Associate analyst jobs in La Grange, IL - 1,186 jobs

A leading financial services firm in Chicago is seeking a professional to execute trades on interest rate and foreign exchange products while supporting senior leaders. The ideal candidate should have 1-3 years of experience and a degree in a relevant field, showcasing strong analytical skills and a solid understanding of financial markets. The role requires effective client communication and proactive problem-solving to enhance client satisfaction and ensure compliance. This position offers an annual salary of $110,000 and includes various benefits. #J-18808-Ljbffr

Zurich North America is hiring a UA Analyst - Middle Market to join our team in our Chicago, IL, Schaumburg HQ or Overland Park, KS office. This role offers an opportunity to apply and strengthen your research and analytical skills while supporting Loss Sensitive underwriters across multiple lines of business with varying levels of complexity. While this role is located at our Chicago, IL, Schaumburg HQ or Overland Park, KS office, this position follows a hybrid schedule with 3 in‑office days per week. You will work with your manager to set a flexible schedule that supports both you and our Middle Market team. Responsibilities Analyze risk exposures by reviewing risk controls, loss history, financial condition, and other key information to support underwriting decisions regarding submission acceptance or declination. May execute underwriting actions within established risk appetite. Assist underwriters by evaluating and recommending inputs related to policy rating, pricing, policy construction, coverages, exclusions, and required forms to ensure accurate quoting and issuance. Execute tasks according to standard operating procedures (SOPs). Proactively identify information needs, seeking alternative and relevant data sources through underwriting tools to improve risk understanding. Track contingencies, issue binders and endorsements, invoice as needed, and coordinate with internal service units (e.g., rating, billing). Maintain electronic file documentation, ensuring accuracy, regulatory compliance, and audit‑ready condition. Lead account servicing activities-both independently and in partnership with underwriters-for new business, renewals, and endorsements on more complex accounts. Engage with brokers, agents, distributors, and customers, conducting planned and well‑prepared interactions and on‑site visits related to servicing matters. Build strong working relationships across internal teams and with broker partners. Support and mentor team members by providing coaching, problem‑solving assistance on complex transactions, and context behind solutions to aid development. Participate in special projects as assigned. Required Qualifications Bachelor's degree and 2+ years of experience in Insurance, Underwriting, or Market Facing OR Zurich Certified Insurance Apprentice (with Associates Degree) and 2+ years of experience OR High School Diploma or equivalent and 4+ years of experience in Insurance, Underwriting, or Market Facing AND Knowledge of the insurance industry and regulatory environment Experience in data collection and analysis Experience with insurance processing, rating, and policy management systems Problem‑solving experience Experience servicing portfolios across multiple lines of business Proficiency with Microsoft Office Preferred Qualifications Agility and adaptability Strong critical, conceptual, and abstract thinking skills Broad insurance industry knowledge, including philosophy and techniques Foundational understanding of coverage and rating concepts, rating plans, and regulations for Loss Sensitive programs High attention to detail for data preparation, data hygiene, and initial risk analysis Strong communication (verbal/written) and active listening skills Working knowledge of insurance processing, rating, and policy systems Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $53,400.00 - $87,500.00, with short‑term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. Learn more about Total Rewards here . At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500 . Join us for a brighter future-for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Chicago, AM - Overland Park, AM - Schaumburg Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID #J-18808-Ljbffr

Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago) page is loaded## Mizuho | Greenhill - Investment Banking Associate - Industrials & Diversified Industries (Chicago)locations: Chicagotime type: Full timeposted on: Posted Todayjob requisition id: R6452Greenhill:Greenhill, a part of Mizuho Americas, provides M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia.Job Summary:Greenhill's Chicago based Investment Banking group is seeking an Investment Banking Associate 1 or Associate 2 to join their expanding team. This group has a strong focus in Industrials & Diversified Industries and primarily focuses on M&A transactions.Greenhill Investment Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, including both buy-side, sell-side and other strategic advisory mandates for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including buy-side M&A, sell-side M&A and other strategic advisory mandates* Financial modeling, valuation, comparable & relative value analyses and market-specific analyses including building discounted cash flow, comparable companies, precedent transactions, leveraged buyout and merger combination models* Facilitate and coordinate idea generation and solutions development with relevant groups across Mizuho | Greenhill* Develop and prepare client presentations and materials with a focus on quality, accuracy and timeliness* Assist in the evaluation, preparation, due diligence and execution of M&A transactions* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in finance or economics and a minimum of 3 years investment banking, corporate finance, and M&A experience with a top tier Investment Bank OR an MBA concentrating on Finance or Economics* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Experience in Industrials & Diversified Industries Investment Banking a strong plus* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment NOTE: This is not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job. Additionally, the contents of this Job Description may be modified or expanded by the Bank over time.The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-Onsite#GHLGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions. #J-18808-Ljbffr

