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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

Job Description:

The Senior Compliance Analyst is responsible for the execution of processes relating to Compliance Oversight Programs including controls and testing, monitoring and surveillance and other compliance issues. The Senior Compliance Analyst will act a steward of Dimensional and plays a vital role in ensuring compliance with all regulatory bodies and governing laws.

Responsibilities:

  • Manage departmental compliance projects as assigned, such as annual compliance testing

  • Review sales materials for adherence to compliance regulations (Investment Advisers Act, Investment Company Act, SEC and FINRA regulations, etc.)

  • Provide expert advice and guidance to the firm and its employees on communications content across multiple delivery channels: including but not limited to website and print materials, research papers, and investment advisor materials

  • Provide expert advice and guidance to the firm and its employees on communications content related to social media

  • Ensure all ETF and fund-related materials and associated disclosures are in compliance with regulations; responsible for timely filing of marketing materials with FINRA

  • Serve as a compliance resource for the Marketing, Global Client, Investment Solutions and Research Groups,

  • Program manage internal business partners to ensure timely delivery of compliance reporting and initiatives

  • Contribute to the development and delivery of the annual firm compliance meeting

  • Participate in the review and make updates for the maintenance of written supervisory policies and procedures for FINRA and other compliance programs

  • Research, analyze, and identify key data-driven insights and clearly articulate these insights in the form of actionable recommendations for Compliance

  • Design processes and draft procedures regarding reporting requirements and other compliance related activities

  • Review reports, risk indicators, and red flags to identify and propose corrective action

  • May conduct Compliance training for various functional groups

  • Assist with the day-to-day guidance of junior compliance staff

Qualifications:

  • Bachelor’s degree

  • 5+ years of professional work experience in financial service industry within a compliance related field

  • Proficient knowledge of financial services industry and applicable rules, regulations, and federal and state securities laws (SEC, FINRA, FCA, etc.)

  • Proficiency in compliance management systems

  • Technical and professional skills or knowledge of testing methodology, risk and controls analysis

  • Excellent written and oral communication; able to deliver presentations in an articulate and convincing manner

  • Strong relationship building skills and an ability to work well in a team environment, both locally and globally

  • Ability to impact and influence others across the organization

  • Strong analytical mindset with an ability to synthesize data

  • Detail-oriented and capable of multi-tasking and prioritizing in a fast-paced environment to meet deadlines

  • Ability to work independently to meet project requirements with minimal supervision

  • Ability to maintain confidentiality and data accuracy when handling sensitive information

  • Proficient in the Microsoft Office suite

Preferred Qualifications:

  • Continued post-graduate education or advanced degrees

  • Professional Certifications (CRCM, CFA, etc.)

  • Series 7 or working towards Series 7 certification; must complete within 2 years in role

  • Experience with Compliance review of marketing materials for registered mutual funds and ETFs

  • Experience with Compliance review of content related to social media

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

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

Apply Online

 

 Job Description:

Based in Austin or Charlotte, the Compliance Analyst will play an important role in executing business compliance matters by providing evaluation, development, maintenance, testing, and monitoring of regulatory compliance programs and related client reporting. This position works closely with Compliance, Risk, and Legal colleagues, and business representatives across the firm including the Global Client Group.  

Responsibilities:

  • Perform annual global Compliance program review with team in accordance with SEC Rules 38a-1 and206(4)-7, Canada NI 31-103, and global equivalents for Chief Compliance Officer review and presentation to Boards and senior management.

  • Manage Compliance oversight of variety of client reporting, elevating appropriate items to Chief Compliance Officer

  • Develop process improvements in the client reporting processes

  • Identify, assess and respond to risks associated with producing and providing oversight of sub-advised client Board materials and/or client reports and requests (from separate accounts, ETFs and Mutual Fund shareholders, etc.) and support day-to-day activities.

  • Coordinate client reporting and review from Compliance perspective in accordance with client contractual obligations

  • Prepare sub-advisory 15(c) reviews for contract renewals and certification process for Chief Compliance Officer sign-off

  • Create, update, and respond to RFP/DDQ requests signed by Chief Compliance Officer; accuracy critical

  • Write/develop SQL scripts to automate production of legal and regulatory client materials

  • Coordinate document production for global regulatory requests, exams, and audits

  • Maintain and provide recommendations for firm policies and procedures 

  • Support the Compliance staff on various projects, initiatives, and responsibilities

  • Timely completion of projects and initiatives

  • Ability to service requests from multiple levels of the organization

Qualifications:

  • Minimum two years compliance or audit\testing experience, or three years securities related experience

  • Bachelor’s degree or equivalent experience

  • FINRA Series 7 a plus

  • Knowledge of Investment Advisers Act of 1940, Investment Company Act of 1940, FINRA Rules and other federal regulations or global equivalents

  • Team oriented – ability to apply analytical and decision-making skills in a collaborative environment

  • Familiarity with financial products such as mutual funds, ETFs, separate accounts, retirement and 529 plans

  • Strong analytical and quantitative problem-solving skills

  • Self-starter with the ability to work well in a fast-paced environment and capable of managing multiple projects and meeting deadlines

  • Exceptional attention to details

  • Excellent communication and interpersonal skills

  • Knowledge of SQL a plus

  • Strong knowledge of Excel and general computer skills with the ability to learn additional computer applications as needed

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

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

Apply Online

 

SUMMARY

The Deputy Managing Director, Debt Conversions oversees the execution of The Nature Conservancy’s Debt Conversions strategy and portfolio, with accountability for originating and closing 20 debt conversions for marine protection by 2024. They will manage numerous projects across relevant geographies in coordination with Global Strategy and Regional Leadership colleagues, and oversee a team of at least four, including two other deal leads, a senior project coordinator and a conservation trust fund specialist.

