BMO Capital Markets jobs in Naperville, IL

Commercial Banking experience preferred Identifies business needs and delivers effective learning and performance-focused solutions for the assigned portfolio within Commercial Bank to support business / group strategies. Ensures that initiatives and learning solutions (programs and processes) are consistently and effectively implemented across the business/groups. May manage multiple curriculums for various roles / audiences using a wide range of learning methods. Executes effective project management to deliver business results. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + Assists in the development of strategic plans. + Identifies emerging issues and trends to inform decision-making. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Helps determine business priorities and best sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Ensures alignment between stakeholders. + Provides input into the planning and implementation of operational programs. + Develops 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 solutions. Includes assessing performance gaps and recommending solutions to assigned business/group leaders on principles and programs and the highest value learning deliverables/methods for the lowest cost. + Supports the design, development, and management of effective learning and performance-focused solutions including assessing client needs, developing the learning strategy, designing program and identifying delivery methods including the identification of innovative learning methodology. + Collaborates with internal and external stakeholders to provide business context in the design, develop and implementation of relevant learning programs and solutions delivered through various channels. + Identifies internal and/or external emerging issues, trends and needs to inform business strategies and decisions. + May network with industry contacts to gather and identify competitive insights and best practices. + Builds effective relationships with internal/external stakeholders. + Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, execution, evaluation and sustainment of initiatives. + Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels. + Breaks down strategic problems, and analyses data and information to provide learning and development insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Designs and produces regular and ad-hoc reports, and dashboards. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Adult Learning accreditation required. + Experience in the design, development and delivery of learning strategies and programs. + Deep knowledge and technical proficiency gained through extensive education and business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. **Salary:** $74,000.00 - $138,000.00 **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.

A leading financial services organization in Chicago is seeking a legal expert to provide comprehensive U.S. employment law advice. The role requires a degree in law and typically 7 years of experience in a legal context. Responsibilities include influencing senior leaders, managing complex issues, and acting as a subject matter expert. This position offers a competitive salary ranging from $132,600 to $247,000, along with a comprehensive benefits package. #J-18808-Ljbffr

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. Lazard has advised on more than 500 restructurings over the past decade with total restructured liabilities over $2 trillion, including many of the largest and most complex. Unlike most other firms, our professionals combine their restructuring knowledge with expertise in restructuring, liability management, M&A, credit analysis, capital raising, industry insights and negotiation in distressed situations. We'll trust you to: * Develop and maintain complex financial models to evaluate transactions and other strategic decision making * Assist in the execution of M&A, capital raising, and other advisory transactions, including due diligence, document preparation, and coordination with clients and other stakeholders * Conduct comprehensive research on industries, companies, and market trends to support advisory services and inform strategic recommendations * Mentor and train junior analysts, providing guidance on financial modeling, research, and best practices in investment banking You'll need to have: * Enrollment in an MBA or JD program with an anticipated graduation of Spring 2026. * Strong financial modeling skills and quantitative background coupled with meticulous attention to detail * Excellent verbal/written communication skills with ability to manage a variety of transactions and projects simultaneously * Demonstrated leadership skills and be a team player with a strong motivation to contribute to a positive team culture * Ability to effectively lead Analysts and provide training and guidance * Top performance with comfort operating in a fast-paced environment that values initiative, creativity, maturity, and poise * Bachelor's degree required What we offer: We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary range for this role to be approximately $185,000. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role. Base salary is one component of Lazard Financial Advisory's compensation package, which also includes comprehensive benefits and may include incentive compensation. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

If you are an internal associate, please login to Workday and apply through Jobs Hub. Working at PPM America, Inc.PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We offer our Midwestern mentality of hard work, straight talk, full transparency and humility. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.ValuesAt PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners. Summary of Role Portfolio Services The Portfolio Services Department is a dynamic, fast-paced team that provides a broad spectrum of operational support to PPM and a fiduciary oversight of its clients' investments and assets. The Department supports nearly all asset management activities in the trade lifecycle, including portfolio management, trade execution, and client reporting. Functionally oriented teams include Public & Private Investment Operations, Derivatives Administration, Performance Analytics, Data Management and Business & Product Reporting. A high level of collaboration coupled with extensive cross-training promotes flexibility, scalability and professional development across the department. Portfolio Services is centrally positioned to engage with all of PPM's investment and administrative teams to meet the firm's strategic objectives. The department maxim is to be indispensable to our clients through timely, complete and accurate execution of roles and responsibilities. Role Responsibilities: Reporting to the Head of Public and Private Operations, the responsibilities of the VP Investment Operations span the various functional teams within Portfolio Services to support all operational aspects of public and private securities administration. The role is also responsible for delivering business analysis solutions and transition leadership across the department. The VP Investment Operations will have significant interaction with investment staff and front-office stakeholders and will regularly collaborate with other business areas including IT, Legal, Compliance, the firm's Project Management Office, as well as external service providers and clients to manage position life cycle activities. The role responsibilities will be dynamic at times requiring the ability to pivot to current investment activities and client demands. Additionally, the role is expected to contribute to “ad hoc” / special client/business driven projects. The VP Investment Operations is tasked with fostering a highly collaborative work environment while maintaining clear operational accountabilities and meeting timely and accurate deliverables. Day to day responsibilities include: Provide guidance and execute specific work across the following Portfolio Services functions, including the investigation and resolution of issues, mitigation of risk and implementation of process optimization including: Data integrity assurance related to the Firm's IBOR: Portfolio Reconciliation Security Attributes and Characteristics Public and private investment life-cycle administration Preparation / Coordination of closing and exchange documentation Coordination of physical note activities / registration and legal documentation Funding Onboarding / offboarding / transition management support for clients, agents and third parties Control environment management Identification and mitigation of operational risks Procedural and documentation assurance Development, enhancement and implementation of operational controls Coaching Mentoring and demonstrating “best practices” for junior staff Promoting and assisting in cross-training across teams Process Improvement Leveraging technology, design and implement process improvements to achieve scalability Coordinate with internal and external IT development staff to investigate and resolve issues, mitigate risk and implement optimization tools Skills, Experience and Qualifications:Required: BS degree or equivalent Minimum eight years of practical hands-on experience related to financial services investment operations preferably on the buy-side for public or private investments High attention to accuracy and detail Deep knowledge of public and private security attributes and life-cycle behaviors Experience in management (direct or indirect), oversight, and training of operational team members Strong understanding of private credit documentation and markets Strong trade settlement experience Expert level knowledge of investment management accounting platform Critical thinking, analysis, troubleshooting, and problem-solving expertise, with demonstrated expertise in resolving payment, sinking fund/amortization, or position setup issues Demonstrated success in driving process improvements / automation solutions to enhance operational efficiency Ability to prioritize and independently manage multiple deadlines and pivot to dynamic business activities Strong written and verbal communication skills Experience in documentation and training activities Unquestionable professional integrity Strong teamwork-based approach to work and collective activities Desired: Experience with Blackrock's Aladdin platform and sub-applications (Trade Entry, Dashboard, Cash tools); Wall Street Office, and SS&C's Precision Strong use of various desktop tools used for visualization and content development (PowerBI, Python, Excel, JIRA) Experience with adapting AI or other automation tools to assist in optimizing manual activities Project management experience working to budget coordinating with multiple constituents CFA or similar industry designations The ideal candidate is a self-starter with a player-coach mindset who is passionate about a career in financial services. The individual should have a vision for optimizing the team resources to drive business strategy and be a natural mentor who can assess the strengths and weaknesses of the team and coach people to optimal personal and professional development. Effective communication skills are critical to this role, as the candidate must demonstrate the ability to interpret, distill and present a variety of financial data to various constituents in support of maintaining the firm's IBOR and portfolio level data. The candidate should enjoy and demonstrate effectiveness in working in a team environment, as well as working independently to drive results with a high degree of professionalism and client focus.Benefits:At PPM, we offer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your enthusiasm and talents can make a lasting impact on our organization and our community. Employment Benefits Our employees go the extra mile every day, and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. Competitive salary and bonus Medical, dental and vision coverage 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary) Tuition and professional certification reimbursement Paid parental leave Adoption assistance Holidays and paid time off Paid time off to volunteer Life insurance Gift matching Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law. Base Pay: $130,000.00 - $165,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

Application Deadline: Address: 320 S Canal Street Job Family Group: Data Analytics & Reporting Uses advanced analytical algorithms and technologies (e.g. machine learning, deep learning, artificial intelligence) to mine and analyze large sets of structured and unstructured data to obtain insights. Designs and constructs new processes for modeling data. Develops predictive models and leverages big data technology to design solutions that deliver smarter business decisions, improve customer experience, and drive productivity. Collaborates with other data and analytics professionals and teams to optimize, refine and scale analysis into mature analytics solutions. * Plays an active role in the futuristic display of data, and advancement of innovative data strategies to understand consumer trends and address business problems. * Collaborates with the product team and partners to understand and provide data-driven decision making, business planning and future roadmap. * Collaborates with data scientists and other stakeholders to understand data and modeling needs and develop solutions that meet those needs. * Designs, builds, and maintains large-scale data pipelines for reporting, analysis and machine leaning/deep leaning models. * Conducts large-scale analysis of information to discover patterns and trends by combining different modules and algorithms. * Develops machine learning/deep learning models. Investigates additional technologies and tools for developing innovative data solutions for business stakeholders. * Uses analysis to provide recommendations and advice for business leaders to maintain to maintain market competitiveness. * Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. * Ensures alignment between values and behaviours that fosters diversity and inclusion. * Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Qualifications: Advanced level of proficiency: * Advanced degree (PhD preferred) in Data Science, Statistics, Applied Mathematics, Economics, or related quantitative field. * 5+ years of data science experience. * In-depth knowledge in machine learning and deep learning models, such as but not limited to, XGboosting, LSTM and LLM etc. * Data visualization and polished communication skills. * Self-driven problem solver; able to adapt and thrive in a dynamic, ambiguous, and customer-focused environment. * Highly analytical, technically proficient, and able to learn new tools and ML models quickly. * Trust, bias and ethics. * Collaboration & team skills; with a focus on cross-group collaboration. * Able to manage ambiguity. * Data driven decision making. * Experience with GenAI LLM models * Experience with MLOps, building workflows for model retraining, monitoring and deploying * Experience with ML frameworks such as TensorFlow, PyTorch * Experience with cloud-based data platforms such as AWS or Azure * Experience with data visualization tools such as Power BI Salary: $122,400.00 - $228,000.00 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.

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + Recommends and implements solutions based on analysis of issues and implications for the business. + Assists in the development of strategic plans. + Identifies emerging issues and trends to inform decision-making. + Helps determine business priorities and best sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds effective relationships and collaborates with internal/external stakeholders. + Ensures alignment between stakeholders. + Monitors and tracks performance, and addresses any issues. + Designs and produces regular and ad-hoc reports, and dashboards. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. + Leads or participates in defining the change/communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. + Provides input into the planning and implementation of operational programs. + Develops and documents processes, procedures, etc. and/ or end-user materials. + Assists with the documentation of end user materials. + Assists with training and transition of processes and tools/templates to appropriate process owners. + Collaborates in the design, implementation and management of core business/group processes. + Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements. + Streamlines, simplifies and continuously improves existing processes. + Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders. + Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards. + Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency. + Maintains current process documentation to ensure available for stakeholders as required. + Supports management of processes using established methodologies and tools/system/technology. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience. + Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders. + Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning. + Resolves issues regarding processes that are raised from all sources/stakeholders. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Possesses a deep understanding of and problem solving ability for issues within the business/group. + Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth. + Knowledge of business/group processes, procedures and controls - In-depth. + Understanding of risk, regulatory and compliance requirements - In-depth. + Deep knowledge and technical proficiency gained through extensive education and business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. **Salary:** $74,000.00 - $138,000.00 **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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Financial Services Group in Chicago, IL. This will be an in-person role. Responsibilities * Work in partnership with the senior analyst to conduct extensive company and industry research * Create financial models and valuation analyses * Write company reports, industry reports, and develop investment recommendations * Form relationships with company management teams through meetings, calls, roadshows, etc. * Make company visits and attend industry conferences * As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements * Must have at least one year of Equity Research or Investment Banking experience preferred * Financial Services industry background preferred (Banking, Fintech, Payments, etc.) * The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently * Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement * Outstanding interpersonal and written communication skills * Outstanding quantitative and organizational skills * A strong competitive spirit balanced by a proven ability to work as part of a team * Bachelor's degree in Accounting, Finance, or Economics required * Strong financial modeling experience required * Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for Illinois-based individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-AH1

Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team. Responsibilities * Assist in managing team's ultra-high-net-worth wealth management relationships and accounts * Prepare timely and accurate performance reports and account analysis * Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed * Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm's software tools * Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients' business * Assist in facilitating client investment trades and portfolio modifications * Respond timely to inbound client requests for information and services such as transfers and settlement * Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments * Take and execute on client trade instructions using firm OMS * Assist Advisor in prospecting and business development activities including outreach, tracking and list management * Qualifications: * Bachelor's degree in Finance, Economics, Math or a related field preferred * Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg * Minimum of 2 years of related work experience in financial services * Strong quantitative, analytical and problem-solving skills * Solid communication skills and "presence" to interact effectively with the team and clients * Ability to multi-task throughout day, pivot between tasks and re-sort priorities as appropriate * Series SIE/Series 7 and Series 66 or Series 63 and Series 65 Additional Differentiators: * Knowledge of portfolio aggregation and performance reporting software such as Addepar, Blackdiamond, Advent or similar a huge plus * Experience with Pershing NetX360 or similar custodial and client management systems a must * Advancement towards or intent to complete CFA, CAIA, CIMA, CPA designation highly desirable * Hands-on experience with account opening, asset/cash transfers, trade settlement, KYC and similarly functions * Basic knowledge of investments, markets, asset classes and portfolio construction and eagerness to grow Primary Location Full Time Salary Range of $75,000 - $95,000.

If you are an internal associate, please login to Workday and apply through Jobs Hub. Working at PPM America, Inc. PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We offer our Midwestern mentality of hard work, straight talk, full transparency and humility. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career. Values At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners. Marketing and Communications Department Description The Marketing and Communications Team is responsible for building and strengthening the PPM brand. Specifically, the team supports the firm's Global Client Group - a team consisting of sales and client service professionals responsible for prospecting for new business and servicing existing clients across the firm's various investment capabilities. The team creates marketing collateral across a number of mediums that help inform current clients, persuade prospective clients and influence the institutional consultant community in a compelling way. The team is comprised of individuals that are interested in developing expertise in content creation including presentations, requests for proposals, financial writing, design, and digital. Job Purpose The AVP, Marketing & Communications is responsible for helping support our sales and client service efforts by leading the creation of presentations and completing new business proposals and due diligence questionnaires. Additionally, this role shares responsibility for managing the firm's extensive content management system. Essential Responsibilities Collaborates with sales and client service professionals to produce effective materials and manage regular production cycles and ad-hoc requests. Contributes to the production of marketing collateral as needed, including all varieties of print material, website and intranet content, web videos, and social media. Contributes to the development and execution of both external marketing strategy and internal communications strategy. Develops, maintains, and distributes marketing materials, including fund and strategy presentations and fact sheets. Completes requests for proposals, due diligence questionnaires, and responds to investor inquiries. Maintains investment consultant databases and manages updates. Ensures that marketing deliverables are consistent with quality. Manages proper subject matter expert and compliance approvals. Ensures alignment with firm brand, marketing objectives, and firm strategy. Builds relationships throughout the firm and works cooperatively with members of the firm's investment and operational teams. Provides support to our marketing initiatives and other projects, as needed. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Excellent written and verbal communication skills required. Strong Microsoft Office PowerPoint skills required. Ability to learn about industry-leading content management systems, such as Responsive and Seismic. Ability to grow knowledge of the asset management industry and investment products. Ability to learn about broader aspects of marketing strategy and other functional areas within the team (e.g., financial writing, design, presentation creation). Ability to work on potential new strategy/product launches. Qualifications Bachelor's Degree required. 5+ years of relevant experience required. Prior experience completing requests for proposals (RFPs), consultant databases, and investor presentations required. Prior experience working in asset management field required. Project management experience required. Benefits: At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. Competitive salary and bonus Medical, dental and vision coverage 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary) Tuition and professional certification reimbursement Paid parental leave Adoption assistance Holidays and paid time off Paid time off to volunteer Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law. Base Pay: $100,000.00 - $120,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

If you are an internal associate, please login to Workday and apply through Jobs Hub. Working at PPM America, Inc. PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We offer our Midwestern mentality of hard work, straight talk, full transparency and humility. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career. Values At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners. Job Purpose We are seeking a proactive and self-motivated Business Analyst to join our team for a 2-year rotational program. This is an ideal role for a recent college graduate who has a passion for continuous learning and is eager to grow in the asset management industry. The role will provide opportunities to build strong project management skills, and gain broad exposure to asset management roles, technology, and vendor partnerships while supporting projects and initiatives aimed at improving processes and systems. Reporting to the Operational Project Management Lead, the Business Analyst will work with multiple teams that may include investment, sales and client servicing, marketing, product development, IT, operations, legal and compliance, and finance professionals. The individual will collaborate with stakeholders, lead small workstreams, drive reporting initiatives, and help to manage external vendors and internal stakeholders. Over time, it is expected that this individual will gain advanced expertise during the 2-year rotational program that will provide an opportunity to advance or transition into a specific area within the firm. Essential Responsibilities Project Support & Coordination Assist in managing a wide range of projects across multiple functions including operations, technology, marketing, distribution/client service, legal, and investment functions Track project timelines, deliverables, and action items Enhance project momentum by curating strategic meeting content, supporting facilitation and capturing critical decision and action items Presentation & Reporting Create, interpret, and maintain high-quality detailed and complex reports, presentations and dashboards for management and committees Find opportunities for process and visualization improvements Compile complex data from multiple systems to support executive-level decision-making Ensure accuracy, clarity, and consistency in all reporting materials Committee & Stakeholder Engagement Coordinate and actively participate with stakeholders for internal system or business committees (e.g., legal systems, vendor reviews) Manage follow-ups, documentation, and logistics for recurring committee meetings Vendor Management Evaluate and manage third-party vendor relationships, ensuring accountability and alignment with project goals and contract terms Maintain documentation and communicate regularly with vendor partners Systems & Process Support Learn, navigate and steer operational and legal/compliance systems, supporting user adoption and ongoing enhancements Identify opportunities for process improvement and automation within existing workflows Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Strong interest in asset management, financial services, or business operations. Excellent communication, presentation, and interpersonal skills, both verbal and written, with the ability to effectively engage and collaborate with stakeholders at all levels. Strong analytical and quantitative skills, including proficiency in data manipulation and visualization tools (such as PowerPoint, Excel, and PowerBi). Ability to manage multiple priorities Willingness and ability to learn workflow systems quickly. Must be highly organized, detail-oriented, and proactive. Must have intellectual curiosity about PPM's business processes and how to identify process improvement opportunities. Qualifications Bachelor's degree in Business, Finance, Economics, Information Systems, or a related field Internship experience in financial services preferred. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified. Benefits At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. Competitive salary and bonus Medical, dental and vision coverage 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary) Tuition and professional certification reimbursement Paid parental leave Adoption assistance Holidays and paid time off Paid time off to volunteer Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law. Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law. Base Pay: $67,000.00 - $77,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

Application Deadline: 01/30/2026 Address: 5545 Northwest Highway Job Family Group: Retail Banking Sales & Service Spanish Speaking Preferred Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. * Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. * Meets customer transaction-based needs with seamless execution. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall customer experience. * Contributes to business results and the overall experience delivered. * May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits. * Analyzes issues and determines next steps; escalates as required. * Broader work or accountabilities may be assigned as needed. Qualifications: Spanish Speaking Preferred * Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Basic specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 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.

Application Deadline: 12/30/2025 Address: 320 S Canal Street Job Family Group: Data Analytics & Reporting The ideal candidate will be enrolled in a Master level program. Additional required skills for this role include: * Coding in Python * API to extract data/or automate * Financial modeling/automation & machine learning * Dashboard building * Bayesian Stats * Financial engineering Uses advanced analytical algorithms and technologies (e.g. machine learning, deep learning, artificial intelligence) to mine and analyze large sets of structured and unstructured data to obtain insights. Designs and constructs new processes for modeling data. Develops predictive models and leverages big data technology to design solutions that deliver smarter business decisions, improve customer experience, and drive productivity. Collaborates with other data and analytics professionals and teams to optimize, refine and scale analysis into mature analytics solutions. * Plays an active role in the futuristic display of data, and advancement of innovative data strategies to understand consumer trends and address business problems. * Uses data mining and extracting usable data from valuable data sources to assess feasibility of AI/ML solutions for improved processing and usage of organization data. * Conducts large-scale analysis of information to discover patterns and trends by combining different modules and algorithms. * Uses analysis to provide recommendations and advice for business leaders to maintain to maintain market competitiveness. * Develops prediction systems and machine learning algorithms. Investigates additional technologies and tools for developing innovative data solutions for business stakeholders. * Collaborate together with the product team and partners to understand and provide data-driven decision making, business planning and future roadmap. * Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works independently on a range of complex tasks, which may include unique situations. * Broader work or accountabilities may be assigned as needed. Qualifications: Foundational level of proficiency: * Deep learning. * Machine learning. * Trust, bias and ethics. * Creative thinking. * Critical thinking. Intermediate level of proficiency: * Mathematics, statistics & operations research. * Big data. * Data visualization. * Computational thinking and programming. * Data wrangling. * Data preprocessing. * Complex problem solving. * Analytical acumen. * Creative reasoning. * Verbal & written communication skills. * Collaboration & team skills. * Analytical and problem solving skills. * Influence skills. * Data driven decision making. * Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. * Technical proficiency gained through education and/or business experience. Salary: $69,000.00 - $127,800.00 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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. We are currently looking for an experienced Vice President to join the top-ranked Insurance Investment Banking Group's team of 33 professionals across New York City and Chicago. The Insurance Investment Banking Group is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms (distributions, claims and other services) and insurance underwriters. Our clients also include some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to meet their strategic objectives. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking experience * Meaningful M&A transaction experience, particularly in sell-side M&A and the insurance industry * Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback * Business writing skills, including the ability to write compelling selling memorandums and presentations * Analytical and financial modeling skills * Client management skills * Ability to build relationships and establish trust with internal and external stakeholders * Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary for individuals expressing interest in this position is $250,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-BSL1

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity * Prepare, review, and assist Sales with US mutual fund distribution agreements and alternative fund distribution agreements for clients investing through third-party intermediary firms, NSCC contracts, institutional client agreements, and agreements for clients investing in separately managed accounts. * Manage intermediary mutual fund distribution contracts, including drafting updates, revisions and terminations as required. * Provide legal support for the review and negotiation of investment management agreements and other contracts for institutional clients. * Assist in managing relationships and contracts for separately managed accounts. * Manage contracts lifecycle process for intermediary and institutional distribution agreements, including maintenance of contracts within a management system. * Executes contract processing, including summarizing and tracking key contract terms, and performing contract follow-up activities as required. * Provides legal support to business development and sales teams, including the review and analysis of requests for proposals and due diligence questionnaires. * Support attorneys in the preparation and review of materials provided to boards of trustees. Includes coordinating and managing the collection of information from areas within Janus Henderson in connection with matters that are reported to the board on distribution. * Manage information provided to outside vendors as needed. * Assist attorneys in coordinating and responding to document production requests for internal audit, regulatory, or other Fund-related research. * Coordinate contract execution with internal/external clients. * Perform occasional legal research. * Interact with senior management and Sales with a high level of professionalism and customer service. * Carry out additional duties as assigned. What to expect when you join our firm * Hybrid working and reasonable accommodations * Generous Holiday policies * Paid volunteer time to step away from your desk and into the community * Support to grow through professional development courses, tuition/qualification reimbursement and more * Maternal/paternal leave benefits and family services * Complimentary subscription to Headspace - the mindfulness app * Corporate membership to ClassPass and other health and well-being benefits * Unique employee events and programs including a 14er challenge * Complimentary beverages, snacks and all employee Happy Hours Must have skills * Experience in mutual fund/financial services industry strongly preferred * Direct experience in the contract review and negotiation process * Previous experience as a paralegal * Paralegal certification required * Advanced computer skills, including Microsoft Word, and Excel Nice to have skills * Bachelor's degree or equivalent preferred * Some formal training in negotiation techniques preferred Supervisory responsibilities * No Potential for growth * Mentoring * Leadership development programs * Regular training * Career development services * Continuing education courses Compensation information The base salary range for this position is $90,000-100,000. This range is estimated for this role. Actual pay may be different. This role will be posted through November 2025. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.#LI #LI-MM1 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. Nearest Major Market: Chicago

**Neuberger Berman** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $558 billion in assets under management as of September, 2025. The firm manages a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman's diverse team has 2,885 professionals. For 11 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). **Summary:** The Institutional Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client Group. The Analyst will collaborate with Associates/CAs to support the team carrying out their day-to-day business development goals, client servicing needs as well as internal administrative support and projects. This position will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business. **Responsibilities:** + Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests. + Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests + Support the team with client and prospect contact management, including CRM maintenance. + Assist with new business pipeline updates and other internal reporting updates. + Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met. + Participate in team projects to enhance internal client service procedures in accordance with industry best practices. **Qualifications:** + 1 to 2 years industry experience; asset management internship experience strongly preferred + Strong achievement in undergraduate degree in finance, economics or a related discipline + Highly motivated, team-player with a desire to work on a wide range of projects + Exhibits a high degree of integrity and interest in financial markets and investment strategy + Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment + Detail-oriented with strong organizational and follow-up skills + Strong analytical, problem-solving, and project management skills + Excellent presentation, business writing and oral communication skills + Proficient in Microsoft Word, Excel and PowerPoint + Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA) Not Sponsoring: Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship \#LI-MW1 \#LI-Hybrid Compensation Details The salary range for this role in Illinois is $80,000-$90,000 and the salary range for the role in California is $80,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

Application Deadline: 01/04/2026 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We are seeking a top performing Managing Director, Group Manager for our Emerging Middle Market Group, leading Regional Managers and their teams of Relationship Managers covering the Midwest region. The ideal candidate has 9+ years of proven success generating new clients, calling on companies generating $10MM - $50MM in revenue, established relationships with customers, COIs, and key stakeholders in these geographies. Responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal candidate will actively recruit, develop, and coach the team around managing critical emerging middle market relationships with the primary focus of gaining market share and driving top overall client satisfaction. In addition, ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. The Managing Director, Group Manager is a critical member of the Midwest divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies. In addition, will be tasked with leveraging the bank and delivering the integrated BMO OneClient focus across all lines of business including Wealth, Retail, Business Banking, and Diversified Industries Group. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. * Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. * Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. * Manages high-value client portfolios, driving cross-selling, retention, and profitability. * Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives. * Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. * Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. * Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives. * Streamlines operational processes, identifying areas for improvement and implementing best practices. * Develops communication strategies to influence stakeholders and support organizational change. * Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction. * Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. * Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. * Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. * Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. * Identifies share of wallet opportunities. * Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. * Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. * Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. * Ensures alignment between values and behaviour that fosters diversity and inclusion. * Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. * Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. * Attracts, retains, and enables the career development of top talent. * Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. * Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. * Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. * Influences how teams/groups work together. * Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems. * Communicates abstract concepts in simple terms. * Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives. * Anticipates trends and responds by implementing appropriate changes. * Broader work or accountabilities may be assigned as needed. Qualifications: * 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. * Bachelor's degree required, Master's degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. * Seasoned expert with extensive industry knowledge. * Technical leader viewed as a thought leader for innovation. Expert level of proficiency: * Product Knowledge * Regulatory Compliance * Structuring Deals * Portfolio Management * Credit Risk Assessment * Project Management * Change Management * Customer Service * Stakeholder Management * Negotiation * Customer Relationship Building * People Management Salary: $164,400.00 - $285,600.00 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.

**About NB and Fixed Income:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $558 billion in assets under management as of September, 2025. The firm manages a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman's diverse team has 2,885 professionals. For 11 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Our Global Fixed Income Platform operates in eight cities across three continents (Chicago, New York, Atlanta, London, Paris, the Hague, Singapore and Shanghai). We provide clients best-in-class capabilities across the global fixed income investment universe, public and private markets. For more information visit: ******************************************************************* **Summary:** Are you passionate about markets and using data to capture opportunities and come up with solutions to real-time market problems? Do you enjoy conducting quantitative research to develop insights? NB's Fixed Income team is seeking highly motivated, intellectually curious, and rigorous thinkers to join our Fixed Income Platform as an intern. This is a summer internship within our Fixed Income Quantitative team where the candidate could also work with teams across the platform including credit research, trading, portfolio managers, IT, Risk and analysts. _What to Expect:_ Receive training and mentorship from experienced investment professionals while expanding your knowledge of markets and the economy. Partner with portfolio managers, research analysts, and traders to perform in-depth quantitative research, analyze and optimize portfolios and understand risk. **Qualifications:** + Master's degree seekers in finance, Mathematics, Computer Science, or a related field + Anticipated graduation Winter 2026 or Spring 2027 + Previous work experience preferred + Hungry, proactive, and avid learner with high degree of professionalism and integrity + Demonstrated knowledge of curiosity about fixed income analytics and markets + Advanced proficiency in Microsoft Excel, PowerPoint, and other data analytics tools + Excellent programming skills in Python, R, and other related software + Exceptional verbal and written communication skills, including the ability to transform research and conceptual work into actionable and presentable outcomes + Ability to independently manage multiple projects collaboratively with various stakeholders in a dynamic and changing Fixed Income Markets + Minimum GPA of 3.5 + Chicago based, four days in office, one day remote. 40 hours/week Not Sponsoring: Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. \#LI-MW1 \#LI-Hybrid \#LI-DNI Compensation Details The hourly rate for this role is $40. This is the hourly rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted hourly rate, and the hourly rate may be modified in the future. This hourly rate is only applicable for jobs to be performed in the job posting location. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

If you are an internal associate, please login to Workday and apply through Jobs Hub. Working at PPM America, Inc. PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We offer our Midwestern mentality of hard work, straight talk, full transparency and humility. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career. Values At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners. Job Purpose The Fund Accountant, CLO & Private Equity plays a key role in supporting our Collateralized Loan Obligation (CLO) and Private Equity investment platforms. This role requires strong fund accounting knowledge, CLO experience, the ability to work independently, and a proactive approach to oversight and issue resolution. This role offers exposure to a variety of fund structures, accounting standards, and investment strategies. The role includes both periodic review responsibilities and active involvement in ad-hoc and project-based tasks. The key responsibilities for the Fund Accountant, CLO & Private Equity encompasses a blend of activities focused on both CLO structures and private equity investments, offering a comprehensive exposure to the distinct demands and processes of each platform. Essential Responsibilities CLO Responsibilities: Reviews periodic financial statements or NAV reports for CLOs and related fund structures (prepared by the administrator) to ensure accuracy and consistency with governing documents and internal records. Participates in the review of periodic CLO distribution waterfalls prepared by the administrator. Reviews audited financial statements for CLO-related entities prepared by the administrator. Assists with internal and external audit requests and deliverables related to CLOs. Drafts payment instructions to trustee for CLO and related structures. Supports the oversight and maintenance of CLO retention structures. Performs ad-hoc analysis and responds to one-off accounting or reporting queries related to CLOs and risk retention structures. Works closely with the Bank Loan investments, Private Operations, Tax, and Legal teams. Private Equity Responsibilities: Prepares and analyzes financial statements and related reports. Conducts account reconciliations and variance analysis. Assists with forecasting and cost analysis. Assists with maintaining fund credit facilities. As necessary, manages and acts on the inflow of information and documents from fund investments including, but not limited to, capital call notices, capital distribution notices, and/or partners' capital statements. Calculates management fees. Ensures compliance with tax regulations and company policies. Prepares month-end, quarter-end, and year-end reports. Supports internal and external audits by providing necessary documentation. Develops and implements process improvements for efficiency. Mentors and guides junior accountants as needed. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Strong knowledge of CLO structures and fund operations, with knowledge of private equity operations preferred. Familiarity with US GAAP standards. Proficiency in Microsoft Excel. Experience with fund accounting systems is a plus (e.g., Investran, Geneva, Allvue, or similar). Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a dynamic environment. High level of initiative and self-motivation, with a strong work ethic and attention to detail. Qualifications Bachelor's Degree in Accounting, Finance, or related field required. 3+ years of experience in fund accounting, preferably within an investment management firm or fund administrator, required. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified. Benefits At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. Competitive salary and bonus Medical, dental and vision coverage 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary) Tuition and professional certification reimbursement Paid parental leave Adoption assistance Holidays and paid time off Paid time off to volunteer Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law. Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law. Base Pay: $90,000.00 - $115,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

The ideal candidate will be enrolled in a Master level program. Additional required skills for this role include: + Coding in Python + API to extract data/or automate + Financial modeling/automation & machine learning + Dashboard building + Bayesian Stats + Financial engineering Uses advanced analytical algorithms and technologies (e.g. machine learning, deep learning, artificial intelligence) to mine and analyze large sets of structured and unstructured data to obtain insights. Designs and constructs new processes for modeling data. Develops predictive models and leverages big data technology to design solutions that deliver smarter business decisions, improve customer experience, and drive productivity. Collaborates with other data and analytics professionals and teams to optimize, refine and scale analysis into mature analytics solutions. + Plays an active role in the futuristic display of data, and advancement of innovative data strategies to understand consumer trends and address business problems. + Uses data mining and extracting usable data from valuable data sources to assess feasibility of AI/ML solutions for improved processing and usage of organization data. + Conducts large-scale analysis of information to discover patterns and trends by combining different modules and algorithms. + Uses analysis to provide recommendations and advice for business leaders to maintain to maintain market competitiveness. + Develops prediction systems and machine learning algorithms. Investigates additional technologies and tools for developing innovative data solutions for business stakeholders. + Collaborate together with the product team and partners to understand and provide data-driven decision making, business planning and future roadmap. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** Foundational level of proficiency: + Deep learning. + Machine learning. + Trust, bias and ethics. + Creative thinking. + Critical thinking. Intermediate level of proficiency: + Mathematics, statistics & operations research. + Big data. + Data visualization. + Computational thinking and programming. + Data wrangling. + Data preprocessing. + Complex problem solving. + Analytical acumen. + Creative reasoning. + Verbal & written communication skills. + Collaboration & team skills. + Analytical and problem solving skills. + Influence skills. + Data driven decision making. + Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Technical proficiency gained through education and/or business experience. **Salary:** $69,000.00 - $127,800.00 **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.