The Collateralized Debt Obligation (CDO) and Global Structured Finance (GSF) groups are specialized divisions that provide services for structured finance vehicles issuing both debt and equity liabilities. The proceeds from these issuances are used to acquire a diversified portfolio of collateral, such as syndicated bank loans, corporate bonds, asset-backed securities (ABS), mortgage-backed securities (MBS), commercial mortgage-backed securities (CMBS), and mezzanine debt. These services include trust reporting, which requires review of deal documents, establishing cashflow priorities, collecting periodic asset activity data, reporting to bondholders, and, when required, trust tax reporting. Experience with CDO Suite is required. Essential Functions: Read and interpret trust indentures to determine reporting requirements. Develop technical report specifications based on indenture language. Set up payment calculations in various internal systems. Receive, map, and reconcile periodic collateral data. Make tax elections, file for EINs, and track residual holder transfers, as needed. Perform portfolio compliance tests on selected structured fixed income deals (trade testing), as required. Compile monthly, quarterly, and annual payment and/or tax reports. Coordinate with operations teams to ensure accurate and timely payments are received and made. Perform quality control reviews of reports, meeting timeliness and accuracy standards. Frequently interact with asset managers, investors, auditors, and rating agencies. The salary range for this position is $30/hr to $50/hr. Benefits available to contract professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k)plan. Visit roberthalf.gobenefits.net for more information.

Mergers and Acquisitions Analyst page is loaded## Mergers and Acquisitions Analystlocations: Chicago, ILtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR100898The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports.**A GLIMPSE INTO THE DAY*** Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions.* Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities.* Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration.* Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal.* Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities.* Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing.* Fosters a success-oriented, accountable environment within the company.* Represents the company to clients and business partners.* Special projects and other duties as assigned.**WHAT SUCCESS LOOKS LIKE IN THIS ROLE*** 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm.* BA/BS in Finance, Accounting, Business or Economics.* Experience in the insurance / insurance distribution industry highly preferred.* Ability to travel up to 20% of the time.* Enthusiastic, self-motivated, self-starter and maintains a positive attitude.* Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously.* Advanced financial analysis and modeling skills.* Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu.* Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications.* Demonstrated experience in team leadership and the ability to successfully accomplish company goals.* Ability to establish and maintain productive relationships internally and externally.* Aptitude in sound decision-making and problem-solving in pressure situations.* Willingness to adhere to all principles of confidentiality.* Competitive pay.* A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.* Career advancement and development opportunities.**Note:** The above is not all encompassing of the full position description.**Relation Insurance Inc.** provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance..$82,000.00 - $110,000.00Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future. #J-18808-Ljbffr

We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!

We are seeking a highly analytical and business-focused FP&A Analyst to join our client's Corporate Finance team. This role supports company-wide planning and performance management with a strong emphasis on SG&A, business analysis, and direct partnership with business leaders. The ideal candidate is adaptable, technically strong, and comfortable working across multiple areas of the business. About the Role This role supports company-wide planning and performance management with a strong emphasis on SG&A, business analysis, and direct partnership with business leaders. Responsibilities Corporate FP&A & SG&A Support Provide financial analysis and reporting support for SG&A within the Corporate FP&A team Maintain and analyze financial models using IBM TM1 and Excel Support budgeting, forecasting, and month-end variance analysis Business-Focused Analysis Perform data and business analysis across various functions and business units Review financial performance, identify trends, and provide actionable insights Support multiple areas of the business; work assignments may vary and require high adaptability Serve as an indirect financial partner to business units Core Business & Strategic Support Analyze revenue, margins, and contracts Partner directly with business leaders to review results, budgets, and forecasts Assist with strategic initiatives, cost optimization, and performance improvement efforts Present financial insights clearly to non-finance stakeholders Qualifications Required: Advanced proficiency in Excel Strong experience with financial modeling, forecasting, and variance analysis Hands-on experience with BI tools and SQL Experience using TM1 (or similar planning systems) Strong analytical, problem-solving, and critical-thinking skills Excellent communication and interpersonal skills - able to explain financial concepts to business partners Required Skills Advanced proficiency in Excel Strong experience with financial modeling, forecasting, and variance analysis Hands-on experience with BI tools and SQL Experience using TM1 (or similar planning systems) Strong analytical, problem-solving, and critical-thinking skills Excellent communication and interpersonal skills - able to explain financial concepts to business partners Preferred Skills Experience in corporate FP&A or similar analytical finance role Familiarity with large datasets and automation of reporting processes Ability to manage multiple priorities in a dynamic environment

