Ascensus jobs in Chicago, IL - 30 jobs

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are. Job Description Duties and Responsibilities Welcome and greet clients and office guests Support office staff and executives with general operational tasks Plan and schedule meetings, presentations, and other office related events Perform general accounting and bookkeeping duties Suggest changes to office task workflow to improve efficiency Answer phones in a professional manner Direct calls to appropriate persons or take detailed messages Answer and send out faxes as needed Prepare outgoing mail and packages for executives Reserve conference spaces for meetings Schedule travel arrangements Send reminders regarding upcoming appointments Manage communication of information in and out of the office Type out correspondence letters, emails, memos, etc. (paper and electronic) Assist in preparation of presentation materials Qualifications Requirements and Qualifications High school diploma or GED equivalent required 2+ years experience as an administrative assistant Certified Administrative Professional (CAP) certification preferred Fast, proficient, and accurate typist Extensive knowledge of Microsoft Suite and other administrative programs Outstanding communicator, both orally and written Excellent customer service skills Self-starter who works well independently Ability to prioritize given tasks and work efficiently towards completing them Familiar with common office equipment (printers, copier, fax, etc.) Additional Information All your information will be kept confidential according to EEO guidelines.

**What You'll Do** We're looking for an Associate to join our Portfolio Management Group within Private Equity Real Estate. In this role, you'll provide analytical, reporting, and portfolio management support for an institutional client. This role is responsible for building and maintaining portfolio models, conducting financial analysis, and ensuring timely and accurate reporting for clients and internal stakeholders. + Portfolio Management + Develop extensive knowledge of the assets within the portfolio. Provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis, attribution, and other relevant financial analysis. Coordinate with acquisitions and asset management teams to ensure alignment of reporting and strategy. + Asset Management + Underwrite and review acquisition and development opportunities sourced by Joint Venture partners and real estate operating companies. Provide thorough feedback and analysis of potential opportunities. + Build complex dynamic financial models to analyze investment opportunities + Review potential lease proposals from tenants and create financial models to assess the return metrics of potential leases. + Reporting / Analytics + Lead preparation of recurring portfolio reports for clients, consultants, and internal stakeholders. Ensure reporting accuracy and consistency across assigned deliverables. Review work for completeness and accuracy. + Manage the quarterly valuation process in consultation with other Principal Team members. Act as a liaison between Principal and third-party appraisers and Joint Venture Partners. + Leadership / Mentorship + Demonstrate accountability, ability to work independently, and a strong work ethic. Contribute to onboarding and training of junior staff. Support a collaborative team culture. + Other Strategic Initiatives + Assist in development and launch of new strategies, funds, and separate accounts. Contribute to special projects, process improvements, and research initiatives. Provide ad hoc support to senior management as required. + Perform research on product types, markets, trends, debt instruments or other topics to assist in management of the real estate portfolio. Continue to develop an understanding of real estate market/ portfolio dynamics. Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 13 consecutive years! Check us out at ******************** **Who You Are** + Bachelor's degree or equivalent experience, preferably in finance, real estate, economics, business, or related field; real estate emphasis preferred. + 3+ years of relevant commercial real estate or analytical experience. + Strong financial modeling and quantitative skills. + Proficiency with commercial real estate applications (ARGUS strongly preferred) & Excel. + Exemplary written and verbal communication skills. + Ability to manage multiple projects in a deadline-driven environment. + Willingness to travel as necessary (~5%). **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $89300 - $139700 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Work Environments/Locations** This role is hiring in Chicago, IL or Des Moines, IA and offers the ability for in-office or four days in-office/one day remote. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 1/14/2026 **Most Recently Posted Date** 1/14/2026

Job Description First Merchants Bank is seeking an Operations Support Specialist I to join our team! This position will be the first line of support for all banking centers and internal departments in regard to upholding operational policies/procedures in accordance with legal and compliance regulations. Essential Duties and Responsibilities: Serve as the liaison for all internal departments. Utilize multiple technology platforms to troubleshoot issues for all lines of business and internal departments. Ensure procedures and risk mitigation are considered when assisting internal departments with issues pertaining to banking center operations. Provide guidance and resources to banking centers including, but not limited to, banking operations, deposit and loan product servicing and troubleshooting digital platforms. Utilize risk-based problem solving to assist Banking Centers with operations and customer issues by telephone (telephone queue), Case Manager tickets and web-based chat services (chat queue). Assist Operations Support Team with daily departmental processes such as maintaining optimal cash levels at Banking Centers and ATMs, completion of project tasks and compilation of data for bank operational reports. Responsible for review and approval of legal documents to mitigate risk and potential litigation for First Merchants Bank (trust, power of attorney, court orders, deceased documents, etc). Provide direct support of banking operations in instances where risk or scope require centralization (e.g. foreign currency processing, ATM deposit review, deposit exception waivers, loan payoff quotes). To be successful in this position, we require the following: High School Diploma or equivalent (GED). A minimum of one (1) year of banking experience. The following would be a plus: Proficiency with Microsoft Office First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources. Key Responsibilities Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Support branch manager to recruit and onboard high-quality, experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth. Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work. Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.) Required Qualifications Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training. Active FINRA Series 7 or ability to obtain within 150 days. Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days 3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements. Preferred Qualifications 3-5 years demonstrated sales success with proven ability to acquire clients and close business. Proven leadership skills and ability to drive & motivate others to achieve results. Business planning and strategic management skills, self-driven and achievement oriented and ability to execute a playbook to drive results. Strong presentation skills and the ability to analyze data and reports to determine business opportunities. Relevant industry designations are preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $40,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026. About this Role: The Columbia Threadneedle Investments Internship program is designed to provide you with first-hand investment management experience. You will support portfolio management and investment research, contributing directly to the investment process. You will work with an experienced team of portfolio managers and/or analysts who will provide mentorship and opportunities for shadowing. Key Responsibilities Work as part of a collaborative team of experienced portfolio managers and research analysts to support the management of an equity portfolio focused on small‑ and mid‑cap companies. Participate in 2-3 week rotational projects, gaining exposure to different aspects of the investment process. Contribute to the development of investment theses and stock pitches through qualitative and quantitative research. Assist in preparing investment reports, updating financial models, and conducting ongoing company and industry analysis. Present a final stock pitch to the firm at the end of the summer, with coaching and guidance provided throughout the internship. Required Qualifications: Pursuing a bachelor's degree Graduation date of December 2026 or May/June 2027 Passionate about the investment management industry and dedication to being a part of a successful team. Preferred Qualifications: Positive “can do” attitude High degree of self-motivation with strong integrity and ethics Attention to detail and propensity to check work Excellent communication, interpersonal, and presentation skills Ability to multi-task, problem solve independently and think creatively Proven organization skills and ability to manage time effectively Ability to work and communicate collaboratively and constructively with others Proficient with Microsoft Office Suite The company does not offer corporate undergraduate internships for students with F-1 visas. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $31 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Human Capital Line of Business AMINV US Asset Management

Job Description First Merchants Bank is seeking a Secured Credit Operations Analyst to join our team! This position will carry out operational tasks related to secured credit delivery within the commercial banking portfolio. As part of this role you will: Secured Credit tasks: Exercise judgement for the approval or denial of draw requests. Approve daily draws and ensure backup processing in the event of an absence. Develop flow of funds documents and identify accounts needed for proper ABL monitoring. Create and maintain a working file for each followed account, containing relevant loan documents, customer information and collateral information. Review collateral and borrowing base reports. Validate the calculation of borrowing availability by analyzing accounts receivable, accounts payable and inventory as appropriate. Communicate line availability to loan services and account managers. Communicate over advances and other significant issues to management and participate in the resolution of such problems. Explain and communicate secured credit function and daily operations to customers. Provide trend reporting and analysis as requested and provide a weekly portfolio availability report. Interface with clients as needed for questions and resolution of issues on draws and availability. Letters of Credit tasks: Monitor documentary collections, commercial letters and standby letters of credit. Monitor and manage the upcoming letter of credit expiration, auto-renewal and cancellation process. Provide consultation to RM/CA on information needed for FMB issued standby, international standby and commercial letters of credit. Establish and set-up/track FMB customer's utilizing our correspondent to issue international letters of credit. Knowledge of documentary collections process for import or export. Provide timely and accurate customer service in a professional manner. Serve as backup for other cross-functional operating units within Credit. Complete compliance and assigned training and development. In order to be successful in this position, we require the following: High School Diploma or equivalent (GED). A minimum of one (1) year of related analytical or banking experience. The following would be a plus: Bachelor's degree. Secured credit, StuckyNet system, commercial credit analysis or letters of credit domestic or international is preferred. Proficient use of MS Office products including Word, Outlook and Excel. Adobe Acrobat experience and the ability to learn job-related software. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

