Women Investment Professionals

Jobs

Current Positions Available

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

Segall Bryant & Hamill is an independent investment firm based in Chicago, Illinois with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown to approximately $20.0 billion in assets under management as of September 30, 2019. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country.
Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Job Title: Senior Marketing Associate
Category: Marketing
Employment Type: Full Time
Location: Chicago, IL
Compensation: Commensurate with experience
Segall Bryant & Hamill (SBH) seeks a Senior Marketing Associate to join our Marketing team. The qualified candidate will help the business development, marketing and investment teams with new business opportunities and ongoing client service. The senior marketing associate will manage the production and customization of marketing materials, ensuring the highest standards in accuracy, quality and timely delivery. The position will also assist with various marketing initiatives including marketing campaigns, conferences, email distribution and contact list management.
He/she will support the firm’s three distribution channels — institutional, advisor solutions and wealth management — and work with departments across the firm including sales, client service, compliance, information technology, operations, and the investment teams. This individual will report to the team’s head of marketing in Denver.
GENERAL RESPONSIBILITIES
• Develop, update, customize and maintain electronic and printed marketing materials (e.g., presentations and fact sheets for firm’s investment strategies).
o Manage process with sales team for the updating of materials.
o Manage requests from sales team through marketing services “inbox”; work with senior marketing associate in Denver to allocate and complete requests.
o Assist with collateral automation project.
• Distribute marketing materials, primarily via email using Salesforce’s Pardot.
o Work with business channels to maintain accurate contact lists for email and hard copy distribution.
• Handle execution and tracking of marketing campaigns including use of Pardot for email distribution and Google Analytics for web analysis.
o Gather and analyze metrics, offering suggestions for campaign improvements.
• Plan and manage events, conferences and sponsorships; assist with ad development as needed.
• Maintain inventory of marketing materials and “give aways”; manage vendors for purpose of ordering marketing supplies, etc.
• Assist client service teams with the updating of client materials.
• Assist with the updating of firm’s CRM (Salesforce); serve as backup for RFP team.
• Assist with updating of firm’s web site using WordPress.
• Conduct industry research and competitive analytics as needed.
QUALIFICATIONS
• Advanced level with Microsoft PowerPoint; advanced proficiency in Microsoft Word and Excel.
• Must be proficient with Salesforce and Pardot.
• Must be proficient with InDesign and familiar with other programs in Adobe Suite including Photoshop and Acrobat Pro.
• Experience working with eVestment and other industry databases strongly preferred.
• Experience with WordPress preferred.
• Bachelor’s degree in finance/accounting/economics, marketing, data analysis, business intelligence, or related field.
• 3-5 years of experience in similar role at an asset management firm; must have experience updating marketing materials and working with large amounts of financial/investment-related data.
• Solid understanding of investments and ability to apply concepts to marketing materials.
• Keen attention to detail and excellent proofreading skills.
• Superior skills in organization and time management.
• Ability to work in a fast-paced environment with quickly changing priorities and tight deadlines, while maintaining a high degree of professionalism and focus.
• Ability to quickly learn various types of software systems.
• Strong problem-solving skills.
• Self-starter with a strong work ethic.
• Team player with strong interpersonal skills; experience collaborating effectively across multiple stakeholders at all levels within the organization
• Knowledge of graphic design, print production and project management affecting printing, quality and on-time delivery. • Occasional travel to Chicago or Denver will be required.
• Apply via the SBH Career Center to Senior Marketing Associate All submissions must include a resume, cover letter and salary expectation Company website: www.sbhic.com

Segall Bryant & Hamill is an independent investment firm based in Chicago, Illinois with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown to approximately $20.0 billion in assets under management as of September 30, 2019. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country.
Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Job Title: Billing Analyst
Category: Investment Operations
Employment Type: Full Time
Location: Chicago, IL
Compensation: Commensurate with experience
SBH seeks a Billing Specialist to join our Operations team. The qualified candidate will work with the Operations team and will support the activities of our finance group, portfolio managers and client service administrators.
The primary focus of this position is client billing and fee calculation, maintenance of data in the billing system and receipt of cash payments. Additional responsibilities will be to develop operational skills that will assist other co-workers with volume overflow and coverage during absences. This position reports to the Director of Operations and has no direct reports.
GENERAL RESPONSIBILITIES
• Setup and maintain client fee schedules in Revenue Center (billing system) for new and existing accounts/relationships.
• Generate and review all quarterly client fees for accuracy
• Create and distribute preliminary client fee reports for quarter over quarter analysis by portfolio managers and the finance team
• Monitor and process all special billing requests for pro-rated time periods, fee adjustments, new and terminated portfolios in addition to any approved one-off requests
• Research and resolve any billing exceptions or questions
• Assist with internal and external audit requests as needed
• Monitor and process daily requests received from the front office
• Responsible for processing daily deposits to bank and posting within Revenue Center
• Interacts with Client Service teams to follow-up on past due client invoices
• Assist in trade settlement operations
• Assist with processing daily requests received from the front office
• Assist with the processing of voluntary corporate actions.
• Perform some daily account reconciliation activities as needed
• Create and maintain up to date procedures for all responsibilities.
QUALIFICATIONS
• Bachelor’s degree, preferably Accounting or Finance
• 1-3 years of back-office operations experience or equivalent
• Ability to communicate clearly, both written & orally
• Strong attention to detail and a high level of accuracy
• Strong organizational and time-management skills
• Ability to operate independently and under pressure
• Ability to prioritize and organize multiple tasks
• Strong aptitude for numbers and problem-solving skills
• Ability to deal discreetly with confidential information
• Team player
• Proficiency in Microsoft Excel preferred- intermediate level
• Experience with Advent Portfolio Management software (AXYS/APX, MOXY, Revenue Center), preferred.
• Apply via the SBH Career Center to Billing Analyst All submissions must include a resume, cover letter and salary expectation Company website: www.sbhic.com

The Company:

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

The Opportunity: 

Mesirow Financial Private Equity (MFPE) is a Chicago-based boutique private equity firm with approximately $6.2 billion in commitments since inception to managed fund-of-funds, co-investment funds and customized investment vehicles to a global institutional client base of accredited investors and Qualified Purchasers. MFPE seeks to generate returns that outperform the industry mean by providing investors with access to private equity managers considered to be the most established and top-performing in the industry. Our co-investment program offers clients direct exposure to select investment opportunities sourced exclusively from this network of high-quality private equity funds.

Responsibilities:

  • Assist in the implementation of Investran for MFPE
  • Prepare, validate and/or assist in the preparation of fund reporting for various Co-investment Funds, Partnership Funds, and customized investment vehicles
  • Prepare special monthly and quarterly client specific reporting
  • Assist with cash management, including, but not limited to, daily and monthly reconciliation of cash activity from bank accounts, entry and recording of capital calls and distributions, and wire transfer initiation/approval
  • Analyze, research, and ensure appropriate reconciliations surrounding PE investment activity/data i.e. bank accounts, expense allocations, income, gains, withholding are completed accurately and timely
  • Support team with tax review
  • Support team with preparing client requests, presentation materials, and capital calls and distributions to MFPE’s limited partners
  • Co-Administer MFPE’s Data Exchange (DX) investor portal
  • Respond to client back-office, custodial bank, auditor and consultant requests for information
  • Prepare schedules and other data as needed for consultant RFIs and RFPs

Requirements:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • Minimum 2 years of experience using Investran (preferably 6.x and 7.x versions)
  • Minimum of 2 years fund accounting experience
  • Private Equity Fund of Fund accounting experience a plus
  • Tax or Audit experience a plus
  • CPA license (or in process) preferred
  • Demonstrated high degree of accuracy and attention to details.
  • Strong organizational and time management skills a must.
  • Team player with a positive attitude and strong interpersonal skills.
  • Ability to work independently; manage multiple project-oriented tasks in an effective and timely manner.

Apply

Company Overview:

Aegon Asset Management is a global investment firm with employees located in North America, Europe and Asia. Investment offerings for Aegon Asset Management US and Aegon Real Assets US include credit strategies, global equity, multi-asset and real asset strategies, and customized investment solutions. The firm serves a diverse global client base that includes corporate, union and public pensions, endowments, foundations, insurance companies, subadvisory, family offices and wealth managers. We are committed to excellence, trust and building long-term partnerships with clients.

Position Overview: Responsible for analyzing and actively monitoring the credit quality of corporate fixed-income issuers for an assigned coverage universe across the credit spectrum.  In addition, the analyst will be expected to be able to effectively communicate fundamental views and trade recommendations to various portfolio managers.

Responsibilities:

  • Provide value added fundamental analysis of the public securities of 50-60 companies within the consumer sector
  • Gather data, assess trends, forecast metrics and provide outlooks on companies within the sector as well as for the sector as a whole using both qualitative and quantitative analysis
  • Apply strong knowledge of relative value and market technicals/sentiment to fundamental analysis
  • Communicate original, accurate, defendable and actionable trade recommendations that generate excess returns for clients
  • Maintain and publish information on covered companies
  • Develop understanding of global portfolio mandates for investment grade, high yield, bank loan and various other products
  • Develop and maintain relationships with external industry experts and counterparts

Required Qualifications:

  • 4-6 years of experience within the investment or a closely related industry
  • Experience in a research position
  • BA required

 Preferred Qualifications:

  • MBA preferred
  • Preference to prior coverage in consumer and/or healthcare sector
  • Fluency with Microsoft Excel, Bloomberg, Capital IQ and/or SNL
  • Strong communication skills
  • CFA Charter

Apply

Equal Opportunity Employer: Aegon USA Realty Advisors, LLC., is an Equal Opportunity Employer and does not discriminate against any applicant or employee on the basis of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services, physical or mental disability or any other status protected by federal state or local equal employment opportunities laws. In addition Transamerica will provide reasonable accommodations for qualified individuals with disabilities.

Company Overview:  Aegon Asset Management is a global investment firm with employees located in North America, Europe and Asia. Investment offerings for Aegon Asset Management US and Aegon Real Assets US include credit strategies, global equity, multi-asset and real asset strategies, and customized investment solutions. The firm serves a diverse global client base that includes corporate, union and public pensions, endowments, foundations, insurance companies, subadvisory, family offices and wealth managers. We are committed to excellence, trust and building long-term partnerships with clients.

Position Overview: This role will join the Intermediary Distribution team and will concentrate on building and maintaining relationships with our sub advisory partners in the retail space. In addition, this role will focus on sourcing business with registered investment advisors (RIA), family offices (FO), and mutual fund sub advisory (MFSA), to drive product sales.

Responsibilities:

  • Build and maintain strong relationships with sub advisors including wholesalers, sales managers, product, key account managers and financial advisors within the retail sector.
  • Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
  • Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.
  • Produce expected sales results and territory activity levels as defined by senior leadership.
  • Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
  • Position and differentiate AAM products against competitor firms/products.
  • Maintain a log of activities and opportunities in the Salesforce system.
  • Keep abreast of continuous developments in the economy and the financial services industry.

Required Qualifications:

  • Bachelor’s degree in finance or related business field.
  • Ten years of related sales experience.
  • FINRA Series 3, 7 and 63 (upon hire into this role, employees must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days)
  • In-depth intermediary investment product knowledge.
  • Proven results using a consultative sales process.
  • Broad range of client contacts.
  • Highly developed relationship management skills.
  • Advanced presentation and communication skills.
  • Attention to detail to document activities.
  • Ability to work a high energy, collaborative and competitive environment.
  • Proficiency using MS Office tools.
  • CFA preferred

Apply

Equal Opportunity Employer:

Aegon USA Realty Advisors, LLC., is an Equal Opportunity Employer and does not discriminate against any applicant or employee on the basis of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services, physical or mental disability or any other status protected by federal state or local equal employment opportunities laws. In addition Transamerica will provide reasonable accommodations for qualified individuals with disabilities.

Summary:

The successful candidate will join the Currency Team to work as a Currency Analyst with our currency portfolio managers. Main responsibilities will include accurate implementation of strategies, trade generation and trading.  We are seeking a meticulous individual with extremely high attention to details. The successful candidate is expected to demonstrate high motivation and a strong desire to grow professionally within the currency and fixed income team.  Prior experience within currency trading / buy side currency management is preferred; we believe this is an excellent opportunity for an enthusiastic individual to build upon their experience in a demanding but rewarding environment.  Experience required:  0 to 2 years

Responsibilities

  • Portfolio implementation: implementation and monitoring of return seeking and hedging currency strategies across currency overlay, share classes and global fixed income portfolios.
  • Trading: execution of active and hedging currency strategies across portfolios. Efficient and timely execution in the market of currency trades: spot, currency outrights, currency swaps, other.
  • Perform frequent portfolio rebalancing and adjustments. Accurate management of inflows and outflows in portfolios.
  • Co-ordinate with performance and marketing teams in production of materials for client presentations.
  • Liaise with middle office, client service, IT and operations for currency and fixed income related activities
  • Assisting portfolio managers with commentaries when required. Good overview of financial markets and macroeconomic trends is essential
  • Opportunity (at a later stage) to increase responsibility on the portfolio management side and to play a role in the research and trade idea generation processes.
  • Ad-hoc duties as required, including but not limited to presentation preparation, reporting, assisting with team queries and resolution.

Requirements:

  • University Degree in Economics or Finance is essential. 
  • Excellent quantitative skills strongly preferred.
  • Advanced skills within Excel, PowerPoint and VBA essential. 
  • Attention to details and accuracy is critical.
  • A highly motivated team player with strong analytical and problem solving skills, with a proven ability to deliver work product to the highest of standards within a dynamic and deadline-driven environment.
  • Excellent communication and organisational skills are essential.
  • A motivated self-starter with demonstrated experience of working independently and as part of a global team.
  • Series 7 and Series 66 (or 63 and 65) licenses, and/or ability to obtain the necessary licenses once in the role is essential within a given timeframe.

  • Knowledge of market dynamics, liquidity and trading practices.
  • Familiar with electronic trading platforms (FX Connect, FXall, other) and prior trading currencies experience (buy side) is desirable.
  • Good understanding of the global fixed income market/ securities.
  • Theoretical knowledge of currency instruments.
  • Working knowledge of Bloomberg.
  • Knowledge of Blackrock Aladdin is desirable.

Apply

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

Responsibilities:

  • Build trade allocations for cash management and portfolio alignment.
  • Evaluate security characteristics to assist in portfolio construction.
  • Serve as point person for production of portfolio monitoring reports.
  • Partner with internal stakeholders to manage client guideline process.
  • Manage the lifecycle of corporate actions (liaise with portfolio management, operations, and legal to address each action).
  • Calculate and review security analytics and the impact of changes on the portfolios.
  • Review client presentations, portfolio summary reports, and data requests for accuracy.
  • Work collaboratively with portfolio managers, research analysts, traders, legal, operations, and technology professionals.

Requirements:

  • Superb academic credentials in Economics, Finance, Accounting, Engineering, Mathematics or a related field.

  • Knowledge of fixed income analytics (yields, spreads, duration).

  • Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros.

  • Familiarity with Blackrock Aladdin and Bloomberg is preferred.

  • Strong experience using Excel and database tools.

  • Sound understanding of statistics and regression, including statistical packages and/or programming languages (e.g. – Python, R, MATLAB, VBA).

  • Capability to solve problems while being cognizant of finite deadlines.

  • Ability to work in a team environment while taking individual responsibility for quality and accuracy.

  • Strong attention to detail and organizational skills.

  • Excellent communications skills.

Apply

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

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

Manages Systematic Alpha emerging markets (SEM) and global Custom Core portfolios.   Portfolio managers act as investment “engineers” — creating portfolios using a rules-based approach to implement the firm’s quantitative-based strategies.  The Associate Portfolio Manager must continually monitor performance, manage risk and control costs.  

Primary Responsibilities

  • Manage SEM and global equity portfolios for US & UCITS mutual funds, private commingled vehicles, and separate accounts
  • Maintain and monitor account specific restrictions and guidelines
  • Monitor index changes, corporate actions, and valuation issues
  • Validate returns and performance attributions
  • Stay abreast of country specific events impacting trading, settlement, pricing and performance
  • Assist with prospect and client requests for analysis
  • Interact with external groups: Eaton Vance (EV) Fund Admin, EV International, custodian banks
  • Interact with internal groups: Trading, Technology, Research, Operations, Investment Strategy, Institutional Client Service, Reporting
  • Participate in process improvement and technology development efforts as needed
  • Potential to work on strategy evolution, custom new strategies and research efforts

Job Requirements

  • Bachelor’s (4yr) degree w/ major in finance, accounting, engineering or related quantitative focus
  • Preferred 4+ years professional experience in investment management or related field
  • Significant progress towards CFA charter, Master’s degree, and/or another relevant credential
  • Strong mathematical, analytical, and Excel skills
  • Familiarity with academic financial theory and applications
  • Global mindset and/or prior experience in international markets
  • Working knowledge of equity risk models and portfolio optimizers preferred.
  • Programming skills a plus, such as SQL, R, and VBA

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

 
 
At Advocate Aurora Health we understand that a healthy environment is vital to human health. Nationally recognized for environmental excellence, we strive to mitigate environmental harm and contribute to the well being and health of our associates, patients, visitors and the communities we are privileged to serve. Be a part of a movement in health care invested in reducing its environmental impact and creating healthier spaces for our patients to heal, physicians to practice and associates to work.

Purpose:
Support all investment analysis activities for public equity, fixed income, and marketable real assets investments within Advocate Aurora Health, Inc. and its subsidiaries. Monitor global economic and market conditions to recognize opportunities for new investments. Perform rigorous qualitative and quantitative due diligence to validate the attractiveness of investment opportunities and recommend actions to the investment team. Monitor and continually evaluate marketable investments after the investment decision is implemented with ongoing due diligence activities to include: preparing and analyzing investment reports, monitoring and evaluating investment manager performance, and utilizing risk management tools. Position is expected to collaborate with other investment team members regarding qualitative and quantitative investment analysis and reporting. Assist with all aspects of the defined benefit and defined contribution retirement plans. This position also supports a variety of investment operation functions.

