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Overview

The Senior Investment Associate is responsible for the origination, analysis, execution and management of investment grade debt private placements for LGIMA clients. This role will be primarily focused on corporate issuers across a wide range of industries but will also help develop new investment opportunities within the structured finance and infrastructure sectors.

 

LGIMA private credit is part of a global team that is comprised of more than 30 investment professionals managing a growing global portfolio of more than $25 billion. The US team was founded in 2017 and is focused on covering transactions from issuers based in North America and Australia with a focus on corporate private placements, infrastructure debt investments, structured finance, and commercial mortgage loans. LGIMA’s internal L&G affiliates have been increasing their demand for illiquid investments and have made substantial commitments to grow the private credit portfolio managed by LGIMA.

Responsibilities

Qualifications

Salary Range 

$130,000 - $160,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement 

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview 

The Portfolio Manager works as part of a team supporting Senior Portfolio Managers to invest client portfolios consistent with LGIMA’s investment strategy views.

Responsibilities

Qualifications

Salary Range 

$120,000 - $170,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement 

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview 

The team partners with Client Solutions, Portfolio Management, Marketing, Operations, Data Management, and IT to deliver on our goals.  Our focus on scalability, quality and sophistication of analytics is essential to supporting LGIMA’s objective of providing a superior client experience.

This role will be responsible for the delivery of performance and portfolio analytics that serves our internal and external clients across LGIMA’s credit, index, LDI and multi-asset investment strategies.  This role will also involve working with 3rd party analytics platforms and enhancing the processes in place around these systems.  As the individual grows into the role, more emphasis will be placed on building processes and tools to enhance scalability, allowing for increased contribution in a project-based and proactive analysis capacity.

Responsibilities

Qualifications

Salary Range 

$76,000 - $105,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview 

The Business change team is responsible for delivering LGIM’s change portfolio, and the Project Manager/ Business Analysis team is responsible for helping to navigate business change through the change framework, influencing and helping to direct solutions and design through the lifecycle of the projects.

 

This role is ideal for someone who enjoys both managing projects and diving deep into business processes to drive improvements as demanded by needs of a program. This role requires an individual with previous in-depth experience working within the Asset Management industry (preferably within Private Markets), and capable of driving large change programs from feasibility analysis to inception and through to delivery. We are looking for candidates who can see the bigger picture and can act as an expert counsel to align Business Change ideas to Operating Model, Architecture and Strategic themes, as well as coaching, mentoring and guiding other analysts. Someone who is at home operating in a lean, agile environment and is comfortable formulating and consulting on Epics across identified value streams.

The candidate will be self-starting and inquisitive, comfortable working in complex delivery environments, with multiple stakeholders. Excellent communications skills are a pre-requisite.

Responsibilities

Qualifications

Salary Range 

$130,000 - $170,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview

LGIM America (LGIMA) is seeking a Senior Creative Services Specialist who will help develop, maintain and update marketing collateral, including client presentations, factsheets and other documents as needed. We are seeking an individual who embraces process efficiency and approaches workload with enthusiasm.

The key objective of the position is to work closely with our Marketing, Distribution, Client Solutions, Client Strategy, Operations, Investment and Global teams to apply the firm’s messaging, content, and visual identity standards to produce collateral that is on-brand and US compliant. It is expected that the individual will play a critical part in defining process efficiency for this function

Responsibilities

Qualifications

Salary Range

$65,000 - $75,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview 

The Asset Manager will be an integral part of the team, driving performance and providing asset oversight in accordance with specified investment strategies.  

 

In 2023 we launched our real estate equity platform in the U.S. based on the ethos and expertise built up over the last 50 years in the United Kingdom where we have assets under management of £18.4 billion. (LGIM internal data as of June 30, 2024. Figures reflect total managed assets including AUM from fund of fund structures.)

 

As Asset Manager, the candidate will work closely and collaboratively with the acquisitions team and provide recommendations for new investments. This role is expected to involve a combination of direct investments and managing key partnerships and third-party management relationships

Responsibilities

Qualifications

Salary Range 

$110,000 - $150,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement 

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview 

The main focus of the Bank Loans Operations Sr. Analyst will be to support the day-to-day operations of all post execution activity in relation to Syndicated Bank Loan transactions. 

Responsibilities

Qualifications

Salary Range 

$70,000 - $100,000 

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview

The Insurance Strategist is a key member of a growing LGIMA Insurance Strategy team, responsible for providing relevant market research and its application to the insurance & reinsurance space.  Strong understanding of applicable Insurance Accounting and Capital Considerations required.

Responsibilities

Investment & Insurance Strategy:

Be prepared to develop and write investment strategies addressing changes in Fixed Income & Equity Markets, and how those changes are impacting Insurance Companies.  Have a strong history and understanding of capital and accounting considerations impacting insurance companies.  Be able to present those solutions to our internal insurance affiliates as well as external insurance and reinsurance companies.

 

Client Engagement:

Supporting the management and development of relationships with both internal insurance company affiliates as well as external insurance and reinsurance prospects.

 

Use technical expertise to explain outcomes of analysis where needed and ensure to follow up on appropriate actions with the relevant parties. Partner with internal client teams and LGIMA team members to enhance and automate data tracking and analytics tools.

Qualifications

Salary Range

$140,000 - $190,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview 

Provide Operational Risk support to the Investments Office teams by being a member of the 2nd line Operational Risk team to ensure appropriate risk policies, procedures and supporting systems are in place to monitor and manage risk. Engage in proactive monitoring and independent challenge, serving as a liaison with senior stakeholders and their teams. Offer valuable advice to the business and aid in the implementation of Operational Risk frameworks within your area of responsibility.

Responsibilities

Qualifications

Salary Range

$105,000 - $130,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement 

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Overview 

As a Guideline Coding Analyst with the Strategic Target Operating Model (STOM) program, you will review, analyze, and prioritize the coding of investment guidelines into the Charles River Investment Management System.

 

The STOM program is a global initiative and covers the migration of all Company funds onto a new Charles River platform hosted by State Street. The program covers all elements of guideline compliance including coding standards, data identification and gap analyses. In addition, you will partner and collaborate with a combination of internal, consultant and vendor resources to successfully complete projects and deliver solutions for a large, global project.

Responsibilities

Qualifications 

We are looking for a driven, motivated, experienced Guideline Coding Analyst who understands the Asset / Investment Management business and can excel in a fast-paced environment.

Salary Range

$86,000 - $120,000

 

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement 

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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Role Summary

Responsible for developing the investment strategy and leading investment activities, managing investments in portfolio, and assisting in raising investment capital through fundraising with endowments/foundations. Oversees and builds a dynamic team of six professionals to achieve stated outcomes and organizational commitments. This role combines strategic leadership, investment, and financial expertise with a deep commitment to social impact and community development.

The most immediate work will focus on:

● Revising the investment strategy and thesis with data and experience derived from the last 5 years of activity.

● Ensuring all growth portfolio companies have a custom support portfolio management plan; and

● Driving the creation of a maturity model for Portfolio companies that are tracked, discussed and strategically managed

Fund Management

● Lead the refinement and execution of the fund’s investment strategy.
● Develop and direct strategies to identify new sources of capital while engaging investors, fundraising, and playing an active to enhance the social impact and financial performance of investments
● Fulfill investment and fundraising goals.
● Help raise follow-on capital for portfolio companies where appropriate.
● Work with and support portfolio companies by attending board meetings and monitoring performance to ensure returns and strategic objectives are achieved.
● Execute closing and documentation related to the investments in the portfolio companies, and agreements with endowments and foundations for raising forms.
● Ensure the investment committee's alignment, synergy, and effectiveness in achieving organizational goals.
● Build and maintain a positive team culture; lead, guide and motivate team members.

Investing Activities
● Define strategic direction of the investment team and gather board support for initiatives and goals.
● Lead the team that will find, structure, develop, support and monitor portfolio investments.
● Work with team members to coach them in diligence, deal structuring, and post investment management.
● Coordinate and lead Investment Committee meetings to review and structure prospective investments, to report on investment progress, and to discuss portfolio strategy.
● Coordinate with Board, Management, and CEO for prioritization.
● Approve / evaluate investment deals.
● Ensure adequate financial and social impact monitoring of portfolio companies.
● Serve as a spokesperson for ICA’s mission and investing activities.

Candidate Profile
● Education: MBA preferred but not required.
● Years of Experience: Transactional experience in private equity & venture capital, commercial debt, and/or hybrid capital for early-stage businesses. 15+ years of a demonstrated track record with at least 7 years of that in private equity or venture capital including successful exits. Experience investing in small businesses is strongly preferred.
● Strong financial expertise with the ability to analyze potential investments, conduct financial analysis, and develop strategic investment plans.
● Commitment to ICA’s mission: A leader who sees investment as a means to catalyze the opportunity for wealth creation in our communities. A vision of transforming the financial system to be more inclusive and to create economic opportunities for all.
● Exceptional people leadership and collaboration skills: The CIO will lead the investment team, manage multiple stakeholders, gain buy-in, and ensure support within the organization and externally.
● Willingness to be active and available to the team and our portfolio of entrepreneurs.
● Strong impact orientation: prioritizing the path to maximizing financial and social results.
● Integrity: Impeccable integrity and credibility.

Skills & Abilities

Specific Skills
● Extensive knowledge of private equity and venture capital concepts, terminology, models, and strategies.
● A planner with the capacity to organize and prioritize work. assignments while managing a high-volume workload in a fast-paced and changing enr5 vironment: Must pay attention to detail and complete tasks with a high degree of accuracy.
● Verbal and/or written communication of complex information that is accurate, timely, and based on sound judgment, as well as in giving presentations to groups with varied levels of finance and investment knowledge.
● Ability to establish and maintain harmonious working relationships with co-workers, staff, and external contacts, as well as work effectively across the organization and with the Board.
● Excellent analytical skills.

Basic Skills
● Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
● Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Mathematics skills/analysis.
● Comprehension and Communication: Capacity to review and comprehend dense documents and an ability to effectively convey information both verbally and in writing.
● Intellectual Curiosity: An active learner and problem solver willing to lean into problems to understand the implications of information for the current and future state of the organization.

Social Skills
● Emotional Intelligence: Ability to adapt to a broad spectrum of leadership styles.
● Persuasive: A skilled negotiator able advocate for a position and persuade others to view things differently.

System Skills
● Judgment: A willingness to consider the relative costs and benefits of potential actions to choose the course of action that benefits the organization and its mission.
● Systems Thinking: Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.

Salary range
The annual base salary range for this position is $220,000 to $245,000 depending on background and experience. Compensation also include sa discretionary bonus paid annually based on organization and individual performance.

Search Team

Denielle Pemberton-Heard, Esq.

Global Managing Director and Chief Legal Officer
301.928.8071
dpembertonheard@divsearch.com

Jack Marshall

Search Associate
610.724.9647
jack.marshall@divsearch.com

Steven Iles

Executive Assistant and Project Manager
628.399.1567
steven.iles@divsearch.com

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Apply by: All applications must be submitted by 5:00 pm on Sunday, May 25, 2025. Applications received after 5:00 pm will not be considered.

Position Summary

The Division of Private Equity is seeking to fill two Director positions: Director of Private Debt and Director of Private Equity.

Reporting to the Managing Director of Private Equity, the Director of Private Debt and the Director of Private Equity will be primarily responsible for managing Private Debt and/or Private Equity portfolios. The roles include shared oversight of the System’s Private Debt and/or Private Equity portfolio construction, evaluation, and execution in a manner consistent with the System’s asset allocation. The Director positions are expected to: (1) lead supervision of the Private Debt and/or Private Equity team on a day-to-day basis, (2) lead in sourcing and screening investment opportunities, recommending partnerships to NYSTRS’ internal investment committee and board, and (3) ensure the Private Debt and/or Private Equity portfolios are actively monitored.

Minimum Qualifications

• A bachelor’s degree and eight (8) years professional investment experience, of which five (5) years must include institutional Private Debt and/or Private Equity fund investment management experience with an investment management organization, pension consulting firm or plan sponsor including:
  • Experience conducting research and due diligence for primary fund investment opportunities
  • Experience in analyzing, evaluating, monitoring and recommending actions for primary fund investments
  • Experience in presenting and making investment recommendations to Investment Committees
• Substitutions: A Master’s in Business Administration or a closely related field of study substitutes for one (1) year of general work experience. Holding a Chartered Financial Analyst or Chartered Alternative Investment Analyst designation substitutes for one (1) year of general work experience

Preferred Qualifications

• A master’s in business administration or another advanced degree
• Three years of supervisory experience
• CFA and/or CAIA designation or demonstrated progress toward CFA and/or CAIA designation
• Robust network across both the general partner and limited partner universe
• Experience serving on Private Debt/Private Equity Limited Partner Advisory Boards
• Commitment to providing exceptional customer service
• Excellent communication and interpersonal skills

Work Modality

This position is subject to a hybrid work schedule.

