Associate analyst jobs in Wheaton, IL - 1,254 jobs
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Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
Associate analyst job in Chicago, IL
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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$120k-185k yearly est. 4d ago
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Markets Desk Analyst: IR & FX Solutions
Hispanic Alliance for Career Enhancement 4.0
Associate analyst job in Chicago, IL
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.
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$110k yearly 5d ago
Global Head of Data, BI & AI Strategy
Danielshealth 4.1
Associate analyst job in Chicago, IL
A healthcare technology company is seeking a Director of Data, BI & AI to define and execute its enterprise data and analytics strategy. The role includes overseeing data governance, leading a multidisciplinary team, and driving AI initiatives. The ideal candidate will have extensive experience in data analytics and leadership. This position offers a salary range of $151,129 - $225,147 and various employee benefits.
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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.
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$175k-225k yearly 1d ago
Operations Analyst
The Agency 4.1
Associate analyst job in Elgin, IL
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!
$50k-77k yearly est. 1d ago
Reporting Analyst
Robert Half 4.5
Associate analyst job in Chicago, IL
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.
$30-50 hourly 2d ago
Programmatic Campaign Analyst
Unavailable
Associate analyst job in Chicago, IL
A leading marketing agency is seeking a Junior Programmatic Analyst to support campaign management activities, including optimization and performance reporting. Ideal candidates will have at least 1 year of media buying experience, strong analytical skills, and proficiency in Excel. This role offers opportunities for personal and professional growth, with a focus on teamwork and innovative ideas. The agency is committed to an inclusive culture with robust benefits, including medical and tuition reimbursement.
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$59k-83k yearly est. 1d ago
Audit Analyst
Insight Global
Associate analyst job in Downers Grove, IL
Role: Audit/Compliance Analyst
9-month contract
Can sit in either of these locations (remote on Friday's):
3075 Highland Pkwy Ste 200 Downers Grove IL
3 Waterway Square Pl Woodlands TX
Ability to travel (up to 15%) outside of local office operations via driving or air travel
BR- 51.50
Must Haves:
Bachelor's degree preferred, with preference for concentration in supply chain/logistics, international trade, or economics
License Customs Broker preferred
Min. 5+ years in global / international trade operations, including responsibility for import and/or export for North America locations
Experienced in use of computer, MS office applications & SAP or equivalent ERP system, e-learning development a plus
Must be familiar with and conversant in ACE, PMS, ACH, PGA data sets, and in filing compliant FDA/EPA/ USDA elated entries
25%
Plus:
• Prior experience with C-TPAT a plus
• Certifications in; NCBFAA Certifications (CCS, CES, MES), IATA, among others, is a plus.
As Import Trade Compliance Specialist, you will act as an expert in trade regulations and customs compliance and assist with trade activities to import shipments. You will follow our transborder, compliance, procedures, programs, and best practices with an emphasis on process improvement. The import trade compliance specialist is responsible for the compliant, efficient and timely processing of import shipments. These responsibilities include but are not limited to; import regulatory review, ensuring effective purchase order management, supplier procurement and follow-up, imports logistics coordination, and imports documentation and regulatory reporting. You will serve as the point of contact
for the purchasing team to ensure all imports are compliant with regulations. This position should have strong knowledge in some of the key compliance areas such as: ISF Filings, FDA regulations, anti-dumping, Harmonized Tariff schedule, TSCA, DEA and Country of Origin regulations.
This role includes but not limited to;
• Expertise of Free Trade Agreements, C-TPAT and Import Compliance
• Analysis of import activity to optimize duty spend and improve import compliance execution
• Coordination with internal and external partners to gather and vet information
• Training development and deployment
• Identifies compliance control gaps, ineffective controls, and remediate by developing
reasonable surveillance processes and controls as needed
• Resolve issues arising from import transactions in conjunction with Import Manager and
Corporate Compliance as appropriate
• Remain current on relevant customs laws and regulations with respect to the products imported and exported
Key Deliverables: % of time
Expertise
• Maintain expertise in; Free Trade Agreements, Customs-Trade Partnership
Against Terrorism and Import Compliance
• Lead efforts to claim duty drawbacks, advise the business and guide potential duty
suspensions keeping the business advised on the changing global tariff processes
and impacts
$59k-83k yearly est. 1d ago
eDiscovery Project Snr Analyst - Chicago - $185,000 to $225,000
Apt Search
Associate analyst job in Chicago, IL
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.
$155k-185k yearly 1d ago
Tax - Investment Funds Associate (5+ yrs) - Am Law 50 Firm
McCormack Schreiber Legal Search
Associate analyst job in Chicago, IL
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+.
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$82k-141k yearly est. 4d ago
D365 F&O SCM Analyst
Jackson James
Associate analyst job in Chicago, IL
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!
$59k-83k yearly est. 4d ago
Financial Analyst | Onsite in North Aurora, IL
Vaco By Highspring
Associate analyst job in Chicago, IL
***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.
$52k-78k yearly est. 2d ago
Equity Analyst
Morningstar 4.5
Associate analyst job in Chicago, IL
The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
The Role
Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or “moats,” and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements.
Expectations and Goals
Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic.
Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model.
Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors.
Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources.
Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated.
Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation.
Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team.
Promptly and diligently answer client inquiries regarding covered companies.
Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research.
Always act with impartiality and an ‘investors first' attitude.
Qualifications
Intelligence, energy, motivation, and a high degree of personal integrity.
Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism.
Creativity, with a penchant for experimenting with new ways to approach questions.
Strong attention to detail.
Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives.
Ability to communicate complex ideas clearly and succinctly.
Comfortable drawing conclusions amid incomplete information and under tight deadlines.
Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view.
Bachelor's degree; CFA designation and/or MBA preferred.
Three plus years of relevant experience either in equity research or industry.
Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected.
Please submit a resume, cover letter, and prior investment recommendation with your application materials.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
036_MstarResearchLLC Morningstar Research Services LLC Legal Entity
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.
$30-36 hourly Auto-Apply 24d ago
2027 Sales & Trading Summer Analyst (Chicago)
CIBC World Markets 4.8
Associate analyst job in Chicago, IL
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
As a Capital Markets Summer Analyst, you will work on our Chicago Global Markets trading desk, assisting the Sales Traders with CIBC's clients foreign exchange, commodities, and interest rate needs. The team offers clients sophisticated trading strategies and a full line-up of execution services. We also offer structured products for foreign exchange, interest rate, and commodity hedging solutions.
As a Summer Analyst, you will have the responsibility of assisting with analytical reports, financial modeling, structuring, research, transaction support, and other ad hoc requests for senior sales professionals in your business, with the goal of helping to grow the business.
CIBC Summer Analyst program in the US is ten weeks long. Analysts are assigned to the Capital Markets group in Chicago to learn about the sales role. Our orientation and summer-long training program provides incoming Analysts with the right skill set to optimize their on-the-job performance and to provide them with a comprehensive view of our Global Markets businesses.
Important information
You are enrolled in an undergraduate degree in a Business related discipline including Economics, Finance or related at the time of the internship
Expected graduation date of December 2027 - June 2028
Applications should include your resume. Please indicate your GPA and expected graduation date on your resume
Location: Chicago. Please note all employees reside within the United States. All CIBC student positions require you to be based in Chicago for the duration of the term
Duration of Work Term: 10 weeks (June 2027 - August 2027)
Applications are being reviewed on a rolling basis, we encourage you to apply as soon as possible
How You'll Succeed
The trading room environment is dynamic and fast-paced, requiring Analysts to effectively process information in the course of executing transactions in a constantly changing market environment. Successful candidates will need to adapt to these conditions with creativity, energy, organization and an entrepreneurial spirit in order to meet the evolving demands of the marketplace.
Learn to effectively communicate complex information
Develop relationships with CIBC professionals on assigned desks and across the trading floor
Participate in the CIBC intern program including: interacting with a mentor, attending lunch and learns, intern mixers, and offsite events, collaborate with the rest of the intern class while working on the Intern Case Presentation
At CIBC we enable the work environment most optimal for you to thrive in your role.
Who You Are
We are looking for individuals who are as passionate about the financial markets as they are about making a significant contribution to our firm. We are looking for tomorrow's leaders - students today who will drive CIBC's continued success. The appropriate candidates for the Summer Analyst role will be decisive individuals who can thrive in an open, fast pace, and demanding environment. Candidates should meet the following requirements:
Knowledge of business, economics and/or finance acquired through education and experience
Strong interest in and knowledge of financial markets
Strong technical, quantitative and analytical skills including Excel, PowerPoint, and Word, with design knowledge a plus
An organized individual with high attention to details to help improve efficiencies
Excellent writing and presentation skills with the ability to explain complex concepts
Passion to achieve success both individually and as an integral team member
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
#LI-TA
California residents - your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary of $115,000 (pro-rated for the 10-week internship program) for the Chicago, IL market based on experience, qualifications, and location of the position.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL-120 S LaSalle St
Employment Type
Temporary (Fixed Term)
Weekly Hours
40
Skills
Accounting, Banking, Business, Capital Markets, Finance, Financial Markets, Global Market, Sales Trading, Trading Desks
$75k-110k yearly est. Auto-Apply 10d ago
Analyst Internship Program - Finance & Operations Track (CFO Org)
Geico Insurance 4.1
Associate analyst job in Chicago, IL
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Do you love to solve problems? Do challenging analytical questions keep you up at night? Are you looking to learn more about a career with a focus on development, intellectual growth, with ample opportunity for upward mobility? We are looking for bright and driven rising college seniors to join our summer Analyst Internship Program (AIP) within the Chief Financial Officer (CFO) Organization. You will help drive our insurance business transformation as we redefine the experience for our customers. Find real opportunities to apply the skills that you are learning in college while preparing for prospective entry into the Analyst Development Program - Finance & Operations Rotational Track (CFO Org) upon graduation!
GEICO's AIP has three distinct tracks within the CFO Organization (Controllers, Finance & Operations, and Pricing).
In the Finance & Operations Track, you will:
* Gain exposure to multiple disciplines within the CFO Organization through analyst project work, including Companywide Financial Planning & Analysis, Business-specific Financial Planning & Analysis (incl. Marketing, Real Estate, Technology, People Group, Product, Legal, Auto, Specialty Lines), Compliance/Risk/Controls/Audit, Treasury, Financial Systems, Supplier Management Operations, Strategy & Financial Analysis, and/or Real Estate & Facilities Management Operations
During your paid 10-week summer internship, all interns will:
* Work on significant analyst projects, attend meetings, and give presentations to senior management
* Be introduced to the GEICO Finance and Operations groups, learning the systems we use and support, as well as data and integration points
* Develop your analytical, project management, and communication skills, while beginning to build your analyst business acumen
* Directly impact GEICO's financial and strategic performance, with opportunities to drive financial processing innovation and transformation
* Develop influencing skills as you partner with business stakeholders to analyze results and recommend future investment decisions
* Receive mentoring and coaching from members of GEICO's CFO Organization management
* Participate in dedicated professional development and social events, fostering a community within your internship cohort and the broader Finance organization and accelerating your career through exposure to senior leaders
* Interact with associates at all levels of our Finance organization - even our CFO!
Candidate Qualifications & Skills:
* Bachelor's degree in Finance, Business Analytics, Business Information Systems, or other relevant analytical or FinTech major, with expected graduation between December 2026 and May 2027
* Cumulative GPA of 3.0 or higher (please upload ALL transcripts as part of the application process)
* Demonstrated interest in the Finance field through relevant internship experience, engaging in relevant student or business organizations, pursuing relevant certifications or advanced coursework, or other form of engagement within the field
* Proficiency in Microsoft Excel, Word, PowerPoint, Power BI and/or similar tooling
* Technical aptitude and experience with or a desire to learn financial systems, such as Workday Financials
* Ability to work independently given general direction and to thrive in a team environment that is constantly changing
* Strong analytical, problem-solving, and decision-making skills
* Ability to handle multiple concurrent priorities, providing accurate and timely results
* Effective time management, attention to detail, communication, and organizational skills
* Must live within commutable distance from our New York City, Chicago, or Chevy Chase, MD office and work a hybrid schedule, including working at least three days per week from the office
Annual Salary
$24.93 - $41.21
The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
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.
$45k-83k yearly Auto-Apply 16d ago
Financial Analyst Intern
Illinois Housing Development 3.5
Associate analyst job in Chicago, IL
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
$31k-49k yearly est. Auto-Apply 46d ago
Financial Analyst Intern
Newity
Associate analyst job in Chicago, IL
Job DescriptionDescription:
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
$29k-43k yearly est. 4d ago
Hedge Fund Investment Analyst
Callan 4.3
Associate analyst job in Chicago, IL
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.
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How much does an associate analyst earn in Wheaton, IL?
The average associate analyst in Wheaton, IL earns between $39,000 and $89,000 annually. This compares to the national average associate analyst range of $47,000 to $98,000.