Portfolio Oversight Analyst - Investment Compliance Artisan PartnersPortfolio Oversight Analyst - Investment ComplianceChicago, IL$100,000–$150,000 / yearDay-to-day, the Analyst will help code client investment guidelines into the firm's order management systems, partner with the trading desks on investment compliance and portfolio administration matters, and apply judgment and business expertise to recommend and implement solutions. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment guidelines, and global regulatory limits, which is central to the firm's operational risk framework.
Senior Investment Product Analyst 002_MstarAssocLLC Morningstar Investment Management Legal EntitySenior Investment Product AnalystChicago, Illinois$93,933–$117,535 / yearWork with product managers to drive promotion of investment strategies within client networks by partnering across portfolio specialists, sales, distribution, account management, marketing, and investment teams, and recommending targeted outreach approaches (5%). Job Requirements: This position requires a Bachelor’s degree in Business Analytics, Finance, or a related analytical field, or foreign equivalent and 3 years of relevant investment product analysis experience in Investment Management Product Analyst, Financial Product Specialist, or related position.
Senior Investment Product Analyst Morningstar Inc.Senior Investment Product AnalystChicago, IL$93,933–$117,535 / yearWork with product managers to drive promotion of investment strategies within client networks by partnering across portfolio specialists, sales, distribution, account management, marketing, and investment teams, and recommending targeted outreach approaches (5%). Job Requirements: This position requires a Bachelor's degree in Business Analytics, Finance, or a related analytical field, or foreign equivalent and 3 years of relevant investment product analysis experience in Investment Management Product Analyst, Financial Product Specialist, or related position.
Operations Analyst, Global Technology & Services Investment Banking Guggenheim SecuritiesOperations Analyst, Global Technology & Services Investment BankingChicago, IllinoisThe ideal candidate will be an organized, detail-oriented self-starter who takes pride in operational excellence and wants exposure to how a global investment banking team is run day-to-day. Lead the planning and execution of meetings with key stakeholders and team events; coordinate end-to-end logistics and cross-office activities across global technology and services hubs.
Investment Manager Research Analyst: Fixed Income and Private Credit Aon PlcInvestment Manager Research Analyst: Fixed Income and Private CreditChicago, IL$85,000–$120,000 / yearAon is looking for an Investment Manager Research Analyst: Fixed Income and Private Credit The Investment Manager Research Analyst will serve as the primary coverage lead on a select group of fixed income managers, and as subject matter expert in fixed income, while also supporting Aon's proprietary fixed income and private credit funds. Support the initiatives and research priorities of the fixed income manager research team, while also actively debating and challenging investment views to ensure an idea meritocracy.
Analyst, Investment Banking StoutAnalyst, Investment BankingChicago, New YorkAnalysts will gain exposure to a variety of industries, including: Aerospace & Defense, Automotive, Business Services, Consumer Products, Food & Beverage, Energy & Utilities, Healthcare & Life Sciences, Industrials, Metals & Mining, Plastics & Packaging, Real Estate, and Technology, Media, & Telecommunications. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply .
Investment Operations Analyst - Sammons Financial Group Asset Management Sammons Financial GroupInvestment Operations Analyst - Sammons Financial Group Asset ManagementChicago, Illinois$77,019.99–$128,365 / yearFull timeSuitability Requirements: • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Overview: Maintain the daily accuracy and integrity of the Investment Book of Record (IBOR) through reconciliations, data validation and maintenance, reporting, and operational support across a diverse investment portfolio including public and private asset classes.
Investment Banking Senior Analyst - Supply Chain & Commercial Services (SCCS) William BlairInvestment Banking Senior Analyst - Supply Chain & Commercial Services (SCCS)Chicago, North CarolinaExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.
Investment Banking Senior Analyst - Industrial Growth Products William BlairInvestment Banking Senior Analyst - Industrial Growth ProductsChicago, IllinoisExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.
Investment Banking Experienced Analyst - Tech-Enabled Services William BlairInvestment Banking Experienced Analyst - Tech-Enabled ServicesChicago, GeorgiaExecute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.
Experienced Investment Banking Analyst 2, Diversified Industrials D.A. DavidsonExperienced Investment Banking Analyst 2, Diversified IndustrialsChicago, IL$95,000–$115,000 / yearThe Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Boston, MA office.
Investment Stewardship Analyst Northern TrustInvestment Stewardship AnalystChicago, IL$99,600–$169,200 / yearShare best practice in engagement techniques with investment teams, deepening their understanding of global challenges in relation to stewardship and related sustainability practices and factors, assisting in the identification of material risks and opportunities. Lead and manage engagement with companies on a variety of topics focused on enterprise value creation, corporate governance and financially material sustainability factors that impact client investment outcomes.
Investment Bank UBS Group AGInvestment BankChicago, ILUBS HOLT is the industry leader in understanding the corporate performance and valuation of equities with a strong client franchise and brand recognition across major institutional investors, hedge funds and wealth managers. The indicative gross base salary range as a full-time equivalent role: United States - Illinois - Chicago min USD 145000 - max USD 172500 /annum.
Corporate Investment Banking Risk Associate - Diversified Industries JPMorgan Chase & CoCorporate Investment Banking Risk Associate - Diversified IndustriesChicago, ILLead and/or participate in client due diligence by way of attending client, bank, and other meetings to develop a better understanding of client companies, management teams, and industry sectors, and using financial models to incorporate the impact of forward-looking risk assessment on key value drivers, ultimately developing and recommending appropriate credit structures relative to risk assessment. Identify the key risk factors associated with clients, transactions, and industry sub-sectors across an assigned portfolio, and develop and articulate a dynamic, forward-looking risk assessment of client companies, transactions, competitive threats, industry and other factors.
Senior Investment Data & Analytics Specialist Allstate Insurance CompanySenior Investment Data & Analytics SpecialistChicago, IL$158,000–$205,000 / yearYou'll sit at the intersection of investment strategy, research, analytics, and data, partnering directly with senior leaders to deliver insights that influence portfolio decisions. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Sr Analyst Investment Strategy - BSC (Hybrid) ExelonSr Analyst Investment Strategy - BSC (Hybrid)CHICAGO, IllinoisFull timeThe Candidate will report to the Managing Director of Investments but will be accountable to and work closely with all members of the Investment Office, including the Chief Investment Officer of Exelon This position may occasionally require overnight domestic travel The Exelon Investment Office does not make use of a retained investment consultant, therefore the Candidate may have significantly more responsibility and portfolio impact than similar positions at peer institutions This position is based in Chicago. We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco).
Tax Analyst, Investment Office University of ChicagoTax Analyst, Investment OfficeChicago, IL$72,000–$93,500 / yearCaptures key information for new investments, including entity treatment for U.S. tax purposes, domicile, and tax reporting provided by the fund, to ensure accurate and comprehensive tax reporting. The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information.
Business Operations Analyst, Global Technology & Services Investment Banking Guggenheim Partners LLCBusiness Operations Analyst, Global Technology & Services Investment BankingChicago, IL$90,000–$125,000 / yearThe ideal candidate will be an organized, detail-oriented self-starter who takes pride in operational excellence and wants exposure to how a global investment banking team is run day-to-day. Serve as a strategic partner and primary point of contact for day-to-day operations across the coverage team, liaising between the front office and support functions (Finance, Compliance, HR, Technology, Operations).
Investment Operations & Business Analyst Daley and AssociatesInvestment Operations & Business AnalystChicago, ILRemote$90,000–$100,000 / yearThe selected individual will provide support for the firm's portfolio accounting platform, troubleshoot operational and data-related issues, maintain security master data, and serve as a key liaison to investment operations, trading, and technology teams. 3+ years of experience in investment operations, portfolio accounting, settlements, fund accounting, or a related investment management environment.
Investment Operations & Technical Support Analyst Daley and AssociatesInvestment Operations & Technical Support AnalystChicago, ILRemote$90,000–$100,000 / yearThe Investment Operations & Technical Support Analyst will contribute to the core operations of the company's portfolio accounting platform, update and maintain security master data, and query and update data using SQL. We are currently seeking candidates for an Investment Operations & Technical Support Analyst position at a highly successful investment management firm located in Chicago, IL.