Accountabilities:

  • Investment Analytics: Perform detailed investment analysis (both qualitative and quantitative) of both individual investment managers and the public equity, fixed income, and marketable real asset classes. Continually evaluate investment manager performance and summarize relevant developments to the Portfolio Manager. Develop and maintain reports detailing the exposures and risks of marketable investment managers
  • Investment Manager Due Diligence and Market Research: Monitor global market conditions and the investment activities of public equity, fixed income, and marketable real asset investment managers. Actively participate in meetings with existing and prospective investment managers and summarize information or proposed action items gleaned from those meetings. Maintain and strengthen Advocate Aurora’s relationships with the investment community.
  • Defined Benefit and Defined Contribution Plans: Assist in all investment related work across a number of defined benefit and defined contribution plans. Examples include investment due diligence of defined contribution investment options, participate in asset-liability studies for defined benefit plans, research industry best practices across retirement plans and coordinate the implementation of changes within any of the retirement plans.
  • Investment Documentation and Reporting: Ensure decisions are appropriately documented and archived within the relevant investment databases and accurately reported to internal stakeholders.
  • Investment Operations Support: Collaborate and coordinate with members of the investment team across a variety of workflows, specifically investment operations. Investment operations support may include maintenance of internal databases, preparation of direction letters and legal documents, aggregation of portfolio level data, trade planning and cash forecasting.

Position Requirements:

  • Bachelor’s Degree, Finance, Accounting, or Economics
  • 2 years related experience from relevant internship or professional experience in investments, capital markets, or finance.
  • Excellent spreadsheet skills
  • Strong analytical skills
  • Strong communication skills
  • Strong attention to detail
  • Must be a team player
  • Ability to handle confidential information with respect for sensitive nature of the data
  • Ability to prioritize independently and respond to multiple simultaneous requests
  • Ability to work in changing environment. Ability to work under stressful conditions and in difficult situations.
  • Willingness to pursue the CFA designation

About Advocate Health Care

Advocate Health Care is the largest health system in Illinois and one of the largest Accountable Care Organizations in the country. A national leader in population health management, Advocate operates nearly 400 sites of care and 12 hospitals, including three of the nation’s 100 Top Hospitals, the state’s largest integrated children’s network, five Level I trauma centers (the state’s highest designation in trauma care), three Level II trauma centers, one of the area’s largest home health and hospice companies and one of the region’s largest medical groups. Advocate trains more primary care physicians and residents at its four teaching hospitals than any other health system in the state. As a not-for-profit, mission-based health system affiliated with the Evangelical Lutheran Church in America and the United Church of Christ, Advocate contributed $692 million in charitable care and services to communities across Chicagoland and Central Illinois in 2016. Advocate is part of Advocate Aurora Health, the 10th largest not-for-profit, integrated health system in the United States. We help people live well.

Please send your resume to benjamin.bartelt@advocatehealth.com

Category: Communications

Date Needed by:
11/27/2019

Primary Duties and Responsibilities: 

Wespath Benefits and Investments, recognized as a 2017, 2018 and 2019 Chicago’s Best and Brightest Companies to Work For® and a 2018 National Best and Brightest Companies to Work For®, has an opportunity for a Marketing Manager – Investments that is responsible for supporting the development, coordination and completion of all marketing and communications designed to support the Institutional Investment Services team, which is responsible for servicing institutional investor clients.

More specifically, the Marketing Manager – Investments will have the opportunity to:

  • Closely collaborate with the Institutional Investment Services team to conceptualize, customize, develop and update marketing communications used to promote the Wespath investment value proposition and support current and prospective client relationships.

  • Develop understanding of the various investor audiences serviced by the Institutional Investment Services group; adapt marketing and communication materials across different audiences using appropriate branding and messaging. Collaborate with the Associate Content Manager, Investments and participate as needed in the development of communications plans that consider all audiences.

  • Manage the Request for Proposal (RFP) process for current and prospective institutional investors, leveraging the capabilities of the organization’s RFP automation software. Collaborate with internal subject matter experts on content, create necessary timelines, package and submit final product.

  • Manage the Investments team quarterly webinar. Schedule prep meetings, develop slides and provide onsite support.

  • Develop content for electronic quarterly newsletter sent to 5,000 current and prospective institutional investors. Coordinate and test email release with internal parties.

  • Collaborate with Investments team to plan and host the Investment Forum for current and prospective institutional investors. Conceptualize and manage event preparations, marketing collateral and communications for the event. Partner with other internal departments and external speakers to define timelines, goals, action plans, etc.

  • Work with Institutional Investment Services to develop, format and/or review best-in-class custom slides as required for current and new business presentations as well as special events.

  • Collaborate with Associate Content Manager, Investments to manage the development and ongoing refinement of investment-related website content, including written, visual and video content.  Ensure accuracy of information and appropriateness/timeliness of updates.

  • Act as a partner in growth for Wespath’s institutional clients by creating and updating dual-branded collateral materials prepared on behalf of foundation clients. This includes RFPs, presentations and webinars.

  • Collaborate with the Sustainable Investment Services and Impact Investments teams to raise awareness about the Wespath investment and engagement efforts.

  • Collaborate with the Associate Content Manager, Investments to develop, implement and manage the institutional social media marketing strategy. Execute social media activities, including using targeted ad campaigns to promote certain social media postings and promoting the work of Wespath’s institutional clients. Continuously monitor and ensure accuracy of all social media engagements.

  • Create custom targeted advertisements for investment-related social media, print publications and events.

  • Develop and update marketing strategy (to support business plan) in collaboration with Managing Director, Institutional Investment Services and Manager of Investments Marketing and Communications.

  • Coordinate email distributions with the Institutional Investment Services team for special announcements as needed.

  • Negotiate approvals with internal parties on all investment marketing and communication-related materials.

  • Develop expertise with various computer systems including:

    • SalesForce CRM system; document internal approvals and client/prospect correspondence.

    • Act-On; generate Wespath branded email distributions.

    • HooteSuite; coordinate and monitor social media.

    • RocketDocs; leverage for preapproved RFP responses.

    • Spark; create visuals to accompany social media posts.

    • Trello; facilitates project coordination among Communication team members.

Minimum Requirements/Qualifications:

  • Bachelor’s degree.
  • 7 years of experience in the institutional investment management industry with a focus on the preparation of content and materials for institutional investor audiences.

  • Excellent project management skills (ability to draft and maintain ongoing project schedules and deliver to established deadlines)

  • Advanced knowledge of Windows XP, MSOffice and Outlook.

Preferred Qualifications:

  • Demonstrated knowledge of the standard content included in pitch books and presentations to institutional investors.

  • Experience producing high-quality, integrated communications from concept through production, including experience writing for print, the web and social media.

  • Understanding of how technical charts and investment performance information can be used for marketing purposes.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.

Apply

Overview

We are seeking an experienced sales and relationship management specialist for a B2B Account Executive Sales role at ISS

You will execute a sales strategy for your territory and develop sales relationships with some of the world’s largest banks, hedge funds, pension funds, and asset managers. You will be responsible for growing existing client relationships as well as prospecting for new accounts.

The position can be based in our San Francisco office. 

 Responsibilities

  • Cultivate and nurture existing customer relationships with institutional clients for strong retention and upsell opportunities.
  • Meet revenue goals by retaining a high percentage of clients and prospecting new accounts in a defined territory
  • Manage all aspects of the sales life cycle from prospecting, pitching new business, hosting product demonstrations, negotiating terms, and closing.
  • Partner with the other sales team members to create sales strategies and manage the full life cycle of the sales process.
  • Develop lead generating campaigns and uncover new client relationships
  • Partner with members of the client service teams to deliver excellent service and insights to clients.
  • Assist in product development efforts by delivering feedback on market needs and opportunities
  • Travel to client meetings

Qualifications

  • Bachelor’s degree required (MA, CAIA, or CFA designation preferred) or equivalent experience

Skills and Knowledge:

  • Motivated to succeed, hardworking, good work ethic
  • Minimum five years of sales experience in the financial services industry preferred
  • Experience prospecting and selling into the US market
  • Outstanding written, communication and presentation skills
  • Self-starter who can work independently across a team with the ability to multi task at a high level
  • Ability to establish credibility and rapport with senior executives at prospect firms
  • Outstanding soft and interpersonal skills.
  • Absolute personal and business integrity.

Please send an email with resume to madhavi.botla@issggovernance.com

Overview

The mission of the Client Success Consultant is to be a subject matter expert on ISS’ ESG solutions, and to leverage this expertise to maximize the firm’s sales and renewal rates.  The Consultant acts as the main contact person for existing clients, while also providing ESG subject matter expertise to the sales team in order to help advance and close deals. 

Markets covered by this role will be in the eastern region of the US.  The Consultant will be part of local/regional team (including sales colleagues and consultants for other ISS product lines) that together cover one specific territory. Each team convenes on a regular basis to coordinate upcoming client facing activities and track progress toward meeting team sales and renewal rate goals.

Responsibilities

The Client Success Consultant’s main responsibilities are detailed as follows:

Provide subject matter expertise to proactively advise existing clients and ensure a high level of client satisfaction

  • Proactively build/maintain relationships with client end users and decision makers
  • Understand and educate clients on ISS ESG data and solutions, with a strong understanding of the research methodology and technology that underpins these solutions
  • Lead the management of projects relevant to specific clients
  • Perform platform demos and training to new and existing users; monitor platform usage
  • Onboard clients and working with operational teams (deliverables, development, product, etc.) to ensure successful service delivery
  • Help drive client engagement in ISS ESG webinars, conferences, roundtables, etc.
  • Answer client inquiries on a timely basis
  • Ensure high client engagement and monitor product / platform usage
  • Identify accounts at risk and create plans to ensure revenue and client retention
  • Maintain up to date notes on clients
  • Partner with sales team on key account health monitoring and planning 

Sales Collaboration

  • Provide ESG subject matter expertise to the Sales team to help them advance and close deals
  • Contribute to regional team’s New Sales goals by identifying potential leads within the existing client base
  • Participate in ESG related roadshows, meetings, and calls as needed
  • Contribute to meeting follow-ups (in coordination with Sales)
  • Collaborate with Sales and the RFP team in providing ESG subject matter expertise in the completion of RFPs
  • Provide direction to sales team on services that are trending across clients
  • Provide sales with relevant product updates and related commercial opportunities
  • Share updates on product enhancements and new capabilities with clients

Discuss new project ideas and potential upselling opportunities

Qualifications

  • Expertise & market knowledge
    • Excellent knowledge of, or strong interest in, ESG and responsible investment
    • Solid understanding of, and interest in, capital markets
    • Experience in analyzing data and understanding its underlying research methodology
  • Client coverage experience
    • Track record of success in client facing roles such as client service and/or sales
    • Ability to understand key client needs, with a commercial orientation that helps identify sales opportunities
    • Strong project management/organizational/multi-tasking skills required
    • Outstanding writing, communication and presentation skills
    • Experience with Salesforce or other client management systems preferred
    • Experience in working successfully with internal IT, research, product, and operational teams to meet client objectives
  • Training & experience
    • Bachelor’s degree as a minimum, Master’s degree preferred
    • 5+ years’ work experience
  • Team player
    • Strong interpersonal skills
    • Self-starter who can work independently and across a team
    • Ability to quickly learn and adapt to new content, and learn new ESG products
    • Willingness to travel
    • Absolute personal and business integrity
    • Strong motivation to work for ISS

Please send an email with resume to madhavi.botla@issggovernance.com

Overview

We are seeking a Sales and Relationship Representative for a B2B Account Executive Sales role at ISS.  In this role, you will execute a sales strategy for your territory and develop sales relationships with banks, hedge funds, pension funds, and asset managers.  As a Sales Representative you will be responsible for growing existing client relationships in the mid-west territory as well as prospecting for new accounts through in person meetings and providing product demos.

This position will be located in our downtown Chicago office. 

Responsibilities

  • Cultivate and nurture existing customer relationships with institutional clients for strong retention and upsell opportunities.
  • Meet revenue goals by retaining a high percentage of clients and prospecting new accounts in a defined territory
  • Manage all aspects of the sales life cycle from prospecting, pitching new business, hosting product demonstrations, negotiating terms, and closing.
  • Partner with the other sales team members to create sales strategies and manage the full life cycle of the sales process.
  • Develop lead generating campaigns and uncover new client relationships
  • Partner with members of the client service teams to deliver excellent service and insights to clients.
  • Assist in product development efforts by delivering feedback on market needs and opportunities
  • Travel to client meetings in the Mid-west, which will occupy around 50-70% of your time

Qualifications

  • Bachelor’s degree required (MA, CAIA, or CFA designation preferred) or equivalent experience 

Skills and Knowledge:

  • Motivated to succeed, hardworking, good work ethic
  • Minimum 2 years of sales experience in the financial services preferred 
  • Experience prospecting and selling into the US market
  • Outstanding written, communication and presentation skills
  • Self-starter who can work independently across a team with the ability to multi task at a high level
  • Ability to establish credibility and rapport with senior executives at prospect firms
  • Outstanding soft and interpersonal skills.
  • Absolute personal and business integrity.

Please send an email with resume to madhavi.botla@issggovernance.com

The Opportunity

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

The Investment Strategies Group provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space.  Recent growth in investment management and retirement income opportunities has created a need for additional research capacity. The role of the Asset Allocation Research Specialist is to work with the Chief Investment Officer/Director of Research to provide multi-purpose research support for the group’s investment management priorities. Areas of focus include strategic asset allocation and capital market assumptions; understanding, operating, and improving existing quantitative financial processes; and developing and implementing new quantitative financial models and optimization techniques.

Responsibilities:

  • Learn and document existing quantitative financial processes, including strategic asset allocation, capital market assumptions, target date glide path development, and a simulation-based optimization framework for portfolio construction with guaranteed retirement income products.
  • Spearhead the operation of these processes to update ongoing deliverables, conduct client engagements, take the lead role in client interactions, and further enhance and improve the processes as business needs dictate.
  • Develop new quantitative financial models, methods and algorithms to support strategic asset allocation, capital market assumption, and glide path construction initiatives, using statistical analysis, risk management techniques, simulation, and/or data mining approaches.
  • Maintain, enhance, and continue to develop these new quantitative financial models.
  • Meet with investment professionals within the Investment Strategies Group to interpret the models’ findings and recommend changes in investment policy in response to the findings.
  • Evaluate and model alternative asset classes and conduct related asset allocation studies suitable for both client-facing white papers and professional journal publication.
  • Apply complex financial theory to provide solutions to problems of an applied nature.

Requirements:

  • MS degree in finance, economics, mathematics, statistics, engineering, or a related field required.
  • PhD/ CFA preferred.
  • 2-5 years of experience in investment consulting or a related field (asset allocation, capital market assumptions development, quantitative analysis, financial engineering, investment research) within the financial services industry.
  • Significant programming experience required; R and MATLAB experience preferred.
  • Ability to convert academic research concepts into practical solutions for use by other members of the team.
  • Knowledge/experience in at least two of the following areas is required: strategic asset allocation; capital market assumption development; optimization methods; statistical/econometric analysis and modeling; Monte Carlo simulation. Knowledge of insurance products is a plus.
  • Excellent problem-solving skills and overall ability to work through obstacles independently.
  • Excellent written, verbal, and interpersonal communication skills are required.
  • Demonstrates the ability to work and interact with all levels within the organization.
  • Superior skills in organization, time management, prioritization, research and self-motivation.
  • Team player with a positive attitude.
  • Demonstrates desire for and commitment to growing the business.

*** Please include your salary history and salary requirements in your cover letter.

EOE

Apply

Investment Internship- ATL
Atlanta, US

September 11, 2019
 

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

 
Create a career that goes in the direction you choose. Get to know opportunity.
 
The Business
The Investments team aims to create sustainable competitive advantage for clients in their investment portfolios. This advantage is achieved through finding the best return opportunities, using the best risk management technology and achieving scale advantages. 
 
As an Investment Intern, you will be part of a team of enthusiastic professionals. You will be working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. 
 
The Role
  • You will collaborate with our consultants and analysts in their roles to generate better investment outcomes for institutional clients. You will gain exposure to numerous facets of investment consulting, in ways outside of the typical purview of the classroom, and have opportunities to work with multiple different teams.
  • You will support your team members in the construction and delivery of presentations to clients, participate in meetings with investment managers and service providers, and learn project and client management skills.
  • The ideal candidate will demonstrate an ability to learn and apply the technical and analytical skills taught on the job, as well as soft-skills and creative ability. The role requires the ability to work on cross-functional teams with colleagues from all levels, particularly as you assist with real client assignments
The Requirements
  • Progress towards a Bachelor’s Degree and a minimum GPA of 3.2 (no major/minor specification)
  • Self-starter and independent worker, but also an effective team player
  • Strong project management skills, attention to detail and the ability to meet deadlines
  • A desire and ability to learn
  • Understanding of Microsoft Office skills, with particular emphasis in Excel and PowerPoint
  • Must be able to work part time (minimum 8 hours/week) starting January 2020 and then full time in the summer

Equal Opportunity Employer/Vet/Disability 

Investment Internship- CHI
Chicago, US

September 11, 2019
 

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

 
Create a career that goes in the direction you choose. Get to know opportunity.
 
The Business
The Investments team aims to create sustainable competitive advantage for clients in their investment portfolios. This advantage is achieved through finding the best return opportunities, using the best risk management technology and achieving scale advantages. 
 
As an Investment Intern, you will be part of a team of enthusiastic professionals. You will be working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. 
 
The Role
  • You will collaborate with our consultants and analysts in their roles to generate better investment outcomes for institutional clients. You will gain exposure to numerous facets of investment consulting, in ways outside of the typical purview of the classroom, and have opportunities to work with multiple different teams.
  • You will support your team members in the construction and delivery of presentations to clients, participate in meetings with investment managers and service providers, and learn project and client management skills.
  • The ideal candidate will demonstrate an ability to learn and apply the technical and analytical skills taught on the job, as well as soft-skills and creative ability. The role requires the ability to work on cross-functional teams with colleagues from all levels, particularly as you assist with real client assignments
The Requirements
  • Progress towards a Bachelor’s Degree and a minimum GPA of 3.2 (no major/minor specification)
  • Self-starter and independent worker, but also an effective team player
  • Strong project management skills, attention to detail and the ability to meet deadlines
  • A desire and ability to learn
  • Understanding of Microsoft Office skills, with particular emphasis in Excel and PowerPoint
  • Must be able to work part time (minimum 8 hours/week) starting January 2020 and then full time in the summer

Equal Opportunity Employer/Vet/Disability 

Investment Internship- PIT
Pittsburgh, US

September 11, 2019
 

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

 
Create a career that goes in the direction you choose. Get to know opportunity.
 
The Business
The Investments team aims to create sustainable competitive advantage for clients in their investment portfolios. This advantage is achieved through finding the best return opportunities, using the best risk management technology and achieving scale advantages. 
 
As an Investment Intern, you will be part of a team of enthusiastic professionals. You will be working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. 
 
The Role
  • You will collaborate with our consultants and analysts in their roles to generate better investment outcomes for institutional clients. You will gain exposure to numerous facets of investment consulting, in ways outside of the typical purview of the classroom, and have opportunities to work with multiple different teams.
  • You will support your team members in the construction and delivery of presentations to clients, participate in meetings with investment managers and service providers, and learn project and client management skills.
  • The ideal candidate will demonstrate an ability to learn and apply the technical and analytical skills taught on the job, as well as soft-skills and creative ability. The role requires the ability to work on cross-functional teams with colleagues from all levels, particularly as you assist with real client assignments
The Requirements
  • Progress towards a Bachelor’s Degree and a minimum GPA of 3.2 (no major/minor specification)
  • Self-starter and independent worker, but also an effective team player
  • Strong project management skills, attention to detail and the ability to meet deadlines
  • A desire and ability to learn
  • Understanding of Microsoft Office skills, with particular emphasis in Excel and PowerPoint
  • Must be able to work part time (minimum 8 hours/week) starting January 2020 and then full time in the summer

Equal Opportunity Employer/Vet/Disability 

Investment Internship- NYC
New York, US

September 11, 2019
 

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

 
Create a career that goes in the direction you choose. Get to know opportunity.
 
The Business
The Investments team aims to create sustainable competitive advantage for clients in their investment portfolios. This advantage is achieved through finding the best return opportunities, using the best risk management technology and achieving scale advantages. 
 
As an Investment Intern, you will be part of a team of enthusiastic professionals. You will be working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. 
 
The Role
  • You will collaborate with our consultants and analysts in their roles to generate better investment outcomes for institutional clients. You will gain exposure to numerous facets of investment consulting, in ways outside of the typical purview of the classroom, and have opportunities to work with multiple different teams.
  • You will support your team members in the construction and delivery of presentations to clients, participate in meetings with investment managers and service providers, and learn project and client management skills.
  • The ideal candidate will demonstrate an ability to learn and apply the technical and analytical skills taught on the job, as well as soft-skills and creative ability. The role requires the ability to work on cross-functional teams with colleagues from all levels, particularly as you assist with real client assignments
The Requirements
  • Progress towards a Bachelor’s Degree and a minimum GPA of 3.2 (no major/minor specification)
  • Self-starter and independent worker, but also an effective team player
  • Strong project management skills, attention to detail and the ability to meet deadlines
  • A desire and ability to learn
  • Understanding of Microsoft Office skills, with particular emphasis in Excel and PowerPoint
  • Must be able to work part time (minimum 8 hours/week) starting January 2020 and then full time in the summer

Equal Opportunity Employer/Vet/Disability 

Investment Analyst – University- PHI
Philadelphia, US

September 11, 2019
 

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

 
Create a career that goes in the direction you choose. Get to know opportunity.
 
The Business
The Investments team aims to create sustainable competitive advantage for clients in their investment portfolios. This advantage is achieved through finding the best return opportunities, using the best risk management technology and achieving scale advantages. 
 
As an Investment Analyst, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. 
 
The Role
  • You will be responsible for supporting our objective to generate better investment outcomes for institutional clients. 
  • You will gain exposure to numerous facets of investment consulting, in ways outside of the typical purview of the classroom, and have opportunities to work with multiple different teams.
  • The ideal candidate will demonstrate an ability to learn and apply the technical and analytical skills taught, as well as soft-skills and creative ability. 
  • The role requires the ability to collaborate on cross-functional teams with colleagues from all levels, while effectively communicating opinions and ideas in a succinct and coherent manner.
  • Success within this role will depend on the candidate’s project management skills and attention to detail, in order to generate client deliverables in specified time-frames.
  • In this position, you may have the ability to rotate between different teams, such as client service, operations, sales, and portfolio management, depending on location.
The Requirements
  • Undergraduate Degree and a minimum GPA of 3.2 (no major/minor specification) 
  • Ability to be a self-starter and work independently, but also cooperatively in a team environment 
  • Strong project management skills, attention to detail and the ability to meet deadlines
  • Desire and ability to continue to learn and develop within the role
  • Understanding of Microsoft Office skills, with particular emphasis in Excel and PowerPoint

Investment Internship- PHI
Philadelphia, US

September 11, 2019
 

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

 
Create a career that goes in the direction you choose. Get to know opportunity.
 
The Business
The Investments team aims to create sustainable competitive advantage for clients in their investment portfolios. This advantage is achieved through finding the best return opportunities, using the best risk management technology and achieving scale advantages. 
 
As an Investment Intern, you will be part of a team of enthusiastic professionals. You will be working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. 
 
The Role
  • You will collaborate with our consultants and analysts in their roles to generate better investment outcomes for institutional clients. You will gain exposure to numerous facets of investment consulting, in ways outside of the typical purview of the classroom, and have opportunities to work with multiple different teams.
  • You will support your team members in the construction and delivery of presentations to clients, participate in meetings with investment managers and service providers, and learn project and client management skills.
  • The ideal candidate will demonstrate an ability to learn and apply the technical and analytical skills taught on the job, as well as soft-skills and creative ability. The role requires the ability to work on cross-functional teams with colleagues from all levels, particularly as you assist with real client assignments
The Requirements
  • Progress towards a Bachelor’s Degree and a minimum GPA of 3.2 (no major/minor specification)
  • Self-starter and independent worker, but also an effective team player
  • Strong project management skills, attention to detail and the ability to meet deadlines
  • A desire and ability to learn
  • Understanding of Microsoft Office skills, with particular emphasis in Excel and PowerPoint
  • Must be able to work part time (minimum 8 hours/week) starting January 2020 and then full time in the summer

Equal Opportunity Employer/Vet/Disability 

Investment Analyst – University- CHI
Chicago, US

September 11, 2019
 

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

 
Create a career that goes in the direction you choose. Get to know opportunity.
 
The Business
The Investments team aims to create sustainable competitive advantage for clients in their investment portfolios. This advantage is achieved through finding the best return opportunities, using the best risk management technology and achieving scale advantages. 
 
As an Investment Analyst, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. 
 
The Role
  • You will be responsible for supporting our objective to generate better investment outcomes for institutional clients. 
  • You will gain exposure to numerous facets of investment consulting, in ways outside of the typical purview of the classroom, and have opportunities to work with multiple different teams.
  • The ideal candidate will demonstrate an ability to learn and apply the technical and analytical skills taught, as well as soft-skills and creative ability. 
  • The role requires the ability to collaborate on cross-functional teams with colleagues from all levels, while effectively communicating opinions and ideas in a succinct and coherent manner.
  • Success within this role will depend on the candidate’s project management skills and attention to detail, in order to generate client deliverables in specified time-frames.
  • In this position, you may have the ability to rotate between different teams, such as client service, operations, sales, and portfolio management, depending on location.
The Requirements
  • Undergraduate Degree and a minimum GPA of 3.2 (no major/minor specification) 
  • Ability to be a self-starter and work independently, but also cooperatively in a team environment 
  • Strong project management skills, attention to detail and the ability to meet deadlines
  • Desire and ability to continue to learn and develop within the role
  • Understanding of Microsoft Office skills, with particular emphasis in Excel and PowerPoint

Analyst, Investment Operations

About the Unit

The Office of Investments manages the endowment and retirement assets of the University of Chicago. The Office invests these assets in a diversified portfolio that includes global stocks and bonds, real estate, natural resources, private equity, and absolute return strategies. Six functional teams oversee the management of the portfolio—public equities and absolute return, private equity, real assets, risk, strategy, and investment operations.

Job Family

Financial Management

Responsible for accounting, budgets and financial controls, payroll, purchasing, risk management, and treasury for the University. Sets financial strategy that impacts University functions such as grant awards, clinical research, and investments of capital.

Career Track and Job Level

Investment Operations

Oversees the operational requirements of the Investment Office (IO), operational requirements of investments and assists the COO as necessary. The operational requirements of the IO encompass facilities, human resources administration, budgeting/expenses, and service provider contract negotiation and management.

P1: Performs routine assignments in the entry level to a professional job progression. Typically requires a college or university degree or the equivalent work experience that provides knowledge and exposure to fundamental theories, principles and concepts. Develops competence by performing structured work assignments. Uses existing procedures to solve routine or standard problems. Receives instruction, guidance and direction from others.

Role Impact

Individual Contributor

Responsibilities:

The job performs a broad range of operational business activities based on the operational needs of the Investment Office (IO), using on-the-job knowledge while acquiring higher-level skills.

  • Focuses on a primary asset class, gaining exposure to various asset classes through a scheduled analyst rotation.
  • Supports some facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.
  • Assists with sourcing and due diligence of potential new investments and performs industry analysis to determine investment attractiveness of various investment strategies
  • While the focus will be a on primary asset class, the job may also process information on CRSP indexes, alternative investments, long-term equity, joint venture investments, or administer loans and tracking the performance of them.
  • Performs other related work as needed.

Unit Specific Responsibilities

  • The role has a broad set of responsibilities that combine operational data management, investment performance analysis and systems development tasks that formalize and automate investment operations.
  • Above all, the analyst will provide essential operational risk management and internal controls to preserve the University’s investment assets under the direction of the senior manager, using on-the-job knowledge while acquiring higher-level skills. Including:
  • Under direct supervision, follows established internal controls to collect, reconcile, report, and make accessible the cash flow, valuation, and performance data that support the Investment Office’s sophisticated models and reporting. Provides investment support functions.
  • Builds investment analytic capacity by centralizing key data collection of new and on-going investments, such as liquidity terms, holdings and performance details, and communications from fund managers.
  • Aides in designing, building and testing systems to automate investment data collection, analysis and reporting.
  • Interacts with multiple constituencies across the University as well as with external partners and audiences to complete collaborative tasks and resolve issues.
  • Prepares exhibits for use in presentations to the management team and Investment Committee.
  • Performs other related work as needed.

Unit-Specific Responsibilities

  • Executes investment transactions for assigned portfolios. Duties include processing all related wires through the custodian’s electronic systems, or via hard copy; daily entry of transactions into the Office’s database including accounting for capital calls, fees, stock and cash distributions, redemptions and purchases; and remedy discrepancies discovered through the reconciliation process.
  • Prepares valuation and activity reports. Duties include recording the receipt of audited financial statements; performing data entry on holdings, leverage, and other fund activity into database; prepares reports to submit to custodian and management; and support the University in the annual audit.
  • On-boards new investments by tracking compliance with the due diligence process; directs background checks, if applicable; secures original executed documentation; works with investment manager, comptroller’s office, and custodian to establish new accounts and securities.
  • Other administrative tasks including contributing to the production of the quarterly report to the CIO and Investment Committee communications; post venture and life income trust administration; and, miscellaneous projects assigned by the MIO.  

Unit-Required Competencies

  • Ability to work within a rigorous control environment required.
  • Ability to understand accounting standards and their application to an institutional multi-asset class portfolio required.
  • Ability to understand performance calculations and apply this understanding to new investment instruments and strategies required.
  • Proactive problem-solving orientation required.
  • Ability to collaborate across functional teams required.
  • Strong verbal and written communication skills required.
  • Ability to work independently, prioritize tasks, and understand the organization’s goals and the impact of their function required.
  • Keen interest in portfolio management and institutional investment issues required.
  • Willingness and interest in expanding their knowledge of the investment process and capital markets required.
  • Proficiency in Microsoft Office products, specifically advanced Excel and PowerPoint skills required.
  • Ability to quickly master Bloomberg, Backstop, and Northern Trust Passport systems required.
  • Technological savvy required.
  • Attention to detail required.
  • Issue resolution skills required.  

Education, Experience and Certifications:

Education

  • Bachelor’s degree required, Mathematics, Accounting or Finance degree preferred.

Licenses and Certifications

None

Experience

  • A minimum of two years of experience in middle office financial or treasury operations, or audit firm, or bank preferred.  

Required Documents:

  • Resume
  • Cover Letter
  • Reference list

All required documents must be submitted to be considered for this position

When applying, all required documents MUST be uploaded under the Resume/CV section of the application.

All interested applicants must apply via our online application by clicking the following link:
https://uchicago.wd5.myworkdayjobs.com/External/job/401-N-Michigan-Avenue/Analyst–Investment-Operations_JR06432

The Opportunity:

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

The role of the Treasury Analyst is to support daily cash management functions as well as playing an integral role in cash forecasting and cash reporting.   This individual will also act as an administrator capacity for various banking portal and will assist in closing and opening bank accounts as needed. The role is also an important support function to cash accounting as well as the cash application process.

Responsibilities:

  •  Cash positioning and transaction reporting.
  • Corporate Cash Accounting support.
  • AP Payments support – Input of all AP USD and FX wires, release ACH& VCD Files.
  • AR Cash Receipts support – Check Deposits, Netsuite Cash Application, Currency receipts conversion to USD wires.
  • Payroll & T&E support.
  • Corporate Tax payments transaction processing and support.
  • Stock purchase and repurchase transaction processing and support.
  • Bank Account Administration – Opening and closing letters and service documentation.
  • Cash Flow Forecast – Historical reporting and 12-month and 12-week rolling forecast.
  • Download monthly bank statements.

Requirements:

  • Bachelor’s degree in Accounting or Finance required
  • Strong professional communication and inter-personal skills; ability to succinctly express complex ideas both orally and in writing
  • Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exception attention to detail
  • Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues
  • Advanced proficiency in Microsoft Excel.
  • Experience in NetSuite and is preferred but not required.
  • Qualified candidates must possess a high level of motivation, initiative.

Apply online

The Opportunity

About Mesirow Financial

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. Our culture fosters engagement, entrepreneurship and empowerment. Founded on a commitment to serve clients well, employ smart and passionate professionals and give back to the community, Mesirow is 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 Rotational Analyst Program: The Experience

The Investment Management Analyst Rotational Program is designed for financial-focused undergraduate students who are eager to develop their careers in the industry. This program enables you to apply what you have learned in the classroom as you contribute to the success of our firm. Throughout the duration of this program, you will gain an understanding of Mesirow’ s Investment Management businesses, make firm-wide connections, develop critical leadership skills and receive customized training to help you accelerate and advance in your career and broaden your understanding of Mesirow Financial’s products and objectives.

The two-year rotational program will consist of four six-month rotations across our alternative direct, multi-manager and traditional investment management businesses. Upon completion of the two-year rotational program, you will have an opportunity to be placed directly into one of our business units to continue your career growth and progress.

Requirements

  • Current enrollment in a Bachelor’s degree in Finance, Economics, Accounting, Math, Computer Science or related discipline
  • Graduating between December 2019 and Summer 2020
  • Minimum GPA: 3.4
  • Strong extracurricular activities/campus involvement
  • High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.)
  • Ability to work in a fast-paced environment with high attention to detail
  • Superior communications skills, both oral and written; effective interpersonal skills
  • Positive attitude, intellectually curious and willingness to learn
  • Ability to work well independently and also within a team
  • A background in computer science is beneficial, but not required

Send resumes to: rotationalprogram@mesirowfinancial.com

50 South Capital Advisors (www.50southcapital.com) is the alternative investment platform for Northern Trust. 50 South Capital’s private equity group makes primary, secondary, and direct co-investments in buyout and venture capital funds and companies in the U.S., Europe and Asia. The team has extensive experience investing in the industry and has been led by its founding partners since 2000. It oversees over $5.0 billion in assets and is experiencing rapid growth.

The individual in the two year Analyst position will participate in all of the group’s activities, including investments, fundraising and portfolio management. This will include screening investment opportunities; meeting fund management teams; completing due diligence, including valuations and modeling; participating in various portfolio monitoring tasks and data analysis projects; creating and updating marketing materials; and participating in fundraising related initiatives.

 The key responsibilities of the role include:

  • Preparing financial analysis in support of the firm’s due diligence on private equity fund/secondary/direct investment opportunities.
  • Evaluating a firm’s strategy and historical track record versus industry benchmarks; tracking industry wide and fund specific investment and liquidity data; modeling fund cash flows and transaction structures; working with valuation models and projection models; reference calls; and compiling information for investment committee presentations.
  • Supporting general duties within the primary, secondary, and direct investment functions, including monitoring the universe of buyout and venture capital fund managers, and meeting with these managers as part of the diligence process.
  • Assisting with business development and investor relations projects, such as maintaining marketing and quarterly performance presentations, creating industry white papers, and working with the back office team.
  • Position may require some travel.

The successful candidate will benefit from having:

  • High attention to detail.
  • Strong work ethic.
  • Excellent interpersonal skills, ability to work within a collegial, team environment.
  • Strong communication skills, both written and orally.
  • Highly-developed analytical ability, curiosity.
  • Ability to prioritize workload and to work on a number of projects concurrently.
  • Strong business and interpersonal judgment skills with ability to assess both the qualitative and quantitative aspects of an investment.
  • Understanding of how financial markets work, particularly private equity.
  • Knowledge of basic financial analysis and the valuation of private companies.
  • Highly proficient in Word, Excel and PowerPoint.
  • Must be comfortable representing the firm to outside constituencies in a professional way.
  • Bachelor’s degree, with a major in business, finance, accounting, or economics preferred; also engineering.
  • 0-1 years of experience with leveraged finance, consulting, public accounting, corporate finance or private equity.

Please apply via the Northern Trust career website: https://careers.northerntrust.com/jobs/analyst-private-equity-14487

The Company

Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With US$1 trillion in assets under management as of September 1, 2019, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

THE POSITION

Relationship Analysts (RAs) within the Global Consultant Relations team, based in Wellington’s Chicago office, will partner with multiple Consultant Relations Managers (CRMs) across the team and have the skills necessary to assist with all aspects of a consultant relationship.  Importantly, RAs serve as thought partners to managers and proxy for the CRM. A successful RA will work closely with managers to drive the agenda with each consulting firm and bring the resources of the organization to bear on behalf of the consultant with the goal of delivering a high level of service that will exceed the consultant’s expectations and position Wellington Management as the partner of choice.

This is a dynamic team. The Global Consultant Relations team is charged with managing consultant relationships with a focus on cultivating new business and expanding existing relationships.  Consultant relationships are critical to our firm as a significant share of our clients rely on the advice of these consultants for investment decisions.  As such, the consultants represent a significant source of leverage for business growth, client service, and retention.

RESPONSIBILITIES
  • Conduct analysis and respond to inquiries on a variety of topics, including market and investment focused inquiries. 
  • Develop a strong understanding of the depth and breadth of Wellington Management’s product offerings
  • Support CRM efforts in maintaining/new consultant ratings, updates on common strategies, and new business opportunities
  • Prepare briefing materials, coordinate and lead prep meetings, submit and coordinate requests for materials, and review presentation materials for consultant meetings
  • Prepare for and participate in consultant conference calls and meetings, focusing on content, key takeaways, and outcomes; handle meeting follow up
  • Maintain internal systems with up-to-date information on consultant contacts, areas of priority, activities and opportunities
  • With the CRMs, set strategy for retaining and growing our business with consultants
  • Collaborate with Investment Product & Strategies and the Client Service Group to ensure consultants are provided with accurate and timely data for new and existing products. This includes responding promptly to all consultant inquiries for information, coordinating with other functional areas as needed
  • Work with Relationship Managers, Business Development Managers, and Investment Product & Strategies teams, to ensure the effective coordination and communication of ongoing consultant relations initiatives
  • As needed, coordinate product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches
  • Coordinate webinars and special events for consultants; attend industry conferences (as agreed with CRM)
Qualifications
  • Understanding of asset management and the consultant relations function
  • Demonstrated passion for and understanding of global capital markets, investment styles and instruments
  • Ability to think strategically and collaborate with CRMs to define a plan for retaining and growing consultant relationships
  • Strong problem solving ability including creative thinking combined with a collaborative approach in seeking the broader audience
  • Analytical capabilities to both retrieve data and understand the implications of that data
  • Ability to work independently and proactively;  to multi-task in a fast paced and team oriented environment under tight deadlines with high volume of competing demands; demonstrate grace under pressure
  • Ability to work effectively within a team environment and a willingness to “pitch in” when necessary
  • Strong organizational skills and attention to detail to manage a high volume of activity under tight deadlines
  • Sound business judgement coupled with strong analytical/problem solving skills
  • Demonstrated interpersonal and relationship skills
  • Excellent presentation and communication skills, both oral and written
  • Strong academic credentials and progress towards (or willingness to pursue) a relevant professional qualification, e.g., CFA or MBA
  • 2-5 years of relevant experience within the Financial Services industry preferred

If interested, please apply at:

https://wellington.wd5.myworkdayjobs.com/External/job/Chicago/Relationship-Analyst_R80572-1

Maranon Capital, L.P. (“Maranon”) is an alternative investment management firm focused on private credit and equity co-investment strategies for middle market companies (target companies typically have $3 million to $50 million of EBITDA). Maranon’s products include senior debt as well as mezzanine debt and equity co-investment. Maranon’s ability to invest across the entire balance sheet drives a distinct competitive advantage.
Maranon Highlights
• Since 2008, Maranon has reviewed more than 9,600 investment opportunities from over 1,600 different sources across more than 30 industry groups
• Invested $5.5 billion in over 200 transactions since 2008
• The Maranon team has grown to 38 employees including 25 investment professionals
MARANON’S DIFFERENTIATED CAREER OPPORTUNITY
Maranon Capital offers a unique career opportunity
• Unique perspective of investing senior, unitranche and mezzanine debt and equity across the capital structure
• Disciplined investment strategy and intensive underwriting philosophy
• Vast learning opportunities from a seasoned investment team
• Entrepreneurial and growth-oriented culture supported by robust institutional processes
POSITION
Title: Marketing Associate
Location: Chicago, Illinois
Reports to: Partners and Principals
QUALIFICATIONS AND KEY SKILL TRAITS
The ideal candidate possesses:
• Minimum two-four years related experience working in investor relations, consultant relations or sales
• Ability to prioritize work, multi-task responsibilities and work independently
• Strong ability to meet deadlines
• Interest in financial/stock markets
• High level of initiative
• Strong verbal and excellent written communication skills
• Ability to create PowerPoint presentations and Excel graphs
• Advanced knowledge of Microsoft Office, Word, Excel, PowerPoint, the Internet and RFP writing
• Exceptional organizational skills with keen attention to detail
• Client-focused individual accountable for own projects
• Must be effective working in a team setting
• High proficiency in database and primary research
• Bachelors degree
RESPONSIBILITIES
The Main Responsibilities will include:
•Coordinate the gathering, analysis and writing of all marketing information required to complete the RFP in a timely manner
•Interact with marketing, operations and investment team
•Update proprietary databases with product and project information
•Adhere to strict deadlines in a high-energy environment
A successful candidate will have an innate curiosity and desire to learn, a facility for reading information and good statistical analysis skills, an understanding of financial terms and a keen interest in finance. Additionally excellent computer skills, the ability to grasp new software quickly, a facility with numbers and spreadsheets, initiative, resourcefulness and tact are required.
Duties:
• Handle all qualitative rfps
• Support sales & marketing efforts
• Support in seeking out, identifying, accumulating important information on prospects, clients and peers
• Special projects arising from new business development
• Co-ordinate marketing materials, research and competitive analysis for meetings and final presentations
• Perform competitive analysis (profiles on peers: capabilities, people, clients, etc.) and implement a system to track the progress of marketing initiatives.
• Support Marketing team on all marketing related projects
• Support iLevel development with regards to limited partners
• Work closely with investor relations on all new business development marketing needs
• Maintain integrity of mail lists and contact information in salesforce
TIMING
• Maranon is seeking to hire this position immediately
COMPENSATION
• Attractive compensation package consistent with prevailing market terms for similar positions and experience levels

Please apply to Theresa Mozzocci, CFA,  TDM@MaranonCapital.com

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

Manages Systematic Alpha emerging markets (SEM) and global Custom Core portfolios. Portfolio managers act as investment “engineers” — creating portfolios using a rules-based approach to implement the firm’s quantitative-based strategies. The Associate Portfolio Manager must continually monitor performance, manage risk and control costs.

  Primary Responsibilities

  • Manage SEM and global equity portfolios for US & UCITS mutual funds, private commingled vehicles, and separate accounts
  • Maintain and monitor account specific restrictions and guidelines
  • Monitor index changes, corporate actions, and valuation issues
  • Validate returns and performance attributions
  • Stay abreast of country specific events impacting trading, settlement, pricing and performance
  • Assist with prospect and client requests for analysis
  • Interact with external groups: Eaton Vance (EV) Fund Admin, EV International, custodian banks
  • Interact with internal groups: Trading, Technology, Research, Operations, Investment Strategy, Institutional Client Service, Reporting
  • Participate in process improvement and technology development efforts as needed
  • Potential to work on strategy evolution, custom new strategies and research efforts

Job Requirements

  • Bachelor’s (4yr) degree w/ major in finance, accounting, engineering or related quantitative focus
  • Preferred 4+ years professional experience in investment management or related field
  • Significant progress towards CFA charter, Master’s degree, and/or another relevant credential
  • Strong mathematical, analytical, and Excel skills
  • Familiarity with academic financial theory and applications
  • Global mindset and/or prior experience in international markets
  • Working knowledge of equity risk models and portfolio optimizers preferred.
  • Programming skills a plus, such as SQL, R, and VBA

* Please apply on the Parametric Careers Page
https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Associate-Portfolio-Manager_JR003387

The Opportunity:

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

Mesirow Financial’s Capital Markets and Investment Banking (CMIB) platform offers our clients direct access to a comprehensive suite of services and products, superior execution capabilities and in-depth market expertise to help them achieve optimal results. We provide solutions through our CTL and Structured Products, Public Finance, Sale-Leaseback Capital, Institutional Sales and Trading and Investment Banking businesses.

The individual in this role will partner with Capital Markets and Investment Banking leadership, key stakeholders and Marketing colleagues to develop and implement marketing strategies and initiatives that successfully position the firm’s brand and CMIB capabilities and support the acquisition, development and retention of high-value client relationships.

Report Structure:

Reports directly to the Chief Marketing Officer; strategic alignment and partnership with the President and Chief Operating Officer of the Investment Banking group.

Responsibilities:

  • Business line marketing strategy and execution: Partner with business leaders and CMO to develop and implement go-to-market plans for CMIB that support revenue generation, communicate vision and plans for growth and promote a unified brand. Focus on client experience with a “digital first” perspective, incorporating data-driven insights, marketing technology and tools inclusive of:
    • Email campaigns
    • Social media
    • Conference and events

Manage all digital and print brand advertising, internal and client communications, direct mail, public relations, marketing collateral, social media, sponsorships, special events and website content for the firm’s Capital Markets and Investment Banking division.

  • Thought Leadership: In collaboration with Brand and Content Marketing colleagues, develop thought leadership on strategic, secular themes that align with divisional capabilities, provide enhanced value to clients and can be disseminated across media channels (print, web, email, social media). Identify relevance of CMIB thought leadership to the broader Mesirow audience across Wealth Advisors and Investment Management divisions and coordinate with Marketing leaders to leverage strategically.
  • Pipeline Development and Management Support | New Business Generation Support:

Maintain an in-depth understanding of Salesforce and the value of a centralized client and prospect database. Oversees the database administration with Marketing strategies by serving as a liaison between the CMIB businesses, Marketing and IT. Collaborate with business leaders to proactively identify targeted opportunities for prospect and client relationship development.

  • Innovation and Best Practice Sharing: Collaborate with Global Investment Management Distribution and Wealth Advisory division Marketing Managers to share synergistic content, best practices and marketing and communications initiatives as appropriate in order to promote a unified brand.

Requirements:

  • Four-year degree, preferable focus in marketing/communications
  • 5-7+ years’ experience in B:B marketing strategy and execution
  • Experience in the financial services, capital markets and investment industry preferred
  • Experience with Content Management Systems (CMS), Client Relationship Management Systems (Salesforce preferred), Marketing Automation (Pardot preferred), Social Media Listening & Archiving (i.e. Hearsay, Hootsuite) and Google analytics
  • Management experience preferred
  • Client-focused, solutions-oriented, team-oriented, driven, self-motivated
  • Effectively communicate, internally and externally. Strong written and verbal skills
  • Able to work within the construct of a well-defined master brand / understand brand value
  • Strong sense of accountability
  • Quality in everything/strong attention to detail
  • Dependable, positive attitude, innovative, collegial and collaborative
  • Position located in downtown Chicago
  • Series 7 / 79 / 24 beneficial

Apply

Wealth Advisor/Senior Wealth Advisor

 The Opportunity:

 In support of a growing client base, our Mesirow Wealth Advisors business 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 Financials’ flagship business for over 80 years, built around our trusted advisors, with an average tenure 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 Advisors 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

The Company

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, advisory, and risk management services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals possess an entrepreneurial desire to develop tailored solutions that deliver measurable results.

Mesirow Financial Investment Strategies is an industry leader in providing plan-level fiduciary services through retirement plan providers. As a pioneer of outsourced fiduciary services, we have experience in developing complex fiduciary partnership programs customized for each of our provider partners and delivered to plan sponsors and advisors through a simple, flexible program.

The Opportunity

Mesirow Financial Investment Strategies is seeking a Senior Consultant who will lead institutional client engagements, conduct due diligence on investment options, and contribute or lead initiatives related to process and product rollouts and enhancements.

The Senior Consultant will possess the following responsibilities: 

  • Lead client teams that support institutional engagements; each client team includes the Senior Consultant, as well as other Consultants and sales personnel
  • Prepare and deliver timely and accurate client deliverables which include monthly and quarterly reports
  • Lead quarterly investment review calls with institutional clients
  • Conduct quantitative and qualitative due diligence on investment products, which include preparing and presenting recommendations to our investment committee
  • Interact with investment management companies, lead investment manager calls, and draft meeting notes, analyses, and commentaries
  • Participate in or lead the testing of new systems or system enhancements that impact the consulting team
  • Lead efforts in creating scope documents, term sheets, and presentations and overseeing the completion of requests for proposals and other materials for clients and prospects
  • Serve as liaison between institutional client contacts and Mesirow internal staff, including research, legal, compliance, marketing, and accounting to complete both recurring and ad hoc projects and tasks
  • Contribute to or lead other projects as needed for the consulting team

Qualifications

  • Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
  • Minimum of 7 years of experience in investment consulting, retirement planning, or a related field within the financial services industry
  • Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently and accurately
  • Advanced knowledge of Excel required
  • Knowledge of mutual funds and/or collectives and databases for such investment types (e.g., Morningstar Direct) preferred
  • Prior leadership experience preferred
  • Excellent problem solving, time management, organization, and communication skills, combined with the ability to process information quickly
  • Ability to work independently with minimal guidance, as well as work effectively as part of a team and multi-task
  • Willingness to take on additional operational responsibilities as needed
  • Series 7 and 66 Licenses required within four months of start date

Apply

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.

As we continue to expand our Public Finance platform and capabilities, we are excited to announce that we are actively targeting a Public Finance Administrative Associate to join our team. We are looking for a dynamic individual with an entrepreneurial spirit and proven record of success, who has a strong attention to details, writing and proofing skills. You will engage with leaders within the Public Finance business as well as throughout the organization.

Responsibilities:

  • Answering the phone and routing calls accordingly; there is significant interaction with clients which requires a high level of professionalism
  • Assist in coordinating with senior level executives in preparation of Public Finance materials for presentations
  • Sort, screen, review and distribute incoming and outgoing mail; compose, edit, proofread correspondence, documents and reports; responds to a variety of written inquiries in a timely manner
  • Handle confidential information in a professional and discreet manner
  • Perform other duties and special projects as needed or assigned

Requirements:

  • Bachelor’s degree preferable
  • Minimum 3 years of relevant administrative experience supporting multiple business professionals within financial services industry preferred
  • Possess strong knowledge of all MS Suite of products, specifically MS Excel, Power Point, and Word. Must be proficient with mail merge and possess a solid understanding of reviewing functions and red-lining. Must also be proficient with Adobe and editing documents, annotations and combining files.  Knowledge of Workshare or comparable document comparison software.
  • Superior professional communication skills required, both verbal and written; including strong telephone skills
  • Ability to work independently and professionally with customers (primarily via phone)
  • Proficiency in managing multiple projects effectively, with a high degree of accuracy and in a timely manner
  • Self-starter, ability to work with autonomy in a team environment, able to prioritize and proactively anticipate and solve critical issues
  • Must possess high level of motivation, initiative and leadership potential
  • Possess solid understanding of technologies and best practices, including mobile technology
  • Notary (or Notary eligible)

Apply

The Company

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, advisory, and risk management services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals possess an entrepreneurial desire to develop tailored solutions that deliver measurable results.

Mesirow Financial Investment Strategies is an industry leader in providing plan-level fiduciary services through retirement plan providers. As a pioneer of outsourced fiduciary services, we have experience in developing complex fiduciary partnership programs customized for each of our provider partners and delivered to plan sponsors and advisors through a simple, flexible program.

The Opportunity

Mesirow Financial Investment Strategies is seeking a Consultant who will serve on institutional client engagements, conduct due diligence on investment options, and contribute to process and product rollouts and enhancements.

The Consultant will possess the following responsibilities: 

  • Serve on client teams that support institutional engagements; each client team includes the Consultant, as well as Senior Consultants and sales personnel
  • Prepare and deliver timely and accurate client deliverables which include monthly and quarterly reports
  • Participate during quarterly investment review calls with institutional clients
  • Conduct quantitative and qualitative due diligence on investment products, which include preparing and presenting recommendations to our investment committee
  • Interact with investment management companies, lead investment manager calls, and draft meeting notes, analyses, and commentaries
  • Participate in testing of new systems or system enhancements that impact the consulting team
  • Serve as liaison between institutional client contacts and Mesirow internal staff, including research, legal, compliance, marketing, and accounting to complete both recurring and ad hoc projects and tasks
  • Contribute to or lead other projects as needed for the consulting team

Qualifications

  • Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
  • Minimum of 3 years of experience in investment consulting, retirement planning, or a related field within the financial services industry
  • Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently and accurately
  • Advanced knowledge of Excel required
  • Knowledge of mutual funds and/or collectives and databases for such investment types (e.g., Morningstar Direct) preferred
  • Excellent problem solving, time management, organization, and communication skills, combined with the ability to process information quickly
  • Ability to work independently with minimal guidance at times, as well as work effectively as part of a team and multi-task
  • Willingness to take on additional operational responsibilities as needed
  • Series 7 and 66 Licenses required within four months of start date

Apply

Description of Company (copied from LinkedIn): PPM America, Inc. (PPM) is a client-focused investment manager. As part of one of the world’s leading financial organizations, PPM has the expertise, global reach and substantial resources to provide our clients with investment solutions across markets, including fixed income, public and private equity, and commercial real estate. However, like a smaller shop, PPM remains nimble, investment-led and responsive to the opportunities that our teams discover together. Our mission is to deliver specific client solutions and service to investors around the world with the goal of meeting investors’ unique investment objectives. In addition, PPM employees are committed to building our community and supporting local nonprofits that strengthen families and increase economic opportunities.

Summary of Job: This entry level position will report to the Senior Managing Director, Fixed Income Trading. The function will work as a Derivatives, U. S. Treasuries/Futures and Agency Debenture trader.

Responsibilities:

  • Verifying fixed income and equity derivative trades to preliminary confirmations;
  • Updating databases and spreadsheets to house and track derivative trades;
  • Maintaining and tracking progress on ISDA related matters;
  • Researching different trade ideas and strategies;
  • Working on various derivative and cash trading related projects;
  • Executing derivatives/treasuries/futures/agency debentures.

Qualifications/Skills:

  • Desire to learn about derivatives and rates trading;
  • Extremely detail oriented;
  • Ability to work in a fast-paced and high pressure environment;
  • Strong computer skills, particularly Microsoft Office suite, Excel in particular;
  • Ability to interact with all levels in the company.
  • Bachelors Degree required (Business, Finance or Math/Statistics major preferred), progression toward CFA also preferred

Email resumes to PPMAHR@ppmamerica.com

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

A Client Service Solutions Associate is responsible for working closely with Investment Manager platforms, Parametric Sales Representatives, and the Eaton Vance Wealth Strategies Group (WSG) to maintain both accurate client activity execution and excellent relationships. The Associate will become a primary contact for external investment platforms and advisors, as well as a subject matter expert on client service and account activity across the entire Client Relations Group.

Primary Responsibilities

  • Work closely with Sales Reps on client relationships: Become a primary contact for new account setup and existing client activity and effectively utilize internal systems to respond to client requests.
  • Establish new accounts in proprietary systems; coordinating with Investment Management Platforms, Financial Advisors, Custodians, and Broker/Dealers to ensure proper set-up.
  • Verify and coordinate all account flows and changes with the Activity Management Team to meet daily deadlines and ensure the accounts trade.
  • Participate on client conference calls and in situation resolution.
  • Constantly seek improve processes by increasing efficiency and minimizing business risk.
  • Coordinate transition analysis creation and communicate results to clients.
  • Maintain existing relationship information (such as contacts, billing, report preferences, etc.) and update systems as necessary.
  • Research and resolve discrepancies; escalating appropriately
  • Communicate important changes across all affected departments (excellent written communication needed).

Job Requirements

  • Bachelor’s degree
  • 2-4 years working in financial services or client problem solving
  • Excellent communication skills – both with internal and external parties, written and orally
  • Ability to learn new software quickly
  • Experience efficiently working with multiple parties simultaneously
  • Ability to locate resources independently and own projects through completion
  • Thorough knowledge of Excel (vlookups, pivot tables, macros) and Outlook
  • Comfort working with large data sets
  • Proven ability to realize efficiencies in reoccurring assignments

Please apply on the Parametric Careers Page

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Associate–Client-Service-Solutions_JR003293

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The role of Director, Product Management – Fixed Income, supports the business functions and growth of the fixed income solutions. This role has oversight over all business areas of the strategy – including competitive positioning, fees, minimums, and customizations offered.

This role will be located in the Seattle, WA Office, however consideration will be given to additional locations – New York City Office and Boston, MA Office.

Primary Responsibilities

  • Subject matter expert across all fixed income solutions
  • Matters that the individual will be directly responsible for include:
  • Creation and management of a business plan to identify and prioritize product needs by channel and push for strategic ways we can advance our story, channel position, etc. to grow business
  • Support the tasks associated with those priorities
  • Manage day to day business flow activities
  • Responsible for delivery of product information to channels (monthly, quarterly, yearly)
  • Central point for questions about fees, operational issues, etc.
  • Final review of monthly and quarterly marketing materials for assigned products
  • Coordinate with other Product Managers and Investment teams to support and grow Multi Asset Solutions
  • Manage longer term projects and one off requests tied to specific assigned responsibilities
  • Oversee the onboarding of new platform/custodian relationships
  • Responsible for defining competitive market requirements and opportunities and providing ongoing support to ensure the competitiveness of the aforementioned products
  • Support the development initiatives within the Parametric Digital Platform
  • Coordinates marketing, sales, relationship management, product specialists, operations, and technology staff to effectively support and promote products
  • Participate in Investment Committee meetings related to the products: represent directions of business, marketing and sales to the portfolio strategist, portfolio management and implementation teams
  • Interface with Trading and Portfolio Management to address questions regarding account set up, trading issues, rule clarification, etc.
  • Participate in annual planning process for AUM/revenue projections tied to products/solutions and outline needs to support
  • Travel to other office locations as needed

Job Requirements

  • Bachelor’s degree
  • Master’s degree and/or CFA designation desirable
  • 5+ years of directly related experience in the area of investment strategy product management. 7+ years of work experience in investment industry.
  • Thorough understanding of the investment management industry, institutional and retail distribution of separate accounts, private funds and mutual funds
  • Committed to ongoing study of investment products and communications program development and management
  • Motivated leader with a strong work ethic and a reputation for personal integrity
  • Self-starter with bias toward action
  • Exhibit executive presence and have strong public speaking skills
  • Work effectively within a team-oriented, collaborative environment
  • Proficient computer skills
  • Strong problem solving skills and seasoned judgment
  • Demonstrated leadership skills and a proven ability to motivate and manage professionals to achieve outstanding results
  • Strong interpersonal, management, writing, and editing skills
  • Attention to detail and accuracy
  • Travel will be required between office locations

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

Please apply on the Parametric Careers Page:

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Director–Product-Management—Fixed-Income_JR003267

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The Investment Strategist is responsible for supporting the continued investment success of Parametric’s strategies, and communicating this to external audiences. Travel (may include international) required to support sales and service activities. Position may reside in Minneapolis, Seattle or Boston.

Primary Responsibilities

  • Will operate in a team environment that has overall responsibility for Parametric’s investment strategies.
  • Tasked with supporting the evolution of the investment processes and gaining expertise in all matters relating to systematic equity investing, with an initial focus on developed and US markets.
  • Responsible for supporting product-specific content, including webinars, commentary, white papers, content for slide decks, etc.
  • Attend Investment Committee meetings related to the assigned products.
  • Support direct sales and client service activities primarily in high net worth, institutional, and international (Non-US) channels.
  • Provide market and competitor input to Product Management.
  • Oversee custom analyses.

Job Requirements

  • Bachelor’s degree.
  • Preference for MBA, CFA, or Master’s Degree in Finance, Economics, Statistics, or Mathematics.
  • 5+ years of related work experience
  • Strong interpersonal and writing skills
  • Strong problem solving skills and seasoned judgment
  • Work effectively within a team-oriented, collaborative environment.
  • Demonstrated ability to take ownership of investment strategy evolution and communication.
  • Strong communication skills, including the ability to present complex material to clients, investment advisors, consultants, and at industry conferences

Please apply on the Parametric Careers Page

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Minneapolis-MN-Office/Investment-Strategist_JR003136

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

This position is responsible for managing, enhancing and communicating Parametric’s Responsible Investing investment capabilities across strategies and distribution teams.

Primary Responsibilities

Subject matter expert in Responsible Investing investment capabilities and products

Matters that the individual will be directly responsible for include:

  • Responsibility for creation and management of a business plan to identify and prioritize product needs by channel and push for strategic ways we can advance our story, channel position, etc. to grow business
  • Own the tasks associated with those priorities and report progress against those at least quarterly to senior management
  • Collaborate with Head of Product Management to evaluate business decisions (response to RFP’s, RFI’s, ad hoc requests, etc.) in a proactive manner
  • Responsible for delivery of product information to channels (monthly, quarterly, yearend)
  • Central point for questions about capabilities across platforms, fees, operational issues, etc.
  • Final review of monthly and quarterly marketing materials for assigned products
  • Project or one off requests tied to specific assigned responsibilities
  • Responsible for defining competitive market requirements and opportunities and providing ongoing support to ensure the competitiveness of the aforementioned capabilities and products
  • Coordinates marketing, sales, relationship management, product specialists, operations, and technology staff to effectively support and promote capabilities and products
  • Drive the go-to-market strategy formulation and implementation in all client channels: institutional, international (Non-US), retail and wealth management
  • Manage projects related to product – fees, minimums, investment vehicles, compliance and legal
  • Help to train internal and external sales staff
  • Participation in review of monthly and quarterly marketing materials with Investment Strategy Team
  • Participate in Investment Committee meetings related to the products: represent directions of business, marketing and sales to the portfolio strategist, portfolio management and implementation teams
  • Interface with Trading and Portfolio Management to address questions regarding account set up, trading and implementation issues, rule clarification, etc. for existing products and new product ideas
  • Participate in annual planning process for AUM/revenue projections tied to products/solutions and outline needs to support

Job Requirements

  • Bachelor’s degree
  • Master’s degree and/or CFA designation desirable
  • 3+ years of directly related experience in the area of investment strategy product management.
  • 5+ years of work experience in investment industry.
  • Thorough understanding of the investment management industry, institutional and retail distribution of separate accounts, private funds and mutual funds
  • Committed to ongoing study of investment products and communications program development and management
  • Motivated leader with a strong work ethic and a reputation for personal integrity
  • Self-starter with bias toward action
  • Exhibit executive presence and have strong public speaking skills
  • Work effectively within a team-oriented, collaborative environment
  • Proficient computer skills
  • Strong problem solving skills and seasoned judgment
  • Demonstrated leadership skills and a proven ability to motivate and manage professionals to achieve outstanding results
  • Strong interpersonal, management, writing, and editing skills
  • Attention to detail and accuracy
  • Willingness to travel approximately 20%-25% of the time

Please apply on the Parametric Careers Page

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Product-Manager—Responsible-Investing_JR003178-1

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The 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.

Mesirow Financial Private Equity (MFPE) is a Chicago-based boutique private equity firm with approximately $6.2 billion in commitments since inception to managed fund-of-funds, co-investment funds and customized investment vehicles to a global institutional client base of accredited investors and Qualified Purchasers. MFPE seeks to generate returns that outperform the industry mean by providing investors with access to private equity managers considered to be the most established and top-performing in the industry. Our co-investment program offers clients direct exposure to select investment opportunities sourced exclusively from this network of high-quality private equity funds.

Key Responsibilities:

  • Coordination of MFPE’s legal affairs
  • Serve as a liaison between MFPE, internal Legal Compliance and outside legal counsel on various matters:
  • Fund formation work
  • Side letter review and negotiation
  • Manage fund closings, AML checks, ERISA monitoring, etc.
  • Review and provide legal/compliance approval of presentations, RFP submissions, marketing materials, etc.
  • Oversee other regulatory and compliance requirements
  • Manage ADV updates
  • Responsible for FATCA compliance
  • Manage internal audit process
  • Coordinate and assist fund counsel with limited partner transfers
  • Attend applicable industry conferences to develop and maintain best practices
  • Various investment-related legal matters to complete fund subscriptions, secondary purchases and co-investments

 Requirements:

  • Requires a bachelor’s degree and JD from a nationally ranked law school and a min. of four years’ Private Equity or similar experience, with significant experience in fund formation, gained as a lawyer within a law firm, regulator or in-house legal department.
  • A business and solution-oriented approach to interacting and working with clients is critical for this role
  • Sound and logical judgment, decisiveness and creativity
  • Excellent organizational skills with the ability to complete tasks with superior accuracy in a fast-paced fluid environment
  • Excellent written and verbal communication skills; ability to advocate position effectively and to communicate complex concepts in an understandable way
  • Flexible attitude and approachable demeanor
  • Ability to multi-task and meet deadlines under pressure
  • Strong attention to detail
  • Self-starter, comfortable working autonomously
  • Travel – up to 10% of the time.

The Opportunity:

Mesirow Financial was founded in 1937 on a commitment to serve clients well, employ smart and passionate professionals and give back to the community.

Today, Mesirow is a diversified financial services firm, with headquarters in Chicago and 22 offices worldwide, that provides investment, risk management and advisory services to global institutions, middle market corporations and individuals. Independence and employee ownership further differentiate our offering, ensure that our interests align with those of our clients and foster a collaborative, entrepreneurial culture focused on delivering tailored financial solutions.

The individual in this role will help develop and then execute Mesirow digital strategy and marketing technology, designing and delivering customer-centered digital marketing channels that build the Mesirow brand while contributing to the acquisition, development and retention of high-value client relationships.

Responsibilities:

  • Marketing technology: Oversee a streamlined, integrated set of mar tech platforms; use innovation, automation and technology to create efficiency and better client experiences
  • Data-driven insights: Leverage data insights (generated from website, email and social media engagement) to better understand client / prospect behavior and partner with Business Line Marketers improve content and outreach targeting. Monitor innovations in digital customer experience that may enable new and differentiated user experiences
  • Business line digital support: Partner with GIMD, CMIB and Advisory Services Business Line Marketers and business leaders to execute divisional digital strategies; execute automated campaigns and report on success metrics and analytics. Become expert user of qualified data in the CRM; pull relevant prospect lists.
  • External website: Contribute to redesign of mesirowfinancial.com, creating a dynamic platform that showcases the firm’s most important content, products and services and aligns with a refreshed brand story; manage website going forward
  • Intranet:
  • Social media strategy and execution: Increase awareness of Mesirow brand, thought leadership, products and services; seek to engage communities and followers in a two-way conversation and prompt an action
  • Metrics: Help to implement a system of metrics that can be used to: 1) generate new ideas; 2) talk to the success/failure of a campaign; 3) provide trend statistics; 4) demonstrate effectiveness of A/B testing to report to the businesses.

Requirements:

  • Four-year degree, preferable focus in marketing/communications
  • A minimum of 5 years’ experience in digital strategy, marketing technology/automation, website creation and management, social media strategy and data-driven innovation
  • Financial services/asset management industry required
  • Experience with Content Management Systems (CMS), Client Relationship Management Systems (Salesforce preferred), Marketing Automation (Pardot preferred), Social Media Listening & Archiving (i.e. Hearsay, Hootsuite) and Google analytics
  • Client-focused, solutions-oriented, team-oriented, driven, self-motivated
  • Effectively communicate, internally and externally. Strong written and verbal skills
  • Able to work within the construct of a well-defined master brand / understand brand value
  • Strong sense of accountability
  • Quality in everything/strong attention to detail
  • Dependable, positive attitude, innovative, collegial and collaborative
  • Position located in downtown Chicago
  • Series 7 / 24 preferred

Apply

ASSET MANAGEMENT – INVESTMENT ADVISORY PRACTICE

DESCRIPTION:

The investment advisory practice is a team of subject matter experts focusing on our private wealth business serving high net worth and ultra-high net worth clients.  This team represents expertise across all major asset classes, provides proactive best in class service, education, thought leadership, timely ideas and positioning with respect to Northern Trust Asset Management views and capabilities. This team plays a key role in supporting Northern Trust Asset Management’s overall strategy, executing on priorities, solution based initiatives, and streamlining communication between both entities. 

The ETF Specialist is a seasoned investment professional who will serve as the primary liaison for our ETF investment capabilities engaging with wealth management investment professionals throughout the United States.  This individual will provide proactive and continuous engagement regarding ETF research, philosophy, process, performance as well as driving analytical insights related to trends in the marketplace and competitive outlooks. This position will report to the Investment Advisory Practice Lead.

RESPONSIBILITIES:

  • Serve as a primary liaison between asset management areas and wealth management investment professionals as expert in ETF capabilities
  • Work with strategy, portfolio management, research and product areas to facilitate reviews and stay abreast of economic and market updates
  • Manage incoming requests from Wealth Management teams in a consultative capacity
  • Provide timely delivery of high quality communications, both written and oral, which cover market trends, timely ideas, new product introductions, competitive market developments, performance and market outlooks.
  • Communicate information to WM clients related to available timely solutions by proactive outreach, coordination of education, and respond to inquiries from field and provide ongoing support
  • Lead best practice and implementation of ETF related strategic initiatives, implementation and fulfillment
  • Engage with leaders across wealth management and asset management, solicit feedback, and provide guidance on ETF marketplace and solutions
  • Travel to Wealth Management offices domestically to discuss all above (50% travel)

QUALIFICATIONS:

  • Subject matter expert with investment acumen and analytical skills applicable to ETF marketplace and investments,
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets
  • Extensive experience servicing private wealth, investment advisors and/or institutional investors.
  • 8+ years investment related experience with relevant subject matter expertise with equity and various registered and/or unregistered investment vehicles.
  • Quantitative educational background with academic success (e.g., Bachelor’s in Finance, Investments, Economics) and/or relevant certifications highly desired (e.g., MBA, CFA, CIMA)
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets and product operations;
  • Strong analytical skills, experience in strategic problem solving, Self-directed with ability to escalate as needed
  • Excellent interpersonal, communication (verbal and written) and presentation skills
  • Well organized, detail oriented, can management time effectively and efficiently in a disciplined approach
  • High degree of integrity and strives to share with the team in success
  • Passion for asset management, capital markets and portfolio management
  • Proficient in Bloomberg and/or Morningstar Direct

FOUNDED in Chicago in 1889, Northern Trust is one of the largest financial institutions in the world. We specialize in providing asset servicing solutions and asset management to institutional, high net worth and personal clients with approximately             $1 trillion in assets under management. The delivery of thought leadership, research, solutions and services to this client base is supported through a network of offices around the globe. The asset management division of Northern Trust is world’s 14th largest global leader in multi-asset class solutions including exchange traded funds, managed accounts, mutual funds across factor-based investing, sustainable investing (ESG), active fixed income and liquidity solutions.

Apply

Company Profile:

Capital Strategies Investment Group LLC (CSIG) is a boutique investment advisory firm. We provide fiduciary investment advisory, private wealth, and asset management services to institutional and individual investors. We are 100% employee-owned and are a Registered Investment Advisor with the SEC. CSIG has over $14 billion in assets under advisement.
Position Description: The Client Service Associate will report to the Director of Data Operations and primarily provide administrative support to CSIG’s Institutional and Private Wealth Teams. Any experience with the Schwab or Fidelity custodian platforms or financial services experience is a plus.
Responsibilities include, but are not limited to:
• Assist in the onboarding process,
• Assist in account maintenance for both private wealth and institutional clients,
• Perform necessary service requests:
o Account opening, account transfers/journals, wire transfers, check distributions, required minimum distribution processing,
• Act as the primary point of contact for custodian relationships,
• Assist with the client trading process,
• Act as a secondary point of contact for private client relationships.
Requirements/Qualifications:
• BS or BA,
• Demonstrated interest in client services,
• Proven ability to make positive contributions to a team or workplace culture,
• Demonstrated effective oral and written communication skills,
• Strong analytical thinking skills, both quantitative and qualitative,
• Excellent attention to detail,
• Ability to work independently and in a team setting,
• Strong time management and organizational skills to meet multiple deadlines in a fast-paced work environment, and
• Significant experience in using MS Office, specifically Excel, Word, and PowerPoint.
Next Steps
• To be considered for this position, please submit a resume and cover letter to Christi Bonaccorsi (cbonaccorsi@capstratig.com). Please directly address the following question in your cover letter: What aspects of the Client Service Associate position are most appealing to you?

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The Operations Analyst is responsible for the implementation of controls such as reconciliations and trade confirmations for a variety of asset classes.  Other priorities include trade settlement, management of cash and positions, and the ongoing improvement of operational effectiveness.

Primary Responsibilities

  • Reconcile trades and other transactions against various resources such as brokers and custodians.
  • Instruct, monitor and verify the settlement of trades, and the transfers of positions and cash.
  • Research and resolve trade and account discrepancies in a timely manner to minimize fails and unnecessary expense.
  • Leverage business relationships with counterparties to negotiate and expedite the implementation of operational solutions and improvements.
  • Analyze daily collateral needs.  Monitor counterparty exposure and transfer collateral to minimize credit risk for clients.
  • Research and resolve complex problems involving asset valuation, ISDA terms & protocols, settlement calculations, security profiles, system applications and logic.
  • Review and advise in the negotiation and operational implementation of ISDA/CSA agreements.
  • Escalation of urgent issues, aged reconciliation discrepancies and breakdowns in operational controls.
  • Process ad-hoc requests from trading, accounting and clients.
  • Assist in the automation of operational processes; propose solutions, liaise with developers and test enhancements.
  • Cross-train on all departmental responsibilities.
  • Maintain current operational procedures.
  • Other duties as assigned.

Job Requirements

  • Associates (2yr) or Bachelor’s (4yr) degree in Finance, Accounting or Economics preferred
  • 3+ years experience in confirmation, settlement and asset servicing of futures, options, OTC derivatives, stocks, bonds and ABS/MBS in financial operations
  • Familiar with DTCC, ICELink, MarkitSERV, ALERT and TriOptima’s suite of products
  • Competent in Microsoft Office with strong skills in Excel, VBA/Macros a plus
  • Strong attention to detail and ability to work independently under tight deadlines
  • Conduct responsibilities in a manner consistent with Parametric’s business needs and objectives
  • May potentially be required to work alternate hours as needed for training purposes (limited basis only)

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

Apply

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. Mesirow Financial has $29.4 billion in assets under management, and an additional $88.5 billion in currency risk management assets as of March 31, 2019. In addition, Mesirow Financial has $34.5 billion in assets under advisory in fiduciary services.

Mesirow Financial Advisory Services platform is dedicated to helping manage fiduciary risks and meet financial objectives for high net worth individuals, family offices and plan sponsors, while building strategies to help them achieve the best possible retirement outcomes. This role is designed to specifically support the Investment Advisory business, including Investment Strategies, Retirement Planning and Advisory, and Wealth Advisors, by providing marketing services that help maintain and grow our business. This role would work very closely with the business teams, as well as the Marketing team. The job would be primarily located in Highland Park, Illinois, with required flexibility to work in the Chicago office when needed.

Job Duties: Responsibilities:

  • Business Marketing: Support and execute marketing strategies for individual businesses within the Investment Advisory division. Identify and communicate opportunities for efficiencies. Assist the Senior Marketing Manager with developing and implementing new marketing strategies for the businesses and division.
  • Business and Sales Support: Gain understanding of the businesses’ sales processes and utilize metrics to analyze and track the success of established marketing campaigns. Assist the Senior Marketing Manager with metric-building, data analysis, list management, trend analysis, etc. Coordinate appropriate reporting schedules and execute. Communicate appropriately.
  • Collateral Maintenance and Event Execution: Assist with the development and maintenance of existing marketing materials, including proofreading and updating collateral. This includes press releases, websites, ads, newsletters, fact sheets, brochures, presentations and pitch books, direct and electronic campaigning, among others. Assist team members in coordinating conferences and events; actively communicate throughout the process.
  • Thought Leadership: Assist with the preparation of articles and newsletters, including proofreading and legal trafficking. Gain understanding of advanced concepts to support the generation of new thought leadership pieces.
  • Database Administration: Maintain an in-depth understanding of Salesforce/the centralized client and prospect database. Help integrate database administration with Marketing strategies by serving as a liaison between the businesses. Work within Salesforce to ensure contacts are consistently and accurately qualified for targeted marketing purposes.

Requirements:

  • Four-year degree, preferable focus in marketing/communications
  • A min of 3 years’ relevant industry experience in marketing/communications with prior experience in financial planning, retirement plans, various investment products, and asset allocation strategies
  • Entrepreneurial and self-motivated
  • Critical thinker and eagerness to learn within the financial services industry
  • Team player with a positive attitude, willingness to bring new ideas to the team
  • Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
  • Excellent written, verbal, and interpersonal communication skills are required
  • Experience with CRM system, Salesforce preferred
  • Proficient with Word, Excel, PowerPoint; some experience with Adobe suite preferred

Apply here

Job Summary:

The investment advisory practice is a team of subject matter experts focusing on our private wealth business serving high net worth and ultra-high net worth clients.  This team represents expertise across all major asset classes, provides proactive best in class service, education, thought leadership, timely ideas and positioning with respect to Northern Trust Asset Management views and capabilities. This team plays a key role in supporting Northern Trust Asset Management’s overall strategy, executing on priorities, solution based initiatives, and streamlining communication between both entities.  

The ETF Specialist is a seasoned investment professional who will serve as the primary liaison for our ETF investment capabilities engaging with wealth management investment professionals throughout the United States. This individual will provide proactive and continuous engagement regarding ETF research, philosophy, process, performance as well as driving analytical insights related to trends in the marketplace and competitive outlooks. This position will report to the Investment Advisory Practice Lead. 

Major Duties:

Serve as a primary liaison between asset management areas and wealth management investment professionals as expert in ETF capabilities 

 Work with strategy, portfolio management, research and product areas to facilitate reviews and stay abreast of economic and market updates. Manage incoming requests from Wealth Management teams

Provide timely delivery of high quality communications, both written and oral, which cover market trends, timely ideas, new product introductions, competitive market developments, performance and market outlooks. 

Communicate information to WM clients related to available timely solutions by proactive outreach, coordination of education, and respond to inquiries from field and provide ongoing support.

Lead best practice and implementation of ETF related strategic initiatives, implementation and fulfillment 

Engage with leaders across wealth management and asset management, solicit feedback, and provide guidance on ETF marketplace and solutions

Travel to Wealth Management offices domestically to discuss all above (50% travel)

Qualifications:

  • Subject matter expert with investment acumen and analytical skills applicable to ETF marketplace and investments,
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets 
  • Extensive experience servicing private wealth, investment advisors and/or institutional investors. 
  • Candidates should have 8+ years investment related experience with relevant subject matter expertise with equity and various registered and/or unregistered investment vehicles. 
  • Quantitative educational background with academic success (e.g., Bachelor’s in Finance, Investments, Economics) and/or relevant certifications highly desired (e.g., MBA, CFA, CIMA,).
  • Deep knowledge of multiple traditional and non-traditional asset classes, global financial markets and product operations.
  • Strong analytical skills, experience in strategic problem solving, Self-directed with ability to escalate as needed.
  • Excellent interpersonal, communication (verbal and written) and presentation skills.
  • Well organized, detail oriented, can management time effectively and efficiently in a disciplined approach.
  • High degree of integrity and strives to share with the team in success.
  • Passion for asset management, capital markets and portfolio management.
  • Proficient in Bloomberg and/or Morningstar Direct

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of March 31,2019, Northern Trust Corporation had:

  • $10.9 trillion in assets under custody/administration
  • $8.2 trillion in assets under custody
  • $1.2 trillion in assets under management
  • $122 billion in banking assets 

Apply here.

Description

BMO Global Asset Management (GAM) is a global investment manager with 20+ offices in 14 countries and $260B in assets under management.  BMO GAM offers complete investment advisory solutions and multidisciplinary asset management strategies to institutional investors, consultants, wealth advisors and their clients.  The Senior Client Service Associate will partner with the relationship manager to provide support for our institutional client relationships.  They will be responsible for owning and demonstrating BMO GAM’s culture and vision, investment philosophy, capabilities and operational offerings as they cultivate a service environment targeted towards enhancing the client experience.

Client Support

  • Have an in-depth understanding of the client relationship to provide proactive support to clients
  • In partnership with the relationship manager, develop strategic plans to deliver premium service across the client base
  • Develop strong relationships with our client contacts
  • Deliver a superior experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports
  • Oversee and ensure timely and accurate distribution of all deliverables
  • In coordination with other team members, provide coverage and support for new account opening process, account adjustments, and closings coordinate with compliance, legal, accounting and operations to fund new accounts and set up guidelines and IMAs.
  • Client Change Management : Manage client events such as client restructures, custody changes, billing changes, contact changes
  • Assist in the management of client meetings, taking an active role where appropriate

Client Reporting 

  • Proactively implement reporting standards for our clients
  • Understand unique requirements of each client ensuring the accurate execution of client reporting
  • Create, update, and maintain templates for client reporting
  • Take responsibility for quality control for all client communications ensuring timely responses to client queries

Processes and Procedures

  • Understand flow of client, market and fund information across BMO GAM and with our back and middle office providers
  • Collaborating with key stakeholders to identify opportunities for process improvements and automation
  • Oversight for cash flow management for clients, ensuring timely execution of all instructions
  • Manage accuracy of client information on Salesforce
  • Maintain and improve processes related to governance and risk oversight

 Team Projects

  • Lead and partake in global and regional projects relating to institutional client service
  • Support execution of business initiatives as it relates to BMOs clients projects
  • Assist in business reporting on all aspects of the client relationship

Qualifications

Knowledge and Skills:

  • 7+ years of experience in the investment management industry working in a client service function
  • Working knowledge of equity, fixed income, and alternative products as well as various investment vehicles
  • Experience working with institutional clients such as foundations, endowments, pension plans, and corporate clients
  • Client oriented
  • Strong communication skills, both written and verbal
  • Strong experience in project management, strategic thinking and problem solving
  • Well organized; able to prioritize and to reassess workload in order to meet changing demands
  • Team player and self-starter
  • Proficiency in Microsoft Office Suite, Advanced Excel and PowerPoint skills required
  • Familiarity with Factset, Salesforce, Seismic, and Vermilion preferred
  • MBA or CFA designation a plus
  • FINRA 7 and 66 licenses

 We’re here to help

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

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

To find out more visit us at https://bmoharriscareers.com.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter

Apply

Senior Executive Assistant #SENIO01755

Highland Park, IL

The Company:

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, with over $27 Billion in assets under management, 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.  

Our Mesirow Financial Wealth Advisors (MWA) business provides investment management and fiduciary services to individuals, families, corporations and non – profit organizations. We have earned a reputation for effectively advising and managing our clients’ portfolios to meet their unique needs and goals. As the original foundational business of Mesirow Financial, and with our team of advisors averaging over 20 years at the firm, our consistent client-centered culture, built over the last eight decades is cherished. We are also proud of our empowered, entrepreneurial, and engaged teams who have made Mesirow one of Crain’s and Chicago Tribune’s “Best Places to Work”.

The Opportunity:

We are seeking a Senior Executive Assistant to support the President and CEO of our Wealth Advisors business. The position will be located at our Highland Park office with occasional travel to our Chicago Headquarters. The position requires a wide range of administrative skills, excellent attention to detail, the ability to work independently, maintain confidentiality, exercise judgment and deal with competing demands.

Primary Duties and Responsibilities:

  • Provide advanced administrative support including but not limited to, managing the calendar, monitoring e-mail and voice mail, screening calls, handling mail, travel arrangements, preparing presentations, gathering material in preparation for meetings and compiling and submitting expense reports.
  • Responsible for producing professional, grammatically correct, C-suite level correspondence without editing or oversight.
  • Manage and assemble highly confidential and sensitive information in a professional and discrete manner.
  • Coordinate follow up and confirm travel arrangements and changes, such as flights, lodging and ground transportation.
  • Actively monitor and manage emails and correspondence (as directed).
  • Provide professional representation on all aspects of work including answering phones, greeting and interacting with internal and external clients.
  • Maintain contact management in Salesforce.
  • Ability to help plan and execute client events with our marketing team.
  • Maintain electronic and paper files on correspondence, clients, reports and other records by inserting new documents and disposing of outdated material.
  • Assist with ad hoc projects, as requested.

Requirements:

  • Bachelor’s degree preferred.
  • 5-10 years of administrative or operational support experience, preferably within financial or professional services or other client service business.
  • Advanced knowledge of MS Office and the Internet, and strong technical aptitude.
  • Ability to handle heavy demands efficiently, meet deadlines and work effectively in stressful situations.
  • Experience analyzing and resolving office administrative and procedural issues.
  • Ability to exercise discretion and maintain confidential information and display the highest personal and professional integrity.
  • Excellent organizational skills with the ability to complete tasks with superior accuracy.
  • Polished written and verbal communication skills, strong interpersonal skills.
  • Positive and approachable demeanor.
  • Excellent attention to detail.
  • Ability to complete tasks on own initiative, be a self-starter, and work with autonomy.
  • Contact management or Salesforce experience is a plus.
  • Flexibility in schedule to provide assistance outside of normal business hours and the ability to work from our Chicago office as necessary.            

How to Apply: Careers at Mesirow Financial

Segall Bryant & Hamill is an independent investment firm based in Chicago, Illinois with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown to approximately $20.0 billion in assets under management as of September 30, 2019. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country.
Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Job Title: Billing Analyst
Category: Investment Operations
Employment Type: Full Time
Location: Chicago, IL
Compensation: Commensurate with experience
SBH seeks a Billing Specialist to join our Operations team. The qualified candidate will work with the Operations team and will support the activities of our finance group, portfolio managers and client service administrators.
The primary focus of this position is client billing and fee calculation, maintenance of data in the billing system and receipt of cash payments. Additional responsibilities will be to develop operational skills that will assist other co-workers with volume overflow and coverage during absences. This position reports to the Director of Operations and has no direct reports.
GENERAL RESPONSIBILITIES
• Setup and maintain client fee schedules in Revenue Center (billing system) for new and existing accounts/relationships.
• Generate and review all quarterly client fees for accuracy
• Create and distribute preliminary client fee reports for quarter over quarter analysis by portfolio managers and the finance team
• Monitor and process all special billing requests for pro-rated time periods, fee adjustments, new and terminated portfolios in addition to any approved one-off requests
• Research and resolve any billing exceptions or questions
• Assist with internal and external audit requests as needed
• Monitor and process daily requests received from the front office
• Responsible for processing daily deposits to bank and posting within Revenue Center
• Interacts with Client Service teams to follow-up on past due client invoices
• Assist in trade settlement operations
• Assist with processing daily requests received from the front office
• Assist with the processing of voluntary corporate actions.
• Perform some daily account reconciliation activities as needed
• Create and maintain up to date procedures for all responsibilities.
QUALIFICATIONS
• Bachelor’s degree, preferably Accounting or Finance
• 1-3 years of back-office operations experience or equivalent
• Ability to communicate clearly, both written & orally
• Strong attention to detail and a high level of accuracy
• Strong organizational and time-management skills
• Ability to operate independently and under pressure
• Ability to prioritize and organize multiple tasks
• Strong aptitude for numbers and problem-solving skills
• Ability to deal discreetly with confidential information
• Team player
• Proficiency in Microsoft Excel preferred- intermediate level
• Experience with Advent Portfolio Management software (AXYS/APX, MOXY, Revenue Center), preferred.
• Apply via the SBH Career Center to Billing Analyst All submissions must include a resume, cover letter and salary expectation Company website: www.sbhic.com

Responsibilities:

  • Build trade allocations for cash management and portfolio alignment.
  • Evaluate security characteristics to assist in portfolio construction.
  • Serve as point person for production of portfolio monitoring reports.
  • Partner with internal stakeholders to manage client guideline process.
  • Manage the lifecycle of corporate actions (liaise with portfolio management, operations, and legal to address each action).
  • Calculate and review security analytics and the impact of changes on the portfolios.
  • Review client presentations, portfolio summary reports, and data requests for accuracy.
  • Work collaboratively with portfolio managers, research analysts, traders, legal, operations, and technology professionals.

Requirements:

  • Superb academic credentials in Economics, Finance, Accounting, Engineering, Mathematics or a related field.

  • Knowledge of fixed income analytics (yields, spreads, duration).

  • Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros.

  • Familiarity with Blackrock Aladdin and Bloomberg is preferred.

  • Strong experience using Excel and database tools.

  • Sound understanding of statistics and regression, including statistical packages and/or programming languages (e.g. – Python, R, MATLAB, VBA).

  • Capability to solve problems while being cognizant of finite deadlines.

  • Ability to work in a team environment while taking individual responsibility for quality and accuracy.

  • Strong attention to detail and organizational skills.

  • Excellent communications skills.

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

Founded in 1982, Driehaus Capital Management is an independent boutique investment adviser managing growth equity, credit and multi-asset alternative strategies on behalf of institutional and wealth management clients. Our firm has approximately $7 billion in assets under management and 100 employees located in downtown Chicago.

We are currently seeking an experienced Chief Compliance Officer (CCO) who will be responsible for managing the compliance department and completing individual duties to ensure the business and the Firm’s activities comply with relevant legal and regulatory requirements. This position develops and implements firm-wide compliance policies and programs under the general direction of the General Counsel and President & CEO.  Additional responsibilities include:

  • Develops, implements and monitors compliance policies and programs designed to meet the regulatory requirements for the investment adviser, broker-dealer and registered investment company.
  • Supervises the compliance department in conducting daily, periodic and special compliance reviews involving the analysis of relevant documents, information and records and inquiries of knowledgeable personnel.
  • Reviews, documents, organizes and maintains accurate and complete records substantiating compliance reviews.
  • Interacts proactively with senior management and other departments in designing effective systems, processes and practical business solutions to trading and investing issues.
  • Presents timely reports orally and/or in writing of compliance review findings and conclusions and makes appropriate recommendations for further action.
  • Participates in several inter-departmental committees that address business and risk management responsibilities.
  • Provides practical guidance and advice on regulatory requirements and concerns.
  • Participates in current or prospective client due diligence meetings and prepares responses to compliance-related questions in client requests for information.
  • Serves as the Firm’s liaison with regulators, including the SEC, FINRA, and the NFA, and leads the effort to prepare responses to routine and special requests for information, and manages all regulatory examinations conducted by the Firm’s regulators.

Qualifications

  • Undergraduate degree and 10+ years of securities-related experience; legal, accounting and compliance background is preferred. Advanced degree and experience in an asset management firm preferred.
  • Required Licensing: Series # 7 General Securities Representative, Series # 24 General Securities Principal Examination, Series # 63 Uniform Securities Agent State Law Examination (or equivalent).
  • In-depth knowledge of securities law, with emphasis on regulatory compliance for investment advisors, broker-dealers and investment companies.
  • Strong detail orientation and excellent listening skills.
  • Articulate and persuasive communicator, both verbally and in writing.
  • Must be detail oriented and willing to roll-up-your-sleeves to get the job done.

Qualified candidates should submit a cover letter/email and resume to HR@Driehaus.com.  Reference job code [CCO] when applying. 

Chief Technology Officer (Senior Managing Director) #CHIEF01758

Chicago, IL

 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. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.

The Position

The Chief Technology Officer (CTO) will provide the vision and strategic leadership to develop and implement information technology initiatives and innovation that is aligned with the company’s business objectives. Reporting directly to the President & Chief Executive Officer, the CTO will lead all ongoing technology initiatives and create a leading-edge technology culture. The CTO will proactively build relationships across the firm, collaborate effectively and develop a strong team to anticipate and meet the technology needs of the firm.

Primary responsibilities include developing and implementing a firm wide technology strategy and roadmap that aligns Company’s systems, projects and business needs. The CTO will evolve the Technology organization to one that is recognized as a value-added business partner critical to the company’s success. In addition, they will ensure the technology ‘brand’ of the firm is elevated; this will improve talent attraction and ensure retention of top technologists.

Candidate Profile

The successful candidate will have a proven track record of success as a CTO or equivalent level (10 years plus) combined with an in depth understanding of the financial services/middle market sector (highly preferred). This individual will manage all of Technology including infrastructure, development, desktop support, help desk etc…This individual will be recognized as a leader and technology subject matter expert, adept at developing strategies and plans, leading positive change, developing talent, creating high performing technology teams and fostering effective business partner relationships within and beyond the firm. Must be comfortable operating in a highly collaborative, dynamic environment with the ability to drive and achieve results in a cost-effective and efficient manner. 

Key Responsibilities:

  • Development and implementation of a firm wide technology strategy and roadmap that aligns Company’s systems, projects and business needs.
  • Leadership of a multi-divisional technology department and the management of all IT related operational and capital budgets. Determine IT priorities and perform a detailed analysis and forecasting of return on investment on all proposed major IT initiatives to key stakeholders. 
  • Effectively align resources to achieve key priorities and provide high-level leadership to development projects that improve the functionality, reliability, scalability, and security of the company’s applications and systems.
  • Foster a software development lifecycle process and culture that ensures the appropriate balance in which quality products are produced in a fast-paced, dynamic environment.
  • Ensure sound enterprise architecture is employed and drive a culture of best practices and processes. Ensure all technology and regulatory standards and best practices are achieved.
  • Establish key performance metrics and reporting for critical ongoing IT operations. Identify and leverage efficiencies in processes and operations across technology.
  • Work in partnership with internal functional teams as a technology partner in forwarding business capabilities.
  • Keep abreast of technological advancements and innovative solutions applicable to the business model.

Requirements

  • Minimum of 10 years plus experience as a CTO or equivalent C- level technology leadership position combined with an in – depth understanding of the financial services industry/middle market sector (highly preferred).
  • BSc/BA in Computer Science, Engineering or related field; MBA or other relevant graduate degree is a plus.
  • Demonstrated track record of success in developing and implementing a comprehensive technology strategy that is both aligned with and supports the current and future business goals of the company.
  • Ability to skillfully manage, develop, motivate and direct others within a fast – paced, dynamic and entrepreneurial environment.
  • Extensive experience managing a large multi divisional technology department and accompanying operational and capital budgets.
  • Strong business acumen and executive presence. Proven ability to interact, communicate effectively and obtain creditability with senior level executives.
  • Demonstrated process analysis and improvement expertise.
  • Must be results and goal orientated with ability to demonstrate excellent judgment, solution orientation and appropriate level of risk taking.
  • Outstanding written and oral communications as well as the ability to deliver presentations to a wide spectrum of audiences, both internally and externally.

How to Apply: Careers at Mesirow Financial

About the Unit

The Office of Investments manages the endowment and retirement assets of the University of Chicago. The Office invests these assets in a diversified portfolio that includes global stocks and bonds, real estate, natural resources, private equity, and absolute return strategies. Six functional teams oversee the management of the portfolio—public equities and absolute return, private equity, real assets, risk, strategy, and investment operations.

Responsibilities:

  • The role has a broad set of responsibilities that combine operational data management, investment performance analysis and systems development tasks that formalize and automate investment operations.
  • Above all, the analyst will provide essential operational risk management and internal controls to preserve the University’s investment assets under the direction of the senior manager, using on-the-job knowledge while acquiring higher-level skills.
  • Under direct supervision, follows established internal controls to collect, reconcile, report, and make accessible the cash flow, valuation, and performance data that support the Investment Office’s sophisticated models and reporting; provides investment support functions.
  • Builds investment analytic capacity by centralizing key data collection of new and on-going investments, such as liquidity terms, holdings and performance details, and communications from fund managers.
  • Aides in designing, building and testing systems to automate investment data collection, analysis and reporting.
  • Interacts with multiple constituencies across the University as well as with external partners and audiences to complete collaborative tasks and resolve issues.
  • Prepares exhibits for use in presentations to the management team and Investment Committee.
  • Executes investment transactions for assigned portfolios such as processing all related wires through the custodian’s electronic systems, or via hard copy; daily entry of transactions into the Office’s database including accounting for capital calls, fees, stock and cash distributions, redemptions and purchases; and remedy discrepancies discovered through the reconciliation process.
  • Prepares valuation and activity reports which includes recording the receipt of audited financial statements; performing data entry on holdings, leverage, and other fund activity into database; prepares reports to submit to custodian and management; and support the University in the annual audit.
  • On-boards new investments by tracking compliance with the due diligence process; directs background checks, if applicable; secures original executed documentation; works with investment manager, comptroller’s office, and custodian to establish new accounts and securities.

Competencies:

  • Work within a rigorous control environment.
  • Understand accounting standards and their application to an institutional multi-asset class portfolio.
  • Understand performance calculations and apply this understanding to new investment instruments and strategies.
  • Proactive problem-solving orientation.
  • Collaborate across functional teams.
  • Strong verbal and written communication skills.
  • Work independently, prioritize tasks, and understand the organization’s goals and the impact of their function.
  • Keen interest in portfolio management and institutional investment issues.
  • Willingness and interest in expanding their knowledge of the investment process and capital markets.
  • Proficiency in Microsoft Office products, specifically advanced Excel and PowerPoint skills.
  • Ability to quickly master Bloomberg, Backstop, and Northern Trust Passport systems.
  • Technological savvy.
  • Attention to detail.
  • Issue resolution skills.  

Preferred Qualifications:

Education

  • Bachelor’s Degree in Mathematics, Accounting or Finance

Experience

  • A minimum of two years of experience in middle office financial or treasury operations in an audit firm or bank.

Required Documents

  • Resume
  • Cover Letter
  • Reference Contact Information

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

The Compliance Officer provides guidance and oversight of SEC-registered investment adviser and its personnel to ensure compliance with the Investment Advisors Act and other rules and regulations. Position maybe situated in Seattle or Minneapolis.

Primary Responsibilities

  • Serve as Parametric’s Compliance Officer supporting the Director of Compliance.
  • Primarily responsible for the review and pre-approval of sales/marketing materials, including fact sheets, presentations, promotional output, and social media content.
  • Collaborate with the CCO and 12 member Compliance team (including three members in Minneapolis) in the oversight of global investment advisor with multiple offices.
  • Consult with internal clients to resolve potential compliance issues and execute business initiatives in a collaborative, fast-paced environment.
  • Ensure that white papers, website content, and other advertising or marketing publications are adequately sourced and include appropriate disclosures.
  • Conduct tests and forensic reviews to verify performance and data in advertising and marketing materials are accurate and supported.
  • Review and test compliance policies and procedures per the annual 206(4)-7 review; research regulatory requirements, and prepare related reports.
  • Monitor employee electronic communications to identify policy violations, client complaints, trade errors and other potential issues.
  • Support Director in the preparation and submission of Form ADV
  • Identify enhancements to policies and procedures and work with the applicable departments to revise, document and implement revisions.
  • Maintain a thorough and up-to-date understanding of regulations (e.g. SEC, CFTC, NFA, ERISA, state, foreign) governing Parametric’s business.
  • Research issues and questions as necessary to provide compliant and reliable advice and direction to senior management and staff on issues concerning compliance policies, rules, regulations and procedures affecting the firm.
  • Check compliance forms, spreadsheets, performance data and financial illustrations for accuracy and detail.
  • Assist Compliance team members on major initiatives such as regulatory examinations, internal audit inquiries, and client requests.

Job Requirements

  • Bachelor’s degree
  • 5 – 10 years of Compliance experience required (will consider audit or similar operational experience in financial services)
  • Experience reviewing marketing, advertising, and sales materials in financial services industry strongly preferred
  • Knowledge of the SEC disclosures and securities law, especially the Investment Advisers Act of 1940 and the Investment Company Act of 1940 preferred; however strong candidates with applicable experience in other areas of financial services will be considered.
  • Ability to utilize existing knowledge or quickly acquire knowledge of Commodity Futures Trading Commission (CFTC)  and National Futures Association (NFA) regulations effecting Commodity Trading Advisors (CTAs) or Commodity Pool Operators (CPOs).
  • Interest  in and/or understanding of quantitative, rules-based investment strategies
  • Working knowledge of on-site compliance testing program
  • Demonstrated ability to maintain confidentiality of sensitive information
  • Ability to identify and analyze the complex regulatory issues and their effect on the firm’s business.
  • Previous experience with compliance surveillance applications and tools such as Charles River and Global Relay is a plus.
  • Demonstrated ability to work effectively with a wide variety of individuals throughout organization, including senior management and investment professionals.
  • Intuitive, energetic, and self-motivated with a high bias for action.
  • Occasional business travel to may be required
  • Excellent writing and research skills
  • Excellent organizational skills
  • Computer skills including MS Office, Outlook, Excel, and SharePoint

* Please apply on the Parametric Careers Page
https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-WA-Office/Compliance-Officer_JR003547

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

At Parametric, we offer competitive salaries, generous benefits and opportunities for growth and development. We invite you to explore our available job opportunities listed below and look forward to having you become a part of our continued success!

General Description

Growing SEC registered Investment Adviser and NFA member firm seeks Senior Compliance Analyst with strong desire to learn and grow with the firm.  Position involves both regular (daily, weekly, monthly, quarterly) compliance tasks and day-to-day support to Parametric’s Compliance team. 

 Primary Responsibilities

  • Serve as Parametric’s Senior Compliance Analyst and liaison reporting to Parametric’s Deputy Chief Compliance Officer (Minneapolis/Westport)
  • Assist with portfolio compliance and surveillance of Parametric Minneapolis and Westport office’s futures and options portfolios
  • Ensure that client guidelines are programed in and complied with by the portfolio management and trading teams 
  • Test compliance rules contained within the firm’s proprietary investment management system
  • Test the administrative set-up of clients in IMS to ensure that IMS is enforcing the compliance related business rules as designed into the system
  • Perform compliance testing, record results and prepare reports
  • Test policies and procedures and work with the applicable departments to revise, document and implement revisions 
  • Manage the completion of numerous regular (monthly, quarterly and annual) client certifications, questionnaires and information requests
  • Assist in drafting a variety of certificates, documents, questionnaires, procedures and letters relating to firm and client compliance
  • Assist in the preparation of various state and federal agency regulatory filings, reports and registrations
  • Participate in compliance testing of firm policies and procedures in accordance with SEC Rule 206(4)-7
  • Research and interpret industry rules and regulations and SEC/CFTC no-action letters
  • Obtain understanding of regulations (e.g. SEC, CFTC, NFA, ERISA, state, foreign) governing Parametric Minneapolis’ business through ongoing education and involvement with industry groups
  • Serve as Compliance team’s Business Continuity Team Lead and ensure team Business Continuity/DR plan is up-to-date
  • Assist with quarterly updates and reviews of sales/marketing materials, including fact sheets, presentations, sales kits, and questionnaires using a variety of data sources and software
  • Ensure that white papers, website and other advertising/marketing/publications are adequately sourced and include the appropriate disclosures
  • Check compliance forms, spreadsheets, performance data and financial illustrations for accuracy and detail
  • Perform various administrative tasks for the Deputy CCO, including putting together PowerPoint presentations, drafting memos, tracking employee attendance for periodic trainings, etc
  • Assist with the compliance training program
  • Assist Compliance Group on major projects and schedules
  • Perform occasional administrative duties as necessary

Job Requirements

  • Bachelor’s degree or equivalent combination of experience and education required
  • 3-6 years of investment or securities industry-related experience, preferably in compliance, operations, trading, or audit
  • Strong technical skills: knowledge of Microsoft Office suite
  • Strong attention to detail
  • Previous knowledge of financial instruments (including options, futures, and equities) a plus but is not required
  • Good customer service skills; involves interaction with internal and external customers
  • Strong desire to learn and take on new assignments that will progress a career in Compliance
  • Excellent communication skills—written and verbal
  • Excellent organizational skills
  • Must be able to work well independently and be a team player
  • Ability to adapt to change in a dynamic and often fast-paced work environment
  • Ability to meet deadlines
  • Demonstrated ability to maintain confidentiality of sensitive info
  • Ability to utilize existing knowledge or quickly acquire knowledge of Commodity Trading Futures Commission (CFTC) and/or National Futures Association (NFA) regulations effecting Commodity Trading Advisors (CTAs) or Commodity Pool Operators (CPOs)
  • Ability to work effectively with a wide variety of individuals throughout organization, including senior management and investment professionals

* Please apply on the Parametric Careers Page
https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Minneapolis-MN-Office/Senior-Compliance-Analyst_JR003583

Parametric is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment.  It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or express, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws.  Parametric also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics.  This commitment applies to all persons involved in the operations of Parametric, and prohibits unlawful discrimination by any employee of Parametric, including supervisors and co-workers.  All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the disclosure page for important information about investments and risks.

Summary:

The successful candidate will join the Currency Team to work as a Currency Analyst with our currency portfolio managers. Main responsibilities will include accurate implementation of strategies, trade generation and trading.  We are seeking a meticulous individual with extremely high attention to details. The successful candidate is expected to demonstrate high motivation and a strong desire to grow professionally within the currency and fixed income team.  Prior experience within currency trading / buy side currency management is preferred; we believe this is an excellent opportunity for an enthusiastic individual to build upon their experience in a demanding but rewarding environment.  Experience required:  0 to 2 years

Responsibilities

  • Portfolio implementation: implementation and monitoring of return seeking and hedging currency strategies across currency overlay, share classes and global fixed income portfolios.
  • Trading: execution of active and hedging currency strategies across portfolios. Efficient and timely execution in the market of currency trades: spot, currency outrights, currency swaps, other.
  • Perform frequent portfolio rebalancing and adjustments. Accurate management of inflows and outflows in portfolios.
  • Co-ordinate with performance and marketing teams in production of materials for client presentations.
  • Liaise with middle office, client service, IT and operations for currency and fixed income related activities
  • Assisting portfolio managers with commentaries when required. Good overview of financial markets and macroeconomic trends is essential
  • Opportunity (at a later stage) to increase responsibility on the portfolio management side and to play a role in the research and trade idea generation processes.
  • Ad-hoc duties as required, including but not limited to presentation preparation, reporting, assisting with team queries and resolution.

Requirements:

  • University Degree in Economics or Finance is essential. 
  • Excellent quantitative skills strongly preferred.
  • Advanced skills within Excel, PowerPoint and VBA essential. 
  • Attention to details and accuracy is critical.
  • A highly motivated team player with strong analytical and problem solving skills, with a proven ability to deliver work product to the highest of standards within a dynamic and deadline-driven environment.
  • Excellent communication and organisational skills are essential.
  • A motivated self-starter with demonstrated experience of working independently and as part of a global team.
  • Series 7 and Series 66 (or 63 and 65) licenses, and/or ability to obtain the necessary licenses once in the role is essential within a given timeframe.

  • Knowledge of market dynamics, liquidity and trading practices.
  • Familiar with electronic trading platforms (FX Connect, FXall, other) and prior trading currencies experience (buy side) is desirable.
  • Good understanding of the global fixed income market/ securities.
  • Theoretical knowledge of currency instruments.
  • Working knowledge of Bloomberg.
  • Knowledge of Blackrock Aladdin is desirable.

Apply

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

Reports to:                                       Internal Regional Manager

Location of Position:                 Positions available in both Chicago, IL and Los Angeles, CA

Department/Division:              US Wealth Advisory Group

About the Firm

Nuveen is the investment management arm of TIAA.  It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with the financial advisors and their clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.nuveen.com.

Position Summary

The Internal Advisor Consultant (IAC) proactively builds business partnerships with advisors in a defined geographic territory.  The IAC will partner closely with the Advisor Consultant (AC), together they’re responsible for maintaining current client assets, driving sales, cross selling advisors and converting prospects to clients.  The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences, and advisor follow ups.  In this role, the IAC stays current with portfolio & industry developments and masters all Nuveen Investments’ product and service solutions.

Duties and Responsibilities 

  • Partner with Advisor Consultant to develop consultative relationships with Financial Advisors, branch office managers and sales managers; and grow market share of Nuveen’s products with the assigned territory.
  • Partner and coordinate with Advisor Consultant on business and territory management plans.
  • Proactively make outbound calls, email and engage in web conferences with top clients and prospects to market, educate and promote the Nuveen suite of products.
  • Effectively profile advisors and have a good understanding of the sales process.
  • Work closely with AC’s and their respective Regional Managers (RM’s).
  • Maintain knowledge level of focus firm platforms and product approvals.
  • Collaborate and share best practices across the internal team.
  • Document all Advisor activity in Customer Management System [SalesPage], update SalesPage/ Outlook calendar.
  • Support US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.
  • Some travel in the territory for consistent top performers or as deemed necessary for development by the Internal Sales and Service management team. 

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience

  • Bachelor’s
  • At least 1 year of relevant sales experience. Financial Services industry experience is a plus.

Interpersonal/Communication/Language Skills

  • Excellent communication skills, both written and verbal.
  • Creates and maintains long-term indispensable partnerships with clients.
  • Ability to profile clients.
  • Adapts to change.
  • Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information.
  • Maintains integrity in all transactions; maintains ethical standards of Nuveen.

Mathematical/Analytical/Reasoning Skills

  • A strong combination of sales and analytical skills coupled with an energetic and engaging style.
  • Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios.
  • Must be proactive and take prompt action to accomplish objectives.
  • Continuously learns and stays current in areas of expertise.

Certificates, Licenses, Registrations

  • Series licenses 7 and 66 or 7, 63 and 65

Apply

 

Reports to Executive Director/Chief Investment Officer (“ED/CIO”)

Salary Range: Minimum $60,000

The Illinois State Board of Investment (ISBI) manages approximately $19.5 billion for Illinois state employee defined benefit plans as well as a $4.6 billion state employee deferred compensation Plan.  ISBI is conducting a search to fill its Assistant Investment Officer position. This position will provide investment & operational support to the Executive Director/CIO and other investment staff and play an integral role to ensure efficient investment operations.

Responsibilities

The Assistant Investment Officer will serve as operational support to the ED/CIO and other investment staff to ensure efficient investment operations. The Assistant Investment Officer will also have the following specific responsibilities, which shall include, but not be limited to:

1. Work with the Senior Investment Staff and continuously review and monitor ISBI’s investment portfolio, including producing written summaries for any manager meetings and calls.

2. Assist Senior Investment Staff to measure, monitor and manage investment risks across the entire investment program.

3. Assist in assembling Board and Committee meeting agendas and materials as well as items for the ED/CIO and other government entities.

4. Stay abreast of current economic and investment related events and identify possible implications. Present research and findings to ED/CIO and Investment Staff.

5. Assist Senior Investment Staff in monitoring and performing operationally focused tasks including any investment related reporting requirements. Identify and improve any investment-related operational inefficiencies.

6. Responsible for compiling data for various investment-related reporting requirements including requests under the Freedom of Information Act.

7. Assist in the preparation of certain investment staff documents and presentations including request for proposals.

8. Review the Board’s Investment Policy quarterly (at a minimum) and report any pertinent information to the ED/CIO.

9. Participate in searches and vetting process for prospective investments.

10. Assist Portfolio Operations Analyst in the organization and maintenance of the Board’s online investment management storage system and other investment related databases.

11. Assist investment staff with generating reports related to ISBI’s Diversity Policy. Responsible for generating new ideas and initiatives as they relate to diversity, consistent with the Board’s Policies.

12. Assist the ED/CIO, Senior Investment Officer and the Investment Officer with monitoring of transition management and the securities lending program.

13. Obtain knowledge about the role and functions of more senior investment staff for purposes of planned and unplanned succession.

14. Perform other duties as required or assigned.

Requirements
  • Bachelor’s degree required, preferably with courses in finance or business administration.
  • Proficient in Microsoft Office Suite.
  • Interest in the financial industry.
  • Interest in or progress towards a CFA.
  • Good written and oral communications skills.

APPLY

The Opportunity

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

The Fixed Income Portfolio Manager (Managing Director) is a key senior level hire into the group. As part of the Senior Leadership Investment team this individual will play a strategic role in the continued success of the business and deployment of new strategies to augment our existing capabilities. We have a highly seasoned and experienced investment team, along with a talented group of analysts, portfolio administrators and client services specialists.

This individual will also lead our team’s trading duties.  This person will take on multiple responsibilities, including trading, trading strategy implementation, cost-analysis and execution optimization. The successful candidate is ambitious and enthusiastic about implementing new ideas and possesses the ability to work both individually and in a team setting. The Trader will also work with credit analysts and portfolio management teams to help with market analysis and work to build and enhance pricing and analytic tools.  To learn more about the Fixed Income team, please click here.

Responsibilities

  • Ability to manage total return fixed income portfolios across several mandates and strategies including oversight of portfolio construction and trade implementation
  • Serve as sector specialist within the fixed income team on assigned sectors and lead in establishing investment opinions and sector recommendations
  • Collaborate with analysts and other portfolio managers on positioning, sector allocations, and performance reviews
  • Meet with clients to review investment strategy, objectives and performance
  • Manage portfolio characteristics including risk, performance and attribution, to ensure adherence to strategy and client guidelines and achievement of desired results
  • Successfully negotiate over-the-counter transactions on behalf of Mesirow’s fixed income clients with an emphasis on best execution
  • Consistently strive to maintain good relations with the broker dealer community in order to maximize best execution
  • Formulate trade/investment ideas and communicate those to the group
  • Consider new technologies to further best execution

Requirements

  • Bachelor’s Degree required, MBA/CFA preferred
  • Minimum of 7-10 years fixed income portfolio management experience, preferably with a broad range of clientele.
  • Broad understanding of fixed income asset classes and instruments
  • External client facing experience including board reporting and new business presentations
  • Familiarization with fixed income systems such as Bloomberg and BondEdge (a plus)
  • Knowledge of investment needs of insurance companies or credit skills preferred
  • Strong interpersonal, communication and presentation skills
  • Strong work ethic
  • Ability to work effectively within small company environment and in cross-functional collaborations
  • Keen attention to detail and maintains a high level of accuracy
  • Team player with a positive attitude and strong interpersonal skills
  • Ability to work independently; manage multiple project-oriented tasks in an effective and timely manner
 

PPM America is a Chicago-based asset management firm with approximately 270 employees and over $125B in AUM (assets under management) from institutional customers in the US, Europe, and Asia. As a wholly owned subsidiary of Prudential plc (UK), PPM America enjoys the benefits of being part of a large organization while retaining the feel of a small to mid-size company. Our strong focus on company culture has resulted in consistently high rankings in the Chicago Tribune’s Top Workplaces survey.

As a Systems Analyst on the Corporate Data, Research & Reporting team, you will act as an internal consultant to the business with regards to technology based solutions.  The position is responsible for full life cycle development of internally developed solutions (including requirements gathering and analysis), implementation and maintenance of vendor packages (including their integration into the overall Data/Application architecture of the firm), integration and maintenance of internal and external data sources that populate the firm’s data warehouse and its various interfaces.

In addition to the processing of data, the group is also responsible for much of the reporting that is utilized within PPM.  Examples include Portfolio Management Reporting, Performance Attribution, and a variety of customized quantitative and front/back/middle office reporting tools. In addition to these efforts, this candidate will work closely with PPMA’s database administrator to enhance PPMA’s new Data Management and Business Intelligence (BI) platform using leading Microsoft technologies including, but not limited to, Power BI.  As a junior BI data modeler and developer, the selected candidate will be supporting BI development efforts and will help establish standards, automation, and repeatability to stabilize PPM’s new BI environment and reduce risk.

Qualifications

  • Bachelor’s degree (Computer Science or another technical field preferred)
  • 3-5 years’ relevant data analyst experience:
    • Familiarity with data warehousing and business intelligence concepts
    • Familiarity with data modeling and data mart techniques to enable efficiencies in downstream reporting tools
    • Solid data extract, transform, and load (ETL) development experience
    • Experience delivering BI initiatives using the SQL Server 2014+ BI stack, including SQL Server Analysis Services and SQL Server Reporting Services
  • Microsoft SQL Server (2014+)
  • PowerPivot/Power BI experience
  • Working knowledge of Microsoft Azure cloud services is preferred
  • Highly motivated self-starter who takes initiative with minimal supervision in leading complex assignments.
  • Ability to communicate effectively, including with non-technical users
  • Curious about new ideas and new technologies
  • Comfortable working through all stages of the development life-cycle, including requirements gathering, development, testing, deployment, and support
  • Financial industry experience preferred

Send applications to ppmahr@ppmamerica.com

Company Overview:

Aegon Asset Management is a global investment firm with employees located in North America, Europe and Asia. Investment offerings for Aegon Asset Management US and Aegon Real Assets US include credit strategies, global equity, multi-asset and real asset strategies, and customized investment solutions. The firm serves a diverse global client base that includes corporate, union and public pensions, endowments, foundations, insurance companies, subadvisory, family offices and wealth managers. We are committed to excellence, trust and building long-term partnerships with clients.

 Position Overview:

This role will join the Intermediary Distribution team and will concentrate on building and maintaining relationships with our sub advisory partners in the retail space. In addition, this role will focus on sourcing business with registered investment advisors (RIA), family offices (FO), and mutual fund sub advisory (MFSA), to drive product sales.

**Position is Work from Home covering East Coast territory

Responsibilities:

  • Build and maintain strong relationships with sub advisors including wholesalers, sales managers, product, key account managers and financial advisors within the retail sector.
  • Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
  • Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.
  • Produce expected sales results and territory activity levels as defined by senior leadership.
  • Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
  • Position and differentiate AAM products against competitor firms/products.
  • Maintain a log of activities and opportunities in the Salesforce system.
  • Keep abreast of continuous developments in the economy and the financial services industry.

Required Qualifications:

  • Bachelor’s degree in finance or related business field.
  • Ten years of related sales experience.
  • FINRA Series 3, 7 and 63 (upon hire into this role, employees must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days)
  • In-depth intermediary investment product knowledge.
  • Proven results using a consultative sales process.
  • Broad range of client contacts.
  • Highly developed relationship management skills.
  • Advanced presentation and communication skills.
  • Attention to detail to document activities.
  • Ability to work a high energy, collaborative and competitive environment.
  • Proficiency using MS Office tools.

Preferred Qualifications:

  • CFA Certification strongly preferred
  • Must have experience building and maintaining relationships with Wholesalers

Apply to hstrohman@aegonusa.com

Company Overview:

Aegon Asset Management is a global investment firm with employees located in North America, Europe and Asia. Investment offerings for Aegon Asset Management US and Aegon Real Assets US include credit strategies, global equity, multi-asset and real asset strategies, and customized investment solutions. The firm serves a diverse global client base that includes corporate, union and public pensions, endowments, foundations, insurance companies, subadvisory, family offices and wealth managers. We are committed to excellence, trust and building long-term partnerships with clients.

 Position Overview:

This role will join the Intermediary Distribution team and will concentrate on building and maintaining relationships with our sub advisory partners in the retail space. In addition, this role will focus on sourcing business with registered investment advisors (RIA), family offices (FO), and mutual fund sub advisory (MFSA), to drive product sales.

**Position is Work from Home covering East Coast territory

Responsibilities:

  • Build and maintain strong relationships with sub advisors including wholesalers, sales managers, product, key account managers and financial advisors within the retail sector.
  • Drive sales of AAM products, within a defined geographic territory, through development and expansion of business relationships.
  • Leverage a deep understanding of varying RIA, FO and MFSA business models to design sales strategies around each framework.
  • Produce expected sales results and territory activity levels as defined by senior leadership.
  • Collaborate with sales and client service professionals, portfolio managers, research analysts, product specialists and marketing associates.
  • Position and differentiate AAM products against competitor firms/products.
  • Maintain a log of activities and opportunities in the Salesforce system.
  • Keep abreast of continuous developments in the economy and the financial services industry.

Required Qualifications:

  • Bachelor’s degree in finance or related business field.
  • Ten years of related sales experience.
  • FINRA Series 3, 7 and 63 (upon hire into this role, employees must obtain required licenses within 120 days; at the company’s discretion, employees will not be allowed to continue in role if required licenses are not obtained within 180 days)
  • In-depth intermediary investment product knowledge.
  • Proven results using a consultative sales process.
  • Broad range of client contacts.
  • Highly developed relationship management skills.
  • Advanced presentation and communication skills.
  • Attention to detail to document activities.
  • Ability to work a high energy, collaborative and competitive environment.
  • Proficiency using MS Office tools.

Preferred Qualifications:

  • CFA Certification strongly preferred
  • Must have experience building and maintaining relationships with Wholesalers

Apply to hstrohman@aegonusa.com

Job Purpose

The Sr. Business Process Analyst supports JNAM Operations by analyzing business processes, developing workflow models and making recommendations for automaton and optimization.  The Sr. Business Process Analyst serves as the main interface between technology and business on implementation of emerging technologies, such as robotics process automation, across JNAM Operations.

Essential Job Duties & Responsibilities
  • Develops and collaborates to maintain proper documentation of business use cases, processes and rules for standard operating procedures and related documentation.
  • Builds and maintains inventory of business process models and any associated changes, updates, or additions of skills along with the associated impact in business process model repository platform.
  • Works with business stakeholders to understand the productivity impact of automation and calculate impact and return on investment, and assesses the risks of various solutions and prioritizes competing business demands.
  • Develops automated business processes through robotic process automation (RPA) technology platforms.
  • Works with operations and technology regarding process design, business rules and automation to maximize process efficiency.
  • Collaborates and contributes toward Jackson’s emerging technology centers of excellence, Jackson Operations and other areas developing RPA solutions.  This group develops and shares best practices around governance, process design, business rules and automation ides to maximize process efficiency.
  • Maintains several bots daily and ensures quality and high performance to internal and vendor applications in the organization.
  • Conducts research on emerging RPA approaches and technologies.
  • Conducts workshops with key stakeholders on automation technology, in addition to understanding how automation can be applied to the business.
  • Develops bots in adherence to the governance standards developed by Jackson.

Other duties

  • Other duties as assigned.
Knowledge, Skills & Abilities
  • Excellent quantitative and reasoning skills, with the ability to think creatively and offer analytical solutions in a fast-paced environment.
  • Strong organizational skills and ability to prioritize tasks and projects to meet deadlines.
  • Ability to learn and become proficient in all job-related software applications (Automation Anywhere, Signavio Process Manager, Visio, Microsoft Excel, Tableau).
  • Solid written, verbal and presentation skills with the ability to summarize data into reports and summaries.
  • Ability to communicate complex and technical concepts to audiences of varying levels of technical knowledge.
  • Ability to understand and collaborate on complex business processes and rules across the organization.
Education and Experience
  • Bachelor’s degree required, preferably in Management Information Systems or equivalent.
  • 2-5 years of relevant experience required, preferably as analyst in a complex business environment.
  • Financial services experience preferred.
  • Experience with RPA tools such as Automation Anywhere, UIPath, Blue Prism preferred.

Job Level that this position reports to (i.e., Manager, Director, etc.):

Manager or above

Apply Online

 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified.

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

Due to business expansion, we are looking for ambitious and entrepreneurial individuals to join our growing corporate bonds sales team in our New York and Boston offices.  The ideal candidates 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.

Key Responsibilities:

  • Demonstrated history of successfully cultivating new institutional client relationship and growing existing relationships.
  • Excellent understanding of Corporate Bonds and Fixed Income products.
  • 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.

Required Experience

  • Bachelor’s degree.
  • Minimum of 5 years relevant institutional sales experience with a primary focus on corporate bonds.
  • 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

REPORTING TO

US Operations and Client Service

ROLE OVERVIEW

Perform various support functions focused on optimizing our growing and dynamic team.

The Administrative Assistant is an integral part of a market-facing team within Eastspring.

Our team is focused on developing new business and maintaining relationships with consultants.

The role of the Administrative Assistant is to provide dedicated support to CEO, Head of Distribution and CCO, in coordination with the Manager of US Operations and Client Service.

KEY ACCOUNTABILITIES

  • Provide direct administrative coordination and support to the Eastspring Americas team.
  • Duties and administrative functions will require initiative, sound decision-making, independent judgment and the ability to escalate unique problems promptly.
  • Actively manage the calendars of multiple team members and work effectively to coordinate/plan meetings and conference calls, which often involve numerous time zones
  • Process travel expense reports in a timely and accurate manner.
  • Assist in editing spreadsheets and presentations including printing and binding for client meetings – skills in Word, Excel, and PowerPoint required
  • Circulate industry trend analysis on a timely basis.
  • Assist in coordinating marketing, sales research and market intelligence for roadshows.
  • Knowledge of Salesforce and industry databases a plus.

EXPERIENCE / QUALIFICATIONS

  • Bachelor’s degree or equivalent experience.
  • Self-starter, ability to work in dynamic environment and think ahead.
  • One plus year working in a financial services firm, preferably asset management.
  • Expertise with Microsoft Outlook, Word, Excel, and PowerPoint
  • Professional services industry background preferred
  • Excellent verbal and written communication skills necessary
  • Willingness to adapt to change
  • Willingness and desire to learn about the asset management business
  • Multitasking abilities
  • Attention to detail
  • Ability to prioritize
The Delegated Client Service Associate will be responsible for supporting the management of the client experience and delivery of customized OCIO/Delegated Investment solutions. You will support the management of your clients including proactive and reactive communications, insightful reports and meeting prep and follow-up. You will support the Client Lead in coordinating with other internal resources including Investment Strategist, Actuary, Portfolio Management and Implementation teams. As you progress in the role you will be positioned as the secondary (back-up) contact at WTW for assigned clients. This could include attending client meetings with or without the client lead.
 
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
 
The Role 
  • Work as part of dedicated client team providing high quality delegated services to clients
  • Implement service plan for assigned clients in coordination with the client lead
  • Increase efficiency within client teams by identifying ways to improve processes
  • Coordinate portfolio and regular quarterly updates with members of PMG and client service leadership
  • Build effective working relationships with clients and colleagues at all levels and collaborate effectively on cross-functional teams
  • Accountable for the quality, consistency and timeliness of investment work product prepared for clients with guidance from Client Leads
  • Accountable for ongoing project management including early and clear communication and coordination with Client Leads and other team members, as appropriate
  • Assisting with documentation of client interactions and fiduciary decisions
  • Producing work in accordance with Professional Excellence requirements
  • Complete project deliverables through effective resource utilization
  • Ensure timely and accurate completion of time recording
  • Actively participate to help build relationships with both internal and external clients
  • Support the generation of new business as part of the broader team

The Requirements

  • Undergraduate degree required. Progress towards a CFA or MBA a plus.
  • At least three to five years of experience working with institutional investments
  • Excellent oral and written communication skills
  • Strong analytical skills with a logical and thorough work ethic
  • Strong time management and project management skills

EOE, including disability/vets

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