    
• Collaborate with multi-disciplinary teams to assess the current state and architect the future state operating models, processes, and capabilities to successfully support evolving business needs.
• Assess service level agreements and suggest improvements to create a robust governance and control framework to ensure the delivery of accurate and timely information.
• Oversee existing and prospective applications (proprietary and vended) to ensure fit-for-purpose platforms.
• Lead and execute projects to achieve both strategic and tactical business goals.
• Develop and monitor key performance indicators to measure the accuracy and timeliness of group outputs, ensuring our investments in people, systems and process enhancements deliver value. 

NECESSARY KNOWLEDGE AND SKILLS

ROLE SUMMARY
Northern Trust Asset Management is an investment firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.  With $1.1T in Assets Under Management, we have earned the confidence of investors worldwide by offering distinctive solutions, diverse insights and an exceptional client experience.  
A key component of our success is our Global ETF, mutual fund and separate managed account Product Strategy and Development team. We are seeking results-driven investment professionals who will play critical roles in commercialization of our core asset management capabilities.  These are experienced investment professionals partnering with leadership, Distribution teams, Portfolio Managers and Marketing to drive the strategic goals of Northern Trust Asset Management.  Three main objectives for the role are (1) driving product strategy and development, based on assessment of markets, clients and competitors; (2) product positioning and messaging; (3) developing go-to-market action plans to drive product commercialization.  

We are seeking a Product Strategy and Development Manager who will work across our Global ETF, mutual fund and separate managed account businesses partnering with Management, Investment, Distribution, Marketing and product execution teams.

PS&D Managers are proven investment professionals having excellent investment, analytical, communication and client relationship skills.  Responsibilities include:

• Creatively partner in innovative ideas for ETF, mutual fund and sma investment products and taking the lead in moving these ideas from conceptual to implementable status by partnering cross functionally.
• Analyze market and industry trends to inform product development and commercialization efforts. Provide timely competitive intelligence on flows, asset growth, product trends and performance. 
• Position and promote products in collaboration with Global Strategic Product, Investment, Marketing and distribution teams with focus on content development for thought leadership and sales collateral. Develop product sales ideas that are informed by current market events and competitive opportunities. 
• Represent Products in various internal and external forums including support sales/prospecting opportunities and product training.
• Drive business case development, socialization and obtaining organizational alignment for product innovation and rationalization.
• Serve as primary contact for account managers regarding ETF, mutual fund and sma products within and across the firm.

This role Reports to Director of Product Strategy  – Funds and Managed Accounts Group

SECURITY OPERATIONS, ASSET MANAGEMENT

Northern Trust Asset Management (NTAM) is an over a trillion dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives. 

The security Data function is primarily responsible for overseeing daily global operations of the security master processes and associated activities for NTAM. This role will report into the Lead of Security Ops to develop and execute the strategic roadmap to build a world-class security master organization to respond to NTAM’s evolving requirements. It will involve identifying, solutioning, and championing initiatives to build new capabilities such as increased automation, enhanced governance and reporting.

KEY DUTIES AND RESPONSIBILITIES

• Engage in the day to day responsibilities as it relates to global security master data processes across all NTAM clients, accounts and funds.
• Ensure data completeness and consistency between IBOR & ABOR. Monitor KPIs to measure effectiveness.
• Lead initiatives related to improving data quality in the core NTAM platforms
• Provide project support and planning: develops test plans and user acceptance testing criteria.
• Evaluate and makes recommendations on techniques, practices or technologies that would enhance data related business needs
• Respond to ad-hoc information requests, analyze, gather and research information and develop reports in response to management and/or regulatory requests.
• Assist in the development of data quality management, data acquisition, data and system support.
• Develop service levels with the business, establish a robust governance and control framework to ensure delivery of timely and accurate information, and monitor on-going effectiveness.
• Drive initiatives to strengthen the first line of defense, instilling a culture of continuous improvement and robust policy and procedure documentation to reduce operational risk.

Thanks for your interest in the Sr. Consultant, Investment Performance Attribution Analysis position. Unfortunately this position has been closed but you can search our 646 open jobs by clicking here.

