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Current Positions Available

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

Segall Bryant & Hamill is an independent investment firm headquartered in Chicago, IL with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown to over $18 billion in assets under management as of year-end 2019. We provide fee-based investment management of equity, fixed income and balanced investment portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. Segall Bryant & Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Title: Marketing Associate

Category: Marketing

Employment Type: Full Time

Location: Chicago or Denver

Compensation: Commensurate with experience

Segall Bryant & Hamill (SBH) seeks a Marketing Associate to join our team. The qualified candidate will assist in developing, coordinating and delivering high quality written proposals across the firm’s distribution channels (with a focus on institutional and advisor solutions). This position will maintain the accuracy of existing content in the team’s RFP content database, and assist in reporting firm and strategy data, including updating consultant and industry databases. In addition, the position will run, analyze and summarize competitive information using various tools and software systems. He/she will also update the firm’s marketing materials.

This position will work very closely with the team’s senior marketing communications specialist, who manages this function and is located in Chicago.

GENERAL RESPONSIBILITIES

• Ensure timely and accurate delivery of professional, sales-oriented proposals according to stringent deadlines.

o Proposal types include requests for proposal (RFPs), requests for information (RFIs) and consultant questionnaires.

o Analyze RFP, RFI and RFQ requirements.

o Research and write concise, compliant, persuasive responses to requirements.

o Apply formal editing skills to responses to ensure answers are relevant, complete and grammatically correct.

o Maintain up-to-date records for proposal tracking and reporting purposes.

• Manage and update RFP database (PMAPS), including sourcing standard language, writing and editing responses, and improving the structure of the database/content repository.

• Update firm and strategy information (content and data) in consultant and industry databases on a timely basis; help manage relationship with external vendor that assists firm with this work.

o Report firm and strategy data (e.g., AUM breakdowns, performance, etc.) internally and externally, including the completion of industry surveys.

• Assist business development and client retention efforts by running, analyzing and summarizing competitive information using tools such as eVestment, Morningstar Direct and Salesforce, among others.

• Update marketing materials, including presentations and fact sheets.

QUALIFICATIONS 

• Bachelor’s degree in business, finance, business, communications, marketing, or related field. 

• Minimum of 2-4 years’ experience writing proposals or other types of formal documents; investment management experience strongly preferred. 

• Strong proficiency in MS Office, specifically Excel (at an intermediate level of expertise). 

• The successful candidate will be proactive, a self-starter and must possess the ability to prioritize workflow and to communicate effectively and constructively within the team, department and firm.

• Experience with consultant database fulfillment (Moody’s or eVestment Omni a plus).

• Understanding of financial markets required.

• Strong writing, editing and communication skills.

• Strong analytical skills; able to understand and work with large amounts of data.

• Highly detail-oriented with exceptional organizational skills; ability to handle multiple concurrent projects with rigid deadlines.

• Possess the ability to “think outside of the box” to develop creative solutions to issues as they arise.

• Curiosity and ability/desire to learn new concepts, systems and subject matters.

• Ability to work independently and within a collaborative team environment.

Frequent travel to Chicago will be required if this position is located in Denver. Send resumes to careers@sbhic.com. 

All submissions must include a resume and cover letter. 

Company website: www.sbhic.com

Segall Bryant & Hamill is an independent investment firm headquartered in Chicago, IL with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown to over $18 billion in assets under management as of year-end 2019. We provide fee-based investment management of equity, fixed income and balanced investment portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. Segall Bryant & Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Title: Marketing Manager – Institutional and Advisor Solutions
Category: Marketing
Employment Type: Full time
Location: Chicago or Denver
Compensation: Commensurate with experience

Segall Bryant & Hamill (SBH) seeks a Marketing Manager to join our team. The qualified candidate will be responsible for developing and executing marketing initiatives – to acquire and retain clients – in support of the firm’s advisor solutions and institutional channels. Initiatives include digital marketing (e.g., social media, web, email, webcasts, video, etc.), content marketing, value add programs, events and sponsorships, marketing materials, and advertising. This individual also works closely with business development professionals to create internal communications and tools to help support their efforts. The position serves as a channel advocate and expert within the marketing department and throughout the company as needed. This position will report to the firm’s Director of Marketing, who is located in Denver.

GENERAL RESPONSIBILITIES

• In partnership with the firm’s Director of Marketing, develop a marketing strategy to effectively position and promote the firm’s advisor solutions and institutional businesses with prospects and clients. Ability to concept, execute and measure initiatives from start to finish for each channel.
o Segments include consultants and public, Taft-Hartley, and corporate investors, in addition to RIAs, wire houses, independent and regional broker/dealers, bank trust and TAMPs.
• Develop and implement differentiated and targeted marketing messages and content. This includes investment insights, whitepapers, webcasts, commentaries, strategy promotions and updates, presentations, in addition to other marketing communications. Strong writing skills are required.
• Work with sales leadership to identify opportunities to provide client-centric marketing strategies for our most highly valued clients.
• Proactively advance channel identity and strategy positioning to improve differentiation in marketplace. Ensure positioning and key differentiators are carried consistently across all mediums (e.g., digital, print, web, events, etc.).
• Continuously evolve all marketing materials and communications to improve their impact and value in the marketplace.
• Manage the creative development process and resources (internal and outsourced). Ensure all marketing initiatives are aligned with the goals and objectives of the channel; that they are well designed and well written and reinforce the attributes of the SBH brand.
• Review, edit and approve RFPs (requests for proposals) and due diligence questionnaires.
• Edit and proofread marketing materials and collateral, particularly during quarter end periods.
• Be the owner within marketing for key technology used in channels, including various databases and Salesforce. Work with others in marketing, IT and sales to optimize technology for the benefit of marketing, sales and client service initiatives.
• Build deep knowledge of channels and marketing best practices by staying informed on industry and competitor trends; proactively share key insights with marketing team and channels.
• Act as role model and mentor for junior associates on team.

