Finance planner jobs in Oak Lawn, IL

Must Have: 3+ years of experience working with clients as a Financial Planner required Series 65 or Series 66 license required Bachelor's Degree from an accredited college or university

Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIf4f6cdab7063-37***********6

Quantitative Analyst, Modeling and Audit Salary: Open Hybrid: 3 days onsite, 2 days remote *Open to H1B transfer* Qualifications Bachelor's degree required. Master's degree in mathematics or Statistics, Financial Engineering, Economics, or other field possessing strong quantitative, analytical, and problem-solving skills. Alternatively, a Ph. D degree majored in quantitative field and over 1 year of work experience. 5+ years of experience in model risk management methodology. Experience using the principles, practices, and techniques involved in conducting audits in accordance with the requirements set forth in the Global International Audit Standards (IIA GIA). Experience in Internal Audit, Model Risk Management, Financial Services/Securities Industry and working with regulatory organizations such as: Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), Financial Industry Regulatory Authority (FINRA), Federal Reserve. Experience in evaluating complex derivatives and performing advanced statistical analysis on underlying risk factors. Experience with reviewing credit/counterparty risk and stress testing models for derivative instruments (e.g., Historical VaR, Monte Carlo, TIMS and SPAN). Experience in data analysis and programming languages such as Python, C++, and Java. Experience in executing model risk audits. Responsibilities Lead or execute quantitative reviews/audits/validations (conceptual soundness, documentation, data, methodology, development code, testing, and implementation for accuracy) of models or financial risk tools used for credit risk, market risk, liquidity risk and stress testing. Support financial risk management audits and validations as required. Effectively communicate complex technical quantitative analysis (based on data and models), principles, methods, and approach to relevant stakeholders. Perform audit activities including risk assessments, audit planning, audit testing, control evaluation, and complete work paper documentation in accordance with Internal Audit requirements (e.g. IIA GIA). Communicate identified findings and enhancements to audit management and key stakeholders. Draft audit reports clearly communicate overall conclusions, key risks, findings and their root cause, and impact on company overall risk exposure. Perform continuous monitoring of model risk identifying patterns and trends to understand their impact on company overall risk level and controls. Effectively challenge risk management (first and second lines of defense) to adopt appropriate policies, procedures, and effective controls designed to mitigate financial risk. Support the development or enhancement of audit procedures and templates for auditing financial risk management. Support in developing and implementing data analytics and automated testing. Ensure audit quality, accuracy of results, and delivery in a timely manner. Proactively identify regulatory, operational, and/or strategic risks to the organization and present them to IA leadership. Coach and develop junior audit staff in financial risk management practices as part of their on-going development. Maintaining an understanding of policies, procedures, standards, and supporting technologies, and educating staff accordingly, to effectively identify potential risks and alternatives to mitigate risk exposure leveraging leading practices. Ability to understand and apply professional principles and standards (e.g., AICPA, IIA GIA, COSO) and the relevancy to risk management and impact on policies and procedures. In addition, leveraging these principles and standards to test and evaluate corporate risk management processes and controls.

