NewInvestment Associate SKBA Capital Management, LLCInvestment AssociateMundelein, IL$85,000–$95,000 / yearn Generate and utilize portfolio data (characteristics, sector weights, etc.) to update presentations and other external materials, and maintain data integrity in investment consultant databases. SKBA Capital Management, a value investing firm based in San Francisco, is seeking an Investment Associate to support investment, trading, and marketing functions.
NewInvestment Client Srvcs Analyst (Asset Movement) - Hybrid Northwestern MutualInvestment Client Srvcs Analyst (Asset Movement) - HybridKenosha, WI$23.11–$34.66 / hourEducational Background: Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service: For customer service a minimum of 4 years of customer service experience preferably with a focus on asset movement, related transactions, or financial services demonstrating proven customer service skills. Provide Exceptional Service: Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to asset movement, providing detailed servicing options, and assisting them through asset movement transaction procedures or services in a call center environment.
Financial Analyst - Investment Accounting Wintrust Financial CorpFinancial Analyst - Investment AccountingRosemont, IL$50,000–$65,000 / yearWe serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. The Financial Analyst - Investment Accounting is responsible for processing daily investment activity, reconciling payments, maintaining the investment system data/investment schedules, monthly accounting, pricing and reconciliation activities.
NewInvestment Banking Senior Associate Doeren Mayhew CPAs and AdvisorsInvestment Banking Senior AssociateChicago, ILRemoteUnlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 40 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. Leveraging 30 years of deal-making experience, the firm’s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size.
Managing Director, Investment Advisory Bankers' BankManaging Director, Investment AdvisoryElk Grove Village, ILFull timePreferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH, and Indianapolis, IN.Bankers' Bank is launching a new investment advisory service, and we're seeking an experienced leader to drive this initiative.
Investment Banking Managing Director Selby Jennings LtdInvestment Banking Managing DirectorOakbrook Terrace, ILThe firm advises privately held, founder-owned, and middle-market businesses on mergers & acquisitions, ownership transitions, strategic alternatives, and capital raising transactions. The firm has advised on hundreds of middle-market transactions across a wide range of industries and maintains a strong presence in the lower middle-market and middle-market M&A landscape.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyRosemont, IL$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
Senior Director, Head of Investments AdvyzonSenior Director, Head of InvestmentsLisle, ILSenior Director, Head of Investments We are seeking a highly motivated and experienced Senior Director, Head of Investments for AIM (Advyzon Investment Management) to help lead and scale the firm’s trading and investment management functions. The ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3 rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation.
NewInvestment Operations Specialist Helping Communities ThriveInvestment Operations SpecialistNaperville, IllinoisReceive and add planned and unplanned wires to PMA systems; Update systems so advisors know whether to follow up with clients; notify other departments of receipt. Consistently demonstrates exceptional internal and external service with clients, coworkers, along with the core values: Integrity, Performance and Commitment.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsOak Brook, IL$250,000–$350,000 / yearAnalyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, ILWilmette, ILAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentILFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
VP Investment Consultant Calamos Investments LLCVP Investment ConsultantNaperville, IL$100,000–$130,000 / yearThis role is pivotal in promoting and distributing Calamos' suite of mutual funds, ETFs, and interval funds, with the goal of growing and maintaining assets under management. Maintains an extensive knowledge of the firm and industry including all products and trends in the industry; researches and reads various industry articles.
NewInvestment and Business Development Relationship Manager Wespath Benefits and InvestmentsInvestment and Business Development Relationship ManagerGlenview, ILThis individual brings a strong understanding of institutional client management and sales processes, including prospect development, onboarding, ongoing relationship management, and retention, and is comfortable using CRM platforms such as Salesforce to manage pipelines, document client interactions, and support disciplined relationship management. Strong technology proficiency, including advanced use of Microsoft Office (Outlook, Word, Excel, PowerPoint) and demonstrated ability to effectively leverage AI‑enabled tools and large language models (e.g., Microsoft Copilot, GPT‑based tools, Claude) to enhance research, analysis, communication, and productivity.
Senior Investment Portfolio Manager BMO (Bank of Montreal)Senior Investment Portfolio ManagerHinsdale, IL$102,000–$190,000 / yearProvides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Early Career Intern - Investments (ETF) Invesco LtdEarly Career Intern - Investments (ETF)Downers Grove, ILOur 9-week Summer Internship Program kicks off in June 2027 and offers you the chance to dive into the fast-paced world of investments, learn from industry pros, and build connections that will last a lifetime. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
Early Career Intern - Investments (ETF) InvescoEarly Career Intern - Investments (ETF)Downers Grove, IllinoisOur 9-week Summer Internship Program kicks off in June 2027 and offers you the chance to dive into the fast-paced world of investments, learn from industry pros, and build connections that will last a lifetime. Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
Investment Consultant - Highland Park, IL FidelityInvestment Consultant - Highland Park, ILHighland Park, IllinoisRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Northwest Chicago MarketWestmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Director, Strategy & Execution - ETF & Index Investments Invesco LtdDirector, Strategy & Execution - ETF & Index InvestmentsDowners Grove, IL$180,000–$250,000 / yearThe role serves as the integrator and operator‑in‑chief for the ETF & Index business-aligning a long-term vision to commercial priorities, operating models, technology, governance, KPIs, benefits realization and continuous improvement with right talent to support growth, resilience, and long‑term competitiveness. This leader operates at the intersection of strategy, investment capabilities, people, and platform acting as the connective tissue across Investments, Product, Distribution, Technology, Operations, Risk, and Enterprise Architecture globally.