QUALIFICATIONS
• Bachelor’s degree in marketing, communications, or finance preferred; MBA a plus.
• Five years’ marketing management experience within the financial services industry or equivalent required. B-to-B experience preferred.
• Experience with various facets of marketing including digital, content marketing, conferences, database/CRM and pitchbooks. Digital marketing certification a plus.
• Strong writing, editing and communication skills required.
• Strong understanding of (1) the institutional and advisor solutions channels, including the distribution process, platforms and product vehicles, and (2) the sales processes, including relationships of our client/prospect to end clients, and differing contact points within our prospect and client firms.
• Strong knowledge base in financial markets, including equity and fixed income.
• Able to provide highly disciplined and organized project management, often within tight timeframes, including coordination with sales, investment management, and compliance.
• Able to effectively manage and deliver on changing priorities.
• Ability to think strategically while also able to “roll up your sleeves” and do the hands-on work necessary to meet deadlines.
• Able to work with professionals at all levels of the firm including senior management; able to work well with different personalities.
• Working knowledge of compliance requirements, including FINRA.
• High degree of proficiency with all Microsoft Office platforms. Advanced degree of proficiency with Adobe Creative Suite (Photoshop, Illustrator, Acrobat) and InDesign preferred.
• Working knowledge of eVestment, Salesforce and Pardot.
• Technologically savvy and able to get up to speed quickly on new technologies.
• Travel required to and from firm’s offices. 

Send resumes to careers@sbhic.com 

All submissions must include a resume and cover letter.
Company website: www.sbhic.com

Segall Bryant & Hamill is an independent investment firm headquartered in Chicago, Illinois with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown to close to $18.6 billion in assets under management as of December 31, 2018. We provide fee-based investment management of equity, fixed income and balanced investment portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country.
Job Title: Fixed Income Analyst
Category: Fixed Income
Employment Type: Full Time
Level: Entry to Mid-Level
Location: Denver, Colorado or Chicago, Illinois
Compensation: Commensurate with experience
The Segall Bryant & Hamill (SBH) fixed income team is seeking a fixed income analyst candidate that is eager to develop their skills and knowledge across the fixed income investment discipline. This individual will join our team, contributing their talent and perspective in pursuit of our goal to provide high quality investment solutions for our clients. We anticipate that the success of our clients will in turn provide growth and career enhancement opportunities for all members of our team.
Within our team environment, the analyst will serve in meaningful roles across a range of fixed income investment management responsibilities. The analyst will be aiding us in our work on portfolio analytics, providing quantitative support and collaborating within our credit research efforts while also supporting certain trading responsibilities.
QUALIFICATIONS
Experience
• Strong analytical and technical skills
• Proficiency in Excel, Bloomberg and database applications
• College degree in a related field
• CFA designation, or willingness to pursue the CFA designation
Required Skills and Demands of Position
• Intellectual curiosity
• Self-starter with a strong work ethic
• Must be detail oriented and a critical thinker
• Must embrace working in a team environment and possess strong interpersonal skills
• Ability to prioritize responsibilities and multi-task
• Strong computer application skills necessary, including spreadsheets and financial modeling
• Work week is in excess of 40 hours Send resumes to careers@sbhic.com All submissions must include a resume, cover letter and salary requirements. Company website: www.sbhic.com Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Description:

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity: 

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $380 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

What you’ll do:

This is an individual contributor role based either in Chicago, IL, San Francisco, CA or Denver, CO, and will be a member of the Strategic Business Insights and Analytics Organization. 

Qualified individuals will be responsible for developing business insights through in-depth data analysis. You will evaluate business requirements, identify sources of data, and use business intelligence tools (Tableau, AnswerRocket) to create analytically rich solutions to critical business questions. You will also develop standardized reports and dashboards to support the different business units and key initiatives. You will need to become quickly familiar with our data, its structure, and have a strong business acumen which will allow you to create meaningful insights in support of our business. 

In addition to the functional responsibilities within the organization, the candidate must be able to support transformational efforts to create the next generation data delivery solutions. Must have a strong background in visual data delivery, interactive design and Oracle/SQL with a passion for perfection. The candidate will be responsible for planning, designing, coordinating and developing highly interactive dashboards with built-in guided analytics for various lines of business using shared infrastructure.

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you have:

Passionate about data. Think about the barriers that are between people and the data they need to use: arcane database interfaces, coding skills required, inability to iterate quickly with their analysis, time spent fussing with formatting instead of gaining insight. If you want to help solve those problems, and bring people closer to their data, this is the place for you. 

Highly Technical.  Extensive Database skills (at least one of the following)-  DB2, SQL Server, Oracle, Amazon RedShift, SAP HANA, Exasol or similar. Knowledge of databases, warehouses, business intelligence systems and data analysis tools. Programming Languages (desired) – Python, R, Java.

Qualifications & Experience

Tableau Developer 

  • Bachelor’s degree required
  • A seasoned Tableau expert having 4-6 years of professional experience
  • Demonstrate advanced knowledge of Tableau, including Table Calcs, LOD Expressions, Parameters, and Dashboard Actions
  • Create user-friendly and dynamic Tableau dashboards with KPIs, Heat Maps, Scatterplots, Bar Charts, Slicers, Drill down, Drill up etc. features and possess understanding of when to use them.
  • Excellent knowledge of Tableau calculated fields, parameter controls, hierarchy, groups, sets, dashboard actions, filters, annotations etc. in Tableau
  • Designs, develops and implements Tableau-based analytical solutions to address business questions and improve health outcomes.
  • Develop, validate and execute algorithms, statistical models and clinical applications that answer applied research and business questions.
  • Strong understanding of Data Visualization concepts and ability to identify trends & patterns in the data for providing actionable insights
  • Experience with dimensional data modeling and relational databases
  • Proficient in Agile/Scrum development methodology
  • Works closely with internal and external stakeholders to discuss organizational needs and gather dashboard requirements
  • Implement process improvements in data sourcing, dashboard performance and product project lifecycle.
  • Will be converting existing SSRS reports and re-creating in Tableau
  • Experience and familiarity with publishing, scheduling, refreshing reports to Tableau Server 10.x and later
  • Supports as data visualization and Tableau Subject Matter Expert (SME) 

Data Visualization and UX

  • 4 plus years of experience as a visual designer, interaction designer, user interface designer, or similar role.  Fluency in best practices for the visual presentation of data is desired
  • Analyze, study and understand business domain data requirements, user task flows and objectives and create pixel perfect design solutions for visual data delivery and analysis
  • Ability to work interactively and convert business requirements to quick prototypes with different visualization options
  • Develop multiple prototypes, mock-ups and conceptualization of ideas that bring simplicity and context to complex design challenges
  • Identify and evangelize design best practices in data visualization that promote user friendly and high quality products.
  • Experience working in a collaborative team to ensure designs are implemented on projects to ensure consistent quality
  • Design highly interactive user interfaces in desktop and web/mobile-based analytical products
  • Develop UI mock-ups, storyboards, flow diagrams, conceptual diagrams, wireframes, visual mockups, and interactive prototypes
  • Participates in usability testing, maintaining visual and user experience systems and requirements 

Personal Characteristics 

  • Ability to consistently deliver results across shifting priorities and deadlines in fast paced environment
  • Ability to work with a ‘sense of urgency’ in order to meet critical deadlines
  • Detail oriented with strong investigative and problem solving skills
  • Shows a commitment to high ethical standards and integrity and demonstrates this through action
  • Excellent written communication and presentation skills
  • Inquisitive, analytical, a strategic thinker, proactive and solutions-oriented
  • High-energy, positive, entrepreneurial in spirit while goal-oriented and results-driven
  • Self-starter; takes initiative and can work independently
  • Well-organized and disciplined with high attention to detail
  • Flexible and adaptable working with various business functions
  • Direct, plain-spoken; conveys a genuine/authentic demeanor

 What you’ll get:

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab’s policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.  At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online. 