The Illinois State Board of Investment (ISBI) manages approximately $22.2 billion for the Illinois State Employee Defined Benefit Plans as well as a $4.7 billion State Employee Deferred Compensation Plan. ISBI is conducting a search to fill its Investment Officer II position. The role is responsible for assisting with the management of the investment portfolio including asset allocation review, investment policy review, defined contribution plan review, due diligence and manager selection. 

Application deadline is February 10, 2023. For a complete job description and to apply, please visit:

https://www.isbinvestment.com/employment/

Application deadline is February 10, 2023. For a complete job description and to apply, please visit:

https://www.isbinvestment.com/employment/

Apply Online

The Group:

Morningstar’s Investment Management group is a global team guided by Morningstar’s mission, values and principles to deliver investment, advisory and software solutions to enable great financial advice to ultimately empower investor success. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment solutions built upon Morningstar’s unique data, analytics and research. This unique investment data and analytics powers our portfolio accounting and aggregation engines. The group offers a full range of investment solutions, an end-to-end wealth management platform, portfolio accounting services and account aggregation solutions to support wealth managers and financial advisors, and the investors they serve.

The Role:

Morningstar’s Investment Management is seeking an Advisor Success Manager to join its team to manage relationships with new and existing advisors. You will interact extensively with financial advisors providing training and onboarding via web-based technology. Advisor Success Managers work closely with their sales counterparts on advisor and asset retention, issue resolution and continuous process improvement within their assigned territories while always promoting strong client advocacy. This position is based in our Chicago office.

Responsibilities:

• Educate clients about our Managed Portfolios program and resources
• Identify client training opportunities within existing relationships, participate in account reviews and provide initial product onboarding.
• Engage in new initiatives and projects to drive advisor retention and success within Morningstar investment management.
• Develop a deep understanding of our clients’ organizational structure, each users’ role, and day-to-day function.
• Act as consultants and problem solvers. ASM’s will go the extra mile to understand the pain points in our users’ existing workflow, then strategize and train clients on how to reach solutions and desired outcomes by using our service.
• Assist with service and escalations when needed to drive the business forward
• Collaborate with Operations, product managers, and internal and custodial client support teams to resolve client issues in a timely manner.
• Drive increased adoption by understanding the Advisor’s business needs and goals, promoting product usage, and maximizing Advisor retention by helping advisors integrate our products with their workflows.
• Nurture customer relationships as a proactive business strategist through ongoing education and training
• Provide valuable feedback and insight to the product team, compliance, marketing, and product developers.
• Support and contribute to the ongoing development of the Advisor Success team evolution.

Qualifications:

• A deep customer focus and ability to excel in a fast-paced environment.
• Proactive, strategic, and creative thinker with a collaborative approach to problem-solving.
• Possess a minimum of four years of financial services, customer success or project management experience
• Ability to work independently.
• Empathy for customers and a passion for growing our business.
• A proven ability to build long-term client relationships.
• Excellent communication skills, and the ability to present to clients with sophisticated investment knowledge and business experience.
• A team player who is willing to wear many hats and roll up your sleeves to get things done
• A bachelor’s degree or the equivalent is required

Nice to have:

• Level 1 CFA candidate or Series 65 license
• Prior experience supporting financial advisors, interest and ability to explain managed portfolio concepts is desirable.

Apply Online

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

Are you passionate about doing the right thing? Are you keen on following process and procedure? In this unique role, you will get a chance to do just that, as you integrate with each location, learn the full workings of our organization, and help keep us aligned to reduce risk for our firm, as our Compliance Associate.

Description and Requirements for our Compliance Associate

We are looking for an experienced, industry professional with a friendly demeanor, to help ensure all activities of our firm meet industry regulatory requirements. Our firm integrity is vital, so as a member of the Compliance Team, you will utilize your passion for research, analytical thinking skills, and high attention to detail, as the internal liaison for maintaining compliance across all levels and departments.

A couple things to note about our Compliance Associate:

• This is a full-time position, with a minimum expected hour amount of 40 hours per week.
• You will work the general hours of Monday-Friday, 8:00AM – 5:00PM.
• This role has the flexibility to be fully in person out of one of our office locations or work a hybrid schedule.