What You'll Do We're adding a newly created leadership role within Asset Management to help drive the strategy, governance, and growth of our Collective Investment Trust (CIT) platform - a fast-growing and increasingly important part of our retirement business. With in-house trust capabilities, our CIT platform offers differentiated flexibility across product design, fiduciary governance, and distribution. This role sits at the center of investments, trust governance, and distribution, ensuring the CIT business scales strategically while maintaining strong fiduciary and risk standards. This is a highly cross-functional role at the intersection of strategy, product, retirement markets, and fiduciary oversight. CIT Strategy, Product & Commercial Alignment Help shape the strategy and evolution of the CIT platform within the retirement channel Partner with investment teams on the design, launch, and ongoing management of CIT strategies Evaluate product opportunities based on market demand, retirement trends, and competitive positioning Act as a bridge between Asset Management Distribution and Retirement Distribution to ensure alignment on product structure, positioning, and commercialization Fiduciary Governance & Risk Oversight Serve as a subject matter expert on fiduciary responsibilities and governance structures related to CITs Support oversight aligned with OCC (or similar) regulations, ERISA requirements, and internal risk frameworks Partner with Legal, Compliance, Risk, and Trust teams to maintain a scalable and effective governance model Identify and help mitigate operational, regulatory, and reputational risks tied to CIT operations Support internal audits, regulatory exams, and ongoing risk assessments Leadership & Cross-Functional Influence Lead initiatives across Investments, Trust, Legal, Compliance, Operations, Finance, and Distribution Influence decisions and drive outcomes in a highly matrixed environment without formal reporting authority Prepare materials and insights for senior leadership on platform strategy, regulatory developments, and growth opportunities Who You Are Bachelor's degree in Accounting, Finance, Business Administration, or related field; advanced degree or professional designation (e. g. , CFA, CPA, JD) preferred. 10+ years of experience, including direct asset management experience, complemented by work with retirement investment products, fiduciary or trust structures, or commingled vehicles (e. g. , CITs, collective funds, private funds). Deep understanding of CIT structures, fiduciary responsibilities, and retirement plan frameworks (ERISA/401(k)), including experience with commingled investment vehicles (not personal trust or estate administration) Familiarity with governance models involving OCC (or similar regulation)-regulated trust structures strongly preferred Demonstrated ability to lead initiatives, align stakeholders, and influence across teams without direct authority Strong business acumen with the ability to connect product structure, fiduciary considerations, and commercial strategy Excellent communication skills, with the ability to translate complex fiduciary and investment topics for diverse audiences Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $157000 - $213000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location(s) We're open to considering in-office or hybrid talent. The preferred location is to work out of our World Headquarters located in Des Moines, IA. We will also consider talent in Charlotte, Chicago, Denver or New York City. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 1/27/2026 Most Recently Posted Date 1/27/2026

**What You'll Do** We are looking to hire a Senior Private Credit Analyst to support our investment grade private credit investment strategy! Primarily, you will perform in depth, bottom-up fundamental research on an assigned coverage universe and make investment recommendations to the portfolio management team. You will be responsible for the initial development of company valuation models and underwriting memorandums and will have the opportunity to contribute to other facets of the team's investment process. **Additional:** + Evaluate private placement transactions, both investment and non-investment grade and including traditional private placements, infrastructure, structuring commitments, closing transactions, managing and monitoring existing investments + Develop and maintain relationships with sources of deal flow + Identify quality businesses with above average fundamentals long term investment horizon (typically 3-5 years) + Make long-term investment recommendations for multiple portfolios + Monitor existing investments within their assigned sector coverage + Work with Head of Private Credit by making buy or pass recommendations + Assist with the development of lesser experienced team members Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 13 consecutive years! Check us out at ******************** **Who You Are** + Bachelor's degree in technical field (i.e. finance, accounting, economics, statistics, engineering, data science, business analytics) + 5+ years' experience in fixed income strategies in trading, research, portfolio management or strategy capacity + Investment Grade Private Credit/Private Placements underwriting experience + Proficiency with Excel and Bloomberg **Skills That Will Help You Stand Out** + Experience within the infrastructure sector + MBA or CFA preferred + Exceptional financial statement analysis and accounting knowledge as well as demonstrated understanding of economics and investment theories + Strong understanding of financial accounting and economic theory, applicable laws and regulations (including international), tax and accounting trends and implications, business operating trends and capital market conditions + Demonstrated ability to efficiently and effectively research, compile and analyze information, apply reasoning and exhibit sound decision making related to credit, risk and valuation + Strong communication (verbal and written), time management, analytics, financial modeling, and influencing + Keen sense of curiosity and open-minded thought process **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $157000 - $213000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Location(s)** We're open to Des Moines, IA (preferred) Chicago, or New York City. You can check out what our Global Headquarters in Des Moines looks like here: **Work Environments** This role offers the ability for in-office or four days in-office and one day remote. You'll work with your leader to determine which option may align best based on several factors. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 1/8/2026 **Most Recently Posted Date** 1/8/2026 LinkedIn Hashtag \#LI-MT1

**What You'll Do** Principal's Global Equity team is searching for an experienced Therapeutics Equity Analyst to join our research team within the Healthcare sector. This candidate will work with a diverse team of portfolio managers and dedicated sector analysts supporting proprietary research and investment recommendations. **Role Overview** + Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of therapeutics companies globally leveraging: + comprehensive clinical pipeline, trial data, commercial forecasting / competitive market positioning assessments + relevant medical and scientific publications / meeting updates + FDA regulatory developments and policy actions / announcements + Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and convicted qualitative and quantitative insights + Partner closely with Healthcare sector team leads, senior therapeutics analysts, and portfolio managers to provide outperformance through stock selection while working within the framework of our research process and portfolio constraints + Build and maintain detailed financial and market-oriented models to forecast company performance, incorporating macroeconomic and industry-specific factors + Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions + Maintain research coverage of existing investments within the therapeutics for multiple portfolios **Who You Are** + 5+ years equity investment experience with a minimum of three years dedicated to therapeutics + Strong background in the healthcare sector, specifically within therapeutics + Scientific foundation in biology, oncology, or a related field strongly preferred + Proven track record of generating consistent alpha contributions through actively covered investment recommendations + Ability to distill and communicate complex scientific data into actionable investment insights + Possess best-in-class analytical skills, including extensive therapeutics industry knowledge, fundamental company analysis, and financial modeling **Skills That Will Help You Stand Out** + Advanced degrees (PhD, MD) in life sciences or healthcare-related fields; MBA or Master of Science in finance also a plus, but not required + 2+ years buy-side experience + Entrepreneurial mindset; self-starter with a desire to build out individual franchise within a Healthcare dedicated team + Private transaction experience a benefit; preferred background is primarily in public equities + Exceptional written and verbal communication skills + Knowledge of various financial applications such as FactSet, Bloomberg, AlphaSense **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $141000 - $243000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Location(s)** We're open to considering in-office or hybrid talent. Locations include New York City, Chicago, Seattle, Denver, or Des Moines. You'll work with your leader to determine the arrangement which best fits our needs. **Compensation** When noting compensation expectations on your application, we ask for base pay. The base pay range shown in our description includes two different levels which will be determined by the leader, based on experience. This role will also be eligible for a discretionary bonus based on individual, fund, and firm-oriented performance. Minimum qualifications closer to five years base pay range is $141,000 - $191,000. For someone who has closer to eight years of experience, the base pay range is $179,000-$243,000. **Background** Principal Asset Management includes a market-leading, long-only focused equities platform with $161 billion AUM. Principal offers global asset management expertise across a diverse set of traditional and alternative asset classes totaling over $752.7 billion AUM. Learn more at: ******************* Consistent across all strategies, our approach is to evaluate and select stocks from a broad investment universe and construct portfolios in alignment with specific objectives and risk management parameters. Our conviction is built on differentiated fundamental insights we gather from conducting deep, company-specific research. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 11/7/2025 **Most Recently Posted Date** 1/21/2026

**What You'll Do** We're looking for a Portfolio Manager to join our Stable Value Team at Principal Morley. In this role, you'll actively participate in the management of the investment strategy, and portfolio construction of our stable value portfolios. + Manage stable value portfolios, including asset allocation, cash flow analysis, and liquidity planning. Partner with the team to implement the optimal mix of wrap providers and subadvisors + Support Sales and Service teams through client presentations, RFP/RFI responses, and thought leadership that leverages stable value and fixed income expertise + Stay current on the stable value industry, fixed income markets, and broader economic trends-and provide insights that inform portfolio strategy + Assist in managing wrap issuer relationships, including contract reviews and guideline negotiations + Co-manage daily investment activities for medium-sized or complex stable value accounts, ensuring performance, risk, diversification, and liquidity align with client objectives and policy guidelines + Represent Principal Morley in client meetings, due diligence sessions, and finals presentations; articulate investment capabilities and contribute to product development and competitive positioning + Monitor market and industry developments to identify opportunities, risks, and emerging themes; cultivate external relationships to enhance market intelligence + Contribute to team development by coaching, mentoring, and fostering a collaborative, high-performance environment Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 14 consecutive years! Check us out at ******************** **Who You Are** + Bachelor's or Master's degree in business, finance, economics or another technical field + 5+ experience with stable value strategies and/or experience in a trading, research, portfolio specialist or portfolio management capacity + Strong knowledge of global economies and investment theories, fixed income investments, and related regulatory requirements **Skills That Will Help You Stand Out** + Stable Value portfolio management and structuring experience + Book Value contract analysis and negotiation experience + MBA and/or CFA designation + Must be able to build and maintain strong relationships and negotiate + Strong decision making, and communication (verbal and written) skills + Must be self-motivated, client-driven, competitive, results oriented and have excellent planning, delegation, and time management skills + Must have a keen sense of curiosity and open-minded thought process **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $157000 - $285000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Location(s)** The preferred location is Portland, OR where the Morley team sits. We are also open to the other Principal Asset Management locations which include Des Moines, Denver, Chicago, or New York City. You can check out what our Global Headquarters in Des Moines looks like here: **Job Level** We'll consider talent at the next level with the right experiences and skills. The next level up would require at least seven years of experience. The base pay range shown includes both levels. The hiring team will decide the level, based on prior experience. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. **Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (***************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 1/21/2026 **Most Recently Posted Date** 1/22/2026

First Merchants Bank is seeking a Construction Loan Analyst I to join our team! This position will provide quality customer service through accurate and efficient processing of residential or commercial constructions loans from approval through completion of construction and conversion. As part of this role you would: Depending on assigned LOB, essential duties and responsibilities may include the following: Work closely with Relationship Managers, Business Banking Officers, Mortgage Loan Officers, Underwriters, Partner Services, Commercial Administrators and Credit Administration to facilitate and resolve issues on new loan transactions, modifications, and renewals. Prepare budget analysis, evaluate supporting documentation received from borrowers and third parties to confirm the project is on budget, that borrower has injected equity into the project, that all reclassifications and change orders are properly funded, and that the borrower is properly documenting their draw request. Work closely with customers to explain our process for monitoring loans and to identify and evaluate the appropriateness of customer's information submitted for draw requests. Work closely with third party providers (inspectors, title companies) to identify information needs and then evaluate the information as received in the draw process. Exercise independent judgment to determine closing documents and support information meets compliance and policies/procedures in regard to construction. Maintain pipeline and other reports documenting performance in meeting service level requirements. Review construction loan documentation packages both internal and outside counsel prepared in evaluating the monitoring requirements for the loan. Research, analyze, and problem resolution of advanced and complex commercial loan related issues for internal and external customers in a professional and personable manner. Provide timely and accurate customer service in a professional manner to customers, employees, vendors and all other inquires. Offer process/procedure improvement suggestions and raise illogical situations/findings to management. Strong organizational skills, including the ability to prioritize and remain calm while working in a fast-paced/deadline driven environment. Document and maintain procedures for processes. Complete the annual Contractor Payment Report for 1099 reporting. (Commercial) Download and review the Commercial Loan Delinquency report every week. Upload copies of construction draws into OnBase within 3 days of funding. (Commercial) In order to be successful in this position, we require the following: High school diploma or equivalent (GED). Two (2) years of working in an office environment working with customers. The following would be a plus: Experience in construction loan monitoring and/or construction management or accounting Experience in commercial or residential lending Associate degree MS Office tools Experience in Built or other construction management software Encompass Loan Origination System (Residential only) Power BI First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are. Job Description Duties and Responsibilities Welcome and greet clients and office guests Support office staff and executives with general operational tasks Plan and schedule meetings, presentations, and other office related events Perform general accounting and bookkeeping duties Suggest changes to office task workflow to improve efficiency Answer phones in a professional manner Direct calls to appropriate persons or take detailed messages Answer and send out faxes as needed Prepare outgoing mail and packages for executives Reserve conference spaces for meetings Schedule travel arrangements Send reminders regarding upcoming appointments Manage communication of information in and out of the office Type out correspondence letters, emails, memos, etc. (paper and electronic) Assist in preparation of presentation materials Qualifications Requirements and Qualifications High school diploma or GED equivalent required 2+ years experience as an administrative assistant Certified Administrative Professional (CAP) certification preferred Fast, proficient, and accurate typist Extensive knowledge of Microsoft Suite and other administrative programs Outstanding communicator, both orally and written Excellent customer service skills Self-starter who works well independently Ability to prioritize given tasks and work efficiently towards completing them Familiar with common office equipment (printers, copier, fax, etc.) Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description First Merchants Bank is seeking a Relationship Manager III to join our team! This position will effectively carry out the relationship management process by growing market share, broadening revenue mix, retaining customers and managing portfolios. Essential Duties and Responsibilities: Implement an aggressive sales and marketing strategy to develop new and existing relationships. Identify and develop prospects into significant new relationships with yearly goals for income production. Aggressive sales call plan which aligns with established goals. Cross sell opportunities. Ensure bank reporting tool is utilized for reporting progress. Provide exceptional customer service; be responsive, knowledgeable and exceed customer expectations. Continually monitor current loans and customer's credit profile to ensure complete conformity with terms. Ensure current credit and financial information is obtained as needed and/or that collateral is adequate. Review financials with customers and provide expert advice as necessary. Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans. Remain cognizant of developing trends. Extend credit within assigned limits to commercial customers. Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk. Obtain and analyze pertinent financial data or appraise the adequacy of collateral pledged. Review, validate and/or approve letters of credit. Support employee development and training, counsel, motivate, coach, mentor and provide leadership. To be successful in this position we require the following: Bachelor's degree in business or related field OR associate degree/two (2) years of college + two (2) years of related work/military experience OR four (4) years of related work/military experience (plus any additional required experience listed below). Five (5) or more years of commercial banking experience. The following would be a plus: Master's degree in business administration (MBA). Credit analyst experience. Completion of a respected banking school. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

What You'll Do We're looking for an Associate to join our Portfolio Management Group within Private Equity Real Estate. In this role, you'll provide analytical, reporting, and portfolio management support for an institutional client. This role is responsible for building and maintaining portfolio models, conducting financial analysis, and ensuring timely and accurate reporting for clients and internal stakeholders. Portfolio Management Develop extensive knowledge of the assets within the portfolio. Provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis, attribution, and other relevant financial analysis. Coordinate with acquisitions and asset management teams to ensure alignment of reporting and strategy. Asset Management Underwrite and review acquisition and development opportunities sourced by Joint Venture partners and real estate operating companies. Provide thorough feedback and analysis of potential opportunities. Build complex dynamic financial models to analyze investment opportunities Review potential lease proposals from tenants and create financial models to assess the return metrics of potential leases. Reporting / Analytics Lead preparation of recurring portfolio reports for clients, consultants, and internal stakeholders. Ensure reporting accuracy and consistency across assigned deliverables. Review work for completeness and accuracy. Manage the quarterly valuation process in consultation with other Principal Team members. Act as a liaison between Principal and third-party appraisers and Joint Venture Partners. Leadership / Mentorship Demonstrate accountability, ability to work independently, and a strong work ethic. Contribute to onboarding and training of junior staff. Support a collaborative team culture. Other Strategic Initiatives Assist in development and launch of new strategies, funds, and separate accounts. Contribute to special projects, process improvements, and research initiatives. Provide ad hoc support to senior management as required. Perform research on product types, markets, trends, debt instruments or other topics to assist in management of the real estate portfolio. Continue to develop an understanding of real estate market/ portfolio dynamics. Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a "Best Places to Work in Money Management" for 13 consecutive years! Check us out at www. principalam. com! Who You Are Bachelor's degree or equivalent experience, preferably in finance, real estate, economics, business, or related field; real estate emphasis preferred. 3+ years of relevant commercial real estate or analytical experience. Strong financial modeling and quantitative skills. Proficiency with commercial real estate applications (ARGUS strongly preferred) & Excel. Exemplary written and verbal communication skills. Ability to manage multiple projects in a deadline-driven environment. Willingness to travel as necessary (~5%). Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $89300 - $139700 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Work Environments/Locations This role is hiring in Chicago, IL or Des Moines, IA and offers the ability for in-office or four days in-office/one day remote. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 1/14/2026 Most Recently Posted Date 1/14/2026

First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs. This would include initial consultation, gathering and review of financial information and inputting file into our Mortgage Loan Origination System. The Mortgage Banker will be responsible for discussing client's needs, recommending the best loan products, helping customers put together a complete loan package and working with the underwriting team throughout the loan process. Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization. As part of this role you will: Use referral sources to develop mortgage loan business. Build and maintain business relationships within the community. Provide excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Market to and prospect for new referral sources (Realtors, Builders, COI). Develop new and expand internal and external referral sources to grow business. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of two (2) years of experience self-sourcing leads in a financial services environment. Ability to transport self to various locations within assigned region. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Job Description First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights. This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts. Essential Duties & Responsibilities: Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization. Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A. Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what. Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction. Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes. Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.) Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices. Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities. Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership. Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant. Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed. Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action. Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance. To be successful in this position, we require the following: Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI. The following would be a plus: Excellent written and verbal communication skills Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights Commitment to the mission and values of the organization High degree of integrity, discretion, and professionalism Collaborative and team-oriented approach to partnerships Ability to work independently and thrive in dynamic, fast-paced environments Empathetic and mission-driven, prioritizing relationships built on respect and compassion Demonstrated exceptional organizational, time management, and attention to detail Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning) First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities Attend and engage in coaching and training led by the leadership team and established advisors. Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications 3+ years of work experience with a proven track record of success. Have a network of personal and professional contacts within the local area that you may engage for referrals. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications Four-year college degree, or equivalent Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. Willingness and desire to be part of a coaching relationship and peer learning environment. Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $45,500 - $60,000 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

First Merchants Bank is seeking a Banking Center Manager to join our team! This position will focus on developing and implementing sales plans, coaching and developing their team, providing strong managerial leadership and direction to the banking center staff, and overseeing the operational soundness of the banking center. As part of this role you will: Oversee and inspect all operations and compliance of the banking center. Develop and implement an aggressive sales and marketing strategy to drive deposit, loan and partner referrals with new and existing client relationships. Regularly conduct outside sales calls to nurture and grow established relationships and grow market share for the banking center(s) through frequent participation in business development activities with existing business customers in the market area. Market all types of business and consumer banking functions including deposits, lending, Private Wealth, brokerage, merchant processing, treasury management, etc. Ensure banking center team and partners deliver upon Gold Standard for Service expectations. Promote an understanding of business deposit and lending products and expand relationships with new and existing clients through ongoing outside business calling activities. Open accounts and process loan applications for both consumer and business customers. Resolve customer inquiries, problems and complaints with scope of authority while proactively using service to sales techniques to provide solutions to customers for current financial needs. Create and foster a robust employee experience within the banking center. Implement effective Sales Management routines designed to coach, teach, train and inspect sales activities within the banking center(s). Conduct weekly sales and pipeline meetings, daily huddles, touch bases with direct reports. Complete formal and informal coaching conversations monthly focusing on sales and service behavioral observation and the associated production from those behaviors. Coach bankers to the effective use of the guided conversation and associated sales tactics to expand relationships and increase share of wallet. To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of three (3) years of sales, management, banking, or related experience including serving in a lead or supervisory capacity. This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. Obtain Notary Public designation. The following would be a plus: Demonstrated ability to sell and cross-sell bank products and services. Consumer lending experience. Demonstrated ability to manage sales team to achieve threshold activity levels and performance goals. Bachelor's degree. First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!