Job Duties

The duties of the Director of Private Debt/Private Equity include, but will not be limited to, the following:

• Recommend investment strategies and new investments to the Managing Director; while also manage existing relationships with the General Partners in which the System invests
• Lead and coordinate the oversight of the private debt/private equity portfolio, as well as source, underwrite and recommend new investments
• Lead the presentation of investment recommendations at the System’s internal investment committee meetings for private debt/private equity investment opportunities
• Manage the mid-office team to ensure performance monitoring and reporting for the private debt/private equity portfolio for portfolio management purposes
• Review and confirm the accuracy of capital drawdowns, cash, or stock distributed to the System. Approve capital disbursements and receipts as required.
• Serve as NYSTRS' representative on private debt/private equity limited partner advisory boards
• Assist in the development and implementation of policy, strategy, procedures and associated operations
• Review and provide recommendations to the Managing Director of Private Equity regarding partnership amendments and other legal matters with respect to the private debt/private equity portfolio. Execute consents and amendments on behalf of the System as needed.
• Manage relationships with outside vendors such as consultants, database and CRM providers
• Evaluate and recommend modifications to the Department’s investment strategic plan and sub-asset classes within private debt/private equity
• Attend conferences and meetings to stay current on industry trends and to continually maintain and establish business relationships within the industry
• Active involvement in the limited partner community to stay current with industry trends and asset class performance
• Supervise the private debt/private equity team and provide professional development opportunities
• Perform such duties assigned by the Managing Director of Private Equity and complete other projects or assignments as deemed necessary
• The Director of Private Debt and the Director of Private Equity will support each other in their roles and assist with managing relationships

Travel

Up to 30% of travel is required domestically and internationally on weekdays and some weekends.

Salary Grade

Management (M)

Salary Range

$180,884 - $203,586

Job Type

Management/Non-Civil Service

EEO STATEMENT

At NYSTRS, diversity, equity, and inclusion are integral to our mission of providing our members with a secure pension and exceptional customer service. We are committed to fostering an inclusive and equitable culture where all diversity is valued and recognized as a source of strength and enrichment across all operations.

NYSTRS is proud to provide equal opportunities to all employees and qualified applicants without regard to race, color, religion, creed, sex, gender expression or identity, national origin, age, ability and disability status, veteran status, marital status, pregnancy status, sexual orientation, citizenship, or any other legally protected class. We are committed to being a workplace that attracts, supports, and retains talented individuals from diverse backgrounds and experiences while championing equal opportunity across recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

All applications to NYSTRS should be done via our website. NYSTRS will never ask you to submit private information via email or direct you to submit private information to another site as part of our recruitment process.

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At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. 

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.  

Join us for the opportunity to grow and make a difference in ways that matter to you. 

About this Position

 

T. Rowe Price is an organization that has grown organically through superior long-term investment results and a deep commitment to the clients it serves. T. Rowe Price has been serving the investment needs of institutional clients for decades – maintaining and expanding these relationships is a key strategic priority for the firm.  To effectively service this important client segment, the firm has built a global team of Institutional Client Service Executives (ICSE) who serve as the primary relationship managers for all existing institutional clients.

Role Summary

 

The ICSE will develop and execute client service strategies for complex, multi-mandate, high-visibility client relationships and their consultants, focusing on retention, satisfaction, relationship deepening, and growth. These clients, based in the western region of the US, include public and corporate defined benefit, defined contribution investment only (DCIO) plan sponsors, endowments, foundations, and their investment consultants. The ICSE will build relationships with key stakeholders to influence decision-making, aiming to enhance profitability for both clients and T. Rowe Price. Acting as a trusted advisor, the ICSE will guide clients and field consultants on leveraging T. Rowe Price's capabilities and services to meet client needs and drive relationship growth.

Success in this role requires leadership across matrixed teams and business functions, utilizing the firm's resources to deliver industry-leading client service in collaboration with sales, consultant relations, marketing, and other colleagues. The ability to engage clients in comprehensive investment and capital markets discussions within the framework of their multi-asset portfolio structures and T. Rowe Price’s capabilities is highly desired. The ultimate goal is to establish solution-oriented partnerships by understanding clients' complex challenges and priorities and aligning T. Rowe Price's investment and beyond-mandate capabilities with those needs. 

Responsibilities

• Retain and grow existing client relationships by delivering superior advisory-level service, requiring frequent travel and extensive communication with clients and consultants in the western region of the US. 
• Develop solution-oriented partnerships by understanding client challenges and leveraging T. Rowe Price resources, fostering strategic relationships that build trust and opportunities for asset growth.
• Utilize consultative and commercial expertise to navigate client relationships and dialogue across all areas of T. Rowe Price’s investment platform (equities, fixed income, multi-asset, private credit, etc.) and beyond our investment capabilities, nurturing comprehensive client relationships.
• Lead the development of robust account plans in the firm’s CRM system in close collaboration with sales, consultant relations, and investment teams to drive retention and cross-sale opportunities.
• Evaluate and respond to the most complex information requests from clients and their consultants.
• Guide team members in preparing technical materials, synthesizing multiple sources of information into a cohesive and knowledgeable response, including recommendations for action by the client and cross-sell leads.
• Engage with consultants impacting large clients, coordinating with service colleagues, consultant relations, and sales teams.
• Drive new processes or strategies to enhance the firm’s and western region team’s ability to gain client trust and encourage deeper engagement.

• Provide critical voice of client feedback to inform initiatives that establish T. Rowe Price as a leading strategic resource to institutional asset allocators.
• Offer leadership to junior professionals and effectively balance investment team capacity with the demands of delivering high-quality client service.

Qualifications

Required:

• 15+ years of institutional client service experience with demonstrated success developing relationships with institutional clients including corporate and public plans, endowments, foundations, and their investment consultants. This experience must be coupled with a deep understanding of and connectivity to the key decision makers that influence asset allocation, manager selection, and retention.
• Must have experience building, retaining, and expanding relationships with institutional investors. The ideal candidate will have extensive and long-standing relationships with key plan sponsors and investment consultants.
• Appreciation for the trends and buying behavior of institutional client segments.
• Ability to convey a deep knowledge of equity, fixed income, multi-asset and alternative strategies with a strong understanding of capital markets, portfolio management and asset allocation.
• Superior relationship-building skills with executive presence and credibility through subject matter expertise.
• Reputation as a consensus-driven influencer who inspires trust and motivates others.
• Ability to assess risk across client relationships, asset classes, and investment strategies, to effectively signal this risk within an investment organization, and to drive well-coordinated retention strategies.
• Strong interpersonal, organizational, and problem-solving skills, known as a collaborative and diplomatic team player.
• Exceptional written and verbal communication skills, able to articulate complex concepts to diverse audiences.
• Personal presence and presentation skills that command respect from clients, consultants, prospects, and colleagues.
• Highly motivated, intelligent, with a track record of integrity and service excellence; self-starter, entrepreneurial, and goal oriented.
• FINRA Series 7, 63 and/or 6

Preferred:

• CFA, CAIA, CFP, and/or MBA highly desired 
• Location - Preferably in Western US

FINRA Requirements

FINRA licenses are required and will not be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$179,000.00 - $324,000.00 for the location of: Maryland, Colorado, Washington and remote workers

$179,000.00 - $324,000.00 for the location of: Washington, D.C.

$179,000.00 - $324,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. 

This job posting is expected to be available until:

08/31/2025

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.   

  

Featured employee benefits to enrich your life:   

• Competitive compensation  

• Annual bonus eligibility  

• A generous retirement plan  

• Hybrid work schedule  

• Health and wellness benefits, including online therapy  

• Paid time off for vacation, illness, medical appointments, and volunteering days  

• Family care resources, including fertility and adoption benefits  

Learn more about our benefits.   

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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Working at PPM America, Inc.

PPM America, Inc. (PPM) is a client-focused investment manager, and our mission is to deliver client-specific solutions and world class service to investors in the pursuit of their unique investment objectives.  PPM prides itself on being a nimble, investment-led organization that is responsive to the opportunities that our teams discover together. Click here for a description of our assets under management and our investment strategies.

PPM was named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. Our communication style is informal, and we encourage collaboration by giving our teams the freedom to speak openly and share new ideas. PPM’s values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career, and at PPM you would join a community of employees with a long track record of dedicating their time and support to local nonprofits with the effort of strengthening local families and increasing economic opportunities.

Risk Management Department Description 

The Risk Management Department is responsible for overseeing PPM’s investment, operational, and enterprise risk management programs and governance. Within that construct, Risk Management provides a broad spectrum of risk management support to the firm’s departments, including front office (Portfolio Management, Trading, and Credit Research), operations (Portfolio Services and Information Technology), and legal & compliance.  Given the Risk Management Department’s broad mandate, team members are encouraged to be curious, collegial, yet open to challenges when dealing with counterparts across the organization.  

At PPM, risk management is central to our mission to deliver client-specific solutions and world class service. As such, the Risk Management Team is afforded unique access and the opportunity to engage across the entirety of the firm and its investment activities. This broad access allows team members to focus on risk initiatives that match well with their current experience and build on future career objectives. Ultimately, the team is a group comprised of fast-paced, dynamic, and diverse problem solvers, who proactively work across the organization to reduce risk and deliver on our mission. 

Role Specifics

The AVP, Enterprise & Operational Risk is responsible for identifying, analyzing, and remediating investment management operational risk issues/incidents, while synthesizing risk trends and solutions for executive management (Chief Risk Officer, Chief Operating Officer, Chief Compliance Officer, etc.) and the appropriate Risk Committees. The AVP, Enterprise & Operational Risk is well-versed in the investment management industry operational risk practices and principles to ensure adherence to the firm's operational risk control framework. Engage in credible challenge of the firm's operational controls. Manage emerging/topical investment management risks (i.e. model risk management, valuation risk, etc.) and navigate enterprise risk governance and oversight for the firm's risk framework, policies, and standards.

Responsibilities:

• Lead PPM’s operational risk processes, including the following:
  • Incident Management process: Partner with the business to identify, investigate, and remediate control failures across the organization.
  • Risk Identification, Risk & Control Self-Assessment, Top Risk Determination: Partner with the business on these processes, leveraging an enterprise-wide system to register, report, and analyze the firm’s risks.
• Lead the firm’s Operational Risk Committee and working group meetings with senior and executive management.
• Create and present meaningful management information for relevant committees and working groups, synthesizing the firm’s enterprise & operational risk trends into actionable remediations.
• Effectively communicate operational risk issues or problems and credibly challenge the business as appropriate.
• Provide both routine and ad-hoc risk report deliverables, including occasional risk-based deep dives into operational processes or risks.
• Independently research market and industry trends to ensure PPM’s operational risk framework is market leading and adapting to emerging technologies, tools, and academic research.
• Lead major projects from the PPM Risk Work Plan, including project and resource scoping, determining and delivering on deadlines, and demonstrating leadership across departments.
• Assist and represent Risk in various firm-wide risk management activities as needed, including ad-hoc analysis for front office, and/or portfolio service.
• Lead firm’s enterprise risk management approach, including the following:
  • Risk Framework and Policy adherence: Partner with the business to ensure that the appropriate governance and oversight is maintained to comply with relevant policies.
  • Topical and/or emerging firm risks: Be the point person to design approach for managing topical/emerging risks (i.e. model risk management).
• Lead the firm’s valuation risk review and oversight process on behalf of the firm’s Valuation Committee.

Skills, Experience and Qualifications:

• Bachelor's Degree in Accounting, Economics, Finance, Mathematics, Statistics or related field required.
• Master's Degree preferred.
• 5+ years of investment management operations, risk, or internal audit experience required.
• Demonstrated track record of success within the operations, risk, or audit function of an investment manager.
• Deep understanding of investment operations, control environments, and risk remediation.
• Solid understanding of risk framework, policies, and standards of an investment manager.
• Solid understanding of investment markets, instruments, and processes.
• Ability to credibly challenge leaders on operational controls, issues, and remediation.
• Advanced ability to synthesize operational risk metrics/analytics into concise, meaningful management information for executive management decision-making.

• Advanced experience with market-leading technologies Aladdin, Bloomberg, Microsoft Office Suite, and data visualization tools.

Benefits:

At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your enthusiasm and talents can make a lasting impact on our organization and our community.

Employment Benefits

Our employees go the extra mile every day, and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

• Competitive salary and bonus
• Medical, dental and vision coverage
• 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
• Tuition and professional certification reimbursement
• Paid parental leave
• Adoption assistance
• Holidays and paid time off
• Paid time off to volunteer
• Life insurance
• Gift matching

Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.

Base Pay:

$110,000.00 - $130,000.00.  The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

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Verus is in search of a Strategic Research Analyst to join our office in Seattle. The ideal candidate will have a strong personal interest in learning about markets and excellent communication skills.

The Strategic Research Analyst is primarily responsible for supporting the production of research deliverables for consultants and client consumption, contributing to the development of markets views including daily monitoring of market movements and news, calculating capital market forecasts, and assisting in the development of quantitative tools consultants use to build portfolios. Essential functions of the position include ensuring consultant staff are educated on available tools/resources, supporting ad hoc research projects, responding to one-off client requests, and providing written/verbal commentary and opinions on capital markets. This position involves working closely with Verus executives including the Chief Investment Officer – excellent communication and organization skills are required. 
 
Our office culture is one that values in-person collaboration and interaction. We have implemented a hybrid work policy that strongly encourages working from the office, as we believe it fosters a more collaborative and dynamic work environment.

Salary:  
$85,000-$110,000 annual

Salary offered to candidates is determined by factoring in market pay, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials. 

Verus is an independent, institutional investment consulting firm.  Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs.  Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.   
   
We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; annual discretionary bonus; CFA and other professional certifications sponsorship; parental leave; 13 paid holidays; and 15 days of paid time off the first year of employment.   
   
In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.    
 
Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status

 Prerequisites:
―    Progress towards the CFA designation 
―    Research experience in finance or investments, manager research, external portfolio manager programs and/or institutional consulting
―    Experience with developing and implementing market views preferred
―    Bachelor’s degree required

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The Opportunity

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement.  Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s.  At Mesirow, we invest in what matters: our clients, our communities, and our culture. 

Mesirow Financial Public Finance assists tax-exempt debt issuers in optimizing their limited financial resources in an environment of increasing demand for services. The Public Finance department is looking for an experienced VP to support senior bankers in all aspects of business development.

Responsibilities

• Develop comprehensive financial models based on client’s financing needs using available financial products.
• Research, compile and interpret capital market activity at both a macro and issuer-specific level to identify and develop implementable financing strategies for our clients.
• Write correspondence, marketing information, and presentations for senior bankers.
• Prepare responses to formal solicitations (RFPs) by state and local governments and other tax-exempt borrowers.
• Facilitate the deal process through coordination with counsel, accountants, verification agents, rating agencies, and insurers.
• Critically read and analyze legal documents related to financing agreements.
• Maintain detailed debt information databases for existing and prospective clients, ensuring accuracy and consistency across multiple software applications.
• This role will require significant client interaction and some travel.
• Perform other duties and special projects as assigned.

Requirements

• A minimum of 3-7 years of public finance investment banking work experience required; project finance experience preferred.
• Strong quantitative abilities and expert proficiency in DBC Finance software required.
• Strong professional communication and inter-personal skills, and the ability to clearly and succinctly express complex financial concepts both orally and in writing.
• Expertise in Microsoft Excel, PowerPoint, and Bloomberg and possesses ability to quickly learn other finance-related software products as needed.
• Currently maintains Series 52 and 63 FINRA Licenses.
• Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
• Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues.
• Must possess the aptitude and interest in learning Federal Tax Law as well as statutory financing rules and regulations to be successful in the role.
• Qualified candidates must possess a high level of motivation, initiative, and leadership potential.
• Bachelor’s degree required / Advance degree preferred.

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $90,000 and $120,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the  Mesirow benefit program .

EOE

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The Opportunity:

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. 

Mesirow Financial Public Finance assists tax-exempt debt issuers in optimizing their limited financial resources in an environment of increasing demand for services. The Public Finance department is looking for an experienced associate to support senior bankers in all aspects of business development.

Responsibilities:

• Develop financial models based on client’s financing needs using available financial products.
• Research, compile and interpret capital market activity at both a macro and issuer-specific level to identify and develop implementable financing strategies for our clients.
• Write correspondence, marketing information, and presentations for senior bankers.
• Prepare responses to formal solicitations (RFP’s) by state and local governments and other tax-exempt borrowers.
• Facilitate the deal process through coordination with the counsel, accountants, verification agents, rating agencies, and insurers.
• Critically read and analyze legal documents related to financing agreements.
•  Maintain detailed debt information databases for existing and prospective clients, ensuring accuracy and consistency across multiple software applications.
• Perform other duties and special projects as assigned.

Requirements:

• A minimum of 3 years of public finance/municipal bond investment banking work experience required.
• Proficiency in DBC Finance software required.
• Strong professional communication and inter-personal skills, and the ability to clearly and succinctly express complex financial concepts both orally and in writing.
•  Expertise in Microsoft Excel, PowerPoint, and Bloomberg and possesses ability to quickly learn other finance-related software products as needed.
• Currently maintains Series 52 and 63 FINRA Licenses or must be willing to obtain within 6 months from the initial date of employment.
• Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
• Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues.
• Must possess the aptitude and interest in learning Federal Tax Law as well as statutory financing rules and regulations to be successful in the role.
• Qualified candidates must possess a high level of motivation, initiative, and leadership potential.
• Bachelor’s degree required

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the  Mesirow benefit program.

EOE

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The Opportunity

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. 

Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors’ advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.

We are currently seeking a Vice President for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow.  The Vice President will work as part of the investment banking team across all industry verticals on M&A, capital raise and other strategic advisory assignments. 

Responsibilities:

• Lead day-to-day execution of client engagements.
• Provide direction and vision to team members for offering materials, management presentations, client marketing presentations and other materials.
• Perform transaction due diligence, research and analysis.
• Prepare and review complex financial analyses and models for potential transactions.
• Ensure quality of client deliverables by demonstrating extraordinary attention to detail.
• Manage and maintain client relationships and act as the primary contact to clients and prospects.
• Assess client needs and proactively generate relevant ideas and solutions and participate in marketing the Company’s services to new clients.

Requirements:

• Minimum of three years of Investment Banking experience in an Associate role.
• Bachelor’s degree in a relevant field (e.g. Finance, Accounting, Economics.)
• MBA is preferred but not a requirement.
• Strong analytical capabilities including financial statement analysis, financial accounting and company valuation.
• Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them effectively.
• Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
• Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues.
• Commitment to excellence in your work, adhering to high professional and ethical standards.
• Possess a high level of motivation, initiative and leadership potential
• Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ and other research databases desired.

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $225,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the  Mesirow benefit program .

EOE

APPLY NOW

The Opportunity

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. 

Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors’ advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.

We are currently seeking an Associate for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow.  The Associate will work as part of the investment banking team across all industry verticals on M&A, capital raise and other strategic advisory assignments. 

Responsibilities:

• Partner with senior bankers and clients throughout advisory engagements.
• Coordinate transaction deliverables, manage transaction deliverables and act as key point of contact for external constituencies.
• Manage key transaction processes including developing client company positioning strategy, in-depth market research and development of financial models.
• Collaborate with team members to design and perform financial modeling and company valuation analysis including leveraged buyout, discounted cash flow, comparable public company, and precedent transaction analyses.
• Act as a key partner to clients in due diligence process management, virtual data room oversight and coordination with third party service providers.
• Drive the drafting process for client presentations and information memoranda.
• Participate in the mentoring and development of analysts.
• Support firm marketing efforts across Mesirow’s industry verticals.
• Perform other duties and special projects as assigned.

Requirements:

• Minimum of 3 years of Investment Banking experience.
• Bachelor’s degree in a relevant field (e.g. Finance, Accounting, Economics.)
• MBA is preferred but not a requirement.
• Strong analytical capabilities including financial statement analysis, financial accounting and company valuation.
• Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them effectively.
• Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
• Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues.
• Commitment to excellence in your work, adhering to high professional and ethical standards.
• Proficient in Microsoft Excel and other Microsoft applications including PowerPoint.  Experience in using CapIQ and other research databases desired.

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $150,000 and $200,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the  Mesirow benefit program .

EOE

APPLY NOW

The Opportunity

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture. 

Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.

We are currently seeking an Analyst for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow. The Analyst will work with advisory teams across all industry verticals on M&A, capital raise and other strategic advisory assignments.

Responsibilities

• Perform financial modeling and company valuation analysis including leveraged buyout, discounted cash flow, comparable public company and precedent transaction analyses.
• Complete ad-hoc financial and operating analyses on behalf of clients.
• Draft presentations and information memoranda.
• Perform in-depth company and industry research.
• Support senior bankers and clients throughout advisory engagements.
• Actively contribute as a member of Mesirow’s advisory team which will include participation in various client-facing roles.
• Assist with firm marketing efforts across Mesirow’s industry verticals.
• Perform other duties and special projects as assigned.

Requirements

• Minimum 1-2 years of experience in Investment Banking, Audit or Transaction Advisory.
• Bachelor’s degree in a relevant field (e.g. Finance, Accounting, Economics.)
• Strong analytical capabilities including financial statement analysis, financial accounting and company valuation.
• Demonstrated proficiency with business writing.
• Ability to complete multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
• Teamwork skills.
• Capable of managing a wide range of responsibilities.
• Ability to articulate complex ideas simply and summarize them effectively.
• Commitment to excellence in your work and high professional and ethical standards.
• Experience working with Word, Excel, PowerPoint, Capital IQ and other research databases.

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $130,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the  Mesirow benefit program .

EOE