The Compliance Associate can expect to focus in the following areas:

• You will assist in maintaining our firm’s integrity by executing the day-to-day operation of our Compliance Program.
• You will routinely perform testing and audits to support the surveillance of the firm’s compliance policies.
• Because we are in a federally regulated industry, you will assist us in data preparation as needed for routine regulatory filings, assist in external examinations performed by regulators, and assist with any surprise custody exams and CEFEX renewal.
• You will be a conduit for the discovery of or the internal reporting of alleged violations of rules, regulations, policies, procedures, and Code of Ethics.
• With rigor, you will monitor and coordinate compliance activities for all our departments to remain abreast of the status of all compliance activities and to help identify trends.
• To eliminate risk for our firm, you will report violations or potential violations to the CCO.

The Compliance Associate position typically requires the following qualifications:

Here are a few of our must-have’s:

• You will possess a bachelor’s degree. Please note, we are open to considering an associate degree in conjunction with proven success in a similar role and financial services industry for the right individual. It would be a bonus if you have worked with a registered investment advisor.
• You will be a team player, be collaborative, possess the ability to work with and through others, and be a team approach by assisting and filling in for others as needed.
• You will have strong written and verbal communications while maintaining a high level of professionalism throughout all levels of the firm.
• You will be proficient with Microsoft Office Suite, specifically Excel and Word, and have the ability to learn and implement new software with ease.
• You will be meticulously detail oriented and be eager to problem solve through analytical thinking.
• You will understand the importance of working effectively with confidential information.

Here are a few skills that will be helpful in your success:

• You will possess a friendly, client first attitude.
• You will be a mentor and train new staff on compliance procedures as well as provide mentorship and be a role model for other team members.
• You will assist in in the development and implementation of best practices and continuous improvements for the compliance department.

Why Join Us?

• We are a growing firm, with opportunities for future growth and advancement in your role.
• We offer health, vision, dental, and 401K benefit options for you and your family.
• We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career – apply today! https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=108731&clientkey=DAEBEC2B89AE4006AB70EF20664AD913

Who We Are
Jennison Associates is a global investment management firm with over $170 billion in Assets under Management spanning across a range of various equity and fixed income investment strategies. Jennison was founded in 1969 on the principle that doing what’s best for clients will always be right for the business. The mission across all areas of our firm is to deliver superior long-term investment returns and excellence in client service. This singular focus is embedded in our culture and reflected in the way we invest, the service we provide to our clients, and the people we hire. We recognize that each employee plays a key part in achieving our mission, regardless of their role or title. As a result, we continually strive to make Jennison a fulfilling and rewarding place to work for all employees.

Our Function
The team is searching for a Fixed Income Operations Specialist to support their Fixed Income trading desk which trades various fixed income securities such government bonds, corporate bonds, mortgages and TBA’s, asset-backed securities and other structured products including RMBS & CMBS and listed derivatives  (futures). The candidate will work closely with the Operations teams in both Boston and New York to ensure all daily tasks are performed in accordance with policies and procedures.

This position is located in Boston, Massachusetts and may require occasional travel to New York. Direct manager will be located in New York. The role will involve developing a knowledge base across two teams (the Trade Support team and the Security Master Group). Each team operates collaboratively and information/knowledge is shared broadly within the teams as well as across them. Cross training efforts are constant to ensure the team remains competent and confident in daily tasks, as well as less frequent tasks. The teams interact actively with Trading and Portfolio Managers, Compliance, Legal, Risk, and other Operations teams as well as partners with Technology on strategic projects, industry initiatives, vendor system upgrades etc.
Your Impact
Your responsibilities will include, but are not limited to the following:
■ Trade Support ( trade matching/allocation with broker; futures and MBS collateral; trade corrections & reallocation; assist with new account and broker set ups; escalation point for complex paydown/coupon processing)
■ Security master ownership (security set up and maintenance; daily data governance)
■ Valuation and Pricing (daily vendor pricing and fair valuations)
■ Corporate Action processing

Your Required Skills
Your required skills must include:
■ BA/BS degree preferably in Finance. Economics or Accounting
■ Minimum of 7 years related industry experience
■ Fixed Income product knowledge (in security types noted above)
■ Proficient in MS Excel and Bloomberg, with ability to learn new systems
■ Quick Learner; Team Player; can work independently with appropriate level of guidance and supervision
■ Strong problem solving skills
■ Excellent communication skills
■ High sense of urgency

What We Offer
Jennison offers a generous benefits package including but not limited to: premier medical benefits, paid time off, a retirement profit sharing plan, wellness reimbursement, fully paid parental leave, family planning support, paid membership to concierge primary care, supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching, additional health and wellness benefits, and life insurance. Our hybrid work model provides employees with the flexibility to work remotely 2 days a week.

