Point72 Academy Investment Analyst Program for Upcoming Graduates 2026 - US Point72, L.P.Point72 Academy Investment Analyst Program for Upcoming Graduates 2026 - USILYou may have the opportunity to become an equity research analyst at Point72, where you'll apply your financial acumen and curiosity to help shape your team's investment strategies as you: Build and refine sophisticated financial models to help you understand the businesses you cover and how they are changing. Your field of study or major is not a determining factor; we seek individuals who can collaborate effectively, exhibit integrity, possess intellectual curiosity, demonstrate leadership potential, and express a keen interest in the financial markets.
Point72 Academy 2026-2027 Investment Analyst Program for Experienced Professionals - US Point72, L.P.Point72 Academy 2026-2027 Investment Analyst Program for Experienced Professionals - USILConstantly develop your skills through coaching from your portfolio manager and by using the full breadth of the professional development resources available to you Apply your ever-growing knowledge base to identifying and opining on key market debates that drive stock prices Creatively research questions subject to the firm's compliance policies and procedures Recognize variant views versus the market Conduct yourself with the highest levels of professionalism, integrity, and ethics WHO SHOULD APPLY: At the Point72 Academy, we hire for potential. Upon Successful Graduation: The Analyst Role Upon the successful completion of the Academy, you'll have the opportunity to interview for an equity research analyst role at Point72, where you'll work closely with your portfolio manager and team to develop a deep understanding of companies across industries and around the world.
NewSenior Investment Analyst U30_MstarAssocEur Morningstar Investment Management Europe Legal EntitySenior Investment AnalystChicago, IllinoisThis position requires a Bachelor's degree in Business Analytics, Finance, Economics, Mathematics, or a related analytical field, or foreign equivalent and 3 years of relevant investment experience in Associate Analyst (Multi Asset Research), Financial Product Specialist, or related position. Strong knowledge of financial theory, especially long-run cash flow models and present value relations, and the ability to translate stock-based theories and models to broader asset classes (10%).
Investment Analyst Internship GraycorInvestment Analyst InternshipChicago, ILGray Capital, a dynamic investment fund with a strong focus on real estate, private equity, and venture capital, is seeking a highly motivated and detail-oriented Investment Analyst Intern to join our growing team. You'll gain exposure to real estate investments, strategic acquisitions, and private equity operations, while working directly with experienced professionals who are passionate about driving success.
NewSenior Investment Analyst Morningstar IncSenior Investment AnalystChicago, IL$116,979–$125,271 / yearJob Requirements: This position requires a Bachelor's degree in Business Analytics, Finance, Economics, Mathematics, or a related analytical field, or foreign equivalent and 3 years of relevant investment experience in Associate Analyst (Multi Asset Research), Financial Product Specialist, or related position. Strong knowledge of financial theory, especially long-run cash flow models and present value relations, and the ability to translate stock-based theories and models to broader asset classes (10%).
Investment Banking Senior Analyst Career Launch AIInvestment Banking Senior AnalystChicago, IL$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Investment Banking Analyst Career Launch AIInvestment Banking AnalystChicago, IL$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Senior Investment Analyst, Multi-Asset Research Morningstar IncSenior Investment Analyst, Multi-Asset ResearchChicago, IL$500–$2,000 / yearResponsibilities: Collaborate with multi-asset research colleagues, portfolio managers, and equity research colleagues to formulate security- and market-level investment views, supporting equity strategies within multi‑asset portfolios. The Senior Analyst will work closely with the MAR and IM teams, focusing on producing world class proprietary equity market investment research to support the management of the group's investment strategies.
Healthcare Investment Banking Analyst / Associate Career Launch AIHealthcare Investment Banking Analyst / AssociateChicago, IL$150,000–$250,000This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.
Noviam Investment Analyst nov testNoviam Investment AnalystChicago, IllinoisAs a Noviam Investment Analyst, you’ll work hand in hand with a Lead Advisor, support and service an existing book of client relationships, and gradually take on more responsibility, including leading client reviews, participating in growth initiatives, and developing into a full Investment Advisor Representative. Noviam manages your development end to end, from recruitment through to a fully licensed, client-ready advisor: Recruit: We source driven people through university partnerships, career events, and targeted outreach.
Investment Banking Analyst (Corporate Finance) Hilco GlobalInvestment Banking Analyst (Corporate Finance)Chicago, IllinoisHilco Global, a subsidiary of ORIX Corporation USA, is a diversified financial services company that delivers integrated professional services and capital solutions that help clients maximize value and drive performance across the retail, commercial and industrial, real estate, manufacturing, brand and intellectual property sectors, and more. Hilco Global provides a range of customized solutions to healthy, stressed, and distressed companies to resolve complex situations and enhance long-term enterprise value.
Analyst, Hedge Fund Investment Research Northern TrustAnalyst, Hedge Fund Investment ResearchChicago, ILFull timeNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. 50 South Capital Advisors is a wholly-owned subsidiary of Northern Trust and is an integrated alternative investment platform offering hedge fund, private credit and private equity solutions.
Investments Business Manager Northern TrustInvestments Business ManagerChicago, ILFull timeThe role reports directly to the Global Co-CIOs and works in close partnership across investment teams ensuring disciplined execution, scalable processes, and effective cross-functional coordination. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Senior Investment & Treasury Analyst UL Standards & EngagementSenior Investment & Treasury AnalystEvanston, IllinoisAs the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of ULas you: Coordinate outsourced investment portfolio meetings and prepare related reporting materials. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well-being.
NewSenior Investment Product Analyst 002_MstarAssocLLC Morningstar Investment Management Legal EntitySenior Investment Product AnalystChicago, IllinoisWork 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.
NewInvestment Banking Senior Analyst | Industrials Houlihan LokeyInvestment Banking Senior Analyst | IndustrialsChicago, Illinois$110,000–$130,000 / yearWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey hires Analysts to work specifically as part of industry aligned teams, assisting with a variety of investment banking services and transactions.
2027 Investment Banking Summer Analyst (Chicago) Stout2027 Investment Banking Summer Analyst (Chicago)Chicago, IllinoisOn your various deal teams, you will have the opportunity to advise corporate, financial sponsor, and family founder clients on mergers, acquisitions, capital raising, ESOP formation, and special situations transactions across a diverse range of industries, including Services, Healthcare, Industrials, and Consumer. The program includes structured training, formal and informal mentoring, networking opportunities, and in-depth participation in live deals, pitches, and industry coverage.
NewInvestment Analyst Senior Endeavor HealthInvestment Analyst SeniorEvanston, IllinoisOur more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals – Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) – all recognized as Magnet hospitals for nursing excellence. Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties.
Experienced Investment Banking Analyst, Diversified Industrials D.A. Davidson & Co.Experienced Investment Banking Analyst, 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 Chicago, IL office.
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.
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.
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 Senior Analyst - Healthcare William BlairInvestment Banking Senior Analyst - HealthcareChicago, 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.
Experienced Analyst- Investment Banking (Global Services, Chicago) Guggenheim Partners LLCExperienced Analyst- Investment Banking (Global Services, Chicago)Chicago, ILWe will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Develop working knowledge of multiple client sectors, monitor key industry drivers and assemble insights to support and enhance advisory services and new business development initiatives.
Fund Accounting & Reporting Analyst - Real Estate Investments DWSFund Accounting & Reporting Analyst - Real Estate InvestmentsChicago, IllinoisThe successful candidate will provide support to ensure the timely and accurate reporting of financial deliverables from fund administrators to our clients and various RREEF teams including Portfolio Management, Asset Management, Transactions, Client Advisory Group, Capital Markets and Compliance. Primary contact and reviewer of select real estate vehicles which includes reviewing monthly accounting close packages, quarterly financing statements and annua audit reports, loan compliance, and quarterly consultant reporting, as required.
Fund Accounting & Reporting Analyst - Real Estate Investments Deutsche BankFund Accounting & Reporting Analyst - Real Estate InvestmentsChicago, IllinoisThe successful candidate will provide support to ensure the timely and accurate reporting of financial deliverables from fund administrators to our clients and various RREEF teams including Portfolio Management, Asset Management, Transactions, Client Advisory Group, Capital Markets and Compliance. Primary contact and reviewer of select real estate vehicles which includes reviewing monthly accounting close packages, quarterly financing statements and annua audit reports, loan compliance, and quarterly consultant reporting, as required.
Investment Stewardship Analyst Northern Trust CorpInvestment 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 Banking Analyst Armory Group, LLCInvestment Banking AnalystChicago, ILWhile we regularly work with healthy or growing companies, what makes us relatively unique from other middle market investment banks is our reputation as one of the pre-eminent financial advisors for middle-market companies navigating complex situations or facing unique financial challenges, including raising rescue or turnaround capital for those operating in cyclical industries, undergoing turnaround or experiencing one-time events impacting performance. As a result of our work, we have been recognized with many national “deal of the year” awards from top industry organizations including M&A Advisor, with the 2021, 2022, 2024 and 2025 Turnaround Refinancing of the Year in the $100 million to $1 billion category and 2022 Boutique Investment Bank of the Year.
Sr Investment Reporting Analyst Health Care Service CorpSr Investment Reporting AnalystChicago, IL$55,900–$123,500 / yearApplies both Statutory and GAAP investment bases of accounting for all entities of the HCSC organization and prepares and analyzes monthly, quarterly and annual financial reports related to investment operations. Pay Transparency Statement: At Health Care Service Corporation, you will be part of an organization committed to offering meaningful benefits to our employees to support their life outside of work.
2027 CIB Investment Banking Analyst Program - Early Careers Wells Fargo & Co2027 CIB Investment Banking Analyst Program - Early CareersChicago, IL$90,000–$150,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
NewInvestment Operations Analyst M&G PLCInvestment Operations AnalystChicago, IL$123,125–$149,250 / yearThe U.S. Investment Operations Analyst / Business Risk Partner (1B) role operates within a service‑recipient operating model, whereby a number of core services-including HR, Tax, Finance, Payroll, Data Services, IT systems, and enterprise contract procurement-are provided by the U.K. parent entity under a formal Master Service Agreement (MSA). We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent.
Investment Banking - Mergers & Acquisitions - Analyst JPMorgan Chase & CoInvestment Banking - Mergers & Acquisitions - AnalystChicago, ILOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Sr Investment Reporting Analyst HCSCSr Investment Reporting AnalystChicago, IllinoisApplies both Statutory and GAAP investment bases of accounting for all entities of the HCSC organization and prepares and analyzes monthly, quarterly and annual financial reports related to investment operations. At Health Care Service Corporation, you will be part of an organization committed to offering meaningful benefits to our employees to support their life outside of work.
Analyst, Alt Investments Northern Trust CorpAnalyst, Alt InvestmentsChicago, IL$43,200–$64,800 / yearExpected to use some initiative but refer more complex problems to supervisors/experts Knowledge :Good oral and written communication skills are required Working knowledge of MS Office is required Analytical and problem solving skills are required Knowledge of Capital Markets with exposure to Hedge Funds/Private Equity/Comingles Funds/Valuation Reporting/Reconciliation Principles, and finance or accounting preferred Work schedule will be congruent to our Chicago office hours (start time will be 6:30am/7:30am depending on Daylight Savings) Experience :A college degree required with an emphasis in Finance & Accounting preferred. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
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.
Director of Investments Empowered StaffingDirector of InvestmentsSkokie, ILOur client, a distinguished multifamily office with a dynamic portfolio in healthcare services, healthcare real estate, behavioral health, and affiliated operating businesses, is seeking a Director of Investments. Construct and maintain sophisticated financial models: including operating forecasts, valuation analyses, leveraged buyout models, and scenario analyses to support investment evaluations.
Senior Associate, Investment Consulting Willis Towers Watson PLCSenior Associate, Investment ConsultingIL$90,000–$120,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy, and global research services.
NewAnalyst, Investment Banking StoutAnalyst, Investment BankingChicago, Illinois$110,000–$135,000 / yearBoth our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. This role offers Analysts the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
NewConsultant, Investment Reporting Northern Trust CorpConsultant, Investment ReportingChicago, IL$74,200–$126,200 / yearThe Consultant role within the North America Client Reporting team plays a strategic role within the Northern Trust Asset Management COO organization, responsible for leading the design, governance, delivery, and continuous enhancement of client reporting solutions across North American Asset Management clients. Acting as a trusted advisor to investment teams, client servicing, product management, technology, operations, and data management functions, this individual ensures the delivery of high-quality, insightful, and scalable reporting solutions that support client retention, business growth, and regulatory requirements.
Senior Investment Associate - Corporate Debt Legal & General Group PlcSenior Investment Associate - Corporate DebtChicago, IL$150,000–$170,000 / yearThe candidate is likely to have experience in investment grade private credit, private placements, investment banking, commercial banking, leveraged lending, direct lending, high yield, or other relevant sectors, with a deep understanding of identifying and mitigating credit risks. L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G's own balance sheet.
NewSenior Investment Product Analyst Morningstar IncSenior 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.
Analyst, Investments Realterm Logistics (US)Analyst, InvestmentsChicago, ILRealterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding. Realterm seeks to build and invest in value-added business platforms that have a proprietary position in their markets, source investments with favorable supply/demand dynamics and bring intense focus to operating results.
Senior Analyst - Real Estate Investments StepStone Group IncSenior Analyst - Real Estate InvestmentsChicago, ILThe Senior Analyst will work in a team environment with other team members to source and underwrite new investment opportunities, negotiate acquisition terms, manage existing assets, and conduct asset dispositions. StepStone is currently seeking candidates with excellent quantitative, qualitative, and interpersonal skills for a Senior Analyst position on StepStones Active Real Estate Team.
Investment Banking Analyst BairdInvestment Banking AnalystChicago, IllinoisUse AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.
NewInvestment Banking and Capital Markets- Banker - Industrials VP Deutsche Bank AGInvestment Banking and Capital Markets- Banker - Industrials VPChicago, IL$150,000–$275,000 / yearOur product offering to our clients consists of comprehensive financial advisory and capital-raising services, including mergers & acquisitions (M&A), underpinned by one of the world's largest and most successful global debt and equity capital markets platforms. Proven experience in deal execution providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Industrials sector.
Investment Banking VP - Industrials Truist Financial CorpInvestment Banking VP - IndustrialsChicago, ILSenior investment banking professionals are also expected to serve the bank''s corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
NewInvestment Banking Associate | Financial Services Houlihan LokeyInvestment Banking Associate | Financial ServicesChicago, New York$175,000–$225,000 / yearAs a leading M&A advisor, Houlihan Lokey’s Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
NewInvestment Banking and Capital Markets– Banker – Industrials Associate Deutsche BankInvestment Banking and Capital Markets– Banker – Industrials AssociateChicago, IllinoisOur product offering to our clients consists of comprehensive financial advisory and capital-raising services, including mergers & acquisitions (M&A), underpinned by one of the world's largest and most successful global debt and equity capital markets platforms. Proven experience in deal execution providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Industrials sector.
Investment Banking VP - Industrials / Business Services Truist Financial CorpInvestment Banking VP - Industrials / Business ServicesILSenior investment banking professionals are also expected to serve the banks corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector.
Private Investment Operations Portfolio Analyst, Bank Loans PPM AmericaPrivate Investment Operations Portfolio Analyst, Bank LoansChicago, IllinoisExperience with any of the following preferred: Knowledge of syndicated loan settlement documentation (LSTA Trade Confirms, Assignment Agreement, Funding Memo); Basic knowledge of investment-grade private credit instruments and related documentation; Working knowledge of S&P Syndicated Loan tools (ClearPar; Wall Street Office (WSO) Administrator and Reporting); Understanding/proficiency in navigating Moody’s and S&P’s loan related ratings; Working knowledge of BlackRock’s Aladdin tool; and/or. The Private Investment Operations Portfolio Analyst is part of a team that handles a range of functions and disciplines and has the opportunity to engage in other operational activities, as the broader Portfolio Services team regularly seeks opportunities to cross-train across various asset types and processes in an effort to develop and deepen the skill set of team members.