 ABOUT US

The Nature Conservancy is the leading conservation organization working to make a positive impact around the world in more than 30 countries, all 50 United States, and your backyard. Founded in 1951, the mission of The Nature Conservancy is to conserve the lands and waters on which all life depends. One of our core values is our commitment to diversity. Therefore, we are committed to a globally diverse and culturally competent workforce.  Visit www.nature.org/aboutus to learn more.

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

ESSENTIAL FUNCTIONS

The Deputy Managing Director, Debt Conversions will be responsible for leading a team to identify and close 20 new debt conversions for marine conservation by 2024, in support of TNC’s commitment to key donors made in 2019. This includes transaction sourcing and development; relationship development with key external partners on the Debt Conversions program including governments, financial institutions, insurance providers, commercial lenders and donors; financial analysis and modeling; capital structuring; credit enhancement mechanisms, and risk assessment and mitigation. The Deputy Managing Director, Debt Conversions will lead the implementation of originating and advancing transactions, managing a portfolio of opportunities, and ensuring the achievement of key interim and final results. They will work closely with teams across TNC, including the Global Oceans team and both regional and in-country teams to source and diligence transaction opportunities and ensure delivery of conservation outcomes, and present transactions to the TNC Board for approval. The Deputy Managing Director, Debt Conversions will sit on the Debt Conversions Steering Committee and report to the Managing Director of NatureVest.

Location: Arlington, VA, New York, or other location with a major TNC office

This description is not designed to be a complete list of all duties and responsibilities required for this job.

 RESPONSIBILITIES & SCOPE

  • Designs, implements and directs complex and diverse projects, setting deadlines and ensuring program accountability.
  • Makes strategic decisions based on analysis, experience and judgment.          
  • Incorporates cross-disciplinary knowledge to support program objectives.
  • Leads team and manages the work of other professionals, inside and outside of the organization.
  • Oversees a team of deal leads and other staff supporting the debt transactions.
  • Holds fiscal accountability for a multi-million dollar budget.
  • Works with fundraisers and donors to source new support and manage ongoing donor relationships.
  • Significant latitude to deal directly with field management personnel and organizational leadership.
  • Makes independent strategic decisions, frequently involving ambiguous information, based on analysis, experience and judgment.
  • Leads high-level negotiations with country ministries, global financial institutions and development financial institutions.
  • Will require frequent domestic and international travel and evening and weekend hours; minimum of 40% travel expected.

MINIMUM QUALIFICATIONS

  • BA/BS degree and 15 years’ experience in a private sector environment, such as investment banking, or with a leading conservation organization or multilateral finance or government entity, or equivalent combination of education and experience.
  • Debt and structured finance experience including transaction structuring with blended capital. Experience in securing capital from investors such as investment banks, private wealth managers, public pension plans, endowment funds, private trusts and high-net worth individuals.
  • Experience designing, implementing, and directing complex or multiple projects of strategic importance, including managing a budget, supervising multidisciplinary professionals and coordinating the work of partners while meeting deadlines.
  • Experience developing business plans or major strategy assessments particularly with conservation forms of valuation, deal structuring, negotiations support, financial modeling and analysis.
  • Experience in a supervisory role managing at least two people

PREFERRED KNOWLEDGE, SKILLS & EXPERIENCE

  • B.A. or other advanced degree with significant course work in finance or economics highly preferred.
  • Strong team player who can build relationships and work collaboratively across the organization in an unstructured environment and with Conservancy partners.
  • Outstanding analytical and project management capabilities.
  • Superior written and oral communications.
  • Multi-cultural experience and skills in a language in addition to English a strong plus (e.g., Spanish, French, Portuguese)
  • The Nature Conservancy is committed to diversity and encourages candidates with diverse and nontraditional backgrounds to apply.

ORGANIZATIONAL COMPETENCIES

Accountability for Outcomes

Pushes for excellence.  Establishes challenging goals for self and others to drive performance in support of the Conservancy’s mission.  Rewards behavior that achieves these standards and is aligned with the organization’s mission/ values.  Takes action to address performance problems in a timely and appropriate manner.

Builds Organizational Capability

Builds or adapts organizational structures to accomplish the mission and to improve performance.  This includes reorganizing organizational systems, structures, processes, procedures, communication channels or reporting relationships.  With the Conservancy’s strategic filter in mind, determines who can contribute, gets the right people involved, and builds bench strength for the future.

Collaboration & Teamwork

Shows a willingness to put the needs and goals of a global organization before personal/local/departmental needs.  Works with others across organizational boundaries. Makes decisions, sets priorities, and allocates resources to help the organization as a whole achieve results.

Communications

Effectively expresses messages verbally and in writing.  Actively listens to others.  Fosters open exchange of issues.  Is timely with information.

Courage & Decisiveness

Makes decisions and stands by them.  Makes timely decisions even under pressure and when lacking complete information. Has the courage to modify decisions and admit why and how they were wrong.