Submit Your Application

Please click here to apply.
The base salary range for this role is $115,000 -$140,000. Individual salaries for this role may vary based on various factors including but not limited to, years of experience, range in corporate level, candidate skills, and geographic location. Eligibility to participate in a discretionary annual incentive program is subject to rules governing the program, whereby an award, if any, depends on various factors including but not limited to,
individual and organizational performance.

What you will do:
The Auto Club Group is seeking prospective Head of Fixed Income Investments who’s Primary focus will be the management of fixed income assets, consisting primarily of externally managed portfolios, and management of relationships with external managers. Responsible for participation in asset allocation decisions and the development of fixed income investment strategies. Accountable for leading with due diligence and oversight of both current and prospective investment managers.
Responsible for oversight of the fixed income strategy and results, reporting on
performance and attribution of all managers and the portfolios across the fixed income spectrum. Maintain a close connection to financial markets to share insight on market developments, drivers and outlook with others in the organization.
In this position, you will have the opportunity to:

• Contribute to the development and refinement of total return investment strategy to meet organizational objectives.
• Partner with the private markets team to develop private credit strategies.
• Direct activities related to cash/liquidity management.
• Evaluate portfolio performance attribution as compared with plan.
• Monitor and analyze market conditions, investment strategies and liquidity conditions to communicate with management on a routine basis.
• Act as a liaison between Investments and internal constituents to communicate market information and investment results.
• Collaborate with ACG’s banking unit (Auto Club Trust) to give guidance,
  incorporate market conditions into various strategies, and direct asset  allocation decisions.
• Ensure adherence to Board-approved investment policy.

This role works closely with Finance, Treasury and Accounting teams. Assists with investment reporting for Schedules D and BA of the Annual Statement and other related activities to support financial statement preparation, regulatory reporting, and governance-related reporting activity. Extensive interaction with internal teams for these activities is critical, as well as developing support within the investment team to assist with these functions.
Supervisory Responsibilities:
Responsible for management of assigned team members. Mentoring and development of younger team members is an essential component of leadership positions with the Investment team.
We’re looking for candidates with:
Education:

• Bachelor’s degree in Accounting, Finance, Economics or a related field
• Certified Financial Analyst (CFA) or Master’s degree required

Experience:

• Minimum of 10 years of relevant experience in an institutional investment environment. Investment accounting knowledge relevant to the insurance industry preferred.
• Experience as a Sr. Portfolio Manager, or in an investment management position for property & casualty, life and health insurance with a strong background in fixed income preferred

Relevant experience:

• Long term strategic asset allocation
• Knowledge of the full quality spectrum and a wide range of Fixed Income security types.
• Performance attribution analysis
• Staff management and development
• Due diligence/research of asset managers
• Managing consultant and investment manager relationships
• Budgeting, forecasting and performance measurement for investment portfolio(s)
• Analyzing cash flow, investment vehicles and new market opportunities
• Bloomberg and accounting systems
• Understanding of portfolio management for Banks
• Accounting for insurance company investments and the impact on income

Knowledge and Skills:

• Collaboration and commitment to working in a dynamic team environment
• Leadership and mentoring in a small group environment
• Advanced portfolio management quantitative techniques
• Operations of financial institutions including insurance investment practices
• Accounting and taxation of investments in an insurance company setting
• Identifying and analyzing problems and developing innovative solutions
• Communicating effectively with others in the work environment
• Continuously improving business processes
• Strong written and oral communication skills, attention to detail and pride in quality of final deliverables

A successful Head of Fixed Income Investments will possess effective communication skills, ambition, motivation and drive!
What it’s like to work for us:
We serve our members by making their satisfaction our highest priority. We do what’s right by sustaining an open, honest and ethical work environment. We lead in everything we do by offering best-in-class products, benefits and services. And we value our employees by seeking the best talent, rewarding high performance and holding ourselves accountable.