Duration: 3 months, Contract to Hire **HYBRID Role -- 3 days in the office - currently Monday, Tuesday, Wednesday. Changing to Tuesday, Wednesday, Thursday in 2026. During the closing week it would be the 4 days of close regardless of the day** Job Description: What are the top 3-5 skills, experience or education required for this position: 1. Manufacturing Accounting Experience i.e., Absorption and operating variances. 2. Cost Accounting experience 3. Bachelor's in Accounting or Finance. 4. Ability to meet tight deadlines. 5. Multi-tasking The Senior Analyst, Finance is responsible for financial accounting, cost allocation, collection of data and preparation of reports that maintain Client's cost accounting systems for businesses supported. Key Responsibilities Include: Leads and reviews month-end processes for businesses supported. Includes but not limited to inventory reconciliation, manufacturing variance analytics and reconciliation of general ledger accounts. Leads plant reviews and understands the growth/performance of their business and analyzes variances of actuals vs plan. Financial support for Plan and Update. Flash/LBE (Latest Best Estimate) preparation. Review and understand variances from Plan/Update/LBE. Provide mid-month analysis of actuals and trend against LBE to plant management. Responsible for assisting Operations team in the identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting and periodic analysis of operations performance. Prepare, coordinate, and develop standards for assigned business unit or product family, and ensure timely communication of information. Maintain internal controls and account reconciliations for respective business unit to ensure appropriate asset valuation and safeguards. Prepare and analyze journal entries as needed during month-end close process. Provide ad hoc analysis to support complex decision making. Qualifications: Bachelor's degree in Accounting or Finance. Minimum 4 years related accounting experience in a manufacturing environment required. Knowledge and proficiency in systems, particularly MS Excel and SAP, is critical. Possess a working knowledge of the Corporate Financial Manual (CFM) and the ability to apply the correct policy to business issues. Strong analytical, problem solving, and communication skills. Must be able to manage multiple priorities and achieve required timelines. Familiarity with standard cost variance analysis preferred. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Ishan Email: ********************************* Internal Id: 25-50852

About the Role We are seeking an IT Planning & Analytics to lead initiatives that optimize cloud investments and enhance IT cost transparency. In this role, you will design and implement cost management frameworks, ensuring efficient and cost-effective use of public cloud resources. You will also mature the IT Cost Transparency module in Apptio and play a key role in technology budget governance, planning, and forecasting. What You'll Do Prepare and analyze public cloud forecasts and budgets; monitor financial performance and recommend optimization strategies. Apply the FinOps framework to maximize business value from cloud investments, collaborating with business, engineering, and finance teams. Design, configure, validate, and maintain cloud transparency and total cost of ownership (TCO) reporting. Model complex business problems, uncover insights, and identify opportunities using data mining and visualization techniques. Participate in budget and forecast reviews to ensure consolidation and rationalization. Perform additional duties as assigned. Minimum Qualifications Bachelor's degree in Information Systems, Business Management, Finance, or related field. 8+ years of relevant experience in IT financial analytics or technology business management. Hands-on experience with FinOps and cloud cost modeling. Strong analytical and problem-solving skills with advanced proficiency in MS Excel. Excellent communication and presentation skills. Preferred Qualifications MBA or graduate-level coursework. Experience in highly regulated industries (e.g., capital markets). Certifications such as FinOps Certified Practitioner, AWS Certified Cloud Practitioner, or TBM certifications (CTBME, RTBMA, ETBMA). Familiarity with tools like Apptio One, Cloudability, CloudHealth, AWS Cost Explorer, and AWS QuickSight. Technical Skills Expertise in IT cost modeling and cloud financial management. Strong data transformation and visualization capabilities. Ability to identify insights and opportunities through advanced analytics. Salay: $135-$155k + bonus

