Finance planner jobs in Oak Lawn, IL - 1,595 jobs

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

A leading financial services firm in Chicago seeks a Market Director of Wealth to lead a team of Financial Advisors. You will drive a customer-obsessed culture, ensuring exceptional service while recruiting and developing Advisors to meet diverse client needs. This role demands strong management experience and the ability to integrate solutions across various banking services, maintaining a commitment to excellence and diversity. An ideal candidate has a strong track record in Advisor management and a passion for client relationships. #J-18808-Ljbffr

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

Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client Experience + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs + Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence Required skills: * 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience * Responsible for driving new business development for target client segment ($3MM++ investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client-focused individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability to work and identify the need for team specialists; collaborate closely with other team members * Takes on a leadership role on the team and within the business community * Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Additional Skills Used in this Role: * Business development * Prospecting and Qualification * Oral Communication * Investment Products and Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline management * Active Listening * Collaboration * Transitioning client conversations **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner. Who We Are: Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning? Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience. We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions. Our core team beliefs & mission are: Our clients financial security and peace-of-mind is always our #1 focus Over-attentiveness and client responsiveness is of the highest importance Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do Its not about the money, its about connections, friendships, and relationships. Our clients are like family to us We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career. Job Summary: Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base. Each Service Advisor works closely as a member of our team-based pod structure managed by our Lead Advisors. The Lead Advisors role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor. The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities. Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Day-to-Day Job Function: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. Service all client needs, requests, questions, and updates Prepare comprehensive financial plan recommendations Prepare and develop robust retirement income plans and retirement plan tracking Prepare investment portfolio summaries and asset allocation analyses Meet regularly with clients to establish trusting, supportive relationships Prepare and analyze various financial planning reports Utilize tax planning software to assess client tax situations and tax strategies Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients Oversee preparation of various one-off analysis requests Handle a variety of other financial planning related analyses and services as needed Collaborate with team members and advisors on client cases Conduct regular client reviews according to their assigned Service Model Proactively check-in with clients throughout the year to ensure all client needs are met What we seek in a candidate: 3+ years of experience working with clients as a Financial Planner required Series 65 or Series 66 license required CERTIFIED FINANCIAL PLANNER preferred CFP is a designation requirement to be obtained within 2 years from hire date Life Insurance license preferred Life insurance license must be obtained within 6 months from hire date Bachelor's Degree from an accredited college or university Strong passion for financial and retirement planning Enjoys working with numbers, spreadsheets and planning analysis Very strong Microsoft Excel experience and familiarity Highly detail-oriented and accurate Must be capable of multi-tasking and tracking multiple items/projects at the same time Friendly, outgoing, and able to build and maintain strong relationships Position perks: Competitive base salary with performance-based bonuses Paid time-off Health, dental, vision insurance 401(k) with company matching program Mentoring from firm owners and senior advisor Career growth and advancement opportunities Competitive Paid time off Business Hours: Monday - Thursday 8:45 am - 5:00pm. Friday 8:45 am - 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours Supportive, family-oriented company culture Unlimited snacks and drinks available in - office Access to free Starbucks coffee machine throughout your work week shifts Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Experience: Financial planning: 3 years (Required) License/Certification: Life Insurance License CFP (Preferred) Series 65 or 66 (Required) Ability to Relocate: Buffalo Grove, IL 60089: Relocate before starting work (Required) Work Location: In person

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

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

DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. We value autonomy and the ability to quickly pivot to capture opportunities, so we operate using our own capital and trading at our own risk. Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, we trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. We have also leveraged our expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets. We operate with respect, curiosity and open minds. The people who thrive here share our belief that it's not just what we do that matters-it's how we do it. DRW is a place of high expectations, integrity, innovation and a willingness to challenge consensus. DRW is looking to bring on a Special Situations Equity Analyst to join the Chicago based trading and research team. The role will be to work primarily with the Equity teams, however, DRW, as a multi-asset proprietary trading firm, provides the opportunity to collaborate in a wide range of products as well. The goal is to work with trading teams to provide fundamental insight into Corporate Actions and Special Situations as well as the structuring of trades. As an Equity Analyst, you will be responsible for understanding the current environment and market drivers and translating that into a forward-looking view. We are looking for a result driven individual who enjoys the challenge of understanding a situation in a much greater level of detail than anyone else in the market. In addition to providing daily research updates and real-time coverage for the traders, this role will be an opportunity to build a scalable process which can extend across the universe of listed equities and options. Another responsibility will be liaising with external data vendors to evaluate their products and working with software developers and quantitative researchers to implement a suitable database on which trade ideas can be generated. Understanding the impact of events on derivatives markets will be a key driver of success. This is a rare opportunity to be in a research role on a team with a large appetite for growth, where ideas can be translated into trades quickly, and a chance to be associated with the resulting revenue stream. Responsibilities: Provide real-time analysis on relevant corporate events, distressed scenarios, capital structure dislocations, and other unique situations Work with traders to generate trades around the research process output Maintain financial models and valuation scenarios to analyse companies' performance Monitor and build probability distributions for upcoming events to anticipate stock performance and volatility Develop catalyst-driven theses around new and existing corporate actions Research and propose new strategies adjacent to the desk's existing playbook Work with Software Engineers to develop automated web scrapers and other data analytics tools Manage external relationships with sell side research desks, data vendors, and brokers Engage with the DRW hiring process in order to help build out the team Requirements: Strong understanding of financial markets and the impact of events on company valuations Extreme attention to detail and accuracy Strong understanding of descriptive statistics Coding capability in Python, R, Matlab or similar statistical language Ability to synthesize qualitative and sometimes messy quantitative information, from often disparate and incomplete sources Experience working with large data sets Understanding of options pricing and greeks Confident communicator The annual base salary range for this position is $150,000 to $250,000 depending on the candidate's experience, qualifications, and relevant skill set. The position is also eligible for an annual discretionary bonus. In addition, DRW offers a comprehensive suite of employee benefits including group medical, pharmacy, dental and vision insurance, 401k (with discretionary employer match), short and long-term disability, life and AD&D insurance, health savings accounts, and flexible spending accounts. For more information about DRW's processing activities and our use of job applicants' data, please view our Privacy Notice at ******************************* California residents, please review the California Privacy Notice for information about certain legal rights at ****************************************** #LI-JW1

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

Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Impact You'll Make: Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Consumer team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution. This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm. What You'll Do: Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions Coordinate and perform business due diligence on clients and prospective opportunities Conduct comprehensive valuation exercises for companies and business units Prepare and deliver high-quality presentation materials for internal and external stakeholders Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction Attend client meetings and actively contribute to discussions What You Bring: A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications Exceptional academic credentials from a top-tier university Ability to think critically and demonstrate excellent written and verbal communication skills Strong transaction process orientation and attention to detail Highly proficient financial analysis and modeling skills Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment Collaborative team player capable of working effectively within intimate deal teams How You'll Thrive: Cultivate a positive, team-oriented approach that fosters collaboration and shared success Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. ***************************************** The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. 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 $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - *****************************************.

Lead Financial Planner / Service Advisor Buffalo Grove, IL (Onsite) | Full -Time | $121,000 - $150,000 Associate Level | 1 Opening A well -established wealth management and financial planning firm is seeking an experienced Lead Financial Planner / Service Advisor to join its growing team. This role is ideal for a client -focused financial planner who is passionate about comprehensive financial and retirement planning and enjoys building long -term, trust -based client relationships. The firm has served families across the greater Chicago area for over 20 years and provides a stable, supportive environment with strong leadership, training, and career growth opportunities. Position Overview The Lead Planner / Service Advisor is a primarily non -sales, client -facing role responsible for delivering holistic financial planning services and ongoing relationship management. Service Advisors work within a team -based “pod” structure, partnering closely with Lead Advisors who originate new client relationships. Once clients are onboarded, they transition to the Service Advisor for ongoing planning, servicing, and follow -up. While the role is not sales -driven, there are opportunities to grow relationships through additional assets and cross -service solutions with existing clients. Key Responsibilities Serve as the primary point of contact for assigned clients within the Holistic Wealth Management practice Deliver day -to -day financial planning support and respond to client inquiries, requests, and updates Prepare comprehensive financial plans, retirement income strategies, and retirement tracking Develop investment portfolio summaries and asset allocation analyses Conduct regular client meetings to build strong, long -term relationships Prepare and analyze financial planning reports and projections Utilize tax planning tools to evaluate client tax strategies and scenarios Run, compare, and review illustrations for annuities, life insurance, and long -term care solutions Manage one -off financial analyses and special planning requests Collaborate with advisors and internal team members on client cases Conduct scheduled client reviews aligned to assigned service models Proactively engage with clients throughout the year to ensure planning needs are met RequirementsRequirements Required Qualifications 3+ years of experience working directly with clients as a Financial Planner Active Series 65 or Series 66 license (required) Bachelor's degree from an accredited college or university Strong proficiency with Microsoft Excel and financial analysis tools High attention to detail with the ability to manage multiple client cases simultaneously Strong interpersonal skills and a client -first mindset Preferred / Nice to Have CERTIFIED FINANCIAL PLANNER™ (CFP) designation If not currently held, must be obtained within 2 years of hire Life Insurance license If not currently held, must be obtained within 6 months of hire BenefitsCompensation & Benefits Competitive base salary with performance -based bonuses Health, dental, and vision insurance 401(k) with company matching program Paid time off and paid lunch hours Mentorship from senior advisors and firm leadership Clear career growth and advancement opportunities Supportive, collaborative, and family -oriented culture Onsite perks including complimentary snacks, beverages, and premium coffee

We are seeking exceptional Analyst Interns to join our Investment Banking team in Chicago. Analyst 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. Analysts 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 analyst 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 analyst 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 Basic Qualifications * Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary Details * A salary based on an annual rate of $110,000 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 ************.

Application Deadline: Address: 320 S Canal Street Job Family Group: Capital Mrkts Sales & Service Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. Identifies opportunities for increased efficiency and improved service to internal and external clients. Provides analytical findings to deal teams. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Prepares industry compilations. Performs market research and synthesizes findings for internal and external presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. 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 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or post-secondary degree in related field of study or an equivalent combination of education and experience. An undergraduate degree with academic coursework in finance, economics, accounting or real estate, with outstanding academic achievement. Financial analysis training and experience. Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detial. Highly skilled in building complex financial models. Expertise in using financial computer applications and database management tools. Skilled in creating statistical presentations. Creative, insightful, and resourceful. Strong interpersonal skills within a demanding team environment. Strong ability to review and assess detailed information daily on multiple projects in an organized manner. Works independently within a team environment. 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. FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory. The expected base salary range: $110,000.00 - 135,000.00. Salary: 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.

The Company Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. The Mesirow Fiduciary Solutions division provides an array of investment services to institutional clients, including 401(k) retirement plans and health savings plans. Our team of Investment Consultants works closely with senior leadership and our institutional clients. With over $100 billion in assets under care, our team experienced a steady growth in clients and assets. The Opportunity The Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters, reporting to the co-head of the Investment Consulting team. The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad skill set. In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional clients. At the outset, the Investment Consultant will focus on building a strong foundation in our reporting and technology systems, as well as our due diligence process, through rigorous on‑the‑job learning. As proficiency develops and the Consultant demonstrates the ability to manage projects independently with minimal oversight, responsibilities will expand to include greater client‑facing engagement and opportunities for project leadership. The Investment Consultant will possess the following responsibilities: Client team: Serve on institutional client teams, creating and reviewing recurring client reports. Build long-term client relationships by demonstrating credibility through a thorough understanding of our workflows. Contribute to recurring client calls and quarterly investment review calls, covering investment strategies and the market environment. Lead the completion of ad-hoc requests from our sales team, interacting with prospective and existing institutional clients. Participate in additional client projects. Investment due diligence: Develop a deep understanding of the team's investment methodology. Conduct in-depth quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investing. Learn and independently use reporting and research tools. Stay current on market events and industry trends. Other: Play a meaningful role in the quarterly reporting cycle by developing a thorough understanding of internal systems and processes. Collaborate with others on the Investment Consulting team and the Technology team to test new systems and enhancements. Manage ad-hoc projects and contribute to team initiatives. Qualifications Bachelor's or Master's degree in finance, economics, mathematics, statistics, or a related field CFA designation or progress towards CFA designation preferred. 1 - 5 years' experience in investment consulting, retirement planning, or a related investment field (internship counts). Compensation is variable and commensurate with education level and experience. Strong attention to detail, ability to meet deadlines, and proficiency in handling large data sets independently and accurately. Demonstrated passion, intellectual curiosity, and a collaborative, positive attitude. Ability to take direction and proactively follow through on tasks. Intermediate to advanced Excel skills required; familiarity with investment databases (e.g., Morningstar Direct) preferred but not required. Excellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quickly. Series 7 and 66 Licenses required within one year of start date. Ability to work onsite at our Chicago office, which adheres to a hybrid schedule. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $70,000 and $120,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program. EOE

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

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.

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Chicago. As an Associate in our Mid Cap Investment Banking 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