All in all, we create an inclusive and welcoming environment of diverse backgrounds, experiences and viewpoints, realizing our differences make us stronger.

Who we are:
The Auto Club Group helps AAA Members enjoy life’s journey with peace of mind by providing innovative solutions, advocacy and membership benefits wherever and whenever they need them. We currently conduct business in 14 states in the upper Midwest and the Southeast.

The Auto Club Group has established four long-term enterprise goals:

• Long-term, sustainable, profitable growth
• AAA Membership growth and renewal
• Operational excellence
• Become the “flagship club” of the AAA Federation

The Auto Club Group offers a competitive compensation and benefits package including a base salary with performance-based incentives; medical/dental/vision insurance, 401(k), generous time off, a complimentary AAA Membership and much more!

Total Compensation Overview:

• The Head of Fixed Income Investments will earn a competitive salary
  of $170,000 to $195,000 annually with annual bonus potential based
  on performance.
• Excellent and comprehensive benefits packages are just another
  reason to work for the Auto Club Group. Benefits include:
  o 401k Match
  o Medical
  o Dental
  o Vision
  o PTO
  o Paid Holidays

Important Note:
The above statements describe the principle and essential functions, but not all
functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfil these requirements.

The Auto Club Group, and all of its affiliated companies, is an equal
opportunity/affirmative action employer. All qualified applicants will receive
consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status 

Apply Online

What can you expect?

• Be part of Mercer’s Fixed Income team
• Participate in and undertake detailed due diligence of fixed income strategies, ultimately proposing strategies for Mercer’s recommended list
• Synthesize Mercer’s view through a forward looking research report that articulates why Mercer believes a manager’s strategy will outperform its respective benchmark over a full market cycle
• Access to a wide variety of asset managers via participation in meetings
• Growth of personal skill set through working collaboratively with members on the team and interactions with asset managers and investment consultants
• Opportunities to learn from a well-resourced research team and be supported along the way.
• On the job training and the ability to directly influence the pace of personal learning/career
• Gather and collate data from a variety of sources in a timely manner using appropriate methods to meet the specific information needs of consultants.

What’s in it for you?

• Be part of a collaborative and collegial team that values diversity of thought and is at the center of Mercer’s investment advice
• Work with a wide range of institutional client types
• Work for a global company with excellent benefits and a dynamic culture
• Have competitive vacation/personal days in addition to holidays and volunteer days
• Flexibility to work in a hybrid model
• Mercer offers tuition assistance.

We will count on you to:

• Participate in and/or lead interviews with portfolio management teams and business leaders
• Gather and analyze information in order to identify and communicate those asset managers that Mercer believes are most likely able to generate value for our clients
• Meet the needs of clients – including analytics and strategic research
• Conduct quantitative analysis by developing and maintaining relevant data, charts, summary views, and detailed analysis in support of our research ratings across various research documents.
• Contribute to post meeting discussions covering key issues and recommended manager ratings.
• Provide ad hoc support to consultants in preparing for internal and external research meetings.
• Assist in the preparation for direct client discussions on managers/strategies.

What you need to have:

• Intellectual curiosity, tenacity and willingness to take on new opportunities.
• Willingness to learn.
• Writing and communication skills.
• Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment.
• BA/BS degree in finance, economics, or other business-related areas.
• 3-5 years of applicable experience
• Proficiency in Excel and Microsoft office.

What makes you stand out:

• CFA or MBA, or interest in pursuing
• A background in asset manager due diligence or fixed income capital markets.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 83,000 colleagues and annual revenue over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer. 

Apply Online

Marsh McLennan and its Affiliates are

EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Overview

The Finance Manager will be responsible for overseeing, analyzing, and reporting on assets under management, inflows/outflows, revenue, and expenses.

Responsibilities

• Enhanced financial planning and analysis
• Production of timely and externally focused monthly information packs for the Executive Committee
• Production of financial reporting materials for quarterly board meetings
• Update and analyze forecasted financials on a monthly basis
• Review of monthly outputs from Global financial control teams, including revenue, expenses, flows, AUM, and Annual Net New Revenue
• Engage with ExCo and other contacts in the business on a routine and ad hoc basis (e.g. monthly cost pack reporting, budget inquiries, hiring activity, etc.)
• Update financial manuals and procedures
• Updating of the planning and budget processes (for all areas of the business including headcount, expenses, flows, AUM, revenue, and fee rates)
• Liaise with global Finance Teams to develop and maintain best practices
• Assist in the financial evaluation of strategic initiatives (e.g. product launches, entering new markets, establishing business presence in new locations)
• Involvement in and supporting the delivery of automated reporting through Tableau

Qualifications

• BS/MA degree in Finance or Accounting; CPA preferred
• 5+ years post-qualification asset management experience
• Advanced Excel skills; proficiency in Microsoft Word, PowerPoint, and Outlook
• Excellent communication and presentation skills
• Strong business acumen, self-starter, quick learning, and clarity of thinking
• Strong organizational, analytical, and interpersonal skills
• Problem solving skills and initiative
• Strong attention to detail and an investigative nature
• Self-motivated to learn new concepts and participate in new projects

EOE Statement

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

Looking for an exciting opportunity to utilize your exceptional client service skills in the fast-paced and dynamic financial services industry? Look no further! We are seeking a highly motivated and talented Client Services Representative to join our team.

Description and Requirements for our Client Services Representative

As a vital member of our Client Services Team, you’ll be responsible for providing exceptional support to both our advisors and clients. Your duties will include preparing client paperwork, scheduling meetings, and completing client requests. But your role goes beyond just the basics. You’ll be a key part of our client-centric approach, delivering world-class service and support that goes above and beyond.

We’re looking for someone who can communicate effectively, multitask with ease, and troubleshoot problems with a positive and solution-focused mindset. As a member of our team, you’ll have the chance to utilize the latest technology and tools, including Salesforce, to ensure you can perform your duties to the best of your abilities.

With 2-5 years of experience in a client services/administrative support function in the financial services, banking, or insurance industry, you’ll have the skills and knowledge necessary to hit the ground running. And with proficiency in Word, Excel, PowerPoint, Outlook, and CRM software, you’ll be able to handle any challenge that comes your way.

But most importantly, we’re looking for someone who is passionate about putting our clients first. With a client-centric attitude, effective communication skills, and a collaborative team player mindset, you’ll be able to make a difference in the lives of our clients and help drive our success.

So if you’re ready to take your career to the next level and become part of an exceptional team, we encourage you to apply today!

A couple things to note about our Client Services Representatives:

•  This position is based in our Lincolnshire, IL office.
• Once fully trained, you will receive the flexibility to work a hybrid schedule. This consists of 3 days in office per week.
• This is a full-time position, with a minimum expected hour amount of 40 hours per week.

Why Join Us?

•  We are a growing firm, with opportunities for future growth and advancement in your role.
• We offer health, vision, dental, and 401K benefit options for you and your family.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career – apply today!

Collective Wisdom. We’re Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.

If you want to be part of a culture that is defined through strong values – Savant is right for you.

Are you a data-driven storyteller with a passion for understanding consumer behavior? Do you have a knack for turning numbers into actionable insights? If so, we’re looking for a skilled digital marketing analyst to join our team of specialists and help us optimize our online presence.

Description and Requirements for our Digital Marketing Analyst

As a digital marketing analyst, you’ll be responsible for diving deep into our client data, tracking and analyzing trends, identifying opportunities, and developing growth strategies that drive growth and engagement across multiple digital channels. From social media to search engine optimization, you’ll use your analytical skills and creative flair to help us deliver compelling experiences that resonate with our audience. If you’re up for the challenge, we want to hear from you!

A couple things to note about our Digital Marketing Analyst:

•  This position has the flexibility to work in any of our Chicagoland or Madison, WI offices, but you will be required to also travel to our headquarters in Rockford, IL at 1-2 days per week for the first year.
• This is a full-time position, with a minimum expected hour amount of 40 hours per week.

