Jobs
Current Positions Available
The following are employment listings received by the Women Investment Professionals for posting on this website. These jobs are posted for 30 days, and can be resubmitted for an additional 30 day posting, if desired. Currently, there is no charge for posting a job. You can submit a job to be posted by email to: info@wipchicago.org
Please Note: Most recent positions are posted at the end of the list.
ISBI is conducting a search for a spring Intern, immediate start, in Chicago. Can you post the language below to your job board or email? Please feel free to reach out if you have any questions. Thank you!
The Illinois State Board of Investment (“ISBI”) Finance & Operations Staff Intern will support and assist the Finance and Operations Staff with the oversight of a $22.2 Billion Defined Benefit plan and a $4.7 Billion Deferred Compensation Plan. ISBI’s internship program offers valuable experience working with a knowledgeable team and provides exposure and insight into aspects of ISBI’s portfolio and general business operations. This is a unique opportunity for students interested in finance & accounting, investments, and projects management.
Application deadline is January 27, 2023. For a complete job description and to apply, please visit:
About Northern Trust Asset Management
We are a premier asset management firm, focusing on delivering unique insights and superior risk adjusted returns in partnership with our clients.
Who We Are
We measure success as achieving investors’ desired outcomes and delivering an exceptional client experience, rather than simply beating a benchmark. We work hard to provide clarity, to minimize complexity, to explain risk and to avoid unexpected surprises.
We are client focused
We have a clear mission: deliver superior investment performance and client service to our clients.
We are intellectually curious
We constantly search for “what we don’t know” – keeping an open mind to new ways of improving our investment process and interactions with our clients.
We are always seeking diversity of thought
We work as a team that values diversity and inclusion. That extends to diversity of thought and open communication.
We are collaborators
We foster a culture of collaboration in which we learn from and inspire one another. That collaboration extends to our clients where collaboration can lead to real problem solving.
We are innovators
We have intentionally organized our global fixed income professionals around core competencies as it relates to sources of risk. A focus on core competency, with investors close to the ground, keeps us connected to market innovations as we maintain a foundational view of risk. This model creates flexibility – and when combined with our technology model, it allows us to be innovative in partnership with our clients.
We are responsible investors
As stewards of capital, we believe we have a responsibility to our clients to have an active understanding of the risks posed by non-financial risks. Our teams have access to a proprietary data model which enables them to evaluate a wide variety of applicable metrics across environmental, social and governance factors. We believe this is part of a comprehensive fundamental research process as well as an integral part of the risk management process. It can also be a source of alpha.
Our Culture
In simple terms our culture can best be described as empowerment with accountability.
Our culture is based upon the power of the idea and not the source. It is disciplined and analytical, yet extremely challenging and collegial. We hold ourselves to a high standard of excellence and strive for complete transparency and open-dialogue in our interactions and decision making. Our investment process is the embodiment of our culture. Our assumptions need to be constantly “challenged with respect” and that only happens if we foster a meritocracy.
Our research and portfolio management teams are fully integrated. We believe the combination of these skill sets and perspectives directly benefits our clients. The portfolio managers’ skill set includes market knowledge of the structural and fundamental drivers of asset classes, sectors, and individual corporations acquired through years of experience and research. Our fundamental researchers provide a deeper analysis and examine risk and return opportunities across the entire capital structure while also incorporating non-financial risks into their analysis. Our quantitative researchers provide a complementary skill set in the form of higher-level quantitative and programming skills that are applied to the development and improvement of both our security selection and overall investment processes.
The combination of these skills sets, combined with our macroeconomic research and scenario analysis, provides for a sophisticated, intuitive, and fundamental approach to making investment decisions. We have also built the proprietary systems and tools that allow our teams to adequately define and measure key risks – this forms the backbone of our investment process and is the “common language” we all speak. Importantly, it also allows risk management to be integrated into the investment process at every step. Put simply, we are all managers of risk.
Lastly, these teams come together with our portfolio construction team to ensure that risks are taken prudently and efficiently – emphasizing intended risks and more importantly, eliminating unintended risk from the portfolios we manage. We are then further supported by a robust infrastructure of traders, operations, client service, and dedicated risk management and systems professionals who provide the framework upon which our investment skills are supported.
About Your Role
The Municipal Credit Analyst role is open to all applicants who demonstrate a deep interest municipal credit and the investment process.
You will be a part of the Municipal Credit group and will be responsible, under the guidance of senior analysts, for tax and revenue-backed securities research across a broad spectrum of strategies, including high yield. You will be fully integrated into the investment process, supporting strategy related to assigned sectors and cultivating a portfolio of securities that meet investment goals. You will work closely with senior leadership, portfolio managers, and traders to inform decisions, manage portfolio risk, and produce consistent risk-adjust returns. You will also participate in the innovation and implementation of a growing product area within our global fixed income business.
You will drive the following responsibilities:
- Perform in-depth credit analysis on individual securities, incorporating portfolio goals and relative value into all investment recommendations
- Monitor credit and relative value changes for buy, sell and hold directives
- Integrate ESG assessments into fundamental research recommendations
- Support investment strategy with insight on economic, regulatory, and sector/state/climate specific risks or trends
- Contribute to thought leadership publications- highlighting views of the research team
- Actively collaborate, communicate, and share knowledge regularly with internal and external partners, including wealth and institutional clients
- Initiative improvements to the quality, reliability, and efficiency of the systems you utilize in your decision making
- Incorporate the methods and best practices used by the broader investment community to constantly learn and evolve our processes.
The Minimum Qualifications We Find Valuable
- Proven track record of success in municipal credit research (2-7 years related experience)
- Exceptional ability to multitask and work efficiently
- Excellent verbal and written communication and interpersonal skills
- Analytical, highly logical, and structured thinker and communicator
- Desire and ability to work both collaboratively as part of a team and independently
- Advanced quantitative skills and ability to navigate data systems
- Degree in business, finance, economics, statistics, public policy or related field.
Apply Online
The Wealth Management Portfolio Research (WMPR) team is seeking a talented and experienced Investment Research Analyst. The Investment Research Analyst will report to the Director of Asset Allocation Research. The position is responsible for supporting and implementing strategic and goals-based asset allocation, assisting in development of asset allocation research, and partnering in training of investment partners in best practices of asset allocation.
Wealth Management Portfolio Research is the research group within Wealth Management that is responsible for investment research, asset allocation, portfolio construction, manager selection and monitoring, and best practices in portfolio management
MAJOR DUTIES
- Research, develop and implement strategic and goals-based asset allocation methods for private wealth.
- Develop quantitative and long-term capital market assumptions and conduct portfolio optimization.
- Support development and maintenance of core asset allocation methods in GPS application and training of Goals Driven Wealth Management practice on these methods.
- Participate in creating original research to support the Wealth Management investment practice.
- Generate reports and analyses as needed for WMPR duties.
- Help develop and maintain asset allocation tools and monitoring reports.
- Use sophisticated analytical thought and exercise judgement to identify innovative solutions.
- Impact the achievement of customer, operational, project or service objectives.
- Work is guided by functional policies.
KNOWLEDGE/SKILLS
- Expert knowledge of academic and practitioner research in financial economics and investments, with strong quantitative skills in data analytics and statistical methods.
- Ability to apply financial theory and economic intuition to empirical investment analysis, and extend analysis to include qualitative considerations.
- Requires excellent written and oral communication skills.
- The ability to code in R or Python is a plus.
- Requires critical thinking, creativity, leadership skills, and the ability to collaborate.
- Requires specialized depth and/or breadth of expertise in own job discipline or field.
- Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
- Communicates difficult concepts and negotiates with others to adopt a different point of view.
- 5-7+ year’s investment experience. MBA/CFA (or PhD) preferred.
- May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Apply Online
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
The Account Manager, GFO will be responsible for coordinating custody administration for Wealth Management clients. Identifies client needs and handles client inquiry resolution. Coordinates set-up of account services and monitors client reporting. Serves as main liaison for the client service team; working with key partner areas supporting client requirements. Identifies service efficiencies and process improvements; using creative and proactive measures.
Custody Support:
Coordinates the account administration which may include a focus on asset servicing, trust administration, banking, investment manager or consultant activities.
Coordinates the daily execution of client requests, communicating progress status with clients, vendors and the internal service team, regularly.
Works with relationship managers to ensure appropriate and necessary documentation is received and maintained.
Maintains internal documented procedures for assigned client relationships, including special procedures.
Works with relationship managers in developing/identifying additional business, preparing for client meetings and coordinating the service team.
Ensures accurate set up and review of fees.
- Expected to use some initiative but refer more complex problems to managers/experts
- May have direct interaction with committees, clients and/or Senior Management
- Carries out complex activities with significant financial, client, and/or internal business impact
- More technically sound in area of expertise and has broader knowledge of other areas
- Delivers a work product that requires less revision
- Able to facilitate discussions and reach decisions
- Works effectively as a team member but also independently
- Works toward becoming proficient in all areas of the job
- Completes administrative functions/special projects as needed or requested
The successful candidate will benefit from having:
- A College or University degree and/or 2-5 relevant experience in trust/banking operations experience is preferred.
- Client servicing experience and proven work record.
- Knowledge of trust/banking products and services usually acquired through related work experience is required to service client and administrative needs.
- Organizational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment.
- Excellent verbal and written communication skills are required.
- Critical thinking, analytical and problem solving skills are needed to identify and resolve client inquiries.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Apply Online
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
The Fee Specialist – Global Family Office specializes and supports fee activities for complex Global Family Office – Wealth Management Clients. This individual will act as a Custody Fee Subject Matter Expert (SME) and resource for team members with inquiries and best practices. Additionally, they will be responsible for fee invoices for specific GFO clients.
Duties include:
Working with Relationship Managers (RM) and Account Managers (AM) to learn and understand the intricacies of the clients’ needs in relation to fees
- Acting as a GFO subject matter expert (SME) on fees
- Joining the Relationship Managers (RMs) and /or Account Managers (AMs) on client calls as needed to resolve client questions and issues related to fees
- Participating in new business fee schedule discussions with the RM, AM and sales team to form an understanding and to clarify all charges for the new client
- Completing monthly/quarterly fee invoice audit for each assigned client within outlined Service Level Agreements (SLAs).
- Ensuring fee template (FET) is accurately updated for each assigned client by communicating changes via ERM and auditing for accuracy
- Documenting and maintaining special client procedures
- Maintaining master client spreadsheets to reflect any changes to assigned clients
The successful candidate will benefit from having:
- Strong Excel knowledge and experience (i.e. Pivot Tables and VLookup)
- Analytical, problem solving, and organizational skills are required to identify and resolve issues of the assigned specialized activities.