About us Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 140 locations across 17 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store. One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support. At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve. How we reward you 401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2% Healthcare plans to support your needs Virtual doctor visits Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program 15% Associate Discount Dave Ramsey's SmartDollar Program Associate Assistance Program RK Cares Associate Hardship Program 24/7 Chaplaincy Services What You'll do As a Financial Analyst, you will be responsible for executing financial projects consisting of gathering, analyzing, interpreting, communicating, and monitoring financial data to drive business results across Rural King. You will partner with key stakeholders to address financial information. Support the financial project management needs of the Financial Planning and Analysis team. Understand the business unit(s) and the operating systems that support them. Serve as a project resource defining and executing projects regarding various business initiatives. Prepare business cases including financials and success factors for proposed operating and/or product changes. May conduct pilot tests of proposed operating and/or product changes. Complete post-audit of business cases after implementation is complete. May manage projects independently that typically cross multiple business units, divisions, or states. Create and maintain pro-forma and cash flow models for current and future areas/ projects. Prepare and/or train others on financial systems and serve as a technical resource to accounting team. Generate and present financial reporting to Finance Department. Provide input for setting project priorities and for project results. Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism. Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments. Provide friendly, proactive, and professional internal and external support to others, assisting with inquiries, concerns, and issues promptly and effectively. Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement. Perform other duties as assigned. Supervisory Responsibilities None Essential Qualities for Success At least 1 year of financial experience or equivalent combination of experience and education. Confidence in playing an integral role in the annual business planning process. Experience and proficiency collaborating as a project team member and managing a segment of the project work. Proficient in completing financial projects and seeking out desired results. Experience and proficiency with problem-solving and interpersonal communication. Proficient presenting financial data to management. Proficient in financial analysis combined with insight into the nuances of the retail segment. Proficient preparing data sets, statistical reports, and computer applications to support financial analysis work. Experience and proficiency in analyzing financial statements and financial reports. Highly proficient in Microsoft Excel. Proficient with or the ability to quickly learn VBA programming. Excellent verbal and written interpersonal and communication skills. Excellent customer service skills. Strong understanding of retail business practices. Excellent negotiation and conflict resolution skills. Demonstrated ability to adapt in a fast-paced environment. Strong analytical and problem-solving skills. Excellent organizational skills and attention to detail. Physical Requirements Ability to maintain a seated or standing position for extended durations. Capability to lift 15 pounds periodically. Ability to navigate and access all facilities. Skill to effectively communicate verbally with others, both in-person and via electronic devices. Close vision for computer-related activities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. The pay range for this position is $50,000 - $58,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law. We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************

The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities: 1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences. Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals. Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations. Provides cash flow analysis including bonus payments and stock option planning. Assesses gifting opportunities of cash, securities, or other property. Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning. Prepares recommendations for clients utilizing planning expertise and knowledge of client's goals and circumstances, integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy. Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. Adept at utilizing Planning software deployed within the Division. 2. Initiates investment transactions in accordance with instructions from the Advisor. Implements investment transactions utilizing company's trading software. Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as: Ensures all materials and financial plans are in good order in advance of scheduled meeting. Records meeting notes. Prepares follow-up letters for clients, demonstrating solid professional business-writing skills. Handles follow up on action items as appropriate. Effectively responds to client and outside vendor inquiries or needs as required. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs. 4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as: Actively pursues CFP or other similar professional designation to enhance financial planning or advisory skillset and knowledge. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. Approaches work, interactions, and relationships in a manner consistent with the company's Core Values. Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth. 5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Orion, etc.) 6. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company. Requirements Qualifications: Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel. Proven technical, analytical, and problem-solving skills. Strong general knowledge of financial planning and investment management. Strong business mathematical skills and keen attention to detail. Personal integrity and ability to discreetly handle confidential data. Ability to prioritize and complete multiple time-sensitive tasks. Strong communication skills, both verbal and written. Ability to excel in a team environment. Aptitude and passion for learning. Desire to serve clients and co-workers with excellence. Proficiency in Microsoft Office with a high level of expertise in MS Excel. Education, Experience & Skills: Bachelor's degree in business, finance, accounting, or financial planning is required. Minimum of three (3) years' prior financial planning and/or financial service experience is preferred. Certifications, Licenses and Registrations: Certified Financial Planner™ designation is preferred. Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA. Travel Requirements Travel demands depend upon client base in assigned territory and may include occasional travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model. A reasonable estimate of the current range is $65,000 to $90,000 per year with benefits This job description is for our Chicago Office only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future. Blue Trust is an equal opportunity employer. Salary Description $65,000 to $90,000 per year