Our client, a prestigious international law firm, has an active need for a tax lawyer with substantial experience handling matters related to fund formation to join its tax practice in Chicago as an associate. The firm's tax practice focuses on all aspects of US and UK tax law and advises on thousands of transactions annually across a variety of sectors, including technology, life sciences, energy, telecommunications and real estate. Highlights Nationally ranked as one of the best companies to work for Recognized by Fortune for charitable endeavors and pro bono work Named in People magazine's Companies That Care list for its compassion towards employees Industry-leading technology Responsibilities Advise clients on tax matters related to fund formation, primary and secondary investments, and joint ventures Qualifications 5+ years of tax experience representing fund sponsors and investors, particularly with venture funds and private equity funds Large law firm experience preferred Top academic credentials Location Chicago, IL (Hybrid) Compensation The anticipated base salary range for this position is $365,000+. #J-18808-Ljbffr

At Publicis Collective, we know tomorrow's challenges won't be solved by today's solutions. It's why we support our teams with the resources and tools they need to continue redefining the future of marketing. It's also why clients rely on us to lead the way in connecting media, data, technology, and teams by what matters most - business outcomes. Publicis Collective's consultative practitioners are catalysts for business growth and innovation, we're more than media experts. We are an incubator for high-performing talent and a launchpad for ideas that push the boundaries of what's possible. As part of the global Publicis Media network, we're backed by the power, scale, and benefits of Publicis Groupe, one of the largest and most celebrated marketing and communications platforms on the planet. How are we different? There are three core values at the center of our approach that help us stay ahead - curious, open, and driven. Curious - A deep curiosity compels us to go beyond the brief to deliver exceptional outcomes. Open - We value diverse perspectives and new ways of working. Driven - We are ambitious, rigorous, self-disciplined, and resilient in our pursuit of excellence. If you're a collaborative and enterprising practitioner with a passion for media and a desire to make a real impact, we want to hear from you. Let's shape the future together. Job Description The Analyst, Programmatic is responsible for campaign management activities such as campaign set-up, documentation creation and maintenance, QA, performance reporting and billing reconciliation. The Programmatic Analyst is responsible for identifying and implementing optimizations as approved by senior team members and clients. They provide input in the construction of client decks and status documentation. This is a junior-level role requiring previous experience in programmatic or social media. This is a team dedicated to supporting new ideas, innovation that strongly values personal and professional growth and development and mentorship. Responsibilities Execute, manage, and optimize online media campaigns and programs for agency clients (e.g. auction/exchange based performance media, audience-based buying, remarketing campaigns) both independently, and in support of Campaign Managers Demonstrate diligence, attention to detail and adherence to programmatic best practices throughout the full programmatic campaign life-cycle Maintain and organize campaign-specific materials in team's shared document repository Handle daily campaign maintenance, including internal questions regarding tracking and status of various campaigns Assist in the development of client-facing campaign performance reports Contribute to the assessment of inventory availability and the formulation of proposals for new client opportunities Manage the delivery of creative assets, insertion orders, campaign artifacts and all relevant campaign documentation in preparation for campaign launch Traffic campaign tags into ad exchange environments Run the campaign QA process to ensure accurate campaign implementation, pacing and performance Provide monthly auditing reports to Agency partners & actualize bill/pay systems when applicable Participate in regular knowledge share sessions to share and learn new strategies for optimizing and enhancing Qualifications 1+ years of experience within media buying, preferably programmatic or paid social Understanding of traditional and interactive media planning elements Resourceful, curious, and motivated individual with an ability to work independently as well as in a team setting Strong analytics, organizational, and communication skills Proficiency in Microsoft Office Suite with intermediate to advanced understanding of Excel Additional Information Our Publicis Groupe motto “Viva La Différence” means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************. Compensation Range: $49,305 - $65,415 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr

eDiscovery Project Snr Analyst We are hiring a Project Snr Analyst to join one of the strongest eDiscovery teams in the US market right now. This is not a “run-of-the-mill” analyst role. This team has set the benchmark for how modern eDiscovery should be delivered - combining elite project management discipline, deep technical expertise, and full-scale adoption of the Relativity ecosystem, including GenAI/AI. Why this role stands out: Work within a top-tier eDiscovery team known for execution excellence Fully integrated Relativity suite across processing, analytics, review, and productions Exposure to complex, high-value matters with real ownership and autonomy Unbelievable career development and progression -people stay and advance here Ranked top 3 in the market for employee retention and tenure What you'll be doing: Acting as a technical project manager on complex eDiscovery matters Daily hands-on use of Relativity for: Data processing Analytics and AI workflows Production and quality control Partnering closely with legal teams, case managers, and stakeholders to deliver defensible, efficient outcomes Requirements: Senior-level eDiscovery experience Strong Relativity expertise (daily hands-on usage required) Proven ability to manage technical workflows, timelines, and stakeholders Comfortable owning matters end-to-end Compensation: Base salary: $155,000 - $185,000 Paid overtime (significantly boosts total earnings) - with someone on a base salary of $185,000 per year working 45-50 hours a week, earning over $220,000 p/a 12.5% annual bonus on top This role is hybrid in Chicago, with a 3-day requirement. Working days and hours are flexible. Equal Opportunity Statement APT Search is an equal opportunity employer and is committed to a workplace free from discrimination, providing fair consideration to all applicants regardless of background or protected status. This client is not accepting applicants who require visa sponsorship or H1-B visas due to the sensitivity of the position and the data managed.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

Jackson James is thrilled to be partnering with a growing Food & Beverage manufacturer as they look to add a D365 F&O SCM Analyst to their in-house D365 F&O team. My client is the producer of the country's top dairy dips and is part of a growing portfolio of businesses with private equity backing. Within this role you will be the joining a small team which maintains and improves it's D365 F&O systems globally across both Supply Chain and Finance modules. Responsibilities: Successful support of practical business solutions using industry best practices both in go live and post go live support roles. Facilitate the support of Dynamics 365 ERP modules Design, configuration and testing of core Dynamics 365 ERP modules Work with others to understand their business requirements and conduct gap analysis Convert requirements to functional specs and functional design documents Communicate effectively in all mediums and to all levels within the organization On offers: Offering a generous salary of up to 120K base 401K Healthcare (Medical, Dental, Vision) If this position looks exciting hit apply!

***Finance Analyst*** ***Onsite in North Aurora, IL - 60542*** MUST HAVE: Strong manufacturing finance experience. Cost accounting exposure. About the role: We are seeking a highly motivated and detail-oriented Senior Finance Analyst to join our finance team in a dynamic industrial manufacturing environment. This role is ideal for a professional with finance experience supporting manufacturing operations and who also possesses a strong understanding of accounting principles. The Senior Finance Analyst will serve as a key liaison between business operations and the corporate finance team (accounting, finance, and shared services), taking ownership of forecasting, reporting, and financial process understanding and documentation as well as hands-on collaboration with operation and sales to help drive profitability. The ideal candidate is a self-starter with a driven personality, capable of working independently while contributing to cross-functional collaboration. This position offers significant growth potential for individuals looking to advance their career in a fast-paced, team-oriented setting. Responsibilities: Financial Reporting & Compliance: Support the Corporate Accounting team with month-end close procedures (e.g., accruals review, freight analysis, etc…) and assist in balance sheet and P&L review throughout the close process to ensure accuracy. Ensure compliance with GAAP and internal accounting policies. Support internal and external audits with documentation and analysis as needed. Assist in month-end and year-end close processes. Cost Accounting & Manufacturing Support: Analyze production costs, inventory valuation, and cost variances. Collaborate with operations and supply chain teams to optimize cost efficiency. Monitor work-in-progress (WIP), raw materials, and finished goods inventory. Perform detailed margin analysis utilizing ERP data and Power BI aggregations. Prepare variance analysis and review with finance, operations, engineering, and sales teams to help drive profitable decision-making. Forecasting & Business Support: Support the finance function to help prepare monthly reporting and assist in conducting thoughtful analysis of results. Lead the preparation of weekly, monthly, and quarterly business reporting packages. Provide financial insights and analysis to support strategic decision-making. Cross-Functional Collaboration: Act as a liaison between accounting, finance, sales, and operational teams. Participate in cross-functional initiatives such as ERP upgrades and process improvements. Support business unit leaders with ad hoc financial analysis and reporting. Team Leadership & Development: Collaborate with the corporate accounting team and shared services group and contribute to a culture of continuous improvement across teams within the brand and beyond. Share best practices across departments and support knowledge transfer. Qualifications: Bachelor's degree in Accounting, Finance, or related field. 3-5 years of progressive accounting and/or finance experience. Experience in industrial manufacturing or with manufacturing clients during public accounting tenure with a strong underpinning in cost accounting principles for manufacturing. Strong understanding of GAAP, cost accounting, and financial planning. Proficiency in ERP systems (currently using Infor VISUAL and CSI/SyteLine), Microsoft 365, Planful and Power BI. Excellent analytical, organizational, and communication skills.