The Digital Marketing Analyst can expect to focus in the following areas:

• In this exciting new role, you’ll combine your expertise in marketing and data analytics to drive our success!
• You’ll oversee our marketing dashboard and other relevant platforms, interpreting campaign results and sharing your insights with stakeholders across the organization.
• You’ll also identify areas of opportunity for testing, such as landing pages and content, and make recommendations for our next steps based on performance.
• In addition, you’ll help manage our marketing test backlog, oversee website and SEO projects, and ensure quality control across our marketing dashboard and reports.

If you’re ready to take on a dynamic role that offers room for growth and the opportunity to shape our marketing strategy, we want you on our team!

The Digital Marketing Analyst typically requires the following qualifications:

• We’re looking for a top candidate with a Bachelor’s degree in data science, digital marketing, finance, or mathematics from an accredited college or university and 3+ years of experience in a similar role.
• You’ll need experience with direct response campaigns using first- and third-party databases, Google, Meta, and programmatic advertising platforms like TradeDesk or Google. You should also have proven experience using Tableau to create dashboards and analyze KPIs, as well as familiarity with multi-touch attribution models.
• You’ll need to be able to present complex data in an easy-to-understand manner and have solid project management experience. Knowledge of digital marketing principles like funnel optimization, UX, landing page optimization, SEO, and marketing automation tools is a must.
• Certification as a Pardot Specialist or Marketing Cloud Developer and Google Analytics 4.0 developments is highly desirable.
• You should be organized, detail-oriented, and able to work both independently and as part of a team. A positive attitude and ability to work well with all levels of the firm and clients are crucial.

Why Join Us?

 We are a growing firm, with opportunities for future growth and advancement in your role.

• We offer health, vision, dental, and 401K benefit options for you and your family.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

 Let us help you on your path to your ideal career – apply today!

 Collective Wisdom. We’re Better Together.

 At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.

 If you want to be part of a culture that is defined through strong values – Savant is right for you.

Apply Online

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Responsibilities

Qualifications

EOE Statement

Apply Online

About Your Role

Entry-level position, responsible for supporting the municipal fixed income team in portfolio management, trading, and research capacities.

PRIMARY DUTIES AND RESPONSIBILITIES

• Partner with our portfolio construction and quantitative research teams to interpret and apply their findings to the municipal portfolio construction process.
• Perform daily data analysis on the municipal yield curve to help identify value in the municipal market.
• Build and run portfolio performance attribution reports for high net worth separately managed accounts, mutual funds, and across all municipal strategies.
• Lead monthly portfolio review process through detailed analysis of portfolios and collaboration across teams.
• Stay current on industry research and market data with regular communication to team.
• Support Portfolio Managers by helping to allocate bond purchases across multiple accounts and trading activities.
• Support Research Analysts by spreading financial data.
• Perform research projects to support both industry thought pieces as well as strategic portfolio positioning.
• A candidate who demonstrates aptitude and self-drive will ultimately have the opportunity to take on direct research, trading, or portfolio management responsibilities, consistent with their skill-set and interests.

Job Purpose

The Analyst is responsible for a variety of functions including, but not limited to, research and ongoing monitoring of investment managers, preparing performance attribution reports, and contributing to preparation of materials for quarterly Fund Board meetings. This position will also be responsible for participating in manager searches and preparing reports in support of investment management objectives.

Essential Responsibilities

• Independently perform in-depth research on managers and investment portfolios.
• Prepare reports and written analyses on investment managers.
• Proactively monitor managers and summarize key issues for further analysis.
• Compile and analyze complex comparative investment performance data.
• Participate in and eventually lead meetings and/or conference calls with managers.
• Create and interpret performance attribution and risk reports.
• Prepare materials for Fund Board and Investment Committee meetings.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Good knowledge of financial markets and investment theories.
• Solid PC skills including MS Excel, Word, and PowerPoint.
• Experience using investment research systems, including Morningstar Direct, FactSet, Bloomberg, and Advent Tamale is preferred.
• Good organizational skills—ability to prioritize tasks and projects to meet deadlines.
• Ability to work independently and as part of a team.
• Solid written and verbal communication skills.

Qualifications

• Bachelor’s Degree in finance or related field required.
• 3+ years industry related experience required.
• • Work toward CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), or CIPM (Certificate in Investment Performance Measurement) preferred

We don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Apply Online