Flexible to changing circumstances. Takes innovative approaches towards work.  Takes calculated risks and makes dependable decisions in the face of uncertainty.

Influences for Results

Achieves results by persuading, convincing, or influencing others. Adapts approach to the individual or group and knows how and when to use complex influence strategies. Uses success stories and passion for the mission to generate enthusiasm and support.

Open to Learning

Versatile learner and committed to self-improvement.  Employs strengths effectively.  Willingly shares knowledge with others.  Seeks coaching on areas needing improvement.  Adjusts behavior/performance as needed.  Views mistakes as learning opportunities.

Organizational Awareness

Understands the basics of our business.  Knows how local job relates to the big picture & contributes to the overall strategy.  Knows how/why things work inside TNC.  Easily moves through internal networks and channels for success.

HOW TO APPLY

To apply, please visit our website at https://www.nature.org/en-us/about-us/careers/ and search for the position number 49052. Please submit resume (required) and cover letter separately using the upload buttons. Applications will be reviewed in the order they’re received and the position will remain open until filled.

About NB and Fixed Income: Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide.  Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services.  We offer a broad platform to accommodate the evolving needs of our clients.  Our Global Fixed Income Platform operates in eight cities across three continents (Chicago, New York, Atlanta, London, Paris, the Hague, Singapore and Shanghai).  We provide clients best-in-class capabilities across the global fixed income investment universe, public and private markets.  For more information visit: https://www.nb.com/en/global/capabilities/fixed-income-capabilities.

Summary:

The ESG Investing Associate – Fixed Income will serve as a conduit between the Investment Grade and Non-Investment Grade Research teams and the ESG Investing and Impact Team to support the implementation of the firm’s commitment to ESG integration in investment processes across asset classes. This is a newly created role which will be part of the investment teams.  The selected individual will have ample opportunity to learn and grow under the team’s leadership as well as our partners in ESG and across the firm.

Responsibilities:
  • Collaborate with the ESG and Impact Investing team and the Marketing team to produce various print and digital collateral including white papers, pitch books, client communications, etc.

  • Support the ongoing analysis and reporting of ESG and impact metrics necessary for purposes such as client reporting, RFPs, and other internal or external communications.

  • This would likely include partnering with the Non-IG and ESG teams to track engagement activities with portfolio companies.

  • Conduct research as needed for strategic and tactical projects.

Qualifications:

  • Demonstrated experience and interest in ESG or impact investing; at least one year preferred though open to relevant experience.

  • Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook).

  • Ability to perform in fast paced environment; excellent organizational skills and strong time management skills.

  • Resourceful with ability to navigate to solutions independently, and able to handle multiple and changing priorities with a solution-oriented mindset.

  • Ability to communicate effectively, with strong writing capabilities

  • Keen attention to detail and strong critical thinking capabilities.

  • Self-motivated with a strong sense of ownership and focus on results; eagerness and drive to learn the business and contribute to team and organization goals.

Apply Online

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

Learn about the Applicant Privacy Notice.

Description

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. Headquartered in Chicago, with offices in 21 cities, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking and Advisory Services (Retirement and Wealth), we invest in what matters: our clients, our communities and our workplace culture.

The individual in this role will lead traditional investment management at Mesirow and serve as a senior leader of the firm. In aggregate, the firm’s traditional investment management teams comprise approximately 55 professionals across five distinct portfolio management teams that manage approximately $10B in fixed income, equity and sustainable strategies and $90B in Currency assets.

The individual in this role will set the strategic direction, with key strategic responsibilities including evolving the firm’s investment capabilities, expanding the firm’s institutional client base both domestically and internationally creating value for our clients and driving AUM growth and profitability.

Reporting:

Reports directly to the Chairman and Chief Executive Officer.

Responsibilities:

  • Lead five traditional investment management teams with multiple strategies and varying combinations of investment vehicle formats: institutional separate accounts, collective investment trusts and/or mutual funds:
    • Currency Management: Multiple strategies addressing global institutional investors’ need for passive and passive plus risk management, currency alpha and fiduciary FX
    • Equity Management: Focus on small cap and small-mid cap investing for institutional investors; traditional equity strategies also offered with a sustainable equity focus
    • High Yield: Team manages a High Yield CIT, a High Yield Fixed Income mutual fund and a Floating Rate Bank Loan fund
    • Strategic Fixed Income team: Intermediate and core capabilities and an Enhanced Core Plus mutual fund
    • Analytic Fixed Income team: Capabilities in core and long duration portfolios
  • Assist in the P&L growth of these five traditional investment management businesses and position the firm within the institutional asset management marketplace
  • Enhance collaboration between investment teams in order to leverage their collective capabilities and resources and increase the visibility of our traditional asset management business
  • Enhance our traditional investment strategy lineup through both internal product development as well as potential acquisitions/lift-ins of outside investment teams and strategies
  • Lead our Global Investment Management Distribution team in expanding our presence across distribution channels and enhancing penetration of institutional investment consultants
  • Partner with Marketing and Information Technology on content, strategies and digital tools that will build awareness of Mesirow investment management, create a client-centric online experience and help attract, develop and retain high-value clients
  • Cultivate an environment that supports diversity & inclusion and reflects the Mesirow culture and commitment to corporate responsibility

Key Qualifications:

  • Bachelor’s Degree; advanced degree and/or CFA designation is highly preferred
  • Seasoned leader with 20+ years of institutional asset management experience, including leadership of multiple investment teams and a proven track record of driving growth and AUM
  • Deep understanding of the institutional asset management space, including deep familiarity with various distribution channels and institutional consultants
  • Strong sense of urgency regarding business development and P&L growth
  • Strong talent development skills and experience managing employees with varied job requirements
  • Direct experience developing strategic priorities and holding teams accountable for performance
  • Proven ability to successfully develop and grow new products and strategies

Key Attributes:

  • Forward thinker who anticipates and responds proactively to changes in the competitive marketplace, client needs and market segments will create opportunities and/or challenges
  • Unassailable personal and business integrity, with a record that reflects favorably on the company and professional stature that commands respect and credibility inside and outside the company.
  • A dynamic leader; known for the ability to develop, motivate and build strong teams that achieve superior levels of performance
  • A highly collaborative team player who demonstrates respect for others both externally and internally at all levels of the organization
  • Personal drive, energy and ability to work efficiently and effectively in an entrepreneurial environment
  • An executive who values and promotes a culture of accountability—both for herself/himself and for others
  • Experience and demonstrated engagement in civic and community leadership and activities

Apply Online

EOE

 
Job Details
Description

The Company:

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

Responsibilities:

  • Responsible for the quarterly financial and investor reporting for 4 closed end private equity fund structures as well as 2 joint venture investments in real estate
  • Issue capital call/distribution notices to investors
  • Responsible for cash management, including, but not limited to, daily and monthly reconciliation of cash activity from bank accounts, entry and recording of capital calls and distributions, and wire transfer initiation/approval
  • Primary liaison with outside accountants in conjunction with annual financial statement audits and Form 1065/K-1 tax preparation
  • Review monthly NAV packages prepared by third party fund administrator related to a hedge fund of funds investment vehicle
  • Maintain and support selected balance sheet reconciliations and analyses for our Investment Management and Investment Advisory groups
  • Assist with cash application coding and accounts receivable reporting for Investment Management business units
  • Prepare other internal management reports and participate in ad hoc projects as needed
  • Cross-train to provide backup support for other accountants in the business unit accounting group

Requirements:

  • Bachelor’s Degree in Accounting or related field 
  • 2-4 years of experience working in a Fund Accounting role
  • Direct experience with Private Equity and/or Real Estate funds preferred
  • Proven organizational skills with the ability to multi-task in a cross-functional environment
  • Strong analytical and problem-solving skills
  • Team player with a positive attitude and strong interpersonal skills
  • Proficiency in Microsoft Office applications

Apply Online

EOE

POSITION SUMMARY:

The Registered Associate is a senior level position that serves as lead administrator with a focus on administrative functions of the team including client service, managing staff, overseeing team coordination, marketing, etc. The Registered Associate will also coordinate and assign work to the support staff functions of the group.

DUTIES and RESPONSIBILITIES:

  • Engages in team oversight responsibilities such as training team members, regulating group workflow and workload and offering input on staff performance
  • Oversees the development and implementation of strategies to execute the business plan to achieve desired results
  • Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns
  • Independently develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues
  • Serves as client contact for administrative problem resolution and fielding general client questions on a spectrum of topics
  • Reviews all outgoing correspondence and reports for accuracy
  • Serves as the escalation point for all team related matters

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • Minimum of 10 years of post-high school education and/or work experience in a field relevant to the position required
  • Advanced degree or professional certification preferred
  • Active Series 7, 63 and 65 or Series 7 and 66
  • Additional product licenses may be required

Knowledge/Skills

  • Financial industry and product knowledge
  • Knowledge of applicable compliance rules and regulations
  • Proficient in applicable software applications
  • Ability to interact and communicate effectively with colleagues and clients
  • Excellent written and verbal communication skills
  • Evidence of strong leadership skills or previous supervisory experience

Reports To:

  • Complex Business Service Officer and a dotted line to the Business Service Manager

Morgan Stanley EOE committed to diversifying its workforce.

Interested candidates should send their resume’s to Iftikhar Khan (Iftikhar.Khan@msgraystone.com.) They can also start their application process by visiting:

https://www.morganstanley.com/people/experienced-professionals

Click Explore Opportunities
Type in Job Number:  3159059
Click Search for Jobs
Apply to Job Number 3159059 by clicking on Registered Associate

           

Our client, New Jersey Department of the Treasury – Division of Investment (the “Division”), based in Trenton, is seeking a Passive Global Equity Portfolio Manager.  With $92 billion in assets under management, the Division is the 40th largest pension fund manager globally and the 18th largest among U.S. public and corporate pension fund managers.

The Passive Global Equity Portfolio Manager will bring strong investment skills ideally with indexed equity allocations and experience working portfolio management investment software and optimizations tools.  The Passive Global Equity Portfolio Manager will report to the Deputy Director.

To LEARN more and view the DESIRED QUALIFICATIONS please click below to view the Position Specifications:

https://eflassociates.cbiz.com/Portals/2/Denver/DOI_PGEPM_FINAL%20Position%20Specs%207568.pdf

 

To apply please send your resume to Lauren at lmcelderry@eflassociates.com.

Our client, New Jersey Department of the Treasury – Division of Investment (the “Division”), based in Trenton, is seeking a Senior Performance Analyst.  With $92 billion in assets under management, the Division is the 40th largest pension fund manager globally and the 18th largest among U.S. public and corporate pension fund managers.