- Strong attention to detail
- Self-starter with the ability to work independently
- Wealth Management and/or previous fee knowledge preferred
- Minimum 1-2 years’ work experience in the financial industry
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Apply Online
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Under direct supervision, the key responsibilities of the Sr. Administrative Assistant is to provide administrative support to managers or other partners in the department as well as provide dual control support to partners in the office for teller/banking transactions.
1.Provides administrative support to senior managers or other partners in the department
2.Composes and creates documents, spreadsheets and/or presentations
3.Maintains and organizes paper and electronic files. Ensures confidentiality
4.Manages database files
5.Handles and confirms travel arrangements and processes travel expense reimbursements
6.Schedules meetings and conferences
7.Works on special projects, such as gathering, inputting and compiling information for reports as required by manager or other partners in the department
8.May track or monitor expenses for the department
9.May greet or assist clients and/or vendors
10.Responsible for identifying and resolving problems within established guidelines
11.Expected to use some initiative but refer more complex problems to supervisors/experts
12.Works effectively as a team member but also independently
The successful candidate will benefit from having:
- Previous administrative support experience or completion of professional administrative support training is required.
- Excellent verbal and written communication skills are required
- Analytical and problem solving skills are required
- Technical skills / systems knowledge (e.g. Peoplesoft, Microsoft Office) are required
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Apply Online
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
The key responsibilities of the Sr. Consultant is to be the lead on large and/or complex projects. The Business Process Management function is responsible for an end-to-end process analysis and design with an understanding of technical and operating challenges and solutions as they relate to the current and future business environment. This role creates process change by integrating new processes with existing ones and communicating these changes. The position is balanced between high level operational execution and development, and execution of strategic direction of business function activities.
1. Carries out activities that are large in scope, cross-functional and technically difficult.
2. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level.
3. Operates independently and has in-depth knowledge of business unit, specific area of expertise and strong knowledge in other areas.
4. Strategic in developing, implementing and administering programs within functional areas
5. Conducts preliminary analysis
6. Responsible for direct interaction with different committees and/or management
The successful candidate will benefit from having:
1. A College or University degree and/or relevant proven work experience is preferred.
2. Related Industry qualification is preferred.
3. Excellent oral and written communication skills are required.
4. In-depth Functional / Industry Knowledge is required.
5. Highly flexible and adaptable to change.
6. Typically would have some type of certification such as six sigma.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply Online
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Under direct supervision, the Account Manager, Banking will be responsible for coordinating the account administration for Banking clients; respond to client inquiries, produce reports and oversee transaction processing. The Account Manager will coordinate with the Operations Servicing Team.
May be an entry level position with opportunity to develop professionally.
Key responsibilities include:
- Coordinates with Operations Servicing Team to execute daily client transaction activity and transaction processing including fees, payments and borrowing
- Handles inquiry resolution
- Requests and ensures systems information is up-to-date
- Communicating with clients and other internal and external partners
- Coordinates with the Operations Servicing Team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.
- Develops clear understanding of clients’ needs behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes or transactions
- Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information
The successful candidate will benefit from having:
- 3+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background.
- Knowledge of banking products and services is required.
- Analytical, problem solving, and organizational skills are required
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Apply Online
ROLE SUMMARY
Northern Trust Asset Management (“NTAM”) is a trillion-dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.
The Head of Investment Performance Attribution will be responsible for championing and building best-in-class attribution capabilities within NTAM. This leader will engage with a diverse set of senior stakeholders to develop, execute and operationalize the vision, strategy, methodologies, and roadmap for Performance Attribution. The leader will also be responsible for building a scalable operating model backed by a world-class team, contemporary technology platform, and robust processes. This role will also involve identifying opportunities to improve operational effectiveness and efficiency in the current attribution analysis approaches and output.
PRIMARY DUTIES AND RESPONSIBILITIES
Serve as a leader and subject matter expert on investment performance measurement, attribution, and reporting to achieve excellence across this practice. Responsibilities include:
- Lead efforts to transform attribution analysis work, including the development and enhancement of methodologies utilized.
- Develop, communicate, and execute the strategic roadmap for enhancing attribution analysis, collaborating with internal partners, consultants and vendors to develop modern, scalable and efficient solutions to meet stakeholder objectives.
- Actively engage and collaborate with leaders across all levels across the firm to transform attribution analysis and reporting capabilities, drive best practices with a keen attention to both internal and external needs.
- Assess, hire and develop attribution talent to standup a world class attribution team that addresses all asset classes.
- Be a thought leader in identifying opportunities for digitization and automation to deliver both standard and customized reporting and insights efficiently, accurately, and at scale.
- Ensure governance and oversight of data processes used to create and review reports, thus facilitating compliance with established thresholds for accuracy and timeliness.
- Collaborate with multi-disciplinary teams to assess the current state and architect the future state operating models, processes, and capabilities to successfully support evolving business needs.
- Assess service level agreements and suggest improvements to create a robust governance and control framework to ensure the delivery of accurate and timely information.
- Oversee existing and prospective applications (proprietary and vended) to ensure fit-for-purpose platforms.
- Lead and execute projects to achieve both strategic and tactical business goals.
- Develop and monitor key performance indicators to measure the accuracy and timeliness of group outputs, ensuring our investments in people, systems and process enhancements deliver value.
NECESSARY KNOWLEDGE AND SKILLS
- Deep subject matter expertise and experience with attribution analysis, including buildout of scalable operating models using modern attribution platforms.
- Detailed understanding of the investment management business, multiple asset classes, reporting to clients and prospects, and investment/financial technology within a large-scale asset management setting.
- Strong analytical skills, and the ability to convey such knowledge to others as an educator and leader.
- A change-leader astute at building consensus across a diverse group of senior stakeholders across the organization to drive to outcomes.
- Experience developing others, preferably both onshore and offshore.
- Strong consultative skills ranging from gathering market and competitor insights, problem solving, analytics, strategy development, influencing, facilitation and consensus building.
- Dynamic relationship building and partnership skills; a strong collaborator with experience leading initiatives across multiple groups and stakeholders.
- Experience assessing and implementing investment performance and analytics platforms.
- Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences as needed.
- Excellent motivation and team building skills, including the ability to recruit, develop and retain staff
- Experience in driving digital and automation-driven transformation to generate efficiencies and scalability.
- Global outlook with sensitivity and awareness of social and cultural differences.
- Strong situational awareness and decision-making capabilities.
NECESSARY EXPERIENCE AND EDUCATION
- 15+ years of relevant work experience in the investment management industry, with demonstrable experience and successful track record within the performance and analytics space at a matrixed mid-to-large investment management firm.
- Bachelor’s degree, MBA and/or CFA and/or CIPM strongly preferred.
- Proficiency with investment as well as reporting and analytic tools and databases.
- Track record of developing and driving transformation vision and agenda.
ABOUT NORTHERN TRUST ASSET MANAGEMENT
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives.
Entrusted with nearly $1 trillion of investor assets as of September 30, 2022,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes.
WORKING WITH US
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
Apply Online
ROLE SUMMARY
Northern Trust Asset Management is an investment firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives. With $1.1T in Assets Under Management, we have earned the confidence of investors worldwide by offering distinctive solutions, diverse insights and an exceptional client experience.
A key component of our success is our Global ETF, mutual fund and separate managed account Product Strategy and Development team. We are seeking results-driven investment professionals who will play critical roles in commercialization of our core asset management capabilities. These are experienced investment professionals partnering with leadership, Distribution teams, Portfolio Managers and Marketing to drive the strategic goals of Northern Trust Asset Management. Three main objectives for the role are (1) driving product strategy and development, based on assessment of markets, clients and competitors; (2) product positioning and messaging; (3) developing go-to-market action plans to drive product commercialization.
We are seeking a Product Strategy and Development Manager who will work across our Global ETF, mutual fund and separate managed account businesses partnering with Management, Investment, Distribution, Marketing and product execution teams.
PS&D Managers are proven investment professionals having excellent investment, analytical, communication and client relationship skills. Responsibilities include:
- Creatively partner in innovative ideas for ETF, mutual fund and sma investment products and taking the lead in moving these ideas from conceptual to implementable status by partnering cross functionally.
- Analyze market and industry trends to inform product development and commercialization efforts. Provide timely competitive intelligence on flows, asset growth, product trends and performance.
- Position and promote products in collaboration with Global Strategic Product, Investment, Marketing and distribution teams with focus on content development for thought leadership and sales collateral. Develop product sales ideas that are informed by current market events and competitive opportunities.
- Represent Products in various internal and external forums including support sales/prospecting opportunities and product training.
- Drive business case development, socialization and obtaining organizational alignment for product innovation and rationalization.
- Serve as primary contact for account managers regarding ETF, mutual fund and sma products within and across the firm.
This role Reports to Director of Product Strategy – Funds and Managed Accounts Group
NECESSARY QUALIFICATIONS
- 5+ years experience managing or analyzing securities and/or portfolios across a broad range of domestic and global markets.
- Strong analytical and business management skills with an ability to translate broad strategic goals into specific and measurable action plans
- Possess a blend of quantitative and interpersonal skills, with a proven ability to communicate effectively to clearly present ideas while respectfully challenging the ideas of others (prior experience with product marketing collateral development is a plus)
- Ability to influence and lead cross-functional teams without formal authority; Strong team orientation with ability to lead virtual teams
- Experience working with global investment products and solutions across both institutional and retail markets.
- Proficient with investment tool sets (e.g., Morningstar, eVestment), Excel and Powerpoint
- Completed or progress towards becoming a Chartered Financial Analyst (CFA) preferred
ABOUT NORTHERN TRUST ASSET MANAGEMENT
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives.
Entrusted with nearly $1 trillion of investor assets as of September 30, 2022,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes.
WORKING WITH US
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
Apply Online
SECURITY OPERATIONS, ASSET MANAGEMENT
Northern Trust Asset Management (NTAM) is an over a trillion dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives.
The security Data function is primarily responsible for overseeing daily global operations of the security master processes and associated activities for NTAM. This role will report into the Lead of Security Ops to develop and execute the strategic roadmap to build a world-class security master organization to respond to NTAM’s evolving requirements. It will involve identifying, solutioning, and championing initiatives to build new capabilities such as increased automation, enhanced governance and reporting.
KEY DUTIES AND RESPONSIBILITIES
- Engage in the day to day responsibilities as it relates to global security master data processes across all NTAM clients, accounts and funds.
- Ensure data completeness and consistency between IBOR & ABOR. Monitor KPIs to measure effectiveness.
- Lead initiatives related to improving data quality in the core NTAM platforms
- Provide project support and planning: develops test plans and user acceptance testing criteria.