Hourly Pay Range: $37.85 - $58.67 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors. Applications Analyst II - ClinDoc Full Time Hours: Monday-Friday, 8:00am - 4:30pm Required Travel: some travel to other corporate sites above may be required. Hybrid Position Job Summary: As the Application Analyst II at Endeavor Health, you will be responsible for assisting in specific areas of IT including full life cycle management, from analysis and design to deployment and maintenance of technology solutions and platforms. In addition, you will contribute toward identifying opportunities with the goal of reducing manual efforts, supporting the growth of the organization, promoting patient and user experience, and helping create innovative solutions with operations. You will help foster strong working relationships with key stakeholders, promote the consistent use of available tools, techniques, workflows, and platforms, and perform administrative tasks as assigned. To be successful in this role, you will be expected to remain updated on the latest solutions and technologies and advocate for the adoption of industry best practices. What you will do: Under general supervision, facilitate the use of technology by the end-user and ensures systems are performing at more efficient levels. Designs and documents application changes and new features or defects in application area assigned. Reviews and responds to customer requests and participates in customer meetings. Occasionally leads customer meetings. Contributes to application and workflow process improvements. Solves complex problems. Takes a new perspective using existing solutions. Analyzes possible solutions using standard procedures. Builds knowledge of the organization, processes and customers. Maintain all assigned applications and version levels. May provide application support to other teams. Develops and executes test plans according to standards. Completes necessary internal reporting and reports status to management. Completes any other applicable requests from management. Ability to work a varied schedule, on-call hours, and hours as required during crisis situations. Develops and executes application projects and project plans according to standards. Adheres to all department standard operating procedures and customer service principles. Performs other duties as assigned. What you will need: Education: Associate degree with 1 year previous experience in IT or relevant user experience OR Minimum of three (3) years of relevant IT experience or relevant user experience. Certification: Epic Certification in any of the following: ClinDoc, Stork, Orders, Case Management, Rehab (preferred upon hire, required within 90 days of hire). Experience: listed above, preference for 2+ years of experience in healthcare setting in addition. Unique or Preferred Skills: Able to communicate and translate complex technical terms into understandable simple terms for all customer groups. Must be able to work independently and in a team setting, possess good verbal, written & customer service skills. Advanced knowledge of procedures, utilities, and operating systems. Uses logic and methods to problem solve. Utilizes effective analytical and troubleshooting skills with minimum to moderate assistance. Benefits (For full time or part time positions): Incentive pay for select positions Opportunity for annual increases based on performance Career Pathways to Promote Professional Growth and Development Various Medical, Dental, Pet and Vision options Tuition Reimbursement Free Parking Wellness Program Savings Plan Health Savings Account Options Retirement Options with Company Match Paid Time Off and Holiday Pay Community Involvement Opportunities Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals - Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) - all recognized as Magnet hospitals for nursing excellence. For more information, visit ********************** . When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential. Please explore our website ( ********************** ) to better understand how Endeavor Health delivers on its mission to "help everyone in our communities be their best". Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information. Diversity, equity and inclusion is at the core of who we are; being there for our patients and each other with compassion, respect and empathy. We believe that our strength resides in our differences and in connecting our best to provide community-connected healthcare for all. EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.