The Senior Performance Analyst must have a strong understanding of the CFA Institute’s Global Investment Performance Standards (GIBS), and familiarity with a wide range of performance calculation methodologies including IRR, TWR, and PME.  The Senior Performance Analyst will work closely with the CIO and DCIO on performance reporting relative to benchmarks.

To LEARN more and view the DESIRED QUALIFICATIONS please click below to view the Position Specifications:

https://eflassociates.cbiz.com/Portals/2/Denver/DOI_SRPA_FINAL%20Position%20Specs%207569.pdf

To apply please send your resume to Lauren at lmcelderry@eflassociates.com.

Cardinal Investment Advisors, LLC – Named Pension & Investments BEST Places to Work in 2015, 2016, 2017, 2018, 2019

Cardinal Investment Advisors is a national investment consulting firm serving institutional investors with offices in St. Louis and Chicago. We assist our clients in developing, implementing, and monitoring their investment strategy. This includes asset-liability and asset allocation studies, manager search projects, capital market research, and investment performance analysis.

Cardinal has a team-oriented culture that fosters creativity and diversity of ideas. We are looking to attract and retain an experienced, hard-working and service-minded individual.

YOUR RESPONSIBILITIES

  • Accurately produce performance presentations for client meetings including commentary, investment characteristics, and investment results
  • Reconcile investment performance from various data sources using Cardinal’s proprietary analytics
  • Analyze and interpret investment performance and characteristics
  • Interact directly with clients and other investment personnel
  • Data input accuracy and attention to detail are critical components of this role
  • Work in a team environment to support analysts and consultants on various investment related tasks
  • Occasional travel to meet with clients or investment professionals

YOUR EXPERIENCE

  • You have a Bachelor’s degree
  • You have a minimum of three to five years of overall work experience
  • You have general investment knowledge
  • You possess strong Microsoft Excel and PowerPoint experience
  • You can communicate professionally in written and verbal interactions
  • You have strong analytical skills and a high level of attention to detail
  • You are able to work independently, multi-task, and manage your time effectively
  • You are motivated to invest time and effort into your professional development
  • You have Insurance Company experience (not required)
  • You have Business Intelligence experience (not required)
  • You are currently authorized to work in the United States on a full-time basis

THE BENEFITS

  • Competitive salary with bonus opportunity
  • Medical, Dental, Disability, Healthcare Spending Account, Vested retirement contributions
  • Opportunity for advancement based on performance, personal growth and cultural fit
  • Education reimbursement opportunities for pursuing CIPM, CFA or CPA
  • Garage parking (STL) or CTA pass (CHI)
  • Dedicated support for volunteer, community and/or industry involvement

CONTACT

To apply, email blanders@cia-llc.com with your resume and cover letter telling us a bit about your career journey, what attracts you to institutional investment consulting, and why you are interested in becoming a member of the Cardinal team.

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

Job Description:

The Consultant Relations Regional Director will develop and expand relationships with key decision makers at the North American offices of the assigned investment consulting firms and lead the development of a global strategy for assigned global consulting firms.  The individual will work closely with Dimensional’s Global Consultant Relations, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business. 

Responsibilities:

  • Develop, coordinate and implement business development plans for the institutional consultant community
  • Increase breadth and depth of relevant buy ratings across investment platform
  • Establish and develop relationships with manager researchers and field consultants who are key influencers
  • Partner with colleagues responsible for developing institutional business outside of North America
  • Provide constructive feedback on strategies and trends to the executive, sales and investment management teams
  • Lead complex technical investment discussions with a sophisticated audience
  • Have a strong voice with regards to positioning, communications and customized solutions
  • Act as an intellectual contributor and a trusted advisor to the consultant community
  • Mentor and guide less experienced team members

 Qualifications:

  • A strong academic background is required; an advanced degree or professional designation such as a CFA, is preferred
  • At least 7 to 10 years of investment experience, ideally gained from working at an institutional asset manager or a consulting firm; DC experience a plus.
  • Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner
  • Ability to work independently, to prioritize and exercise time management
  • Computer and analytical expertise
  • A strong sense of professional and personal integrity and high ethical standards
  • Demonstration of initiative, accountability and focus on quality
  • Commitment to the philosophy and process underlying Dimensional’s investment approach
  • An extensive knowledge of the institutional investment business
  • Highly motivated to significantly increase depth and breadth of consultant relationships
  • A proven track record and history of success

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

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

Apply Online

Department:  Finance and Accounting

Job Category:  Exempt – Bonus Eligible

Role Summary:

This role will report into Vice President and Private Equity Controller and assume responsibility for all aspects of Private Equity related entity financial management, reporting and operations. This will include, but not be limited to the following:

Entity Level Financial Management:

  • Production of monthly financial statements and management reports
  • Recording the financial implications of investing activity and other entity level income and expenses
  • GL processing and maintenance
  • Investment management fee calculations
  • Quarterly fund valuations
  • Researching and making recommendations on GAAP accounting and entity specific issues
  • Dealing with investor/partner inquiries and reporting needs

Private Equity Accountant

  • Capital account maintenance and reporting
  • Initiating capital calls and distributions
  • Ensuring all distribution requirements are satisfied including the calculation of IRRs and running waterfall tests
  • Allocation of income and expenses
  • Dealing with partner inquiries and reporting needs