The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities: 1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences. * Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals. * Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations. * Provides cash flow analysis including bonus payments and stock option planning. * Assesses gifting opportunities of cash, securities, or other property. * Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning. * Prepares recommendations for clients utilizing planning expertise and knowledge of client's goals and circumstances, integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy. * Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. * Adept at utilizing Planning software deployed within the Division. 2. Initiates investment transactions in accordance with instructions from the Advisor. * Implements investment transactions utilizing company's trading software. * Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as: * Ensures all materials and financial plans are in good order in advance of scheduled meeting. * Records meeting notes. * Prepares follow-up letters for clients, demonstrating solid professional business-writing skills. * Handles follow up on action items as appropriate. * Effectively responds to client and outside vendor inquiries or needs as required. * Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs. 4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as: * Actively pursues CFP or other similar professional designation to enhance financial planning or advisory skillset and knowledge. * Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. * Approaches work, interactions, and relationships in a manner consistent with the company's Core Values. * Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth. 5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Orion, etc.) 6. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company. Requirements Qualifications: * Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel. * Proven technical, analytical, and problem-solving skills. * Strong general knowledge of financial planning and investment management. * Strong business mathematical skills and keen attention to detail. * Personal integrity and ability to discreetly handle confidential data. * Ability to prioritize and complete multiple time-sensitive tasks. * Strong communication skills, both verbal and written. * Ability to excel in a team environment. * Aptitude and passion for learning. * Desire to serve clients and co-workers with excellence. * Proficiency in Microsoft Office with a high level of expertise in MS Excel. Education, Experience & Skills: * Bachelor's degree in business, finance, accounting, or financial planning is required. * Minimum of three (3) years' prior financial planning and/or financial service experience is preferred. Certifications, Licenses and Registrations: * Certified Financial Planner designation is preferred. * Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA. Travel Requirements * Travel demands depend upon client base in assigned territory and may include occasional travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model. A reasonable estimate of the current range is $65,000 to $90,000 per year with benefits This job description is for our Chicago Office only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future. Blue Trust is an equal opportunity employer.

Job Title: Financial Planner We are seeking an experienced and service-oriented Financial Planner to join our team. This individual will serve as a Lead Planner, working closely with the Advisor to manage client relationships, deliver financial plans, and develop comprehensive strategies to meet client goals. This role involves active communication with clients and their team of professionals (e.g., CPAs, estate attorneys, insurance agents), plan preparation, and participation in client meetings. Key Characteristics & Ideal Candidate Profile The ideal candidate will be: Service-oriented with a proactive attitude Highly organized and detail-oriented Comfortable managing multiple priorities in a fast-paced environment A strong communicator with excellent interpersonal skills A collaborative team player who thrives in a client-centric setting Essential Responsibilities Serve as Lead Planner in client relationships, working in partnership with the Advisor Develop, analyze, and present financial plans and strategies during client meetings Maintain proficiency in eMoney; verify data accuracy for all plans and updates Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity Collaborate with clients' external professionals (CPAs, attorneys, etc.) to support holistic planning Provide direct communication and ongoing support to clients as an additional point of contact Participate in weekly Financial Planning team meetings Assist in leading quarterly Wealth Management Committee meetings Qualifications & Skills Education: Bachelor's degree required (preferred fields: Financial Planning, Finance, or Accounting) Experience: 1-3 years of experience in the financial services industry Series 65 or 66 requried; CFP Preferred (firm will pay for candidate to obtain) Technical Skills: Strong proficiency in eMoney Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams) Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)