Job Specifications

Relocation Offered?:No
Work Schedule:Days
Languages:English – spoken
Current Licenses / Certifications:None
Relevant Work Experience:Financial Services-6+ yrs, Investment Management – 6+ yrs, IT-DBA-6+ yrs
Position Located In:IL – Chicago, CO – Lone Tree, CA – San Francisco
Education:BA/BS
Job Type:Full Time

Apply Here

Description:

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $380 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

Our Opportunity: 

The Senior Manager, Board Relations is an individual contributor role and will be accountable for providing high-quality execution of CSIM Fund Board and Senior Level Committee Processes. This position requires direct interaction with C-suite professionals, including CSIM’s CEO, Schwab’s Senior Leaders, the Fund Board Trustees/Directors, CSIM senior leaders and their administrative staffs.  Additionally, this role will work across the organization with various subject matter experts.  The Senior Manager will report to the Vice President, Board and Intermediary Oversight and be located in Lone Tree, Colorado.  This position will own the Board Relations workflow and processes to support board and senior level committee event planning, logistics, materials development, materials distribution, and archiving. This position will work with the Vice President and other team members to own board relationship management, agenda setting, communications and process improvements. This position may also support the Vice President in other ad hoc management activities. 

Personal Qualities: 

  • Nuanced people handling skills.  Ability to anticipate and be responsive to C-suite level needs.  Experience in delivering a high-touch, high quality experience.  Able to develop strong relationships with internal and external parties
  • Exceptional business and situational judgement.  Able to deftly and independently resolve most situations, yet acutely aware of when it may be appropriate to escalate.
  • Poised, professional and balanced demeanor, appropriate to direct C-suite interactions
  • Thrives in a high-pressure, fast paced work environment
  • Highly accountable and responsible demonstrating ownership of the team and its processes
  • Proactive in identifying, raising attention to and resolving issues before they become problems.
  • Process oriented.  Passion for creating structure and process when faced with ambiguity. 

Key Skill-sets: 

  • Highly organized and can deliver a high throughput of task execution
  • Strong multi-tasker, with ability to effectively prioritize competing demands
  • Ability to establish and execute high-quality, consistent processes that a large number of professionals can rely on
  • Very high attention to detail
  • Ability to add value being in the center of multiple work-flows and sync up threads of interrelated information to increase efficiency and problem resolution.
  • Strong and clear verbal and written communicator
  • A keen eye for visual presentation of all forms of written communication.  Exceptional attention to detail in tone, visual formatting and grammar of communications. 
  • Advanced mastery of Microsoft Office, Word, PowerPoint and Excel.
  • Creativity, flair and exceptional taste in event planning.  Experience in developing menus and managing catering a plus.

What you’ll do:

  • Bachelor’s degree required
  • Experience with complex projects or work-streams required; experience with board process preferred
  • At least 10 years of business experience preferred, ideally in financial services industry
  • At least 3 years of experience working in C-suite environment
  • Experience in planning and executing senior executive meeting logistics preferred
  • Experience in the asset management industry a plus
  • Experience working with legal professionals a plus
  • Project management and/ or process improvement experience a plus
  • Available to travel, work early mornings and overtime on board meeting dates when needed

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you have:

  • Attention to detail, and the ability to multi-task and work efficiently independently and in groups to meet tight deadlines with little supervision
  • Strong leadership skills that can manage a high-functioning team to deliver results and grow engagement; skilled at operating at both the strategic and tactical levels
  • Solid understanding of the investment management industry and major trends around products, managers and distributors (Index Investment Management experience strongly preferred)
  • Superior relationship-building skills, project management talent and the ability to influence and build consensus across all levels of the organization
  • A desire to work with internal partners to develop win-win solutions that meet the needs of CSIM and our channel partners
  • Confidence to work with senior leadership inside CSIM and across channel(s)
  • A strong understanding of Schwab’s businesses and go-forward strategy
  • High attention to detail
  • A deep passion to challenge conventions to make a difference for our clients
  • Ability to learn quickly and thrive in a complex, dynamic environment, with sound judgment, planning and organization skills
  • Strong data analysis and problem solving skills
  • Excellent written and verbal communication skills
  • 5+ years related experience, ideally in financial services strategy or product development/ management roles
  • Bachelor’s degree required. MBA preferred.
  • Licensure: Series 7 a plus

 What you’ll get:

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab’s policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.  At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?:No
Work Schedule:Days
Languages:English – spoken
Current Licenses / Certifications:None
Relevant Work Experience:Financial Services-6+ yrs, Investment Management – 6+ yrs
Position Located In:CO – Lone Tree
Education:BA/BS
Job Type:Full Time

Category:Investment Management & Research 

Apply Here

Job Level:  3-7 years of experience
Team:  Endowments & Foundations

Location:  Boston, MA or Chicago, IL

Job Summary:

Investment Analyst position working closely with our Endowments & Foundations consulting staff, assisting in investment manager search, asset allocation studies, performance monitoring, preparation of client reports, special projects, and conducting due diligence research on investment management firms. 

Job Qualifications:

A minimum of three to seven years of investment related experience is required.  Highly developed computer skills, proficiency in spreadsheets and graphics required.  Must be a self-starter with strong organizational skills, problem solving skills and attention to detail.  Ability to work independently in a fast-paced, multiple-task environment is important.  Excellent communication skills, both oral and written, are imperative.  NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth.  College degree required.  Advanced degree and/or the CAIA® designation, CFA® designation (or progress toward these credentials) is a plus.  Competitive salary and full benefits including profit sharing and 401(k) plans. 