Investing Activities:

  • Working with the Private Equity Operations Group to establish to a control framework and reporting structure for all Private equity investments

Cash Management:

  • Processing investment related cash transactions
  • Working capital management
  • Monthly account reconciliations
  • Escrow account management

Operations:

  • Produce month and quarter end holdings reports
  • Treasury management

 Other:

  • Participate in various ad hoc projects

Education and Experience:

  • BA/BS degree in accounting or finance
  • CPA or progress towards a CPA preferred, but not required
  • 2-4 years experience in accounting or finance role

Skills:

  • Hands-on knowledge of private equity accounting preferred
  • Experience of partnership taxation a huge plus
  • Strong communication and interpersonal skills; ability to deal with all levels in the firm
  • Expert PC skills, Investran experience a plus

Apply Online

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

 Job Description:

Dimensional’s Investment Solutions Group (ISG) acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.

Within ISG, the Product Specialist team is a resource for deep, specialized knowledge of our investment solutions. Through content and conversations, this team is a valuable resource to help clients understand our portfolios and their performance. The Investment Strategist will work with other members of the Investments Solutions Group with a focus on broad equity market or strategy-specific data analysis, research, and ad hoc projects. Reporting to a Senior Investment Strategist, this role will serve as an expert on our ETF Products within the Equity Product Specialist team.

Responsibilities  

  • Independently analyze, process and interpret data to create portfolio performance commentary and charts for Dimensional’s investment products.

  • Play a crucial role in the development of internal and external communications about Dimensional’s investment philosophy and investment approach and products, with a focus on Dimensional ETFs.

  • Serve as Subject Matter Expert to clients and prospects and Dimensional sales organization in providing ongoing education, updates and facts about our ETFs.

  • Provide quality control to ensure consistency and accuracy of performance and characteristics used internally and externally with minimal supervision.

  • Prepare and deliver presentations that convey complex investment concepts in more accessible terms for consultants, clients, and prospects.

  • Develop feedback loop through relationships with external-facing account managers to make recommendations and improvements to Dimensional’s offerings.

Qualifications 

  • Bachelor’s degree, an MBA and/or CFA are required.

  • At least 7 years of experience in a related role and a strong understanding of the asset management industry, ETFs and capital markets.

  • Excellent analytical, interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.

  • Ability to resolve problems effectively and exercise independent judgement.

  • Motivated to self-teach skills and apply learned knowledge to applicable tasks.

  • Eager to learn and responsive to constructive feedback and guidance.

Please submit resume and cover letter with your application materials.

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

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

Apply Online

 

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

 Job Description:

Reporting to the Head of ETF Capital Markets, the Associate, Capital Markets will work with a variety of stakeholders across the firm to support ETF products for Dimensional. Responsibilities will include supporting the primary and secondary markets and monitoring market quality of the ETFs. This position will be based in our Austin, TX headquarters.

Responsibilities

  • Provide support to ETF Market Makers, Authorized Participants, ETF Sales & Trading Desks, and Data Providers to facilitate a seamless trading environment.

  • Guide the build out of surveillance and analytical tools to advance market quality monitoring

  • Manage all aspects of secondary market liquidity, including launch liquidity and helping larger ETF investors enter and exit trades.

  • Collaborate with portfolio management team and the street on all ETF creation, redemption, pricing, rebalancing and corporate action issues.

  • Maintain relationships with listing exchanges and a working knowledge of the National Market System

  • Manage listing process and leverage appropriate marketing and LMM programs to further growth

  • Serve as Subject Matter Expert to Dimensional sales organization in providing ongoing education, updates and facts about our ETFs.

  • Identify institutional use cases for ETFs by working alongside various sales and trading teams

  • Constantly monitor and analyze regulatory filings, third party research, news reports and companies relevant to our funds or direct competitors.

  • Educate market participants on products, their valuation, construction, and trading.

Qualifications

  • Bachelor’s degree required.

  • 3-5 years of relevant financial services experience; prior experience in an ETF capital markets role highly desired.

  • Strong philosophical alignment with Dimensional’s investment strategy.

  • Advanced quantitative problem-solving and analytical skills.

  • Excellent interpersonal, verbal and written communication skills to articulate investment concepts to a variety of audience types.

  • Self-starter who is capable of managing multiple projects and meeting deadlines.

  • Ability to resolve problems effectively while exercising independent judgement.

  • Eagerness to learn and responsive to constructive feedback and guidance.

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

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

Apply Online

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

 Job Description:

The Portfolio Management team is responsible for the implementation of Dimensional’s investment philosophy which is influenced by the top minds in academic finance. They ensure client portfolios continually pursue the targeted premiums, provide traders with buy and sell candidate lists, outline trading parameters, and assist clients to understand Dimensional’s investment practices. This role reports to a senior member of our Portfolio Management team.

Responsibilities:

As an Investment Associate, you will start by supporting other members of the Portfolio Management Team in their day-to-day management of portfolios and processes. Over time, Investment Associates are expected to contribute to decision making, be responsible for a group of portfolios, monitor portfolio characteristics and maintain portfolio structure following the process-driven approach of the firm. Investment Associates are expected to develop into an expert on the portfolios with which they work.

Successful Investment Associates will master business-as-usual operations and gain skills and experience in managing complex portfolio situations. The role also involves being able to identify improvement areas in the investment process and effectively propose solutions. On a daily basis, Investment Associates are responsible for tasks that include trading foreign currency, generating trade requests, electing on corporate actions and evaluating the quality of the investment universe. Members of the team should be prepared to work with other departments including Trading, Investment Data, Research, Operations and Client Services.

Qualifications:
A successful candidate for the Investment Associate role must have:

  • Strong philosophical alignment with Dimensional’s investment strategy

  • Several years’ experience in financial services

  • Excellent quantitative problem-solving and analytic skills

  • Intellectual curiosity

  • Solid communication and presentation skills

  • Comfort with large data sets

  • High attention to detail

  • Strong time-management skills

  • Aptitude for learning basic computer programming languages

  • Knowledge of SQL, VBA and Excel is helpful

  • Bachelor’s degree required

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

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

Apply Online

Segall Bryant & Hamill is an independent investment firm headquartered in Chicago, Illinois with offices in St. Louis, MO; Philadelphia, PA; Denver, CO; and Naples, FL. Since our founding in 1994, we have grown to approximately $20 billion in assets under management as of June 30, 2020. 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 and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Category: Compliance
Level: Entry Level
Employment Type: Full Time
Compensation: commensurate with experience
Segall Bryant & Hamill is seeking a Compliance Associate to work within a team managing the oversight and monitoring of the firm’s compliance program. The ideal candidate will have had exposure to the securities laws, rules and regulations applicable to registered investment advisers and private fund offerings, in particular the Investment Advisers Act of 1940 and Investment Company Act of 1940. Additionally, the candidate must possess an understanding of the business operations and practices, procedures and controls specific to the business units supported. The candidate must be able to take ownership for the delivery of projects while also operating successfully in a cross-functional team environment. This position reports to the Compliance Manager and has no direct reports.
General Responsibilities
• Maintain, update, and oversee the compliance monitoring tools to aid in the adherence to client guidelines and the enforcement of the Code of Ethics and Compliance Manual
• Monitor, review, and track soft dollar arrangements and invoices
• Compile various data requirements for financial and regulatory reporting to various agencies
• Work with the compliance team on review of regulations and make appropriate updates and recommendations to regulatory documents and policies and procedures
• Prepare and assist in completing and reviewing periodic compliance and due diligence questionnaires
Qualifications
• Bachelor’s Degree • 1-3 years of work experience in the financial services industry, preferably, investment/asset management • Strong writing and verbal communication skills • Must be thorough, detail-oriented, and function with a high degree of accuracy • Must be persistent, self-motivated, and able to function with a high degree of independence
• Effective analytical abilities are required, including solid research skills and the ability to recommend solutions from that analysis • Ability to work on multiple projects while meeting competing deadlines
• Demonstrated ability to work effectively with employees and outside parties at all organizational levels
• Desire to keep abreast of best practices as well as evolving issues within scope of the position is required
• Desire to further develop and foster strong interpersonal relationships and to maintain effective cross-functional teams
• Proficient in MS Office (Outlook, Word, Excel, PowerPoint, Teams) • Knowledge of the following software is a plus but not required:
o Advent Rules Manager, APX, and Moxy or other investment compliance and/or trading systems
o Schwab Compliance Technologies or other personal trading software
Apply via the SBH Career Center All submissions must include a resume, cover letter and salary expectation

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 approximately $20 billion in assets under management as of June 30, 2020. 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.
Category: Asset Management
Location: Remote Internship Opportunity
Compensation: $15 per hour
Internships Spots: 1
Intern will be responsible for aggregating information from various sources and making it consumable for Portfolio Managers and Analysts. Interns will use Excel and other software tools to access data and prepare it for analysis.
GENERAL RESPONSIBILITIES
• Perform business research and analysis – read and analyze financial statements, call transcripts, industry research, etc. Prepare and present reports summarizing analysis and conclusions.
• Perform channel checks and interviews. Prepare for and conduct calls/meetings with company management, customers, suppliers, employees, and other sources. Prepare and share notes and insights.
• Analyze and build financial statements, including valuation models.
QUALIFICATIONS
• Senior in College or recent graduate
• No prior experience necessary – looking for candidate with a genuine interest in business analysis/equity investing.
• Strong interest in investing and working for a buy-side firm
• Excellent quantitative skills
• Effective written and verbal communication skills Send resumes to Fundamental International Internship All submissions must include a resume and cover letter.

Company website: www.sbhic.com

 

This opportunity will allow the right candidate to quickly apply and develop a broad skillset and materially expand their responsibilities within Navitas over time.

Requiring both quantitative and qualitative skills, the associate will evaluate markets, research investment opportunities and produce industry leading market research and segment landscapes to support the firm’s investment themes and its partner’s market intelligence needs.  A Navitas associate will gain immediate exposure to all phases of the venture investment process, including sourcing, underwriting, and monitoring the firm’s investments. They will also prepare investment memos and due diligence reports. In this high performance, high collaboration work environment and based on their development, there will be opportunities for the associate to work with our limited partners and portfolio companies, making the ability to develop and maintain relationships based on responsiveness, trust and creativity vital to development at the firm.