We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role. Why Apply? Our client provides specialized support so that our Financial Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our advisors: Marketing & Business Development - We generate the leads so that our advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as Your Money, Your Wealth television, and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with a CFP. We also set the appointments, so that the advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a DEEP dive into planning. Investment Management - Our trading department works with advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax-loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new laws, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our advisors but all members of our team. Requirements: Must have a CFP credential plus 5 years of industry experience. Ability to assess a prospective client's needs and financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. The Senior Financial Planner ("SFP") will serve as a national financial and tax planning resource across Choreo. The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships. The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines. The SFP will cover both client-specific planning and advisor education/enablement. This role will help continue to build a center of excellence for tax-centric planning resources for Choreo advisors nationwide. The Senior Financial Planner will focus on core planning areas including goals-based and retirement planning, cash flow and savings modeling, and annual income and multi-year tax planning. Additional areas of focus include Social Security and Medicare, risk management and insurance, investment planning, education and college funding, philanthropic giving, estate and wealth transfer planning, and business owner planning. The SFP will be the primary contact for all advisory support for these topics for mid-sized, moderately complex clients with the opportunity to partner with the Senior Wealth Strategist on large-sized, complex client relationships. Primary Responsibilities: Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors. Review advisor-drafted financial plans and modeling with advisors and offer insights. Assist advisors in leveraging eMoney and other planning tools (e.g., Holistiplan) across a variety of cases including co-preparation of financial plans and simulations. Respond to advisor planning questions and conduct research on nuanced financial/tax issues. Coordinate closely with Choreo's Senior Wealth Strategist to expand advanced planning initiatives across the firm. Help codify and disseminate best practices in financial and income tax planning across the firm. Help test and evaluate planning software for broader adoption. Develop and deliver internal training on relevant topics. Participate in thought leadership and marketing content development. Support the integration of planning into the broader client experience model across Choreo, and collaborate with the Senior Wealth Strategist to develop the Choreo advanced planning team. Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. Basic Qualifications: 10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience) CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred) Experience collaborating with financial advisors and advisory teams Master-level proficiency with eMoney and Holistiplan Experienced leadership skills with the ability to provide effective coaching Proactive problem-solving skills with an entrepreneurial mindset Ability to deliver information and present to clients and larger internal and external groups in public speaking In-depth knowledge of comprehensive financial planning and wealth management disciplines Highly effective communication skills and emotional intelligence Ability to travel throughout the continental U.S., expected between 10-20% as needed Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: Competitive salary and bonus plan Competitive medical, dental, and vision plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Job Description We are seeking an experienced Financial Planner to join an established wealth management firm as a Lead Planner and Service Advisor. This is a client facing role focused on comprehensive financial planning relationship management and ongoing service delivery rather than cold sales. The Lead Planner partners closely with senior advisors in a team based structure and serves as the primary point of contact for assigned clients. This role requires strong technical planning skills attention to detail and the ability to manage multiple client relationships simultaneously. This position is best suited for a licensed Financial Planner who enjoys deep client relationships retirement planning and analytical work in a collaborative professional environment. KEY RESPONSIBILITIES Serve as the primary point of contact for assigned wealth management clients Manage ongoing client relationships including follow ups reviews and service requests Prepare comprehensive financial plans and retirement income strategies Develop and track retirement planning projections and scenarios Prepare investment portfolio summaries asset allocation analyses and planning reports Analyze tax planning strategies using tax planning software Run and compare illustrations for annuities life insurance and long term care products Collaborate with advisors and internal team members on client planning cases Conduct regular client reviews based on assigned service model Proactively engage clients throughout the year to ensure planning needs are met Support additional financial planning analyses and one off client requests as needed REQUIRED QUALIFICATIONS Bachelor's degree from an accredited college or university Minimum of 3 years of experience working directly with clients as a Financial Planner Active Series 65 or Series 66 license required Strong experience with comprehensive financial and retirement planning Very strong Microsoft Excel skills High attention to detail and accuracy Ability to manage multiple client priorities and projects simultaneously Strong interpersonal communication and relationship building skills PREFERRED QUALIFICATIONS CERTIFIED FINANCIAL PLANNER certification preferred CFP must be obtained within 2 years if not currently held Life Insurance license preferred Life Insurance license must be obtained within 6 months if not currently held Experience working within a wealth management or financial advisory firm WORK ENVIRONMENT AND PERKS On site role in Buffalo Grove IL Business hours Monday through Thursday 8:45 AM to 5:00 PM Friday hours 8:45 AM to 2:30 PM when high priority work is complete Paid lunch hours Supportive team oriented culture Benefits include health dental vision 401k with match and paid time off Mentorship from senior advisors and leadership Long term career growth opportunity within the firm

