26 Results for

Investment Jobs in Montgomery, IL

Jobs

New!

Northbrook, IL3 days ago

$154,000–$231,000 Per Year
Full-time

Develop and mentor staff through on-boarding, open communication, training and development opportunities and performance management processes; build and maintain employee morale and motivation; ensure the team is appropriately staffed with required competencies and capabilities. Partner with division presidents, sales leaders, and Operations leadership to develop strategic initiatives to improve profitability and assess overall company performance.

New!

Northfield, IL3 days ago

$92,000–$138,000 Per Year
Full-time

Strong experience with Data Management/FDMEE and data exchange using various data import/export methods and dimension mapping (Multi-Dimension, Between. This position is responsible for administering and maintaining the Oracle EPM (PBCS and FCCS) applications globally, serving as a liaison between Finance, IT, and end-user groups.

New!

OAKBROOK TERRACE, IL2 days ago

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). + Ability to provide in-depth analysis and apply managerial accounting concepts, customer intelligence gathering, forecasting, staff planning, scheduling, analytical and statistical problem solving, financial, accounting, business and budget analysis.

Oakbrook Terrace, IL30+ days ago

$54,000–$72,000 Per Year

Utilize investment management concepts to assess investment strategies, asset allocation, and portfolio diversification in order to identify opportunities for improvement. Process, analyze, interpret and communicate data/results to customize presentation material for client meetings, presentations, and investment related communications.

Elk Grove Village, IL18 days ago

Preferred 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 is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years.

Lisle, IL9 days ago

Full-time

The ideal candidate will help to oversee the trading and investment teams, ensuring operational excellence across trading, new capability development, 3rd party strategist platform growth, transition management, tax loss harvesting, and portfolio implementation. 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.

Downers Grove, IL30+ days ago

$60,000–$85,000 Per Year

The firm’s comprehensive approach aligns life plans with financial plans, putting together a strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management, and more. The team helps clients to define financial goals and plot a decisive course of action with a unique focus on the importance of maintaining strong client relationships.

Rosemont, IL30+ days ago

$225,000–$300,000 Per Year

Analyzes 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.

Burr Ridge, IL30+ days ago

Full-time

Aid 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.

Wheaton, IL30+ days ago

Full-time

Arlington Heights, IL30+ days ago

Full-time

Aid 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Park Ridge, IL30+ days ago

Full-time

Aid 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Naperville, IL30+ days ago

Company Overview: Medium sized full service real estate Company focusing on private and institutional investment in real estate through land acquisition, development, and acquisition of existing apartments / multi-family opportunities throughout the Midwest and Southern United States. This position serves as a subject-matter expert within the Acquisitions team, leading complex deal analysis, validating underwriting assumptions, and ensuring analytical rigor across acquisitions and portfolio investments.

Naperville, IL11 days ago

This role offers direct exposure to all facets of real estate asset management, from monitoring day-to-day property performance and rental pricing strategy to supporting capital improvement analysis, investor reporting, and the broader investment lifecycle. Company Overview: Medium sized full service real estate Company focusing on private and institutional investment in real estate through land acquisition, development, and acquisition of existing apartments / multi-family opportunities throughout the Midwest and Southern United States.

Rosemont, IL30+ days ago

Full-time

Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions.

Bolingbrook, IL30+ days ago

$96,555–$128,577 Per Year

Our continuous focus on growth and innovation means that you become part of a company that provides challenging opportunities, rewards excellence and combines your individual expertise to achieve a higher level of shared success. Working with us means joining a worldwide team of passionate manufacturing professionals striving to continually improve the technologies the world depends on to deliver safe, reliable electricity.

New!

Schaumburg, Illinois6 days ago

The candidate's primary objective is to conduct detailed financial statement analysis for both public and privately held businesses, continuously manage credit facilities, and perform customer due diligence for new and existing clients to ensure that the Wheels US credit portfolio is of strong credit quality and within the established risk appetite. Perform commercial underwriting of new and existing credit facilities through the analysis of year-end and interim financial reports, account reconciliation activities, vehicle equity and aging reports, and due diligence.

Schaumburg, Illinois16 days ago

The Analyst's primary objective is to conduct detailed financial statement analysis for both public and privately held businesses, continuously manage credit facilities, and perform customer due diligence for new and existing clients to ensure that the Wheels US credit portfolio is of strong credit quality and within the established risk appetite. At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors: Discipline Drives Quality - Plan the Trip: Think proactively, hold a high bar, follow through by leveraging exper.

Arlington Heights, IL30+ days ago

$100,000–$125,000 Per Year

The Financial Planning & Analysis Analyst is responsible for assisting with financial planning and monthly/quarterly/annual reporting processes, analyzing key performance metrics, preparing budgets and reforecasts, and providing strategic insights to support decision-making. With an expert balance of big-picture problem-solving and boots-on-the-ground execution, we deliver bespoke AV solutions for in-person, virtual, and hybrid meetings and live events.

Rosemont, IL30+ days ago

Develop scenario based financial and liquidity models to assess sensitivities of various capital structures on liquidity positioning, cost of funding and growth capacity which would inform Libra’s long-term capital markets strategy. 1-4 years of capital markets and/or financial modeling experience, ideally working at an Investment Bank, Commercial Bank or on a Capital Markets / Treasury team at a financial services organization.

Lisle, Illinois26 days ago

International Motors provides financing of new and used truck, bus, tractor for International Motors brand truck dealers, IC Bus dealers, and customers who purchase International Motors products. From a one-man company built on the world-changing invention of the McCormick reaper in 1831, to the 15,000-person-strong company we are today, few companies can lay claim to a history like International.

Downers Grove, Illinois30+ days ago

$146,128–$206,078 Per Year

You will partner closely with executive leadership, development, operations, and clinical leadership to ensure that capital allocation, real estate decisions, and expansion strategies support sustainable growth, access to care, and strong financial performance. We are seeking candidates with significant experience in multisite healthcare, real estate finance, or healthcare services supporting de novo site development, acquisitions, or rapid geographic expansion.

Naperville, Illinois18 days ago

This highly visible role supports liquidity management, cash forecasting, capital markets and bank relationship management that enables KeHE to continue fueling growth in the fast evolving natural and specialty food channel. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training as well as the administration of all Human Resources and Talent Acquisition processes.

Bolingbrook, Illinois30+ days ago

We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label. Ulta Beauty is the largest North American beauty retailer and the premier beauty destination for cosmetics, fragrance, skin care products, hair care products and salon services.

New!

Warrenville, IL4 days ago

$145,000–$175,000 Per Year

Calamos Investments is seeking a Private Markets Specialist to serve as a senior investment team member and spokesperson for our rapidly growing Private Markets platform — including the AC Private Markets suite of interval funds spanning private equity, private credit, and hedged strategies (CAPVX, CAPIX, HEDGX). The Portfolio Specialist sits at the intersection of our Investment Management and Distribution teams, translating complex private markets investment strategies into compelling, well-articulated client-facing narratives.

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Investment Jobs in Montgomery, IL

Finance Director - Operations Medline Industries

Senior Analyst Business Systems - Finance Medline Industries

Sr Business Investments Portfolio Analyst Exelon

Investment Research Analyst Old Second National Bank

Managing Director, Investment Advisory Bankers' Bank

Senior Director, Head of Investments Advyzon

Investment Operations associate-Downers Grove, IL RK Partners

Managing Director, Investment Banking - Capital Advisors bdo consulting

J.P. Morgan Wealth Management - Private Client Investment Associate - Burr Ridge, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, IL JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Park Ridge, IL JPMorgan Chase Bank, N.A.

Senior Acquisitions Analyst Marquette Management

Asset Management Analyst Marquette Management

Analyst Operations - Equipment Leasing - Rosemont, IL Wintrust Financial Corporation

Sr. FP&A Analyst G&W Electric Co

Senior Credit Analyst Wheels

Sr Credit Analyst Wheels

Financial Planning & Analysis Analyst Pinnacle Live

Capital Markets Analyst Libra Solutions

Senior Accounts Receivable Analyst International Motors, LLC

Director, Finance - Real Estate and Growth ATI Physical Therapy

Senior Analyst, Treasury KeHE Distributors, LLC

Sr IT Analyst - SAP Finance Ulta Beauty, Inc.

VP Private Markets Specialist Calamos Asset Management

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