To apply: click here

 Company Background:

NEPC, LLC is an employee-owned, full service investment consulting firm based in Boston, Massachusetts.  NEPC was founded in 1986 and now has approximately 300 employees and over 350 clients.  We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, and manager search.  Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high-net worth, insurance and private plans.  NEPC’s mission is to help our clients build successful investment programs, using diverse and proven strategies to enhance returns while minimizing risk.  We’re a fun (but demanding) company with excellent working conditions and a very supportive team-oriented environment.             

NEPC is an Affirmative Action/Equal Opportunity Employer

Thornburg Investment Management is a privately owned global investment firm offering a range of solutions for investors around the world. Founded in 1982 and headquartered in Santa Fe, NM, we manage U.S. mutual funds, separate accounts for high-net-worth investors and institutional accounts, and UCITS funds for non-U.S. investors.

At Thornburg, it’s more than what we do; it’s how we do it. A flexible perspective built on collaboration and cross-pollination of ideas, an unconventional approach to portfolio construction, and a reputation of integrity are important aspects of how we do business. Far from the groupthink of Wall Street, Thornburg is positioned to offer a different point of view and a broader frame of reference in our global search for relative value opportunities.

PRIMARY JOB FUNCTION:

The primary responsibilities of the Regional Associate are to support the team’s business-related activities in sourcing new business and fostering relationships with institutional prospects, with a primary focus on corporate and public plan pension sponsors, as well as endowments/foundations and health care plans.  The Regional Associate will develop and maintain relationships with institutional consultants and service Thornburg’s existing client base within a specified region in the US. The Institutional Regional Associate will also facilitate market intelligence projects in support of sales team activities and, as appropriate, help coordinate the group’s cross-territory activities along with the internal communications related to those activities. 

DUTIES AND RESPONSIBILITIES:

Manage the sales process to grow institutional AUM:

  • Support the identification and cultivation of new business prospects, helping to initiate and develop new business opportunities
  • Assist in leading new business meetings and associated strategy development/preparation, and helping to close sales
  • Plan on-site new business-related meetings.  When appropriate, the institutional Regional Associate may be asked to play an active participant role in the meetings through facilitation activities with internal stakeholders. 
  • Act as secondary contact for Thornburg’s larger consultant and client relationships in support of the Regional Director and Managing Director.
  • Continual servicing/enhancement of existing consultant and client relationships
  • Develop strong relationships with internal partners (investments, compliance, operations, and marketing) to facilitate best in class service and issue resolution.
  • Utilize FactSet, Advent/APX, and Bloomberg to extract portfolio, security level, and market data to prepare analysis of portfolio performance and characteristics for internal and external use, including attribution analysis, “cheat sheets” and other ad hoc reports as needed
  • Assist with majority of the scheduling for the Regional Director and Managing Director.
  • Screen for new institutional sales opportunities/mandates via various subscription services
  • When appropriate, meet face-to-face with existing and prospective clients to discuss investment strategies. Act as a liaison between the investment team and the institutional consultant and plan sponsor channels.
  • Represent Thornburg’s institutional group at conferences and various client events.

 MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS:

  • Proficient in Microsoft Excel, PowerPoint, and Word
  • A solid understanding of financial markets and/or strong interest and aptitude
  • Ability to work and interface with clients on time sensitive request
  • FINRA Series 7 & 63/66 preferred; will need to obtain if not currently licensed
  • Bachelor’s Degree required; Business or Finance Degree preferred
  • Progress toward CFA designation a plus
  • Previous experience in financial services a strong plus

PERSONAL CHARACTERISTICS:

Presence and aptitude required to effectively interact with sophisticated institutional investors:

  • Ability to identify internal and external client needs/expectations and propose solutions, leveraging strong active listening and related skill sets
  • Demonstrated ability to adapt to new internal/external client information and situations
  • Sound judgment, problem solving and organizational skills
  • Highly effective communication (verbal and written), collaboration and influencing skills
  • Driven to achieve firm and client priorities, with motivation, enthusiasm, perseverance and resilience as hallmark personal traits
  • Capacity to effectively manage and deliver on multiple tasks/projects
  • Strong interpersonal skills that enable effective initial rapport-building with internal and external clients
  • Ability to establish genuine, collaborative long-term relationships with internal and external clients
  • Demonstrates high ethical standards in all interactions
  • Evident investment market acumen and interest
  • High level of accountability and drive

PHYSICAL REQUIREMENTS:

  • Ability to work at a computer for an extended period of time.
  • Ability to travel; up to 25% of the time.

Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed “The City Different,” Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it’s no wonder that outdoor activities such as skiing and hiking in “The Land of Enchantment” attract visitors from around the world.

Thornburg believes that diversity and inclusivity are vital to positive long-term success for our strategies and the firm’s broader business outcomes. We are proud to be an equal opportunity employer. All qualified applications receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age, or veteran status. The firm provides annual progress reports to the investment management team, shareholders, and executive management to highlight multiple diversity and inclusivity metrics and continually work to bring awareness to the importance of this issue.

Click to apply online

Tennison Group has been retained by a national recognized investment consulting firm to hire a Vice President, Consultant for their growing Consulting team.  Our Client partners as a fiduciary with foundation, endowment and non-profit organizations to develop, implement and monitor customized investment portfolios.  The Firm advises on $1.5 billion in assets across health care, education, faith, human services and cultural sectors.

Our Client is a privately-held, independent Registered Investment Adviser, nationally recognized with the Securities and Exchange Commission.  The Firm is based in Denver, Colorado; its clientele is located around the country.

The Vice President, Consultant is a critical part of the Firm’s Consulting Group by having the ultimate responsibility in carrying out the Firm’s client service model.  These responsibilities are varied and include:

  • Serving as primary relationship manager for 10-15 client relationships.
  • Guide clients through the clarification of investment objectives and development of investment policies.
  • Work with the Firm’s Investment Committee to develop appropriate investment portfolios for clients.
  • Regularly meet with clients to review economic data and performance reports while addressing client concerns and educational needs.
  • Interface with the Firm’s Client Service Team to ensure client operational needs are efficiently and effectively met.
  • Collaborate with the other consultants to cultivate new client relationships.
  • Represent the Firm in the broader community through client events, networking, and civic engagement.

This position requires a candidate with an entrepreneurial spirit who excels in a highly collaborative and innovative boutique work environment.  Candidates with a demonstrated interest in continued personal and professional growth would best fit the Firm’s culture.  Other qualifications include:

  • Bachelor’s degree in Finance or related business field, MBA or Masters in Finance preferred.
  • Industry designation: CFA or in the CFA program, CFP, CIMA, CAIA, AIF, etc.
  • 5+ years of direct experience in investment matters such as portfolio development, asset allocation theory, and understanding of capital markets.
  • 3+ years of experience in business development skills including relationship cultivation, proposal presentation and closing new business.
  • Non-profit activity such as board or committee governance, programmatic volunteership, and/or work experience.
  • Currently have a FINRA Series 65 license or equivalent.

Our Client offers a competitive compensation and benefit package.  Benefits include medical, dental and vision benefits, as well as 401k match.  Our Client is committed to health work-life balance and allows for significant personal time.  This position includes potential advancement within the Firm.

Please contact Jeff Beilstein, Tennison Group, at jbeilstein@tennisongrp.com for consideration.

The Group

The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar® Managed PortfoliosSM, our complete wealth management platform, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor’s needs at each stage of their lifetime.

We use our expertise in asset allocation, investment selection and portfolio construction to create valuation-driven investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through Morningstar Managed Portfolios, we serve financial advisers and institutions, and the investors that they serve.

Role

This role, reporting to the Global Head of Product Management, leads investment product management for our separately managed account (“SMA”) strategies including equity and fixed income security-based model portfolios. As product manager, you will lead the development of new product launches and enhancements/features, and work with Investments, Operations, Technology, Compliance, Marketing, Sales, and Account Management to execute the strategy. The ideal candidate will understand the market demand and requirements, the competitive landscape and revenue impact/opportunities, serve as a subject matter expert on our direct security strategies both internally and externally, and will continuously find ways to enhance the products by working cross-functionally with the various stakeholders and support teams.

Responsibilities:

  • Own the development, life cycle management including enhancements, extension and rationalization of our direct security SMA product lines
  • Develop committee proposals for new investment products as well as for enhancements, extension and rationalization of existing products
  • Lead investment product development and cross-functional launch efforts by following our product launch playbook
  • Develop investment product positioning content as well as working with internal parties to ensure representation of the SMA strategies is accurate and compelling.
  • Answer product inquiries, assist in crafting and creating investment product messaging and positioning using deep analytical and competitive intelligence
  • Identify resources and collect information to research and analyze all aspects of competitor products, peer performance and competitive industry landscape, and then use that intelligence to support messaging.
  • Proactively identify product innovation and existing product positioning opportunities based on industry trends, current market environment and competitive advantages to meet customer needs
  • Perform analysis on key performance indicators (KPIs) and measurements of product success (product revenue, product profitability, customer satisfaction, quality, cost implications, forecasts, etc.) to inform product design

Qualifications:

  • Minimum 7-10 years investment product development/management experience with deep understanding of all aspects of product development, positioning and implementation within a financial services environment.
  • A solid understanding of equity and fixed income terms and concepts.
  • Knowledge of retail separate accounts and fixed income SMAs preferred
  • Demonstrated proficiency in interpreting and applying market and analytical research required
  • Highly effective communicator with excellent writing, presentation and interpersonal skills. Ability to articulate complex investment topics
  • Knowledge of advisor channels, primarily independent RIAs and Broker/Dealers; experience working with the financial advisor community and/or managed account platforms a plus
  • Strong problem solving and analytical skills including demonstrated experience with research, data gathering and ability to think strategically
  • Strong interpersonal and relationship building skills, with a proven ability to collaborate with diverse, multi-functional teams.
  • Bachelor’s degree required; MBA preferred, CFA designation a plus
  • Full-time position based in Chicago, IL; minimal travel including international locations is possible

Please click here to apply and include a cover letter with your resume and application.

Morningstar is an equal opportunity provider.

002_MIMLLC Morningstar Investment Management LLC Legal Entity

The Group

The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar® Managed PortfoliosSM, our complete wealth management platform, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor’s needs at each stage of their lifetime.

We use our expertise in asset allocation, investment selection and portfolio construction to create valuation-driven investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through Morningstar Managed Portfolios, we serve financial advisers and institutions, and the investors that they serve.

Role

This role, reporting to the Global Head of Product Management, leads investment product management for our multi-asset managed portfolio strategies including risk-based and outcome-based strategies. As product manager, you will lead the development of new product enhancements/features, and work with Investments, Operations, Technology, Compliance, Marketing, Sales, and Account Management to execute the strategy. The ideal candidate will understand the market demand and requirements, the competitive landscape and revenue impact/opportunities, serve as a subject matter expert on our multi-asset strategies both internally and externally, and will continuously find ways to enhance the products by working cross-functionally with the various stakeholders and support teams.

Responsibilities:

  • Own the development, lifecycle management including enhancements, extension and rationalization of our multi-asset managed portfolio product lines
  • Develop committee proposals for new investment products as well as for enhancements, extension and rationalization of existing products
  • Lead investment product development and cross-functional launch efforts by following our product launch playbook
  • Develop investment product positioning content as well as working with internal parties to ensure representation of the multi-asset managed portfolio strategies is accurate and compelling.
  • Answer product inquiries, assist in crafting and creating investment product messaging and positioning using deep analytical and competitive intelligence
  • Identify resources and collect information to research and analyze all aspects of competitor products, peer performance and competitive industry landscape, and then use that intelligence to support messaging.
  • Proactively identify product innovation and existing product positioning opportunities based on industry trends, current market environment and competitive advantages to meet customer needs
  • Perform analysis on key performance indicators (KPIs) and measurements of product success (product revenue, product profitability, customer satisfaction, quality, cost implications, forecasts, etc.) to inform product design

Qualifications:

  • Minimum 7-10 years investment product development/management experience with deep understanding of all aspects of product development, positioning and implementation within a financial services environment.
  • Demonstrated proficiency in interpreting and applying market and analytical research required
  • Highly effective communicator with excellent writing, presentation and interpersonal skills. Ability to articulate complex investment topics
  • Knowledge of advisor channels, primarily independent RIAs and Broker/Dealers; experience working with the financial advisor community and/or managed account platforms a plus
  • Proven track record of leading large, cross-functional projects or initiatives
  • Strong problem solving and analytical skills including demonstrated experience with research, data gathering and ability to think strategically
  • Strong interpersonal and relationship building skills, with a proven ability to collaborate with diverse, multi-functional teams.
  • Bachelor’s degree required; MBA preferred, CFA designation a plus
  • Full-time position based in Chicago, IL; minimal travel including international locations is possible
Please click here to apply and include a cover letter with your resume and application.

Morningstar is an equal opportunity provider.

002_MIMLLC Morningstar Investment Management LLC Legal Entity

 The Group

The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar® Managed PortfoliosSM, our complete wealth management platform, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor’s needs at each stage of their lifetime.

We use our expertise in asset allocation, investment selection and portfolio construction to create valuation-driven investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through Morningstar Managed Portfolios, we serve financial advisers and institutions, and the investors that they serve.

Role

In this role, you will work closely with the Investment Product Managers to support our existing suite of investment strategies and the services through which they are delivered, new product development and product sun-setting. You will provide in-depth analysis of current and prospective investment product offerings, competitive landscape and investor profiles as well as support new product development and research. Your output will not only reinforce our value proposition with our clients and prospects, but it will also provide our product management, sales, and marketing teams with information to foster growth in our business. The position is based in our Chicago office.

To successfully fulfill the role, the investment management product analyst role will provide substantial support for various governance committees and boards as well as conduct a lot of researching through sources such as public websites, industry databases, ADVs, and client contracts. The analyst will also be writing product positioning statements and RFP responses. Continual curiosity, desire to always find better, more efficient ways to do something, attention to detail, keeping to tight deadlines, and ability to work well under pressure are great qualities to have for this role.

Responsibilities:

  • Support Investment Product Managers in gathering and analyzing data, creating, populating and maintaining ongoing competitor and industry intelligence data related to our investment strategies, consisting of multi-asset managed portfolios, equity model portfolios delivered via separately managed accounts, and multi-manager mutual funds.
  • Updating team members with information on product positioning, performance attribution, market data, benchmark analysis and industry news.
  • Build and maintain an intimate level of knowledge on institutional and retail investment vehicles, providing regular feedback on competitive intelligence and product development opportunities.
  • Conduct ongoing research and analyze competitor information in support of product positioning, market developments, portfolio performance.
  • Proactively identify product marketing opportunities based on industry trends, current market environment and competitive advantages.
  • Support Fund Board responsibilities and other committee duties related to product management.
  • Update and maintain accurate records of current product offerings and attributes.
  • Collaborate with Marketing and other appropriate functional groups to create and maintain strong, consistent client materials.
  • Help facilitate and execute on key product initiatives across business functions, including but not limited to, new product launches, sales campaigns.
  • Support the learning & development for sales training initiatives.
  • Update / Monitor internal sources to ensure accuracy of product related information.

Qualifications:

  • Minimum 2 years of work experience in mutual fund or ETF products at an asset management firm including investment product development/management experience.

  • A solid understanding of asset allocation, investing and performance analytics concepts, familiarity of mutual funds, ETFs and separately managed accounts required.
  • Strong attention to detail, effective writing, presentation and interpersonal skills.
  • Ability to work independently and resourcefully as well as collaborate with diverse, multi-functional teams.
  • Bachelor’s degree required.

Morningstar is an equal opportunity provider.

Please click here to apply and include a cover letter with your resume and application.

002_MIMLLC Morningstar Investment Management LLC Legal Entity

BMO Global Asset Management (GAM) is a global investment manager with 20+ offices in 14 countries and $260B in assets under management.  BMO GAM offers complete investment advisory solutions and multidisciplinary asset management strategies to institutional investors, consultants, wealth advisors and their clients.  The Client Support Manager will provide support to BMO GAM’s institutional clients on the Relationship Management Team.  This individual will be responsible for implementing best practices and standards for client reporting, cash flow management, client lifecycle events, and BMO’s client relationship management system (Salesforce) and reporting tool (Vermilion).

Client Reporting (40%)

  • Oversee institutional client reporting and ensure data integrity
  • Resolve data issues for client reporting
  • Collaborating with key stakeholders to identify opportunities for process improvements and automation
  • Create, update, and maintain templates for client reporting
  • Work with vendor relationships and application support for reporting systems
  • Documentation of business requirements for reporting
  • Send monthly and quarterly deliverables to clients
  • Track and monitor client reporting deliverables 

Client Relationship Management System (Salesforce) (20%):

  • Lead and execute projects for BMO Global Asset Management’s Client Relationship Management System (Salesforce)
  • Work with other stakeholders across the organization to make improvements to the system
  • Implement standards and best practices across the relationship management teams
  • Provide trainings to the team as necessary 

Client Implementation (20%)

  • Cultivate a service environment targeted towards enhancing the client experience
  • In coordination with the implementation analyst, spearhead new account opening process, account adjustments, and closings:  coordinate with compliance, legal, accounting and operations to fund new accounts and set up guidelines and IMAs. 
  • Monitor and escalate on-boarding issues to ensure a high quality response to clients
  • Verify that all documentation received from the client comply with regulatory and compliance standards, as well as firm-wide AML guidelines
  • Oversight for cash flow management for clients

Team Initiatives, Management Reporting and Tracking (20%)

  • Lead and partake in global and regional projects relating to institutional client service
  • Conduct analysis on key sales and client service metrics
  • Drive and effectively communicate key messages and insights from various analyses to all managerial levels
  • Provide guidance to support team on business requirements

Knowledge and Skills 

  • Degree in Business Administration or Finance required; MBA or other post graduate degree is preferred
  • 7+ years of experience in the investment management industry working in a client support function
  • Familiarity with Salesforce, Seismic, and Vermilion
  • Strong analytical skills coupled with an ability to interpret and communicate findings
  • Strong experience in project management, strategic thinking and problem solving
  • Well organized; able to prioritize and to reassess workload in order to meet changing demands
  • Proficiency in Microsoft Office Suite, Advanced Excel and PowerPoint skills required 

We’re here to help

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

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

Click to apply

Overview

Responsible for the research, development, and implementation of investment activity for the National Employee Benefits Committee (NEBC). Oversees investment due diligence, performance reporting, and asset allocation for the National Retirement Trust (NRT). Develops and maintains presentations for NEBC, Investment SubCommittee (ISC) and BCBS Plans, and assists the Executive Director in conducting investment projects that fall under NEBC governance. Responsible for support of NEBA infrastructure including accounting, budget, audit, compliance, investment manager contracts, vendor relations, financial control, and general administration.

Responsibilities

Responsibilities include but are not limited to:

Management and Leadership:

  • Provides effective leadership to the Investments team. Oversees the Team in managing the day to day operations of the National Retirement Trust (NRT) and National 401k Plan. Coaches and implements appropriate training and career development opportunities for team members, including the communication and ongoing facilitation of performance feedback and appraisal processes.

Investment Activities:

  • Research and develop investment activities for the NEBC and management. Anticipate the investment needs of Plans and identify suitable new products to meet those needs. Oversee investment managers, trustee, and consultant to safeguard assets of trusts.
  • Monitor industry trends and changes within the capital markets and their impact, research and analyze trends in institutional investment management, and maintain a working knowledge of new opportunities and strategies within the broad investment arena.
  • Monitor external investment managers for adherence with performance expectations, investment processes, organizational changes, and compliance with investment guidelines through onsite visits, quarterly conference calls and performance reports.
  • Translate board decisions into appropriate administrative action.
  • Direct and oversee both the outside investment consultant and internal team for investment manager searches, conduct on-site visits with finalists, and make recommendations for new investment managers to the ISC and the NEBC.

Investment Management:

  • Provide investment performance reporting and explanation to the ISC and NEBC.
  • Determine appropriate cash levels and asset allocation of NRT on ongoing basis.
  • Oversee transition of assets into and out of NRT for new Plans, Plans withdrawing, and reallocation of assets among managers.

Product and Service Management:

  • Oversee preparation and administration of investment management contracts. Communicate as needed with Plan executives to familiarize them with NEBA products and services.

Qualifications

Required Basic Qualifications:

  • Experienced professional with strong management and financial skills
  • A Bachelor’s Degree in related discipline
  • A minimum of 8 years of progressive experience in investments with exposure across asset classes
  • A minimum of five years supervisory, project manager, or team leadership experience
  • Highly proficient in Microsoft Office, particularly Excel, internet technologies, and investment software products

Preferred Basic Qualifications:

  • MBA, CFA, CAIA or progress toward these, or other relevant designations or related coursework
  • Familiarity with financial product marketing and actuarial concepts
  • Demonstrated experience working in a fast-paced environment with substantial responsibilities
  • The ability to operate independently with a customer-service mentality and a concern for building client relationships
  • The ability to work collaboratively with other areas of the organization to complete departmental, divisional, and organizational objectives
  • Effective communication skills to convey complex financial concepts to audience members with varying levels of aptitude on subject matter
  • Presentation skills to facilitate communication and delivery of presentations to senior executives
  • Demonstrated skills in organizational management, vendor management, consulting, and project management
  • Excellent written, verbal and mathematical abilities, and the ability to work constructively with colleagues

Equal Opportunity Employer

Blue Cross Blue Shield Association is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, national origin, age, gender identity, disability, veteran status, genetic information or any other legally protected characteristics

Overview

Founded in 2006, Legal & General Investment Management America (LGIMA) is a fast growing investment management firm that manages USD $185 billion as of September 30, 2018. We bring a client oriented, solutions-driven approach to designing and managing investment solutions on behalf of institutional clients. LGIMA is a leader in long duration fixed income, custom liability-driven-investments, index strategies, multi-asset, smart beta, and ESG solutions; and we are committed to continued expansion of our suite of capabilities and offerings to meet client needs.

The LGIMA Distribution team is currently seeking a Marketing Specialist. The ideal candidate will have a strong work ethic, ability to manage multiple projects and initiatives, be highly collaborative to work with many players and teams across the organization, but also be comfortable taking direction to work independently and with a small marketing team. A successful candidate will play a key role in helping to project our firm’s professional and innovative corporate image and increase our brand awareness with clients, consultants, and in the marketplace. Continuously striving to increase your knowledge of our products and the industry in order to best produce meaningful responses is a key attribute.

Responsibilities

  • Help manage and execute design and marketing projects for the firm in support of the Distribution team
  • Responsible for conceptualization and implementation of design solutions that meet marketing strategies from concept to completion through production of thought leadership, marketing materials, branding campaigns, websites, social media platforms, digital advertising, etc.
  • Help drive consumer engagement in social networks via compelling visuals to accompany relevant content
  • Help execute the marketing strategy and further a cohesive, consistent brand image
  • Interpret and incorporate existing brand guidelines into best practices

Qualifications

  • Minimum 2-5 years of graphic design experience.
  • Additional experience in marketing ideal.
  • Ability to take on design briefs and implement them, from concept to completion.
  • Embedded in social media communities with a strong handle on various tools and interfaces.
  • Able to balance multiple time-sensitive priorities, work under deadline, and enjoy a culture where every day is different
  • Key Personal Attributes: Entrepreneurial spirit, accountable, results-oriented, self-starter, positivity, high level of emotional maturity/intelligence, enthusiasm for the brand, combination of personality and patience
  • Key Skills: highly developed organizational skills, strong visual and design communication skills
  • Proficient in InDesign. Ideally proficient in WordPress.
  • College degree in graphic design, marketing or a related field required

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.

Application FAQs

Bentall Kennedy, a leading North American private real estate investment advisor, is looking for a strong candidate to join our Client Relations & Product Development team as an Associate, Client Service.

Under the general direction of the Vice President, Consultant and Client Relations, the Client Service Associate will partner with and support consultant relations and sales with carrying out their day-to-day business development goals, client servicing needs and ad-hoc projects. The Associate will gain exposure to several areas of investment management including consultant relations, investor relations, marketing/presentations, investments and data management. This role will provide the opportunity for a motivated, self-starter to take on increasing levels of responsibility and varied activities.

This position will be based in Chicago, IL.

Company Summary

Bentall Kennedy is one of North America’s largest real estate investment advisors. We are also Canada’s largest property manager, providing comprehensive real estate services to our clients. Bentall Kennedy serves the interest of more than 550 institutional investors across office, retail, industrial, and residential properties throughout North America. As a leader in Responsible Property Investing, we are committed to best-in-class environment, social and governance practices in developing, leasing and managing commercial real estate.

Bentall Kennedy is a member of the Sun Life Investment Management group of companies.

Position Responsibilities:

  • Work closely with Consultant Relations and Investor Relations to ensure that consultants and clients are receiving timely and accurate information related to existing or prospective investments in the Firm’s products, respond to ad-hoc requests in a timely manner
  • Provide consultant and sales support including:
  • Conduct market research on sales opportunities and consultant search activity
  • Assist with preparation and coordination of materials for consultant and client meetings
  • Coordinate client on-boarding including execution of documents, wire transfers and any related communication, ensuring compliance with regulatory requirements
  • Manage client contributions and redemptions and related documentation.
  • Track consultant and client activity in Salesforce
  • Gather financial data (e.g. investment performance, firm information, assets under management, capital raised), review and analyze data for use in consultant questionnaires, Requests for Proposal (RFPs) and presentations
  • Complete consultant questionnaires, both qualitative and quantitative, and populate investment consultant databases
  • Update investor presentations and assist with creating presentation content
  • Work closely with Head of Consultant Relations on ad-hoc projects

Education and Experience:

  • Minimum of two years of relevant experience with an investment management firm, institutional real estate experience is preferred
  • Understanding of institutional investment marketplace and the role of investment consultants
  • Bachelor’s degree with a concentration in Finance, Accounting or Economics

Essential Qualifications:

  • Collaborative team player with positive, can-do attitude
  • Excellent verbal and written communication skills
  • Strong work ethic. Ability to work independently as well as in a team setting. Comfortable working across the organization with all levels of management
  • Analytical, skilled at problem solving and decision-making
  • Resourceful with strong organizational skills, adept at multi-tasking and time management, deadline driven
  • Attention to detail is essential
  • Computer proficiency with Excel, PowerPoint and word is required. Knowledge of Salesforce a plus

The compensation plan for this individual will be commensurate with the skills required of the position and will be negotiated to attract exceptional candidates. The total rewards package will be comprised of a competitive base salary, annual incentive plan, and health plan.

All resumes must be submitted through our online system at: https://candidatemanager.net/cm/p/pJobs.aspx?mid=YUYAZ&sid=BEVYU

This role provides the successful candidate an opportunity to join the Specialist Portfolio Solutions (“SPS”) team a growing part of the Investment business, as a Portfolio Specialist. SPS are client-friendly, subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing specialist solutions’ clients. We are a global team of 35, have over 125 clients and around $30bn in AUM.

Given the increase in activity in the Americas, we are looking to grow our resourcing in the US to enable further growth. Your role will be to support this activity and the embedding of relevant asset class solutions into as many portfolios as possible by; driving the sales process, engaging with clients/prospects on their portfolios, leveraging your subject matter expertise to emphasize WTW’s credibility in managing portfolios and deliver an outstanding client experience post-appointment.

Responsibilities:

Sales support and discipline:

  • Prepare impactful and persuasive presentations and other sales material for prospects
  • Rigorously update and maintain CRM databases with prospect and client information
  • Review and identify ways to streamline sales and operation processes on an on-going basis

Developing and maintaining a go-to market strategy in our solutions:

  • Working with senior colleagues to assess market opportunities across North America, prioritize sales channels and solutions and align resourcing focus
  • Developing clear market positioning and messaging for our solutions

Internal marketing:

  • Working with Advisory Portfolio Managers, Retirement Consultants and other Lines of Business to ensure they are aware of the benefits that SPS can have on client portfolios and conversant in WTW’s edge in our solutions
  • Leading live pursuit processes, partnering with internal colleagues to tailor the message to our clients and displaying business development discipline through the process

Client management:

  • Post-appointment, working closely with other WTW colleagues to support the relationship
  • Overseeing the preparation, review and dispatch of client papers

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

Requirements:

  • Display of broad business development skills, including sales discipline/urgency, project management expertise and presentation/pitching skills.
  • Subject matter expertise of Investment products and 3+ years relevant industry experience from Asset Management Sales/Marketing or Client Consulting, preferably in equities or alternative asset classes.
  • Ability to create and deliver persuasive sales messaging.
  • Highly organized individual able to deliver timely and accurate work, often at short notice.
  • Team player with demonstrated aptitude at forging strong industry and internal partnerships.
  • Natural ease and effectiveness when communicating with clients/colleagues at all levels.
  • Completion of CFA or equivalent qualifications.

The Company:

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer:

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. 

Equal Employment Opportunity: Know your rights.

Unsolicited Contact: 

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.

Job: Research and Product Development 

Primary Location: United States-Illinois-Chicago 

Schedule: Full-time

Apply Online

Overview

Founded in 2006, Legal & General Investment Management America (LGIMA) is a fast growing investment management firm that manages USD $175 billion (as of June 30, 2018. We bring a solutions-driven approach to meeting the needs of institutional clients, with a focus on both defined benefit (DB) and defined contribution (DC) plan sponsors. LGIMA is a leader in long duration fixed income, custom liability-driven-investments (LDI), equity index, smart beta, and ESG solutions; and we are committed to continued expansion of our suite of capabilities and offerings to meet client needs.

The LGIMA Distribution team is currently seeking a Senior Marketing Specialist / Senior RFP Writer. The ideal candidate will have extensive knowledge and experience in both the DB and DC markets, with an ability to coordinate, write and deliver quality Request for Proposal (RFP) responses. A successful candidate will play a key role in prospect growth and client retention, partnering with key stakeholders to ensure appropriate competitive positioning in proposals and client materials. The candidate will effectively manage proposals from inception to completion, adhering to all internal and external deadlines. The candidate will also manage various projects seeking to enhance materials, refine processes, and provide proactive team support. Continuously striving to increase your knowledge of our products and the industry in order to best produce meaningful responses is a key attribute.

Responsibilities

  • Maintain and drive development of new and standardized content across marketing collateral primarily RFPs/RFIs, but also including quarterly presentations, fact sheets, database profiles, etc. – with the primary goal of high client relevance
  • As needed, develop, maintain firm and product data used ensuring consistency across RFP/RFIs, and other collateral materials as needed
  • Write and edit accurate and relevant responses to RFPs, RFIs (RFIs), DDQs and ad hoc requests – including new and more complex RFP/RFI responses in partnership with product, investment, distribution, and other teams throughout the firm
  • Drive efficient intake, qualification and scheduling of RFP/RFIs to ensure timely communication and completion, delivering outstanding service by managing communication with internal stakeholders, and at times clients
  • Drive continuous improvement across team processes and written content
  • Collaborate with distribution, investment, and other internal business partners to ensure a detailed understanding of the firm’s investment processes and products to create accurate and relevant content
  • Provide support to the sales distribution effort, complete ad-hoc sales and marketing requests by creating appropriate materials including competitive analysis, industry surveys, one-off marketing pieces, and non-standard written materials.
  • Work closely with the appropriate product/investment specialists and marketing communications team members to develop and drive content for marketing materials
  • Work effectively with internal partner areas, such as the performance and legal and compliance areas to process information which satisfies legal and regulatory material requirements

Qualifications

  • Minimum experience 10 years of Marketing with a strong focus of writing experience including RFPs and RFIs for an asset manager  
  • Defined contribution experience is  a plus                                                                                                                         
  • Results oriented with advanced writing and proofreading abilities while balancing multiple time sensitive priorities
  • Key Personal Attributes: Entrepreneurial spirit, accountable, results-oriented, self-starter, positivity, high level of emotional maturity/intelligence, consensus builder, mentor, listener
  • Key Skills: strong RFP/RFI knowledge, strong verbal and written communication skills, persuasive presentation skills, investment competence across asset classes and strategies, client-driven and also business-driven
  • College degree required; MBA a plus; CFA and/or CAIA a plus
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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.