Corporate Investment Banking Risk Associate - Diversified Industries JPMorgan Chase Bank, N.A.Corporate Investment Banking Risk Associate - Diversified IndustriesChicago, ILFull timeLead 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.
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.
Investment Executive (Financial Advisor) Country Club Hills, IL Fifth Third BankInvestment Executive (Financial Advisor) Country Club Hills, ILCountry Club Hills, ILConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Credit Analyst II/General Industries - Global Corporate & Investment Banking Bank of AmericaCredit Analyst II/General Industries - Global Corporate & Investment BankingChicago, IllinoisThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include analyzing qualitative and quantitative data such as client's financials, projections, industry data, covenant compliance, and collateral appraisals to ensure compliance with the bank's risk appetite.
Wealth At Work - Investment Counselor Lead - VP Citigroup Inc.Wealth At Work - Investment Counselor Lead - VPChicago, IL$155,280–$232,920 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
Citi Private Bank | Uhnw Investment Counselor Citigroup Inc.Citi Private Bank | Uhnw Investment CounselorChicago, IL$200,000–$500,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior ManagerChicago, IL$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
NewInvestment Banking - Corporate 2027 Summer Intern LoopInvestment Banking - Corporate 2027 Summer InternChicago, New YorkLoop Capital's Corporate Investment Banking team seeks a summer analyst to support junior bankers, assist in financial modeling, conduct research and provide general support across various projects. Our reputation for integrity and service - coupled with our track record of success - has allowed us to serve an expanding number of clients from coast to coast.
Investment Analyst - MBA Zuckerman Investment GroupInvestment Analyst - MBAChicago, IllinoisDevelop actionable insights by consuming and distilling large quantities of information from a variety of sources, including, but not limited to, research reports, industry news, news publications, company press releases and presentations, social media, primary sources, subject matter experts, etc. Candidates should be comfortable tackling complex problems, synthesizing information into actionable investment insights, and collaborating in a team-oriented environment while maintaining a long-term perspective focused on delivering outstanding investment results for clients.
NewInvestment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ JPMorgan Chase & CoInvestment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZChicago, 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.
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.
Investment Banking Healthcare Associate DC AdvisoryInvestment Banking Healthcare AssociateChicago, IllinoisEvery day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment.
Investment Banking Industrials Associate DC AdvisoryInvestment Banking Industrials AssociateChicago, IllinoisEvery day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment.
Transactions Assistant - Investment Funds DLA PiperTransactions Assistant - Investment FundsChicago, IL$34.09–$44.32 / hourAs a Transactions Assistant, working in collaboration with and in support of the firm's strategic initiatives, you will assist the paralegals and/or attorneys by maintaining and organizing files; preparing and updating closing checklists; preparing and compiling transaction documents; updating and maintaining databases; preparing closing books, obtaining information for internal and external sources, and performing other administrative tasks. While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties.
Investment Accounting Associate William BlairInvestment Accounting AssociateChicago, IllinoisResponsibilities for the Investment Accounting Associate include but may not be limited to: Perform accounting reconciliation responsibilities for assigned investment accounts, such as reconciling daily transaction activity, security positions, market value and cost value. The reconciliation group reconciles security positions, security market values, transactions and cash balances that are maintained on our internal accounting platform against that of the custodians for both counseling and institutional accounts.
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.
Community Development Investment Director Fifth Third BancorpCommunity Development Investment DirectorChicago, IL$96,500–$207,500 / yearGENERAL FUNCTION: Develop relationships with developers (for profit & not-for-profit) of low income housing tax credit projects and historic tax credit projects which will lead to investment opportunities in all Fifth Third markets; this position is accountable for monitoring the underwriting of the investment, presentation of the investment to Loan Committee, and closing the investment. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Must have 5 to 7 years commercial lending, real estate lending, small business lending or a combination thereof; or, 3 to 5 years of proven low income housing tax credit investment experience.
Asset & Wealth Management Regulated Investment Company (Ric) - Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - ManagerChicago, IL$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Investment Banking Career Coach (part-time) Greenwood ProjectInvestment Banking Career Coach (part-time)Chicago, ILRemote$45 / hourReporting to the Director of Programs, the Investment Banking Career Coach plays a central role in supporting Greenwood Project scholars as they pursue career pathways in investment banking, private credit, venture capital, private equity, and equity research. You are not only supporting students individually, but also shaping the systems, curriculum, and feedback loops that ensure scholars consistently perform at a high level in the demanding fields of investment banking, private credit, private equity, venture capital, and equity research environments.
Investment Banking Vice President | Healthcare Houlihan LokeyInvestment Banking Vice President | HealthcareChicago, New YorkWith more than 100 investment bankers globally, Houlihan Lokey’s Healthcare Group is among the largest dedicated healthcare investment banking groups in the U.S. The Healthcare Group is seeking to complement its team of professionals with a Vice President who will be immediately additive to the group. 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.