Lead Financial Planner / Service Advisor (Series 65/66 Required) - Buffalo Grove, IL We are a well-established wealth management firm serving the Buffalo Grove & Chicago area for over 20 years, overseeing $350M AUM and supporting 700+ families. We are seeking a professional Lead Planner / Service Advisor with strong client-facing financial planning experience to join our growing team. About the Role In this full-time, in-office position, you will serve as the primary point of contact for assigned clients, delivering comprehensive financial planning, retirement income strategies, investment analysis, and ongoing relationship management. This is a non-sales service-focused advisor role, with occasional opportunities for additional assets and cross-selling within the existing client base. Working within our collaborative team "pod" structure, you will prepare and present financial plans, run investment and tax analyses, and ensure clients receive an exceptional service experience. Key Responsibilities Serve as the main advisor for clients in our Holistic Wealth Management division Prepare and deliver comprehensive financial and retirement plans Complete portfolio summaries, allocation analyses, and tax strategy assessments Manage all client requests, updates, and follow-up tasks Run insurance and annuity illustrations (life, LTC, annuities) Conduct regular client review meetings and ongoing check-ins Collaborate with Lead Advisors and team members on complex client cases Use advanced planning tools and proprietary software to model strategies Required Qualifications 3+ years of direct client-facing Financial Planner experience Series 65 or Series 66 license (required) Bachelor's degree from an accredited institution Strong analytical skills and advanced Microsoft Excel ability Experience with financial planning and tax planning software Detail-oriented, organized, friendly, and relationship-focused Preferred (or must obtain after hire) CERTIFIED FINANCIAL PLANNER (CFP) preferred; required within 2 years Life Insurance License preferred; must obtain within 6 months Why Join Us Competitive salary + performance bonuses Health, dental, and vision insurance 401(k) with company match PTO + family-oriented culture Mentorship from firm owners and senior advisors Career growth opportunities Free snacks, drinks, and a Starbucks machine in the office Business Hours: Mon-Thu 8:45-5:00, Fri 8:45-2:30 (with tasks completed) Location In-office role in Buffalo Grove, IL. Candidates must relocate before starting.

As an Equity Analyst, you'll sit directly on the trading desk, influencing real-time decisions and managing research-driven positions that have direct PnL Impact. You'll bring deep sector knowledge or a proven ability to adapt across sectors, a keen understanding of how fundamentals drive short-term price and volatility changes, and the commercial mindset needed to translate your insights into profitable trading outcomes. This is a high-impact role designed for analysts who thrive in fast-paced, collaborative environments - and who are eager to apply their market-making instincts, short-horizon research, and option-aware thinking to drive tangible results. What you'll do As an Equity Analyst, you will: Leverage fundamental, event-driven, and short-term catalysts to identify and evaluate trading opportunities. Collaborate closely with traders to generate and manage positions that capture these opportunities, directly influencing desk PnL. Perform scenario and sensitivity analyses for upcoming events and corporate developments, assessing their potential impact on both equity and volatility. Translate research insights into actionable frameworks for option and volatility trading strategies. Contribute to process improvements and knowledge sharing across the analyst team, helping to refine how fundamental insights are monetized in a market-making context. Mentor junior analysts and support the continued professionalization of the global equity research effort. What you'll get The opportunity to work alongside best-in-class professionals from over 40 different countries Highly competitive compensation package Global profit-sharing pool and performance-based bonus structure 401(k) match up to 50% Comprehensive health, mental, dental, vision, disability, and life coverage 25 paid vacation days alongside market holidays Extensive office perks, including breakfast, lunch and snacks, regular social events, clubs, sporting leagues and more Who you are 3+ years of relevant experience as an equity analyst, within a market-making environment, event-driven hedge fund, or trading-focused team. Comfortable working with options concepts and volatility analysis, or eager to deepen your expertise in these areas. Skilled at applying fundamental analysis over short time horizons and identifying key drivers of near-term price moves. A sector specialist with proven expertise. Strong quantitative and problem-solving abilities; thrives in fast-moving, information-rich settings. Excellent communication skills, proactive in sharing views and partnering with traders and researchers. Passionate about markets, adaptable, and driven by the pursuit of impact and learning. Comfortable working with large data sets and building out systematic processes. Who we are At Optiver, our mission is to improve the market by injecting liquidity, providing accurate pricing, increasing transparency and stabilising the market no matter the conditions. With a focus on continuous improvement, we prioritise safeguarding the health and efficiency of the markets for all participants. As one of the largest market making institutions, we are a respected partner on 100+ exchanges across the globe. Our differences are our edge. Optiver does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, or other legally protected characteristics. Below is the expected base salary for this position. This is a good-faith estimate of the base pay scale for this position and offers will ultimately be determined based on experience, education, skill set, and performance in the interview process. This position will also be eligible for a discretionary bonus (if determined by Optiver) and Optiver's benefits package with the benefits listed above. Base Salary Range$200,000-$200,000 USD

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 ************.

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's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates. The Role Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or "moats," and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements. Expectations and Goals * Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. * Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model. * Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors. * Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources. * Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated. * Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation. * Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team. * Promptly and diligently answer client inquiries regarding covered companies. * Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research. * Always act with impartiality and an 'investors first' attitude. Qualifications * Intelligence, energy, motivation, and a high degree of personal integrity. * Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism. * Creativity, with a penchant for experimenting with new ways to approach questions. * Strong attention to detail. * Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives. * Ability to communicate complex ideas clearly and succinctly. * Comfortable drawing conclusions amid incomplete information and under tight deadlines. * Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view. * Bachelor's degree; CFA designation and/or MBA preferred. * Three plus years of relevant experience either in equity research or industry. * Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected. Please submit a resume, cover letter, and prior investment recommendation with your application materials. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $114,100.00 - 193,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

As an Equity Analyst, you'll sit directly on the trading desk, influencing real-time decisions and managing research-driven positions that have direct PnL Impact. You'll bring deep sector knowledge or a proven ability to adapt across sectors, a keen understanding of how fundamentals drive short-term price and volatility changes, and the commercial mindset needed to translate your insights into profitable trading outcomes. This is a high-impact role designed for analysts who thrive in fast-paced, collaborative environments - and who are eager to apply their market-making instincts, short-horizon research, and option-aware thinking to drive tangible results. What you'll do As an Equity Analyst, you will: * Leverage fundamental, event-driven, and short-term catalysts to identify and evaluate trading opportunities. * Collaborate closely with traders to generate and manage positions that capture these opportunities, directly influencing desk PnL. * Perform scenario and sensitivity analyses for upcoming events and corporate developments, assessing their potential impact on both equity and volatility. * Translate research insights into actionable frameworks for option and volatility trading strategies. * Contribute to process improvements and knowledge sharing across the analyst team, helping to refine how fundamental insights are monetized in a market-making context. * Mentor junior analysts and support the continued professionalization of the global equity research effort. What you'll get * The opportunity to work alongside best-in-class professionals from over 40 different countries * Highly competitive compensation package * Global profit-sharing pool and performance-based bonus structure * 401(k) match up to 50% * Comprehensive health, mental, dental, vision, disability, and life coverage * 25 paid vacation days alongside market holidays * Extensive office perks, including breakfast, lunch and snacks, regular social events, clubs, sporting leagues and more Who you are * 3+ years of relevant experience as an equity analyst, within a market-making environment, event-driven hedge fund, or trading-focused team. * Comfortable working with options concepts and volatility analysis, or eager to deepen your expertise in these areas. * Skilled at applying fundamental analysis over short time horizons and identifying key drivers of near-term price moves. * A sector specialist with proven expertise. * Strong quantitative and problem-solving abilities; thrives in fast-moving, information-rich settings. * Excellent communication skills, proactive in sharing views and partnering with traders and researchers. * Passionate about markets, adaptable, and driven by the pursuit of impact and learning. * Comfortable working with large data sets and building out systematic processes. Who we are At Optiver, our mission is to improve the market by injecting liquidity, providing accurate pricing, increasing transparency and stabilising the market no matter the conditions. With a focus on continuous improvement, we prioritise safeguarding the health and efficiency of the markets for all participants. As one of the largest market making institutions, we are a respected partner on 100+ exchanges across the globe. Our differences are our edge. Optiver does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, or other legally protected characteristics.

As an Associate in our Diversified Industries group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently