Senior Investments and Treasury Analyst UL Standards & EngagementSenior Investments and Treasury AnalystEvanston, IllinoisThe Senior Investments and Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting. As the Senior Investments and Treasury Analyst, you will play a key role in the rapid growth of UL as you: Coordinate outsourced investment portfolio meetings and prepare related reporting materials.
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.
Investment 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.
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.
NewSenior Investment Associate Northern Trust CorpSenior Investment AssociateLake Forest, IL$74,200–$126,200 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
NewInvestment Banking Associate Selby Jennings LtdInvestment Banking AssociateLake County, ILAssociates at the firm participate in every stage of the deal lifecycle supporting initial pitches, leading analytical workstreams, interfacing with clients, and helping drive transactions to close. This is a strong opportunity for a driven professional to gain meaningful transaction experience, assume significant responsibility, and work closely with senior bankers in a collaborative, entrepreneurial environment.
Investment Executive (Financial Advisor) Lincoln Park - Chicago, Il Fifth Third BankInvestment Executive (Financial Advisor) Lincoln Park - Chicago, IlLincoln Park, IllinoisInvestment Executive (Financial Advisor) Lincoln Park - Chicago, Il At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Managing Director, Investment Banking - BDO Capital Advisors BDO USA PCManaging Director, Investment Banking - BDO Capital AdvisorsIL$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.
Self-Storage Investment Sales Brokers Friedman Real EstateSelf-Storage Investment Sales BrokersChicago, ILWith a stellar reputation for over 35 years, Friedman Real Estate is one of the largest privately owned full-service real estate firms in the U.S. Our brokerage group is rapidly expanding our unique and highly mobile full-service platform in the Chicago area markets. We are seeking commercial investment sale brokers who are looking to provide their clients with tools, technology, marketing, and resources comparable to the large national platforms, but in a nimbler and more entrepreneurial environment with a highly competitive split program.
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 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.
Self-Storage Investment Sales Brokers Friedman Real Estate Group IncSelf-Storage Investment Sales BrokersChicago, ILWith a stellar reputation for over 35 years, Friedman Real Estate is one of the largest privately owned full-service real estate firms in the U.S. Our brokerage group is rapidly expanding our unique and highly mobile full-service platform in the Chicago area markets. We are seeking commercial investment sale brokers who are looking to provide their clients with tools, technology, marketing, and resources comparable to the large national platforms, but in a nimbler and more entrepreneurial environment with a highly competitive split program.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Arlington Heights, ILArlington Heights, 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. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, ILWilmette, ILFull timeAid 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.
J.P. Morgan Wealth Management - Investment Phone Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Investment Phone SpecialistElgin, ILRemoteAs an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, ILGlenview, 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. 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.
Investment Services Client Representative Kestra Financial Independent AdvisorInvestment Services Client RepresentativeDeerfield, ILPrimary Duties Include: Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines. Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources.
NewManager, Investment Accounting Trustmark Services CompanyManager, Investment AccountingLake Forest, IllinoisTax Work Papers: Prepares and reviews investment tax work papers and explanations of key variances for Tax department. - $117,396.33 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors.
Audit Supervisor | Alternative Investments CBIZ IncAudit Supervisor | Alternative InvestmentsDeerfield, ILThis role offers the opportunity to work with a diverse portfolio of alternative investment clients, including private equity funds, hedge funds, venture capital funds, fund-of-funds, and investment advisors. The Audit Supervisor will lead multiple audit engagements, supervise and mentor team members, and serve as a key point of contact for clients while delivering high-quality assurance services in a fast-paced, collaborative environment.