If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates! Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Practices seeking to hire candidates with this profile include (hiring locations listed): Finance (Chicago, Boston) Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading). Forensic Services - Forensic Accounting (Boston, Chicago) Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance. Intellectual Property (Houston, New York) Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives. Learn more about our work by reviewing our Services and Industries on our website. Position Overview Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation. During the internship program, you may work on many aspects of a project: Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts; Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues; Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients; Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS; Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse; Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony; Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings; Leverage your database skills to effectively analyze large data sets; Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings. Check out our blog about a typical day at CRA and how you can make an impact ! Desired Qualifications Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area; Solid working knowledge of finance, accounting, and economic methodologies; Command of a broad range of research and quantitative analysis skills (including strong Excel skills); Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments; Experience in gathering, standardizing, and analyzing voluminous transactional data; Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information; Curious and analytical thinkers who bring creative approaches to non-standard problems; Effective written and oral communication skills; Demonstrated high level of initiative and leadership; Strong teamwork and collaboration capabilities; Excellent time management and task prioritization skills; Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference; Transcript - may be unofficial. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.

Application Deadline: 01/24/2026 Address: 320 S Canal Street Job Family Group: Finance & Accounting The ideal candidate will have advanced Excel knowledge. Python, SQL, Power BI knowledge is an asset. Assist with creating efficiencies & enhancing current processes. Automation of financial reports. Previous experience with a focus on Financial Governance, Audit, and Accounting. Develops or maintains an effective financial governance and controls framework that defines the ways and methods governance is implemented, managed, and monitored in the business/group. The governance framework includes policies, guidelines and provides programs, practices and measures to promote transparency, accuracy, consistency across groups. Applies specialized knowledge of Accounting & Financial management risk, regulatory compliance and internal controls related to financial processes and information. Develops governance and control related solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of the governance framework, including effective challenge. Coordinates and participates in the execution of oversight/governance activities including: reporting, assessment of education & training needs, development/delivery of training, development and execution of regulatory administration processes & procedures, management of review/updates to policies, etc. Assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences. Supports policy/standard/operating procedures lifecycle management, education and training assessment, development & delivery, coordination of attestation programs, reporting, etc. Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks and program requirements. Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance. Supports the group/program leader in communicating advice across the Bank on regulatory environment changes to ensure changes are understood. Supports the management of governance meetings (e.g. committee, management, board meetings, etc.) as required; facilitates development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output. Builds effective relationships with internal/external stakeholders. Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Leads or participates in change management activities of varying scope and type. Breaks down strategic problems, and analyses data and information to provide governance insights and recommendations. Monitors and tracks performance, and addresses any issues. Assists in the identification, classification and addressing of issues. Assists with the coordination and management of the review and sign-off of relevant regulatory reporting. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1-2 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Salary: $45,000.00 - $83,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Financial Analyst Intern Department: Finance Who we are: The Illinois Housing Development Authority (IHDA) is one of the Nation's preeminent Housing Finance Agencies and one of the State's ten largest financial institutions. Our mission is to finance the creation and preservation of affordable housing across the state. IHDA oversees more than 20 federal and state programs on behalf of the state of Illinois and serves as one of the state's primary resources for housing policy and program administration. For over 50 years, IHDA has led the state in financing and supporting affordable housing. At IHDA we strive to create and maintain a work environment that promotes diversity, recognition and inclusion. IHDA is committed to hiring and investing in individuals of diverse talents and backgrounds to ensure a range of perspectives and experiences inform and guide our work of financing affordable housing in the state of Illinois. Summary: This is a Financial Analyst internship in the Finance Department for the Illinois Housing Development Authority. The department evaluates and monitors financial business of the Authority, performs, provides analysis on financial arrangements and obligations, and undertakes necessary action (for the Authority to achieve its mission) while maintaining and managing acceptable financial risks. The Financial Analyst intern will rotate across two primary functional areas of the Finance Department, Capital Markets (“CM”) and Financial Planning and Analysis (“FP&A”). Rotation One (1) is within Capital Markets, where the Finance Intern will assist with cash management, investment operations, and debt-related activities. Responsibilities may include helping process financial transactions, supporting the execution and monitoring of debt issuances, contributing to financial reporting, and performing analytical work related to IHDA's assets, liabilities, and overall funding strategy. Rotation two (2) will be in FP&A whereby the Financial Analyst intern will complete a program project that will yield historical activity, cost trending, and both cost reduction and process efficiency recommendations. Responsibilities: Work with teams, peers, and other stakeholders to define and implement new processes, procedures, and controls to improve efficiency and reduce risk. Overall evaluation of the Authority's single-family pipeline, daily positioning and trading. Assist with the investment of funds of various accounts and ongoing financial reports of the team. Assist in the purchases and sales of securities of various Authority managed funds in conjunction with the current Illinois Public Funds Investment Act, policies and procedures; participate in TBA forward trade settlements. Run and monitor the department's inbox/file folders to ensure emails and documents are properly filed. Supports compliance and monitoring, reporting and recording of ongoing business activities. Maintains the integrity of business activities/transactions throughout the entire business process and supports business continuity practices applicable to the department. Assist with daily cash management activities such as wire transfers for disbursements as well as monthly settlement of trust accounts. Assist in directing, moving and reconciling funds including Federal government-type funds, State trust funds or any other similar funds deemed by the Authority. Produce and review daily reports of trust accounts and compare them to ensure trust accounts have sufficient funds to make timely debt service payments. Help research and analyze new and improved ways to generate revenue for the Authority. Participate in bond issuance transactions, working with counterparties such as the financial advisor, investment banks, legal counsel, trustees and rating agencies. Participate in review of the financial feasibility, risks and costs and benefits of existing and new debt. Works with quantitative analyst and Trustee(s) to facilitate liability oversight and handling of proper recording of debt issuance and ongoing record management. Gathering and analyzing data related to product costs, including grant and loan expenditures, direct, and indirect costs. Collaborate with cross-functional teams to identify data requirements, sourcing, and defining. Conduct research to benchmark against standards, where applicable. Prepare detailed historical activity, cost reports, and presentations for management review. Performs other duties assigned. Experience: Currently a senior or graduate-level student pursuing a degree in Finance, Economics, Statistics, Business Administration, or Public Policy. Strong analytical skills, including the ability to work independently and assume responsibility for transactions and / or project deliverables with minimal supervision. Excellent organizational skill set and ability to handle multiple assignments. Proficient PC skills, including experience with Microsoft Office Suite. Knowledge of database systems and data analysis. Effective interpersonal skills. Able to build relationships with internal and external partners and suggest solutions. Good oral/written communication skills. Ability to communicate effectively with Management. Business Acumen - Understands how businesses work. Willingness to learn business strategies, tactics, and information affecting his/her business and organization. Physical Requirements: Alternating between sitting, standing, and walking. Ascending and descending stairs. Crouching and stooping. Pushing and pulling. Reaching overhead or below. Repetitive tasks movements (filing, keyboarding, copying). Lifting, carrying, and moving objects of up to 10 -15 pounds. IHDA's Summer Internship Program Highlights: Paid Internship Open to college students (must be an actively enrolled undergraduate or graduate student at the time of applying) Full-time hybrid internship program that runs from June - August (typically 10 weeks) You will receive on-the-job training from industry experts Participate in workshops to gain insight on key departments at the Authority Participate in IHDA's Mentorship Program Attend outings to connect with fellow interns EOE

Internship Description About Us: NEWITY LLC is a leading lending service provider dedicated to supporting small and medium-sized businesses through financing solutions. We offer a collaborative, dynamic environment where interns can gain valuable insights into financial analysis, lending practices, and industry best practices. Role Summary: We are seeking detail-oriented Financial Analyst Interns to join us for a 10-week program this summer. As a financial analyst intern you will be placed with one of our teams to support key initiatives, learn about the lending space, and develop key skills used in financial services. This is an excellent opportunity to gain hands-on experience in the financial industry and to learn more about commercial lending in a fintech environment. Responsibilities will include things like: Assisting team members in forecasting and reporting efforts. Assist with the maintenance and management of existing loan portfolios. Collaborate with cross-functional teams to assess business performance and prepare reports. Assist in the loan underwriting process Participate in research and analysis of market trends and industry benchmarks. Requirements Must be currently pursuing a bachelor's in Accounting, Economics, or a related field. Strong analytical skills with proficiency in Excel; familiarity with financial modeling is a plus. Excellent communication and organizational skills. Ability to work independently and in a team environment. Interest in lending and finance, with a strong commitment to learning and growth. Must be able to work in the office for the entirety of the 10-week program

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr