Finance advisor jobs in Illinois - 2,158 jobs

Lakeshore Financial Group: Office location options in both Chicago, IL & Oakbrook, IL Compensation & Growth: Base salary + performance incentives Entry-level: $45,000-$75,000 Licensed Advisors: $86,000-$117,000+ Long-term earning potential grows as you build your own client base This is not a capped job - it is a career with ownership, growth, and upside. About the Opportunity & Lake Shore Financial Group Lakeshore Financial Group is growing, and we are looking for entrepreneurial-minded professionals who want to build meaningful client relationships, teach financial literacy, and develop into trusted financial advisors. This role is designed for both: Licensed financial advisors ready to grow their book of business High-potential professionals from other industries who want to transition into financial planning and advisory work Whether you are already licensed or just beginning your journey, this position offers a clear path to building a career as a financial advisor with long-term income potential and real impact. If you are hungry to help people, enjoy sales and relationship-building, and want to change lives through financial education, this is an opportunity to do work that truly matters. What You'll Do You will work directly with clients while developing the skills, knowledge, and relationships needed to grow a successful advisory practice. Develop customized financial plans based on client goals, values, and risk tolerance Analyze assets, income, liabilities, cash flow, and long-term objectives Conduct client review meetings and monitor ongoing progress Maintain accurate CRM records and client service workflows Participate in prospecting, outreach, and lead nurturing Represent the firm at networking events and community engagements Who We're Looking For This role is ideal for people who are both people-driven and growth-oriented. Lakeshore Financial provides training & licensing support (LAH, SIE, Series Exams) We welcome: Licensed Financial Advisors (Series 6/7, 63/65, Life & Health) Sales, recruiting, coaching, teaching, or business professionals ready for a career change Finance or business graduates looking for a client-facing career path Successful candidates are: Entrepreneurial, motivated, and relationship-driven Comfortable with sales and client conversations Interested in educating people and making financial topics simple Committed to building a long-term professional practice

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

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

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

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

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

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

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

What you can expect Jefferies' lean deal team structure affords Summer Associates the opportunity to work closely with senior bankers on pitches and live deals while overseeing Summer Analysts' work product. Tasks go well beyond performing fundamental analysis and research into companies and markets. A Summer Associate is expected to understand market implications, identify key industry and product trends and provide input on pitch and deal material to enhance client deliverables. Summer Associates add value to the team from day one. They are expected to think creatively and pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity. Following an enriching orientation and training program, Summer Associates will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. These events help Associates develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. As a way to help maximize your experience with us, Summer Associates receive formal performance reviews. Summer Associate responsibilities may include, but are not limited to: Performing and reviewing financial valuation, discounted cash flow and comparable companies multiples-based analyses Building and using financial models Preparing pitch books and live deal materials, such as offering memorandums and prospectuses Conducting industry and product research Analyzing detailed corporate and financial information Participating in the execution of financings, M&A and restructuring and recapitalization transactions What we look for in a candidate We look for candidates who are eager to make an impact by doing real, hands-on work and participate on active deal teams. Successful Jefferies' Summer Associates will be able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The work is fast paced, intense and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and in the process of completing the first year of a two-year MBA degree or equivalent. Although a background in accounting or finance is helpful, we hire Summer Associates who have studied a variety of disciplines. Eligible candidates must be graduating with an MBA between December 2026 and June 2027. WORK WITH US - Investment Banking opportunities exist across the U.S. Jefferies' Chicago office covers industrial services, multi-industrials and capital goods clients. The group focuses on M&A and also offers a full suite of public & private equity and debt products. The deal team has executed over $100bn of M&A transactions over the past 15 years. The group currently consists of ~10 bankers ranging from Analyst to Managing Director and is growing rapidly. They also partner closely with the broader Diversified Industrials team, located in New York. The team does in-house execution and has an emphasis on career development, focusing on growing talent internally. Summer Associates will have every opportunity to be part of the team and operate as a full-time Associate. ABOUT US Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. The salary for this role is $175,000, pro-rated.

We are seeking exceptional Associate Interns to join our Investment Banking team in Chicago. Associate interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Software, Commercial, Business and Technology Services. Associates will have the opportunity to work with colleagues across M&A advisory team, including Atlanta, Boston, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior associate on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time associate class from the internship program. Essential Job Functions * Support deal teams in developing, maintaining and using financial models * Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis * Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients * Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants * Develop an in depth understanding of M&A deal processes Preferred Qualifications * Commitment to meet the demands of high volume and high-end client services * Effective communicator - verbal, written and virtual * Excellent analytical skills and attention to detail * Strong interest in problem solving and client services * Highly organized, with the initiative and ability to multitask and work with limited supervision on a team * Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance * Desire to join a rapidly growing, entrepreneurial platform * Demonstrable experience with Microsoft Excel, PowerPoint and Outlook * Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management * Interest in working in Chicago long term Basic Qualifications * No jobseeker will be considered if these basic qualifications are not met * Must be: * On track to receive MBA or J.D. degree in Spring 2027 Salary Details * A salary based on an annual rate of $175,000 per year. * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

The Group: Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our research analysts are among the most respected thought leaders in the industry, and we offer original, influential, thought provoking, and independent analysis. We offer intellectually challenging career paths and the opportunity to work alongside highly motivated individuals and industry experts. The Role: Our Equity Research team requires an experienced equity analyst to cover Technology stocks, primarily focusing on a select group of vertical SaaS companies. The role offers considerable intellectual freedom to focus on developing long-term oriented, original, and in-depth insights on complex industry issues with an emphasis on understanding ever-changing competitive dynamics. The analyst will publish in-depth research pieces that exemplify our reputation for thought leadership, our ability to assess outcomes for debatable investor topics, and provide the analysis our clients need to make better investing decisions. This position is based in our Chicago office. Responsibilities Analyze publicly available information, develop industry-relevant contacts and build internally-generated data to create investment mosaic, often with incomplete information. Estimate fair values for about 20 Tech companies, mostly focusing on vertical SaaS. Companies may include: ADP, Constellation Software, Roper, Verisk, Paychex, Paycom, and others. Gather and analyze industry data to develop a long-term industry vision and write notes for a sophisticated and demanding client base in a timely, accurate, insightful manner. Analyze implications of fundamental industry developments for coverage. Regularly publish reports, detailed discounted cash flow models that focus on the key drivers of the business, and in-depth research pieces, including the qualitative and quantitative analyses of your coverage's Economic Moats. Develop relationships with coverage companies and industry participants by attending company events and industry conferences to enhance research and build brand. Become an expert in Morningstar's Economic Moat research methodology. Proactively surface attractive investment ideas internally and externally to support all products and clients. Collaborate with colleagues by lending your financial, industry and investment expertise, including reviews of written research, financial models, moat presentations and other items as requested by your Director. Act with independence and an ‘investors first' attitude at all times. Requirements A bright, motivated individual with the desire to succeed in an intellectually-intense environment. Possess intellectual curiosity, a passion for creative analysis, and attention to detail. Ability to think broadly and creatively about a range of strategic issues affecting a business. Strong qualitative and quantitative acumen combined with strong written and verbal communication skills. Bachelor's degree; a CFA designation and/or MBA or a Masters is preferred. Three to five years of experience in sell side or buy side equity research; Alternatively, three to five years of technology industry experience combined with a proven interest in equity research. Ability to make decisions under tight deadlines, at times with incomplete information. Possess independence, critical thinking skills, and a passion for investing, with a bias toward long-term fundamental research. Sound financial modeling skills and knowledge of discounted cash flow modeling techniques. Advanced Excel proficiency is expected. Work well within a team and be capable of respectfully accepting and providing constructive feedback. This role will require candidates to be in office four days a week. Your application package should include your resume; a cover letter; and it is preferred to include a work, school, or personal report or presentation that illustrates an equity investing decision or recommendation that you have made. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $114,100.00 - 193,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. QUALIFICATIONS: Bachelor's Degree required Prior investment banking experience required; 1+ years experience as an Investment Banking Associate preferred Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Travel required: approximately 10% to 30% #LI-MW1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$175,000-$175,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

We are seeking an experienced associate to join our team with a heavy focus on talent research. As a Researcher Senior Associate on the Commercial & Investment Bank Recruiting (CIB) Team, you will be responsible for leading efforts across the CIB business. You will partner closely with seasoned recruiters and business leaders. You will be responsible for the identification, engagement and successful recruitment of banker talent, and supporting the business in achieving its strategic objectives. This is a heavy project oriented position using research tools like LinkedIn, Zoom Info, the internet, phone and other research tools. In addition to working on open roles, you will also be tasked with ongoing, opportunistic candidate engagement, development, and presentation. Job Responsibilities Support through research, a team of end-to-end talent acquisition process, create and implement research on talent acquisition strategies Provide guidance to recruiters, human resources (HR) partners & hiring managers on market intelligence Source qualified candidates through a wide variety of channels, and provide a positive candidate experience with frequent and timely communication throughout the talent acquisition process; share manager feedback Help evaluate, interview and present qualified candidates to hiring managers and solicit feedback on candidates to refine talent acquisition strategy as applicable Partner with seasoned recruiters, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines Proactively share innovative solutions to add value, anticipate needs, and streamline the process for the client Demonstrate expert level of understanding of talent acquisition needs by participating in client meetings, being aware of changes within the business, acting as a subject matter expert for areas of talent acquisition responsibility as well as managing hiring manager/candidate expectations Educate candidates on the career growth potential, benefits, compensation philosophy and many advantages of employment, selling both the firm and the opportunity Conduct appropriate compensation expectation conversations with both hiring managers and candidates to ensure closure of offers Understand diversity goals and provide education to hiring managers in order to ensure and present a diverse candidate slate Utilize the complete functionality of the applicant tracking system and maintain data integrity and controls Required Qualifications, Capabilities, and Skills A Bachelor's degree 2+ years of experience in a research capacity at a fast paced corporate environment or talent acquisition agency Exceptional written and verbal communication skills with strong Excel and PowerPoint & database management experience Able to work independently in a dynamic environment of change, challenge and multiple deadlines and priorities, high attention to detail Possess a controls mindset; understand employment laws and regulations Superior multitasking, project management and presentation skills coupled with business acumen Prior experience handling sensitive/confidential information Strong time management skills, and the ability to consistently prioritize and re-prioritize Preferred Qualifications, Capabilities, and Skills Strong Phone Research experience

Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Job Summary As a Senior Associate on the Commercial & Investment Banking Reputation Risk Team, you provide timely review and assessment of client or prospect matters before transactions are executed, and help safeguard the reputation of JPMorgan Chase. You work closely with colleagues across Commercial & Investment Banking, Business Banking, and Asset Wealth Management Reputation Risk Offices to address cross-line of business issues. You help us manage risk and contribute to a dynamic, collaborative environment with frequent opportunities to learn and grow. Job Responsibilities + Ensure timely review and execution of significant client and prospect information related to live transactions. + Develop impactful, in-depth presentation decks for executive management. + Provide support across a broad array of projects and escalations, especially the team's pipeline of work in-process. + Analyze and synthesize data to inform risk assessments. + Communicate findings clearly and concisely in written and verbal formats. + Manage competing priorities and deadlines with strong organizational skills. + Demonstrate initiative and self-direction in a fast-paced environment. Required Qualifications, Capabilities, and Skills + Bachelor's degree. + Minimum 3 years of experience in financial services, risk management, compliance, or legal. + Strong data mining, management, and analytical skills. + Proficiency in Microsoft PowerPoint, Excel, and SharePoint. + Clear and concise written and verbal communication skills. + Excellent interpersonal skills and ability to build strong partnerships. + Strong organizational and project management skills. + Ability to manage competing priorities under tight deadlines. + Intellectual curiosity and proven ability to learn quickly. + Ability to pivot across diverse topics and issues. + High degree of initiative and ability to work well under pressure. Preferred Qualifications, Capabilities, and Skills + Previous reputation risk or credit risk experience. + Experience supporting executive management. + Familiarity with cross-Line of Business collaboration. + Advanced data analysis skills. + Experience in a fast-paced, dynamic environment. + Strong problem-solving abilities. + Demonstrated adaptability to new topics and challenges. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $90,250.00 - $145,000.00 / year

2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Chicago. Pay Range: IL (Chicago): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $126,400.00 - $262,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Projects include, but are not limited to: Support deal teams in pitching and executing transactions Create & maintain financial analyses and models Understand product and market dynamics through comparable and markets analysis Conduct due diligence and research on various businesses and industries Develop presentation materials for internal colleagues, clients, and investors Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise. Société Générale is looking for individuals who highly value: Academic accomplishments Interest in financial markets and analyzing various businesses and industries Team spirit and collaboration Adaptability, innovative thinking, energy, and enthusiasm The opportunity to experience varied work environments Commitment to building meaningful professional relationships in the financial sector Intrigued by content and pitch development Profile Requested\: Undergraduate Class of 2026

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

Job Description You will work with our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding projects. You will typically assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, developing our internal business processes and performing due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor's degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.

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