- Evaluate and makes recommendations on techniques, practices or technologies that would enhance data related business needs
- Respond to ad-hoc information requests, analyze, gather and research information and develop reports in response to management and/or regulatory requests.
- Assist in the development of data quality management, data acquisition, data and system support.
- Develop service levels with the business, establish a robust governance and control framework to ensure delivery of timely and accurate information, and monitor on-going effectiveness.
- Drive initiatives to strengthen the first line of defense, instilling a culture of continuous improvement and robust policy and procedure documentation to reduce operational risk.
NECESSARY KNOWLEDGE AND SKILLS
- Understanding of the investment management business, multiple asset classes, and investment/financial technology systems within an Asset Management setting.
- Demonstrated passion for data, process design and automation.
- Problem solving, analytics, influencing, facilitation and consensus building.
- Dynamic relationship building and partnership skills
- Outstanding communication skills, both written and verbal
- Experience in driving digital and automation-driven transformation to drive efficiencies and scalability
NECESSARY EXPERIENCE AND EDUCATION
- Bachelor degree; financial management related courses strongly preferred.
- 2-4 years of work experience in the investment management industry
- Proficiency with investment as well as reporting and analytic tools and databases.
- Knowledge of applications like Aladdin and Eagle would be a huge plus.
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NECESSARY KNOWLEDGE AND SKILLS
- Detailed understanding of the investment management business, with particular expertise in liquidity management and/or fixed income strategies including investment/financial technology systems.
- Specific prior knowledge of and experience with liquidity / fixed income attribution analysis.
- Strong analytical, organizational, and problem-solving skills.
- Strong consultative skills ranging from gathering market and competitor insights, strategy development, influencing, facilitation and consensus building.
- Prior experience working with and influencing others to unlock new opportunities to drive excellence.
- Experience assessing and implementing performance and analytics platforms is desired.
- Experience in driving digital and automation-driven transformation to generate efficiencies and scalability.
- Ability to manage multiple tasks simultaneously and with accuracy.
- Global outlook with sensitivity and awareness of social and cultural differences.
- Strong situational awareness and decision making capabilities.
NECESSARY EXPERIENCE AND EDUCATION
- Bachelor degree; CFA and/or CIPM designation strongly preferred.
- At least 7-10 years of work experience in the investment management industry, with a demonstrated track record within the performance and analytics space at a mid-to-large investment management firm.
- Proficiency with investment as well as reporting and analytic tools and databases.
ABOUT NORTHERN TRUST ASSET MANAGEMENT
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives.
Entrusted with nearly $1 trillion of investor assets as of September 30, 2022,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes.
WORKING WITH US
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
The Illinois State Board of Investment (ISBI) manages approximately $22.2 billion for the Illinois State Employee Defined Benefit Plans as well as a $4.7 billion State Employee Deferred Compensation Plan. ISBI is conducting a search to fill its Investment Officer II position. The role is responsible for assisting with the management of the investment portfolio including asset allocation review, investment policy review, defined contribution plan review, due diligence and manager selection.
Application deadline is February 10, 2023. For a complete job description and to apply, please visit:
https://www.isbinvestment.com/employment/
Application deadline is February 10, 2023. For a complete job description and to apply, please visit:
Job Details
Description
The Company:
Mesirow 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 $8.2B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
The Opportunity:
We are seeking a highly motivated Wealth Specialist to work out of our Chicago or Highland Park office, to provide financial planning and technical support to high net worth clientele.
Responsibilities:
- Develop an understanding of Mesirow’s wealth strategy and the underlying investments used to construct portfolios
- Help analyze client financial information to determine strategies for meeting financial objectives
- Working closely with advisors, implement comprehensive financial planning solutions (including asset management, estate planning and risk management)
- Prepare cash flow, retirement planning and other financial planning reports that are consistent amongst the Mesirow Wealth Management teams
- Prepare for client meetings and conduct the necessary follow-up to client meetings
- Perform securities transactions upon obtaining appropriate licensing
- Address client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leaders
- Maintain and update appropriate due diligence files on securities
- Act as the client technology liaison (e.g., assist clients in utilizing their online portal)
- Assist the Client Relationship Specialist, as needed, to perform administrative tasks and to act as back up to the CRS when necessary
- Meet with existing professional network to expand capabilities
- Perform other responsibilities and special projects as assigned
Requirements:
- Strong academic background with a bachelor’s degree in Finance or similar major
- Series 7 & Series 66 (or 63/65) Licensed or able to obtain within six months
- CFP® certified or successfully complete CFP® certification within 12 months of start date
- Become fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Zephyr Analytics, Wealthscape, eMoney, Morningstar, Fi360 and additional software tools as needed
- Mid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)
- Exceptional organization, research and time management skills, and attention to detail
- Strong professional communication skills, both written and verbal
- Effective project management skills
- Highly motivated self-starter with a strong work ethic, positive “can-do” attitude who is energized by the process of identifying prospective clients and closing new business
- Ability to work in a team environment
- Desire for business development; has contacts and networking capability
EOE
Apply Online
Job Details
Description
The Opportunity:
Mesirow 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 $6.8B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s 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 or Chicago 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 strongly preferred, or a willingness to obtain upon hire
- Familiarity with estates preferred
- Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
- Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
- Familiarity with Salesforce, Wealthscape Investor and 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 Online
EOE
Job Details
Description
The Company:
Mesirow 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 $8B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
The Opportunity:
We are seeking a highly motivated Operations Specialist to work out of our Highland Park office, serving as operational support for Mesirow’s Wealth Management Leadership Team.
This position requires baseline knowledge of broker dealer and RIA account operations, wealth management technology, and cross-functional engagement with various internal departments.
Responsibilities:
Support Wealth Management Division Leadership with the following:
- Assist in gathering, monitoring, and analyzing asset flows in and out of the firm
- Provide administrative support with respect to documentation, recordkeeping, and distribution of client communications regarding private and alternative investments
- Act as liaison to Mesirow’s information technology department with respect to various project implementations and technology enhancements
- Ensure efficiencies, working to improve operational procedures including resolution of issues identified in new account opening
- Communicate with supervisors regarding operational matters and regulatory inquiries
- Assist in ad hoc special projects as requested by Wealth Management Leadership
Support our highly motivated Financial Advisors and their High Net Worth Individual Clients by serving as a resource in assisting in the following:
- Client onboarding, including preparation of new account paperwork and client information-gathering
- Monitoring and renewal of Investment Policy Statements
- Account maintenance (registration/account profile changes), as needed
- Assist teams with general administrative functions, including maintaining information in CRM system, and preparation of paperwork such as letters of authorization and operational documents
Requirements:
- Bachelor’s degree preferred
- 3-5 years relevant experience preferred
- Experience working in an RIA firm or operations for a Securities Broker Dealer
- Highly motivated self-starter with a strong work ethic, and positive “can-do” attitude
- 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 Black Diamond preferred
- Demonstrates an ability to learn new processes and technology platforms
- Takes direction well and demonstrates proactive follow through on assigned tasks
- Capable of prioritizing and managing multiple tasks in a fast-paced environment, while retaining composure under pressure
- Ability to independently analyze, research and problem solve
- Excellent verbal and written communication skills
- Strong interpersonal skills, with a desire to foster relationships and collaborate across departments
EOE
Job Details
Description
The Opportunity:
In support of a growing client base, our Mesirow Wealth Management is seeking Senior Wealth Advisors to lead professional wealth management teams. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.1B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors who have an average tenure at the firm of over 20 years.
The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. The Advisor should be oriented in building their business with fee-based, discretionary managed portfolios. We are seeking multiple advisors to join our team covering Chicagoland from our downtown headquarters or suburban offices.
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
Responsibilities:
- Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads
- Work with management and/or team to progress leads through pipeline with the goal to onboard them as new clients
- Analyze financial information obtained from clients to determine goals-based strategies for meeting clients’ financial objectives
- Implement investment recommendations appropriate for clients
- Implement financial planning recommendations with client portfolios
- Monitor financial market trends to ensure plans are effective and identify any necessary changes
Requirements:
- Minimum of 10 years’ experience working with HNW clientele
- Established community presence in HNW network and pipeline
- Highly motivated self-starter with a strong work ethic, positive “can-do” attitude, who is energized by the process of identifying prospective clients and closing new business
- Strong desire for business development; has HNW contacts and networking capability
- Managerial acumen and team building experience
- Bachelor’s degree in Finance or similar
- Series 7 & Series 66 (or 63/65) licensed
- CFP® designation desirable
- Exceptional organization, research and time management skills; attention to detail.
- Strong professional communication skills, both written and verbal
- Effective and timely management of project multitasking
Support:
- Access to a Client Service Manager (Sales Assistant)
- Access to a Wealth Specialist (Financial planning associate)
- Firm provides supervision, technology and compliance oversight
Benefits:
- Highly competitive compensation package
- Medical, dental, life, LTD, etc.
Apply 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.
Our Institutional Sales and Trading group is comprised of over 60 dedicated traders, salespeople, and analysts with an average of more than 20 years of specialized experience across key sectors of the fixed income market. The cornerstone of our work is providing sophisticated market analysis, excellent service and customized investment solutions to institutional investors with enhanced market coverage through national sales and trading locations. We are recognized nationally as one of the nations’ most established and experienced participants in the fixed income markets.
The Opportunity
We are looking for a dynamic, entrepreneurial Institutional Fixed Income Salesperson to join our team in our Chicago, New York, Nashville, Boca Raton or Miami offices. The ideal candidate will have a proven track record and deep, sustainable relationships with industry participants (i.e. money managers, insurance companies and depositories). This key hire will possess excellent client presentation and communication skills combined with self-motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly changing and unobstructed environment.
Requirements:
- Bachelor’s degree.
- A minimum of 5 years’ experience within structured finance, mortgages and ABS.
- Series 7 & 63 licenses.
- Good working knowledge of Excel, Bloomberg and Intex.
- Self-starter with a strong work ethic.
- Successful performance record of consistently generating and exceeding revenue targets.
Apply Online
EOE
Job Details
Description
The Opportunity
Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
Mesirow Financial Inc. is seeking a Fixed-Income Trader, preferably with a strong quantitative analytics background, to join the municipal trading team. Reporting to the Head of Municipal Trading, this candidate will focus on developing the team’s institutional account distribution capabilities, while working to enhance tools and processes. Trading will focus nationally, across the yield curve within the high grade sector. The ideal candidate will have solid interpersonal and communication skills, a deep understanding of the municipal bond market and deep account relationships. We are looking for a team player with an entrepreneurial mindset and an ability to manage budding initiatives alongside daily workflow.
ESSENTIAL FUNCTIONS:
- Responsible for executing the bid wanted processes, evaluating and processing trades, and purchasing primary and secondary bonds with oversight from senior staff for separately managed accounts and odd lot trading
- Manage dealer lists, deepen counterparty relationships, and organize department data.
- Focus on initiatives to analyze and enhance proprietary bond valuations tools.
- Further desk analytics and reporting.
- Develop systematic processes to identify market mispricing.
- Develop broad-based expertise to support all facets of the municipal team while providing reporting and analytical support to the trading desk
EDUCATION AND EXPERIENCE:
- Experience using financial technology preferred (i.e. Bloomberg, MarketAxess, Excel, Perform).
- Series 52 and 63 FINRA securities licenses preferred or willing to obtain once hired.
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.
The Opportunity:
Our Institutional Sales and Trading group is comprised of over 60 dedicated traders, salespeople, and analysts with an average of more than 20 years of specialized experience across key sectors of the fixed income market. The cornerstone of our work is providing sophisticated market analysis, excellent service and customized investment solutions to institutional investors with enhanced market coverage through national sales and trading locations. We are recognized nationally as one of the nations’ most established and experienced participants in the fixed income markets.
We are looking for an ambitious and entrepreneurial individual to join our corporate bond sales team with a specific focus on East Coast area accounts. The ideal candidate will possess established relationships with qualified institutional investment grade bond buyers coupled with a demonstrated success in revenue generation. This is a unique opportunity to grow and accelerate your career in a highly collaborative team environment.
Responsibilities:
- Cultivate new institutional client relationship and growing existing relationships.
- Assist clients by generating investment and trade ideas, providing expertise and opinions regarding the market and investment strategies
- Effectively represent the firm’s inventory items and market new issues (specific to Mesirow) to clients.
Requirements:
- Bachelor’s degree.
- Minimum of 5 plus years relevant institutional sales experience with a primary focus on corporate bonds.
- Demonstrated history of successfully cultivating new institutional client relationship and growing existing relationships.
- Excellent understanding of Corporate Bonds and Fixed Income products.
- Self-starter with a strong work ethic.
- Ability to work in a fast-paced environment with high attention to detail.
- Superior communications skills, both oral and written; effective interpersonal skills.
- Ability to work well independently and within a team environment.
- Ability to sell, analyze, use market data and investor feedback to formulate trading ideas.
- Series 7 & 63 licenses required (within 90 days of hire).
Apply Online
EOE
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. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.
We are seeking an energetic, enthusiastic, and eager to learn professional to join our Web development team as a Full-Stack Developer. The ideal candidate must have demonstrable experience building business-oriented solutions using SPAs and have strong understanding of Modern Web Development stack. The candidate must be self-motivated, detail oriented with strong analytical thinking, and organizational skills. This role provides opportunities to gain experience in DevOps, middle-tier, backend development, and financial services integrations (Bloomberg, FX Connect and GTSS Web Services).
Responsibilities:
- Build rich visual and reusable components for complex financial systems
- Participate in creating and translating wireframes, UI mocks from user stories
- Develop client and internal facing features ensuring technical feasibility of the UI/UX designs
- Develop quality code paired with unit testing coverage
- Maintain and support existing solutions
- Translate business requirements into functional code
Qualifications:
- Experience building Single-Page Application (SPAs) using MERN stack. MongoDB, Express, React, Node.js
- Experience building websites with Drupal, PHP
- Experience with HTML5, CSS3, SASS, Styled-Components, Type-Definitions, Typescript is a plus
- Experience with maintaining build pipelines with YAML configuration
- Experience with building for the Cloud in AWS
- Strong understanding and experience working with RESTful API using best practices
- Strong understanding of Modern Web Technologies, Microservices, Component Hierarchy, REST Security
- Exposure and ability to lean and adopt new technologies
- Strong understanding or experience in TDD and DDD is a plus
- Familiarity with code versioning such as GIT
Personal Attributes:
- Creativity and strong attention to detail
- Ability to work effectively on tight deadlines, as necessary
- Advanced oral and written communication skills; strong proofreading skills
- Takes ownership of tasks to completion by thinking critically about possible solutions
- Exceptional customer service skills, including the ability to interact professionally with a diverse group of customers
- Must be positive, productive, and highly collaborative
- Desire to learn new skills and improve
EOE
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Job Details
Description
The Company
Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
The Opportunity:
We are currently recruiting for a HR Benefits Analyst to join our Human Resources team. The HR Benefits Analyst will administer the company’s employee benefits program, including 401K plans, international plans, payroll processing, leave of absence/disability policies, Cobra administration, 1095-C forms, and wellness programs. The HR Benefits Analyst will report to the SVP, Head of Benefits & HR Operations.
Responsibilities:
- Administer the company’s employee benefits program, including the 401K plan, international plans, leave of absence/disability policies, Cobra administration, 1095-C forms, and wellness program.
- Provide support in all aspects of benefits and retirement plan administration, including answering employee inquiries, processing, and auditing payroll as it relates to benefits, assisting with open enrollment, entering data, developing communications, conducting presentations, and implementing company-wide benefit changes and/or new programs.
- Responsible for processing the benefits related data for semi-monthly payroll for 500+ employees. This includes inputting data, auditing and importing files, analyzing benefit amounts on payroll reports, calculating deductions and taxable earnings, auditing deductions, reviewing payroll transactions for accuracy, funding benefit accounts for each payroll in the HRIS/Payroll system. Ensure the accuracy of the information and work with the payroll department to complete payroll.
- Conduct new employee benefit orientation and serve as a point of contact for employees regarding company benefits.
- Plans and administers annual open enrollment process. Work with Marketing in the design and distribution of employee communications. Update benefit materials, plan rates, and the benefits enrollment system. Schedule meetings and conduct group presentations to employees.
- Administer and process all leave of absence requests (FMLA, disability, parental leave, vacation, etc.)
- Maintain the benefits online enrollment system to ensure data and records are accurate, provide system training to employees and handle any system related issues or questions.
- Process invoices and calculate premium statements for all benefit plans. Review invoices for accuracy and submit payment requests. Resolve any discrepancies and administrative issues with carriers.
- Work on benefit programs such as, wellness initiatives, total reward statements, student loan reimbursement program, service recognition program, and other ad-hoc projects.
- Maintain the benefits online enrollment system to ensure data files and records are accurate, provide system training to employees and handle any system related issues or questions.
- Generates files and reports for benefits plans, annual audits, as well as other special and ad hoc reports as requested.
- Work on benefit related projects such as total reward statements, service recognition, student loan program and other special projects.
- Run reports and analyze data from various HR systems (UKG, bSwift, Transamerica).
- Provide general administrative support to the HR department.
Requirements:
- BS/BA degree in Human Resources or related field.
- 3+ years of experience in benefits administration and benefit deductions for payroll processing.
- Solid understanding of general benefit plan rules.
- Experience with benefits enrollment and payroll systems.
- Strong data analysis skills and comfortable with reporting tools, such as Excel. Prior UKG or system related experience required.
- Must have excellent written and verbal communication skills.
- Extremely detail-oriented, professional attitude, and the ability to maintain confidentiality.
- Ability to work independently and also receptive to receiving guidance, direction, and constructive feedback as applicable.
- Strong client focus skills with the ability to deal with competing demands and multiple priorities.
EOE
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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.
Opportunity:
Mesirow Financial is currently looking for a full time Vice President (‘VP’) within our Shared Services Division. The VP is responsible for providing decision support analytics to Senior Management of the firm. This enterprise role provides exposure to all business units of the firm. The position requires a motivated self-starter with the ability to produce a high-quality and accurate work product and grow within the organization.
Responsibilities:
- Enhance and maintain models used in budgeting analysis and financial projections.
- Build reports that demonstrate driver-based analytics to support the financials.
- Collaborate within the organization to ensure accurate projections, analysis and identification of risks and opportunities.
- Develop ad-hoc financial metrics and operational efficiency analyses.
- Participate in development of M&A models on new products and/or transactions.
- Drive profitability analysis, process improvements, and quality initiatives.
- Identify trends and prepare commentary analysis of major budget or forecast variances.
- Participate in preparing monthly financial presentation package for Board of Directors.
- General accounting including P&L review and month end close reporting.
- Complete additional duties as assigned.
Requirements:
- Bachelor’s degree in Finance/Accounting.
- 5-7 years prior experience in Finance or Accounting.
- CPA preferred, Financial Services background a plus.
- Must have strong understanding of general accounting principles and nature of financial accounts including GAAP reporting and consolidation accounting.
- Familiarity or exposure to allocation methodologies and cost accounting a plus.
- Strong organizational skills, ability to handle multiple projects simultaneously, work with a team, and proven ability to bring projects to timely completion.
- Strong interpersonal skills and the ability to interact with all levels of the company, from entry level employees to executive management.
- Solid problem solving skills and strong analytical ability.
- Highly motivated, proactive approach to improvement.
- Extensive knowledge of Excel.
- Experience with NetSuite, Axiom EPM or other financial planning software preferred.
EOE
Verus is in search of a Pension Actuary to join our Seattle, Los Angeles, San Francisco, or Pittsburgh office (all with a hybrid work policy), or to join remotely from the Chicago area until an office is established there.
The Pension Actuary educates and influences institutional client decision making around determining the proper asset allocation considering liabilities. They provide thought leadership on asset and liability modelling and oversee the process of creating related studies and client deliverables.
Essential functions
- Provide thought leadership on asset liability matching and modelling
- Work with consultants to design and produce asset/liability and asset allocation studies for institutional investors
- Serve as liaison and collaborator with our liability software provider (ProVal)
- Produce client materials showing risk analysis by source, tracking error, stress tests, and scenario analysis
- Support general and risk consultants on ad hoc projects by helping with:
- Document and communicate underlying risks, hedge strategies, and scenario analysis to consultants;
- Supervise the formulation and modeling of strategies, including technique and instrument selection;
- Disseminate perspectives on asset allocation by managing and monitoring the risk and allocation of client assets, examining and assessing trends and potential impacts, recommending appropriate adjustments to Investment Policy Statements, and developing/maintaining procedures for asset and risk allocation management
Prerequisites
- Bachelor’s degree in finance, actuarial science, economics, mathematics, or related field of study
- ASA designation (FSA a plus)
- 5 years’ experience at an actuarial firm
- Experience with databases and statistical analysis (SQL/SAS)
- Knowledge of defined benefit plans
- Knowledge or training in computer programming a plus
- Experience with asset allocation and risk models a plus
- Experience with ProVal a plus
Salary
$100,000 – $135,000 annual
Salary offered to candidates is determined by factoring in market pay, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials.
To apply please visit our Verus Career Website here: https://www.verusinvestments.com/careers/
Verus is an independent, institutional investment consulting firm. Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.
We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; annual discretionary bonus; CFA and other professional certifications sponsorship; parental leave; 13 paid holidays; and 15 days of paid time off the first year of employment.
In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.
Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.
- Bachelor’s degree in finance, actuarial science, economics, mathematics, or related field of study
- ASA designation (FSA a plus)
- 5 years’ experience at an actuarial firm
- Experience with databases and statistical analysis (SQL/SAS)
- Knowledge of defined benefit plans
- Knowledge or training in computer programming a plus
- Experience with asset allocation and risk models a plus
- Experience with ProVal a plus
Description
About Mesirow
Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
Mesirow’s investment management capabilities encompass traditional and alternative strategies that are managed by specialist teams to address investor risk and return objectives. The investment management teams deliver what institutional investors today value, from custom currency solutions and alpha generation to income generation and sustainable opportunities available in separate account, fund, or CIT format. The firm’s investment management business is comprised of six portfolio management teams that manage roughly $4.5 billion in traditional assets (core fixed income, high-yield fixed income, small/mid-cap equity), $130 billion in currency assets, and $10 billion in alternative assets (private equity and private real estate).
Job Summary
The successful candidate will represent the Company externally, representing Mesirow’s investment management capabilities to Institutional investors in the Midwest geographical region of the country and will be responsible for cultivating a market of institutional investors, developing portfolio needs and communicating the value proposition of our various capabilities to this key market segment.
The ideal candidate will have an entrepreneurial and intellectually curious mindset, with extensive relevant industry experience and a proven track record of success across several investor types including endowments & foundations, insurance, healthcare, pensions and to a wide range of plan sizes. To emphasize a critical objective in this hire, we are strategically focused on broadening and deepening the opportunity set for our Traditional Asset Management business. Special consideration will be given to a demonstrated ability to access attractive investor types or investor profiles in the region that might find our capabilities or style of engagement particularly attractive.
Additional requirements include a demonstrated ability in building and managing relationships and someone who excels in a highly collaborative, results-orientated environment. The firm operates under the highest ethical standards and is looking to add a team member with the same attributes.
Key Responsibilities:
- Develop and execute a thoughtful marketing strategy to maintain and grow Mesirow’s investment management offerings to institutional investors in the Midwest geographical region of the country in a coordinated basis with other team members (i.e. Consultant Relations team) at the Firm.
- Identify areas to build strategic relationships with asset owners, investment staff, field consultants, and other centers of investment decision-making influence.
- Proactively source new business opportunities across several investor types including endowments & foundations, insurance, healthcare, pension and to a wide range of plan sizes with a primary focus on small/mid plans to large plans.
- Maintain an in-depth knowledge and awareness of markets, asset allocation and selection among institutional investors, investment products, practices and industry trends and help to position the Company to take advantage of opportunities as presented.
- Work closely with key internal stakeholders to help shape and evolve the firm’s messaging, position and go-to-market strategy, while identifying the marketing needs that will support the sales process.
- Maintain a transparent pipeline and tracking of new clients and prospects. Effectively and consistently document interaction with consultants in the firm’s CRM system.
Requirements:
- At least 8 years of prior business development and/or fundraising experience with the ability to point to a track record of success in raising AUM and exceeding sales targets.
- Demonstrated relationship base and track record of primarily selling traditional asset classes (fixed income, equities), combined with a strong understanding and experience in alternative asset classes across several investor types including endowments & foundations, pensions, insurance, healthcare etc. and to a wide range of asset sizes with a primary focus on small/mid plans, in addition to large plans.
- Proven client relationship origination skills and networking skills, with the ability to market and brand the firm’s unique proposition and identify potential sourcing opportunities.
- Excellent communication skills, both verbal and written. Strong interpersonal skills and the ability to work in a team-oriented environment.
- Self-starter with a strong work ethic and energized by the process of identifying prospective clients and closing new business.
- Ability to see beyond current realities and/or frameworks to envision and implement new and effective marketing strategies with target clients.
- An entrepreneurial mindset, with the ability to originate and close revenue-generating business.
- A structured and consistent sales approach with thorough follow-up, dynamism, and perseverance.
- Series 7 or 63 must be obtained upon hire, if not already active.
Apply Online
EOE
Description
The Company:
Mesirow 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 $8B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
The Opportunity
We are seeking a highly motivated Branch Supervision Principal to assist with the day-today regulatory supervision and compliance responsibilities relating to activities of Wealth Advisor Teams located in Highland Park, and Chicago, Illinois. The individual will work with the following members of Mesirow Wealth Management leadership: the Managing Director, Supervision, and the Chief Operating Officer.
This position requires a mix of compliance, supervision, operations, and industry knowledge. Candidates should be well oriented in Securities and Exchange Commission (SEC), and Financial Industry Regulatory Authority (FINRA) rules and regulations.
Further, the role requires baseline knowledge of broker dealer and RIA account operations, wealth management technology, and cross-functional engagement with various internal departments.
Responsibilities: Principal Review
- Review of daily exception reports
- Review of client new account documentation including the acceptance of the client relationship under the Customer Information Program (CIP), Form CRS, IRA Attestations, and DOL Brochure delivery
- Principal review of client account and household level requests in clearing firm system including money movement requests and account maintenance
- Suitability: provide review and approval of investment recommendations
- Develop desktop procedures and working guides for operational processes
- Monitor and review of daily trading activity reports, identify and report trade errors.
- Review trade exception reports, identify and maintain evidence of remediation of regulatory exceptions
- Electronic correspondence review. identify conflicts of interest, prohibited behavior in communications
- Review advertising and client presentation material for compliance with applicable rules and regulations
- Communicate clearing firm policies to the advisory teams
- Collaboration and communication with Legal/Compliance team members
- Internal and regulatory audit preparation
- Operational inquiries: Respond and assist advisory teams in Highland Park and Chicago, IL offices.
Responsibilities: Business Operations
- Proactively work with and collaborate with internal business partners
- Liaison to Mesirow’s information technology department with respect to various project implementations and technology enhancements
- Liaison to Securities Processing to ensure efficiencies, and improve operational procedures
- Ensure efficiencies, working to improve operational procedures including resolution of issues identified in new account opening
- Coordinate and assist in ad-hoc special projects as requested by Wealth Management Leadership
Requirements:
- Series 7, 66, 9/10 or 24 licensed, or a commitment to obtain within first six months of employment.
- Minimum 3-5 years relevant work experience.
- Bachelor’s degree or commensurate experience.
- Strong working knowledge of both Securities and Exchange Commission (SEC), and Financial Industry Regulatory Authority (FINRA) rules and regulations
- Working knowledge of National Financial Services (NFS) clearing firm policies and workflows
- Strong interpersonal skills, with a desire to foster relationships and collaborate across departments
- Exceptional oral and written communication skills.
- Investigative abilities and capacity to research issues.
- Strong process documentation and reporting capabilities.
- Self-motivated and self-directed with proficiency in Microsoft Office applications.
- Strong cross-functional team liaison with collaborative approach to problem solving.
- Ability to independently analyze and research and problem solve,
- Capable of prioritizing and managing multiple tasks in a fast-paced environment.
- Professional, with a high-level of integrity and ability to maintain confidentiality.
EOE
The Group:
Morningstar’s Investment Management group is a global team guided by Morningstar’s mission, values and principles to deliver investment, advisory and software solutions to enable great financial advice to ultimately empower investor success. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment solutions built upon Morningstar’s unique data, analytics and research. This unique investment data and analytics powers our portfolio accounting and aggregation engines. The group offers a full range of investment solutions, an end-to-end wealth management platform, portfolio accounting services and account aggregation solutions to support wealth managers and financial advisors, and the investors they serve.
The Role:
Morningstar’s Investment Management is seeking an Advisor Success Manager to join its team to manage relationships with new and existing advisors. You will interact extensively with financial advisors providing training and onboarding via web-based technology. Advisor Success Managers work closely with their sales counterparts on advisor and asset retention, issue resolution and continuous process improvement within their assigned territories while always promoting strong client advocacy. This position is based in our Chicago office.
Responsibilities:
- Educate clients about our Managed Portfolios program and resources
- Identify client training opportunities within existing relationships, participate in account reviews and provide initial product onboarding.
- Engage in new initiatives and projects to drive advisor retention and success within Morningstar investment management.
- Develop a deep understanding of our clients’ organizational structure, each users’ role, and day-to-day function.
- Act as consultants and problem solvers. ASM’s will go the extra mile to understand the pain points in our users’ existing workflow, then strategize and train clients on how to reach solutions and desired outcomes by using our service.
- Assist with service and escalations when needed to drive the business forward
- Collaborate with Operations, product managers, and internal and custodial client support teams to resolve client issues in a timely manner.
- Drive increased adoption by understanding the Advisor’s business needs and goals, promoting product usage, and maximizing Advisor retention by helping advisors integrate our products with their workflows.
- Nurture customer relationships as a proactive business strategist through ongoing education and training
- Provide valuable feedback and insight to the product team, compliance, marketing, and product developers.
- Support and contribute to the ongoing development of the Advisor Success team evolution.
Qualifications:
- A deep customer focus and ability to excel in a fast-paced environment.
- Proactive, strategic, and creative thinker with a collaborative approach to problem-solving.
- Possess a minimum of four years of financial services, customer success or project management experience
- Ability to work independently.
- Empathy for customers and a passion for growing our business.
- A proven ability to build long-term client relationships.
- Excellent communication skills, and the ability to present to clients with sophisticated investment knowledge and business experience.
- A team player who is willing to wear many hats and roll up your sleeves to get things done
- A bachelor’s degree or the equivalent is required
Nice to have:
- Level 1 CFA candidate or Series 65 license
- Prior experience supporting financial advisors, interest and ability to explain managed portfolio concepts is desirable.
Apply Online
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
Are you passionate about doing the right thing? Are you keen on following process and procedure? In this unique role, you will get a chance to do just that, as you integrate with each location, learn the full workings of our organization, and help keep us aligned to reduce risk for our firm, as our Compliance Associate.
Description and Requirements for our Compliance Associate
We are looking for an experienced, industry professional with a friendly demeanor, to help ensure all activities of our firm meet industry regulatory requirements. Our firm integrity is vital, so as a member of the Compliance Team, you will utilize your passion for research, analytical thinking skills, and high attention to detail, as the internal liaison for maintaining compliance across all levels and departments.
A couple things to note about our Compliance Associate:
- This is a full-time position, with a minimum expected hour amount of 40 hours per week.
- You will work the general hours of Monday-Friday, 8:00AM – 5:00PM.
- This role has the flexibility to be fully in person out of one of our office locations or work a hybrid schedule.
The Compliance Associate can expect to focus in the following areas:
- You will assist in maintaining our firm’s integrity by executing the day-to-day operation of our Compliance Program.
- You will routinely perform testing and audits to support the surveillance of the firm’s compliance policies.
- Because we are in a federally regulated industry, you will assist us in data preparation as needed for routine regulatory filings, assist in external examinations performed by regulators, and assist with any surprise custody exams and CEFEX renewal.
- You will be a conduit for the discovery of or the internal reporting of alleged violations of rules, regulations, policies, procedures, and Code of Ethics.
- With rigor, you will monitor and coordinate compliance activities for all our departments to remain abreast of the status of all compliance activities and to help identify trends.
- To eliminate risk for our firm, you will report violations or potential violations to the CCO.
The Compliance Associate position typically requires the following qualifications:
Here are a few of our must-have’s:
- You will possess a bachelor’s degree. Please note, we are open to considering an associate degree in conjunction with proven success in a similar role and financial services industry for the right individual. It would be a bonus if you have worked with a registered investment advisor.
- You will be a team player, be collaborative, possess the ability to work with and through others, and be a team approach by assisting and filling in for others as needed.
- You will have strong written and verbal communications while maintaining a high level of professionalism throughout all levels of the firm.
- You will be proficient with Microsoft Office Suite, specifically Excel and Word, and have the ability to learn and implement new software with ease.
- You will be meticulously detail oriented and be eager to problem solve through analytical thinking.
- You will understand the importance of working effectively with confidential information.
Here are a few skills that will be helpful in your success:
- You will possess a friendly, client first attitude.
- You will be a mentor and train new staff on compliance procedures as well as provide mentorship and be a role model for other team members.
- You will assist in in the development and implementation of best practices and continuous improvements for the compliance department.
Why Join Us?
- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career – apply today! https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=108731&clientkey=DAEBEC2B89AE4006AB70EF20664AD913
Job Details
Description
The Opportunity:
Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
The Corporate Admin and Concierge manages the administrative functions in support of our Corporate Services executives and is responsible for the efficient management of Mesirow Conference Center meetings and events. This is a cross-functional support role that requires a wide range of administrative, organizational, and project- and time-management skills. As this is a newly created position, there are opportunities for future growth and development with added projects and responsibilities.
Responsibilities:
- The first and central gatekeeper for the firm, ensure concierge level service to all arriving visitors, excellent communication/coordination, and proactive responses to individual needs/requests
- Assist the Conference Center Manager with planning and executing the day-to-day logistics for the Conference Center, including the successful coordination, scheduling and execution of meetings and events and troubleshooting any AV system issues
- Assist other Conference Center team members as needed
- Provide centralized support function for Corporate Services executive team, including managing individual calendars, coordinating meetings/events and travel, and answering/responding to calls and emails
- Serve as a liaison with senior level executives by developing and maintaining strong relationships with internal/external clients
- Drive coordination and communication across teams so that all stakeholders are fully aware and prepared for the needs and requirements of upcoming meetings/events
- Manage and assemble highly confidential and sensitive information and assist in the production and distribution of presentation materials as needed for internal and external meetings
- Help plan and support internal firm-wide events as needed, including holiday parties, team celebrations, and other firm engagement opportunities
- Prepare ongoing reporting, such as expense reports for executives and conference center scheduling/usage stats
Requirements
- Bachelor’s degree preferred.
- Advanced knowledge of the entire Microsoft Suite with the ability to navigate Excel, Word, PowerPoint and Outlook. Ability and willingness to learn and/or manage other applicable software/systems.
- Excellent organizational skills with the ability to prioritize large volumes of information, calls and requests in order to complete tasks effectively and on time.
- Maintain the highest level of confidentiality with personal/professional integrity and discretion
- Ability to exercise independent judgment, decisiveness, sound reasoning and creativity in evaluating information and making decisions.
- Polished written and verbal communication skills, strong interpersonal skills.
Apply Online
Who We Are
Jennison Associates is a global investment management firm with over $170 billion in Assets under Management spanning across a range of various equity and fixed income investment strategies. Jennison was founded in 1969 on the principle that doing what’s best for clients will always be right for the business. The mission across all areas of our firm is to deliver superior long-term investment returns and excellence in client service. This singular focus is embedded in our culture and reflected in the way we invest, the service we provide to our clients, and the people we hire. We recognize that each employee plays a key part in achieving our mission, regardless of their role or title. As a result, we continually strive to make Jennison a fulfilling and rewarding place to work for all employees.
Our Function
The team is searching for a Fixed Income Operations Specialist to support their Fixed Income trading desk which trades various fixed income securities such government bonds, corporate bonds, mortgages and TBA’s, asset-backed securities and other structured products including RMBS & CMBS and listed derivatives (futures). The candidate will work closely with the Operations teams in both Boston and New York to ensure all daily tasks are performed in accordance with policies and procedures.
This position is located in Boston, Massachusetts and may require occasional travel to New York. Direct manager will be located in New York. The role will involve developing a knowledge base across two teams (the Trade Support team and the Security Master Group). Each team operates collaboratively and information/knowledge is shared broadly within the teams as well as across them. Cross training efforts are constant to ensure the team remains competent and confident in daily tasks, as well as less frequent tasks. The teams interact actively with Trading and Portfolio Managers, Compliance, Legal, Risk, and other Operations teams as well as partners with Technology on strategic projects, industry initiatives, vendor system upgrades etc.
Your Impact
Your responsibilities will include, but are not limited to the following:
■ Trade Support ( trade matching/allocation with broker; futures and MBS collateral; trade corrections & reallocation; assist with new account and broker set ups; escalation point for complex paydown/coupon processing)
■ Security master ownership (security set up and maintenance; daily data governance)
■ Valuation and Pricing (daily vendor pricing and fair valuations)
■ Corporate Action processing
Your Required Skills
Your required skills must include:
■ BA/BS degree preferably in Finance. Economics or Accounting
■ Minimum of 7 years related industry experience
■ Fixed Income product knowledge (in security types noted above)
■ Proficient in MS Excel and Bloomberg, with ability to learn new systems
■ Quick Learner; Team Player; can work independently with appropriate level of guidance and supervision
■ Strong problem solving skills
■ Excellent communication skills
■ High sense of urgency
What We Offer
Jennison offers a generous benefits package including but not limited to: premier medical benefits, paid time off, a retirement profit sharing plan, wellness reimbursement, fully paid parental leave, family planning support, paid membership to concierge primary care, supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching, additional health and wellness benefits, and life insurance. Our hybrid work model provides employees with the flexibility to work remotely 2 days a week.
Submit Your Application
Please click here to apply.
The base salary range for this role is $115,000 -$140,000. Individual salaries for this role may vary based on various factors including but not limited to, years of experience, range in corporate level, candidate skills, and geographic location. Eligibility to participate in a discretionary annual incentive program is subject to rules governing the program, whereby an award, if any, depends on various factors including but not limited to,
individual and organizational performance.
What you will do:
The Auto Club Group is seeking prospective Head of Fixed Income Investments who’s Primary focus will be the management of fixed income assets, consisting primarily of externally managed portfolios, and management of relationships with external managers. Responsible for participation in asset allocation decisions and the development of fixed income investment strategies. Accountable for leading with due diligence and oversight of both current and prospective investment managers.
Responsible for oversight of the fixed income strategy and results, reporting on
performance and attribution of all managers and the portfolios across the fixed income spectrum. Maintain a close connection to financial markets to share insight on market developments, drivers and outlook with others in the organization.
In this position, you will have the opportunity to:
- Contribute to the development and refinement of total return investment strategy to meet organizational objectives.
- Partner with the private markets team to develop private credit strategies.
- Direct activities related to cash/liquidity management.
- Evaluate portfolio performance attribution as compared with plan.
- Monitor and analyze market conditions, investment strategies and liquidity conditions to communicate with management on a routine basis.
- Act as a liaison between Investments and internal constituents to communicate market information and investment results.
- Collaborate with ACG’s banking unit (Auto Club Trust) to give guidance,
incorporate market conditions into various strategies, and direct asset allocation decisions. - Ensure adherence to Board-approved investment policy.
This role works closely with Finance, Treasury and Accounting teams. Assists with investment reporting for Schedules D and BA of the Annual Statement and other related activities to support financial statement preparation, regulatory reporting, and governance-related reporting activity. Extensive interaction with internal teams for these activities is critical, as well as developing support within the investment team to assist with these functions.
Supervisory Responsibilities:
Responsible for management of assigned team members. Mentoring and development of younger team members is an essential component of leadership positions with the Investment team.
We’re looking for candidates with:
Education:
- Bachelor’s degree in Accounting, Finance, Economics or a related field
- Certified Financial Analyst (CFA) or Master’s degree required
Experience:
- Minimum of 10 years of relevant experience in an institutional investment environment. Investment accounting knowledge relevant to the insurance industry preferred.
- Experience as a Sr. Portfolio Manager, or in an investment management position for property & casualty, life and health insurance with a strong background in fixed income preferred
Relevant experience:
- Long term strategic asset allocation
- Knowledge of the full quality spectrum and a wide range of Fixed Income security types.
- Performance attribution analysis
- Staff management and development
- Due diligence/research of asset managers
- Managing consultant and investment manager relationships
- Budgeting, forecasting and performance measurement for investment portfolio(s)
- Analyzing cash flow, investment vehicles and new market opportunities
- Bloomberg and accounting systems
- Understanding of portfolio management for Banks
- Accounting for insurance company investments and the impact on income
Knowledge and Skills:
- Collaboration and commitment to working in a dynamic team environment
- Leadership and mentoring in a small group environment
- Advanced portfolio management quantitative techniques
- Operations of financial institutions including insurance investment practices
- Accounting and taxation of investments in an insurance company setting
- Identifying and analyzing problems and developing innovative solutions
- Communicating effectively with others in the work environment
- Continuously improving business processes
- Strong written and oral communication skills, attention to detail and pride in quality of final deliverables
A successful Head of Fixed Income Investments will possess effective communication skills, ambition, motivation and drive!
What it’s like to work for us:
We serve our members by making their satisfaction our highest priority. We do what’s right by sustaining an open, honest and ethical work environment. We lead in everything we do by offering best-in-class products, benefits and services. And we value our employees by seeking the best talent, rewarding high performance and holding ourselves accountable.
All in all, we create an inclusive and welcoming environment of diverse backgrounds, experiences and viewpoints, realizing our differences make us stronger.
Who we are:
The Auto Club Group helps AAA Members enjoy life’s journey with peace of mind by providing innovative solutions, advocacy and membership benefits wherever and whenever they need them. We currently conduct business in 14 states in the upper Midwest and the Southeast.
The Auto Club Group has established four long-term enterprise goals:
- Long-term, sustainable, profitable growth
- AAA Membership growth and renewal
- Operational excellence
- Become the “flagship club” of the AAA Federation
The Auto Club Group offers a competitive compensation and benefits package including a base salary with performance-based incentives; medical/dental/vision insurance, 401(k), generous time off, a complimentary AAA Membership and much more!
Total Compensation Overview:
- The Head of Fixed Income Investments will earn a competitive salary
of $170,000 to $195,000 annually with annual bonus potential based
on performance. - Excellent and comprehensive benefits packages are just another
reason to work for the Auto Club Group. Benefits include:
o 401k Match
o Medical
o Dental
o Vision
o PTO
o Paid Holidays
Important Note:
The above statements describe the principle and essential functions, but not all
functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfil these requirements.
The Auto Club Group, and all of its affiliated companies, is an equal
opportunity/affirmative action employer. All qualified applicants will receive
consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status
Apply Online
What can you expect?
- Be part of Mercer’s Fixed Income team
- Participate in and undertake detailed due diligence of fixed income strategies, ultimately proposing strategies for Mercer’s recommended list
- Synthesize Mercer’s view through a forward looking research report that articulates why Mercer believes a manager’s strategy will outperform its respective benchmark over a full market cycle
- Access to a wide variety of asset managers via participation in meetings
- Growth of personal skill set through working collaboratively with members on the team and interactions with asset managers and investment consultants
- Opportunities to learn from a well-resourced research team and be supported along the way.
- On the job training and the ability to directly influence the pace of personal learning/career
- Gather and collate data from a variety of sources in a timely manner using appropriate methods to meet the specific information needs of consultants.
What’s in it for you?
- Be part of a collaborative and collegial team that values diversity of thought and is at the center of Mercer’s investment advice
- Work with a wide range of institutional client types
- Work for a global company with excellent benefits and a dynamic culture
- Have competitive vacation/personal days in addition to holidays and volunteer days
- Flexibility to work in a hybrid model
- Mercer offers tuition assistance.
We will count on you to:
- Participate in and/or lead interviews with portfolio management teams and business leaders
- Gather and analyze information in order to identify and communicate those asset managers that Mercer believes are most likely able to generate value for our clients
- Meet the needs of clients – including analytics and strategic research
- Conduct quantitative analysis by developing and maintaining relevant data, charts, summary views, and detailed analysis in support of our research ratings across various research documents.
- Contribute to post meeting discussions covering key issues and recommended manager ratings.
- Provide ad hoc support to consultants in preparing for internal and external research meetings.
- Assist in the preparation for direct client discussions on managers/strategies.
What you need to have:
- Intellectual curiosity, tenacity and willingness to take on new opportunities.
- Willingness to learn.
- Writing and communication skills.
- Analytical skills and attention to detail, ability to multi-task, manage multiple priorities and work in a rapidly changing environment.
- BA/BS degree in finance, economics, or other business-related areas.
- 3-5 years of applicable experience
- Proficiency in Excel and Microsoft office.
What makes you stand out:
- CFA or MBA, or interest in pursuing
- A background in asset manager due diligence or fixed income capital markets.
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 83,000 colleagues and annual revenue over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer.
Apply Online
Marsh McLennan and its Affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Overview
The Finance Manager will be responsible for overseeing, analyzing, and reporting on assets under management, inflows/outflows, revenue, and expenses.
Responsibilities
- Enhanced financial planning and analysis
- Production of timely and externally focused monthly information packs for the Executive Committee
- Production of financial reporting materials for quarterly board meetings
- Update and analyze forecasted financials on a monthly basis
- Review of monthly outputs from Global financial control teams, including revenue, expenses, flows, AUM, and Annual Net New Revenue
- Engage with ExCo and other contacts in the business on a routine and ad hoc basis (e.g. monthly cost pack reporting, budget inquiries, hiring activity, etc.)
- Update financial manuals and procedures
- Updating of the planning and budget processes (for all areas of the business including headcount, expenses, flows, AUM, revenue, and fee rates)
- Liaise with global Finance Teams to develop and maintain best practices
- Assist in the financial evaluation of strategic initiatives (e.g. product launches, entering new markets, establishing business presence in new locations)
- Involvement in and supporting the delivery of automated reporting through Tableau
Qualifications
- BS/MA degree in Finance or Accounting; CPA preferred
- 5+ years post-qualification asset management experience
- Advanced Excel skills; proficiency in Microsoft Word, PowerPoint, and Outlook
- Excellent communication and presentation skills
- Strong business acumen, self-starter, quick learning, and clarity of thinking
- Strong organizational, analytical, and interpersonal skills
- Problem solving skills and initiative
- Strong attention to detail and an investigative nature
- Self-motivated to learn new concepts and participate in new projects
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)
Looking for an exciting opportunity to utilize your exceptional client service skills in the fast-paced and dynamic financial services industry? Look no further! We are seeking a highly motivated and talented Client Services Representative to join our team.
Description and Requirements for our Client Services Representative
As a vital member of our Client Services Team, you’ll be responsible for providing exceptional support to both our advisors and clients. Your duties will include preparing client paperwork, scheduling meetings, and completing client requests. But your role goes beyond just the basics. You’ll be a key part of our client-centric approach, delivering world-class service and support that goes above and beyond.
We’re looking for someone who can communicate effectively, multitask with ease, and troubleshoot problems with a positive and solution-focused mindset. As a member of our team, you’ll have the chance to utilize the latest technology and tools, including Salesforce, to ensure you can perform your duties to the best of your abilities.
With 2-5 years of experience in a client services/administrative support function in the financial services, banking, or insurance industry, you’ll have the skills and knowledge necessary to hit the ground running. And with proficiency in Word, Excel, PowerPoint, Outlook, and CRM software, you’ll be able to handle any challenge that comes your way.
But most importantly, we’re looking for someone who is passionate about putting our clients first. With a client-centric attitude, effective communication skills, and a collaborative team player mindset, you’ll be able to make a difference in the lives of our clients and help drive our success.
So if you’re ready to take your career to the next level and become part of an exceptional team, we encourage you to apply today!
A couple things to note about our Client Services Representatives:
- This position is based in our Lincolnshire, IL office.
- Once fully trained, you will receive the flexibility to work a hybrid schedule. This consists of 3 days in office per week.
- This is a full-time position, with a minimum expected hour amount of 40 hours per week.
Why Join Us?
- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career – apply today!
Collective Wisdom. We’re Better Together.
At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.
If you want to be part of a culture that is defined through strong values – Savant is right for you.
Are you a data-driven storyteller with a passion for understanding consumer behavior? Do you have a knack for turning numbers into actionable insights? If so, we’re looking for a skilled digital marketing analyst to join our team of specialists and help us optimize our online presence.
Description and Requirements for our Digital Marketing Analyst
As a digital marketing analyst, you’ll be responsible for diving deep into our client data, tracking and analyzing trends, identifying opportunities, and developing growth strategies that drive growth and engagement across multiple digital channels. From social media to search engine optimization, you’ll use your analytical skills and creative flair to help us deliver compelling experiences that resonate with our audience. If you’re up for the challenge, we want to hear from you!
A couple things to note about our Digital Marketing Analyst:
- This position has the flexibility to work in any of our Chicagoland or Madison, WI offices, but you will be required to also travel to our headquarters in Rockford, IL at 1-2 days per week for the first year.
- This is a full-time position, with a minimum expected hour amount of 40 hours per week.
The Digital Marketing Analyst can expect to focus in the following areas:
- In this exciting new role, you’ll combine your expertise in marketing and data analytics to drive our success!
- You’ll oversee our marketing dashboard and other relevant platforms, interpreting campaign results and sharing your insights with stakeholders across the organization.
- You’ll also identify areas of opportunity for testing, such as landing pages and content, and make recommendations for our next steps based on performance.
- In addition, you’ll help manage our marketing test backlog, oversee website and SEO projects, and ensure quality control across our marketing dashboard and reports.
If you’re ready to take on a dynamic role that offers room for growth and the opportunity to shape our marketing strategy, we want you on our team!
The Digital Marketing Analyst typically requires the following qualifications:
- We’re looking for a top candidate with a Bachelor’s degree in data science, digital marketing, finance, or mathematics from an accredited college or university and 3+ years of experience in a similar role.
- You’ll need experience with direct response campaigns using first- and third-party databases, Google, Meta, and programmatic advertising platforms like TradeDesk or Google. You should also have proven experience using Tableau to create dashboards and analyze KPIs, as well as familiarity with multi-touch attribution models.
- You’ll need to be able to present complex data in an easy-to-understand manner and have solid project management experience. Knowledge of digital marketing principles like funnel optimization, UX, landing page optimization, SEO, and marketing automation tools is a must.
- Certification as a Pardot Specialist or Marketing Cloud Developer and Google Analytics 4.0 developments is highly desirable.
- You should be organized, detail-oriented, and able to work both independently and as part of a team. A positive attitude and ability to work well with all levels of the firm and clients are crucial.
Why Join Us?
We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career – apply today!
Collective Wisdom. We’re Better Together.
At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.
If you want to be part of a culture that is defined through strong values – Savant is right for you.
Apply Online
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
The Investment Associate will be responsible for assisting in all aspects of the distribution process. The ideal candidate will have prior investment experience, collaborate closely with Investment Directors and interface with other LGIMA departments. Principal responsibilities include supporting the direct sales and consultant relationship efforts of the LGIMA sales team.
This role is base in Illinois.
Responsibilities
- Conduct outreach to plan sponsors to introduce the firm and get meetings for the Sales team
- Conduct research on large corporations to identify LDI/AFI prospects
- Conduct research on other plan types to identify index prospects
- Continue to become familiar with all product offerings and vehicles as new product lines are introduced
- Help build presentation books for upcoming sales meetings as a liaison to the Marketing team
- Collate background information in advance of meetings
- Maintain new prospects in Sales Force – which includes notes on meetings and making sure all contact data for prospects and consultants is updated
- Maintain pipeline report
- Update/create consultant and prospect prep materials for meetings
- Coordinate resources for on-sites and finals presentations
- Work with Marketing team to help coordinate events – primarily work to get prospects, clients, and consultants to attend
- Help respond to ad hoc requests from internal parties as well as consultant requests
- Work alongside the senior sales staff in consultant and prospect meetings – progress from attending meetings to participating in these meetings with the goal to lead meetings for the smaller prospect and consultant base
Qualifications
- Undergraduate degree; Progress toward MBA, CFA and/or CAIA encouraged
- Ability to understand and support existing corporate culture
- Team-oriented, organized, and proactive
- Strong verbal and written communications skills
- Ability to execute tasks required in addition to delegating tasks
- A mentor that makes everyone around him/her a stronger contributor
- Experience managing internal and external client relationships; proven ability to connect with the target audience
- High degree of self-motivation
EOE Statement
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees
and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry,
national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any
other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)
Apply for this job online
Job Details
Description
The Company:
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow is one of the few employers to be named in both the Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago. At Mesirow, we invest in what matters: our clients, our communities, and our culture.
The Opportunity:
The successful candidate will be responsible for supporting the deal team in its’ business of structuring leveraged municipal Tender Option Bond transactions for institutional investors. Mesirow serves as Administrator on approximately 1100 TOB trusts containing assets of $12bn. In response to the Volcker Rule, Mesirow has built a successful business structuring TOB trusts as well as administering them on an ongoing basis. The environment is fast paced, requiring the ability to prioritize tasks as well as managing detail.
Responsibilities:
- They will work with two senior members of the group to structure trusts, obtain ratings, hire counsel, liquidity providers, re-marketing agents, obtain CUSIP and DTC eligibility as well as structure trusts on the firm’s proprietary systems and calculate cash flows of the respective trusts.
- There will be direct contact with the municipal sales and trading desks to coordinate trade execution.
- A strong front to back ownership mentality
- Develop and maintain client relationships
- Research TOB Market activity
- Working with investor clients on trade settlements, cash flows, establishing and unwinding trusts, fulfilling data requests, and monitoring the portfolio.
Requirements:
- Bachelor’s degree in Finance or Accounting
- Strong Excel skills. (Macro, VBA, Programing a plus)
- Ability to manage multiple priorities within a fast-paced and evolving environment while maintaining thorough attention to detail.
- Strong written and verbal communications skills.
- Team player with a positive attitude and strong interpersonal skills.
- Prior relevant work experience preferred.
EOE
Apply Online
Pooled Employer Plans (PEPs) provide a new way for companies of all sizes to deliver competitive retirement benefits at a reduced cost to employees, with fewer plan management responsibilities and less risk than traditional 401(k) plans. We believe PEPs will reshape the way retirement benefits are delivered in the US and WTW’s decades of relevant experience position us to bring a leading PEP to market, leveraging our scale and track record in retirement plan consulting, governance, administration, and investments. We are building out a dedicated sales team to bring our solution to market.
As Defined Contribution Sales – LifeSight US Pooled Employer Plan (PEP), your main focus will be driving growth of WTW’s LifeSight PEP. You will work hand in hand with sales and product leaders to execute on our commercialization plan, engaging key sellers/buyers and reinforcing our brand in the market. You will report to the LifeSight US Sales Leader.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Specific responsibilities:
- Collaborate with other WTW leaders to drive LifeSight opportunities with existing clients
- Secure new clients for WTW
- Manage a robust pipeline, including regular reporting to stakeholders
- Lead sales pitches and responses to competitive proposals, including managing a library of supporting content in coordination with WTW’s proposal writing team
- Support development of internal and external content supporting sales
- Drive colleague education and sales engagement activities
- Manage coordination between sales and operations teams, with emphasis on seamless onboarding experience
- Lead approach to market intelligence gathering and communication
- Collaborate with LifeSight solution leaders to advise future innovations based on market intel
Key Metrics:
- PEP sales growth in line or exceeding PEP business plan
- Build out and tracking of PEP pipeline – strong sustainable pipeline (3x sales goals)
- Engagement of internal stakeholders – other business leaders and client leads in Retirement and Investment, along with CRB and H&B
Key Working Relationships:
- LifeSight US leadership team, non-US LifeSight team, US Retirement and US Investments leadership teams.
- US Retirement, Investments, H&B, CRB Sales & Marketing Client and Content Leads
The Requirements
- 10+ years of relevant US retirement plan experience, including 5+ years of experience with sales and US defined contribution plans
- Proven ability to manage robust pipeline
- Proven track record of generating new revenue with plan sponsors, or organizations in the PEP target market
- Deep knowledge of the US defined contribution plan market, including administration and investments
- Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs
- An executive presence with polished and well developed written and oral communication skills
- Flexibility to travel on an as needed basis which could be quite frequent depending on market demands
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation
Compensation
The base salary compensation range being offered for this role is $145,000 – 180,000 per year
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing, Program and Work/Life Resources (including Employee Assistance Program),
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state /local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA,
Jury Duty, Military Leave, and Parental and Adoption Leave),
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
Apply Online
Pooled Employer Plans (PEPs) provide a new way for companies of all sizes to deliver competitive retirement benefits at a reduced cost to employees, with fewer plan management responsibilities and less risk than traditional 401(k) plans. We believe PEPs will reshape the way retirement benefits are delivered in the US and WTW’s decades of relevant experience position us to bring a leading PEP to market, leveraging our scale and track record in retirement plan consulting, governance, administration, and investments. We are broadening our team as we bring our solution to market.
As Defined Contribution, Sales Support, you will be responsible for supporting the LifeSight PEP leadership, sales, product development and operations teams across all activities supporting the launch and continued growth of the LifeSight PEP – with a significant focus on sales activities supporting the pursuit and engagement of new clients. You will report to the LifeSight US Sales Leader.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Specific responsibilities:
- Assist with pipeline management activities and reporting, including use of WTW’s CRM system and analysis of large data sets to help guide potential opportunities
- Participate in internal exploratory discussions and assist with next steps to bring LifeSight to clients
- Assist with sales pitches and responses to competitive proposals
- Assist in developing an approach to gather, document, and report out insights as we onboard clients
- Prepare first drafts of internal and external content supporting sales
- Assist with market research market
- Support product development activities
- Support activities to build out ongoing operating model
- Participate in onboarding and ongoing client service activities, as needed
- Assist with all aspects of project management
Key Working Relationships:
- LifeSight US and non-US teams
- HWC marketing and PR
- US Retirement and US Investments leaders and subject matter experts, as needed
- Colleagues at all levels across WTW’s various lines of business to explore sales opportunities
The Requirements
- 3+ years of relevant US Retirement plan experience, including experience with US DC plans
- Knowledge of U.S. defined contribution plan operations and compliance
- Technical and analytical skills; proficient in both Microsoft Excel and Microsoft PowerPoint
- Ability to work in a fast-paced, entrepreneurial team and able to adapt to frequent change
- Successfully collaborate within a team-based environment
- Ability to develop cooperative relationships to achieve results
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation
Compensation
The base salary compensation range being offered for this role is $75,000 – $90,000 per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing, Program and Work/Life Resources (including Employee Assistance Program),
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state /local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA,
Jury Duty, Military Leave, and Parental and Adoption Leave),
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Apply Online
EOE, including disability/vets
About Your Role
Entry-level position, responsible for supporting the municipal fixed income team in portfolio management, trading, and research capacities.
PRIMARY DUTIES AND RESPONSIBILITIES
- Partner with our portfolio construction and quantitative research teams to interpret and apply their findings to the municipal portfolio construction process.
- Perform daily data analysis on the municipal yield curve to help identify value in the municipal market.
- Build and run portfolio performance attribution reports for high net worth separately managed accounts, mutual funds, and across all municipal strategies.
- Lead monthly portfolio review process through detailed analysis of portfolios and collaboration across teams.
- Stay current on industry research and market data with regular communication to team.
- Support Portfolio Managers by helping to allocate bond purchases across multiple accounts and trading activities.
- Support Research Analysts by spreading financial data.
- Perform research projects to support both industry thought pieces as well as strategic portfolio positioning.
- A candidate who demonstrates aptitude and self-drive will ultimately have the opportunity to take on direct research, trading, or portfolio management responsibilities, consistent with their skill-set and interests.
REQUIRED KNOWLEDGE AND SKILLS
- Basic knowledge of financial markets.
- Ability to work with large data sets in Microsoft Excel.
- Strong academic performance in advanced Mathematics and Statistics courses.
- Presentations skills are needed to communicate portfolio construction recommendations.
- Strong intellectual curiosity and enthusiasm for investing and sophisticated empirical analysis.
- Proficient in interpersonal, written and communication skills and high level of attention to detail.
- Able to work effectively and collegially across a multi-disciplinary global investment team.
- Essential to be self-motivated, with an ability to prioritize and work exceptionally both individually and with senior management.
- Programming skills in Python a plus.
REQUIRED EDUCATION AND EXPERIENCE
- Undergraduate degree from a top tier university or college.
- Two to four years of experience in financial markets.
Physical Requirements
For most of our roles, we offer hybrid work, with most employees required to work on campus as their principal work location, a minimum of three days per week with the option to work offsite on other days.
Apply Online
Job Details
Job Purpose
The Analyst is responsible for a variety of functions including, but not limited to, research and ongoing monitoring of investment managers, preparing performance attribution reports, and contributing to preparation of materials for quarterly Fund Board meetings. This position will also be responsible for participating in manager searches and preparing reports in support of investment management objectives.
Essential Responsibilities
- Independently perform in-depth research on managers and investment portfolios.
- Prepare reports and written analyses on investment managers.
- Proactively monitor managers and summarize key issues for further analysis.
- Compile and analyze complex comparative investment performance data.
- Participate in and eventually lead meetings and/or conference calls with managers.
- Create and interpret performance attribution and risk reports.
- Prepare materials for Fund Board and Investment Committee meetings.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
- Good knowledge of financial markets and investment theories.
- Solid PC skills including MS Excel, Word, and PowerPoint.
- Experience using investment research systems, including Morningstar Direct, FactSet, Bloomberg, and Advent Tamale is preferred.
- Good organizational skills—ability to prioritize tasks and projects to meet deadlines.
- Ability to work independently and as part of a team.
- Solid written and verbal communication skills.
Qualifications
- Bachelor’s Degree in finance or related field required.
- 3+ years industry related experience required.
- • Work toward CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), or CIPM (Certificate in Investment Performance Measurement) preferred
We don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Apply Online
We are a Federal Contractor and Affirmative Action Employer. | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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Experience: | 5+ years |
Employment Type: | Full Time |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
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Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 6 to 8 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 3+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 0 to 1 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 7 to 10 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 10+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 5 to 8 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 4 to 7 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 5+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 5+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 7+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 6 to 8 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 5 to 7 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 7 to 10 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 2 to 5 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 5 to 6 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 6 to 8 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 4+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | Open |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | Open |
Employment Type: | Full Time |
Job Location: | Boston, MA |
| |
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | Open |
Employment Type: | Full Time |
Job Location: | Boston, MA |
| |
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 3 to 4 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 3+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
| |
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 7 to 10 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 5 to 6 years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
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At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… | |
Job Title: | |
Company: | |
Experience: | 3+ years |
Employment Type: | Full Time |
Job Location: | Boston, MA |
| |
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins… |