​Responsibilities:

  • Prepare market landscape reports to support the firm’s investment themes and provide market intelligence to our partners
  • Evaluate investment opportunities and engage with real estate companies to identify technology and innovation opportunities
  • Prepare comprehensive and concise written materials, including investment memoranda, company and portfolio reporting
  • Maintain and develop networks in the real estate technology space to source and conduct due diligence on new investment opportunities
  • Analyze company business plans and financial data during due diligence
  • Ad-Hoc projects and other operational activities as needed

Who We’re Looking For:

  • Demonstrated ability to work in a high-performance team-based work environment
  • Able to build relationships founded on integrity, professionalism, and trust
  • Excellent written, verbal and interpersonal communication skills (PowerPoint, investment memorandums, research reports or presentations.)
  • Strong data and financial modeling skills (e.g. Excel, Argus, Alteryx)
  • Proactive, highly organized, detail oriented, collaborative, autonomous
  • Humility, thirst for knowledge, intellectual curiosity, creative thinking, no job too small attitude
  • 2-3 years of relevant work experience
  • Experience sourcing deals and conducting due diligence on early-stage technology companies preferred
  • Venture capital, private equity, management consulting, investment banking, real estate or similar experience a plus

Compensation & Benefits:

Base salary, performance-based bonus, generous healthcare + other benefits

If interested, please email resume and cover letter to jobs@navitascap.com.

Job Details
Description

The Opportunity:

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

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

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

Responsibilities:

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

Requirements:

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

Apply now

 

Department:  Finance and Accounting

Job Category:  Exempt-bonus eligible

Location:  Chicago

Summary:

This position will report directly to Beth Henry.  He/she will be primarily responsible for completing daily/monthly processing, reconciling, and analyzing a variety of financial information along with performing accounting transactions, general ledger accounting entries, and other various accounting tasks in a fast-paced environment.

Responsibilities:

  • Support the Accounts Payable/Accounts Receivable/Payroll process
  • Creating/Processing monthly accruals/general ledger activity
  • Complete monthly account reconciliations and sub-account activity tracking efficiently
  • Oversee and support daily processes including analysis of variances to determine root causes and course of action
  • Maintain integrity and accuracy of various detailed models
  • Perform analysis as assigned for use in financial business decisions

Other:

  • Assist with maintaining company records and various other clerical activities when needed
  • Creating and maintaining other ad hoc reports

 Competencies/Skill/Knowledge Required:

  • Self-starter/someone who motivates themselves to complete tasks
  • Ability to manage multiple priorities with a sense of urgency
  • Excellent written and verbal communication skills
  • Strong problem-solving skills
  • Must follow internal controls and corporate guidelines
  • Willingness to adapt in a constantly changing environment
  • Microsoft Office products – strong Excel skills preferred
  • Experience with Microsoft Dynamics GP and Management Reporter preferred

Experience:

2-4 years in similar position or public accounting

The ideal candidate will possess fantastic organizational skills and excellent attention to detail.  He/She must be a highly functioning, strong team player and a self-starter in a fast-paced work environment.  This position requires the ability to maintain highly confidential information in a professional manner.  This individual must be an effective communicator with the ability to deal with employee/client professionally. 

Education:

Bachelor’s in accounting required

Interested candidates can send resumes to ppmahr@ppmamerica.com with reference to the job in the subject line.

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

Job Description:

The Senior Associate, External Communications will be responsible for developing and executing a dynamic global media and corporate communications strategy and program that builds maximum impact and connects key audiences with Dimensional and its broader organizational purpose.

Responsibilities:

  • Develop and implement Dimensional’s proactive global media and corporate communications program that supports business objectives, elevates public presence and connects with key audiences   
  • Provide counsel and preparation to Dimensional spokespeople on media and corporate affairs
  • Strengthen and leverage relationships with top-tier global media outlets and industry influencers to maximize corporate announcements, campaigns and build advocacy around Dimensional
  • Develop the public profile of leadership and other stakeholders, including finding and securing strategic media opportunities, and training and preparing spokespeople to increase their impact as company advocates
  • Contribute to and manage key external communications campaigns, materials and platforms, including corporate announcements, campaign plans and assets, press releases, Q&As, briefings, talking points, op eds, and the media center on Dimensional’s website
  • Direct and oversee media engagements start to finish, including securing and supporting strategic media opportunities, training and preparing spokespeople, and handling media follow up
  • Liaise with our global agency relationships to ensure alignment with broader program, effective delivery and maximum impact
  • Conduct research to inform media and external communications strategy and activities
  • Contribute to Dimensional’s narrative and market positioning
  • Establish strong and collaborative relationships with the broader and Communications and Marketing Teams to ensure all external communications initiatives are aligned, consistent and synchronized
  • Stay abreast of competitive intelligence and marketplace opportunities and challenges, including monitoring and benchmarking industry developments
  • Identify new and emerging communications tools, services and software and develop strategies to leverage and build reputation and further communications strategy
  • Help refine approach to media monitoring and social listening for reputational issues, campaign impact and reporting

Qualifications:

  • 5+ years of corporate communications and/or media relations experience, ideally in the asset management/finance industry
  • Excellent written and verbal communication skills
  • Proactive with strong media relationships and proven track record of securing high impact coverage
  • Sound judgment and an ability to quickly establish confidence and build influence with leadership, media and other stakeholders
  • Strong organizational skills to achieve the best results
  • Interest in developing new approaches to communications/public relations in an evolving digital landscape
  • Ability to analyze metrics and present information in a meaningful way
  • A Bachelor’s Degree in Communications, Marketing, Journalism or related field  

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

Apply Online

 

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

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