Finance planner jobs in Palatine, IL - 807 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

Job Title: Client Advisor Reports to: Store Director Division: Retail The Client Advisor is responsible for providing an outstanding client experience, and meeting or exceeding sales objectives, with a specialized ambassador focus on the Rolex brand. This advisor will be an ambassador of the heritage, history and product line of the brand. The Client Advisor is a skilled experiential team member, consistently focusing on elevating the clients' in-store experience, ensuring outstanding delivery of surprise and delight moments and demonstrate an eagerness to strive for excellence, resulting in the development of long-term relationships and meeting /exceeding store sales and Key Performance Indicators (KPIs) including Mystery Shop Evaluations. This includes strategically following up, embracing and utilizing the CRM system and tools and handling escalated issues with outstanding diplomatic skills. ESSENTIAL JOB RESPONSIBILITIES • Work to create a positive, inviting and elevated environment for the discerning client. • Manage and prepare the client appointments for the day and ensure a well-organized day's flow to completion • Create relationships with clients, demonstrating a deep understanding of the product to educate the client, delivering the Rolex Way and following the Mystery Shopping framework • Be enthusiastic and demonstrate a passion for the brand, advise and guide through engagement of clients with storytelling of the brand history and sharing of product knowledge • Demonstrate a passion and understanding of the brand's unique heritage and history, the range of products, and specific product attributes and availability. • Effectively build relationships, identifying /engaging with top clientele and creating an individualized journey leading to the delivery of results • Full utilization of the CRM system. Obtain client contact information utilizing the CRM system to build an on-going relationship and elevate the Rolex discovery journey • Make certain the visual presentation of the watches is consistent with the luxury image of the brand. • Attend training sessions to increase product knowledge Meeting or exceeding sales objectives • At a minimum, must meet sales objectives for any given month, quarter and year. • Clearly understand daily sales objective and how it relates to weekly and monthly targets. • Ensure full coverage on the floor and build a strong presence on the floor • Clienteling - focus on developing long-term relationships with the client so that they are more likely to think about visiting and buying from the store in the future and consistently follow up with the clients as per guidelines. This may include but is not limited to birthday cards, holiday cards, informing clients of new merchandise and inviting customers to special events/ campaigns.' • Consistently deliver surprise and delight moments, tailored to the clients' journey to elevate the in-store experience • Readily accept and incorporate constructive advice given by managers on how to improve client experience and sales performance. Other • Strictly adhere to all store security procedures. • Set up cases and windows. • Respect other Client Advisors fostering an environment of support and collaboration. • Adhere to the company dress code guidelines. • Work with team members to ensure the Rolex area is at all times clean and attractive. • Attendance is a crucial part of performance. Be on time. • Help set-up or close store depending upon shift. • Execute all expectations of The Rolex Way in every client presentation. Brand Management • Ensure appropriate visual merchandising of all Rolex products in the store. • Check stock on a daily basis and make certain Rolex watches are handled properly (Quality of the stock). Requirements • A passion for building clientele and selling. • Demonstrate an exemplary level of integrity and professionalism at all times. • Must be able to work a flexible schedule throughout the week. • Must have a polished and professional appearance with a positive attitude. • Meet and exceed company assigned goals, metrics and objectives. Qualifications • 2+ years' experience in hospitality, service, retail industries or other related fields • Demonstrated enthusiasm and passion for the timepiece industry • Bachelor's degree in business, management or other related fields, preferred • Excellent verbal and written communication • Team player, willing to take on additional projects as needed • Demonstrates strong interpersonal skills in order to develop rapport and strong partnerships across all authorized Rolex retail doors • Organized and detail oriented • Well versed in Microsoft Excel, PowerPoint, and Office • Flexible in availability for work schedule; must be available to potentially work evenings or weekends for events or visits as needed Compensation Range: $75,000.00 - $90,000.00 commensurate on applicable experience, with eligibility for bonus. We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.

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.

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

We are looking for an experienced Revenue Cycle Analyst to join our team in Chicagoland area This is a contract-to-hire position, offering the opportunity to transition into a long-term role. In this role, you will play a vital part in ensuring the financial integrity of revenue operations within a healthcare setting, focusing on accurate charge capture, compliance, and process improvement. The salary range for this position is $95,000 to 110,000. Benefits available to contract professionals include medical, vision, dental, life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster. Responsibilities: ONSITE IN CHICAGO • Ensure daily revenue integrity processes are executed, including accurate and compliant charge capture across departments. • Develop and deliver training programs to promote best practices in revenue integrity. • Conduct reviews of revenue operations and present findings with actionable recommendations to leadership. • Collaborate with Charge Description Master (CDM) teams to support updates and maintenance of charge master systems. • Create and maintain analytical reports to track charge capture activities and compliance metrics. • Monitor regulatory changes impacting reimbursement and adjust revenue integrity programs accordingly. • Work closely with departments such as Supply Chain, Coding, Clinical Operations, and Finance to streamline charge capture processes. • Provide data-driven insights to support strategic pricing and reimbursement initiatives. • Maintain dashboards to track revenue integrity progress and identify trends in reimbursement. • Act as a subject matter expert for staff on operational and revenue cycle matters. ************Experience with EPIC or CERNER Preferred**************** At least 5 years of experience in healthcare revenue cycle operations, including billing, accounts receivable, and denials management. • Familiarity with supply chain, clinical operations, coding, or general ledger environments. • Proficiency in strategic pricing and reimbursement processes within a healthcare setting. • Strong understanding of compliance standards and regulations related to hospital revenue cycles. • Expertise in healthcare revenue cycle processes, medical billing, and claims management. • Ability to utilize KPI reporting tools effectively to monitor performance. • Exceptional analytical skills to develop actionable insights from complex data. • Strong communication skills to collaborate across multidisciplinary teams.

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

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

Guggenheim Securities ("GS") is seeking exceptional Analyst Interns to join its Global Industrials Group Investment Banking team in Chicago. The Industrials group is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Analyst Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. 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 continue to 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. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. 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 interact with senior bankers, clients, lawyers and accountants * Develop an in-depth understanding of Investment Banking product and services: Mergers and Acquisitions, Restructuring, Debt and Equity Preferred Qualifications * Excellent analytical skills and attention to detail * Strong interest for problem solving and client service * Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance * 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 * Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team * Strong written and oral communication skills * Working knowledge of MS Excel, MS Powerpoint and MS Word. Familiarity with Thomson/Factset and Bloomberg * Prior experience as an investment banking, private equity or corporate finance intern is a plus * Core modeling and valuation experience is a plus 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 ************.

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. 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

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. QUALIFICATIONS: Bachelor's Degree required Prior investment banking experience required; 1+ years experience as an Investment Banking Associate preferred Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Travel required: approximately 10% to 30% #LI-MW1

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

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

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

William Blair's Private Capital Markets (PCM) group is a team of capital raising experts dedicated to advising and delivering bespoke, non-control capital solutions to our clients. Providing advisory services to clients including both sponsor- and founder-backed companies across a wide range of industries and at all stages of the business lifecycle - early / growth companies; middle-market companies; and scaled mature companies. Whether a client is looking for growth capital, acquisition funding, shareholder liquidity, or to refinance debt, the PCM group leverages our deep investor relationships across junior capital, structured equity, minority equity, growth equity, and pre-IPO crossover investors to deliver creative, bespoke solutions that achieve our client's objectives. The PCM group's understanding and expertise in all types of private capital help our clients navigate opaque and creative financing markets on a daily basis. As an Associate in Private Capital Markets, you will execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. This role performs extensive financial modeling, capital structure analysis, research and completes due diligence activities. The selected individual will work closely with client staff to advance projects, gather necessary information, convey complex financial modeling outcomes and present analysis results. In addition, an Associate provides training and mentorship to less experienced staff. Responsibilities may include but are not limited to: Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital / structured equity, minority equity, or growth equity capital raises. Utilize creative approaches to illustrate key concepts / messages to internal teams, prospects, and clients. Build advanced three statement financial models to assess financial performance, cash flow and sensitize different capital structures / solutions to achieve the client's objectives. Leverage broad understanding of different business models, finance / accounting topics and sources of capital. Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors / players. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends and investors; update private capital markets databases. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of pitch materials that highlight the competitive advantage of William Blair. Identify improvements to processes and propose solutions to complete tasks more efficiently. Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required. Prior investment banking experience required; capital markets or investing / lending experience is a plus. Advanced financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc. Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects. Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment. Detail oriented with strong analytical abilities. Effective leadership and coaching skills. Committed to satisfying internal and external customers. Ability to manage expectations of senior bankers, other deal team members, and clients while working on multiple projects simultaneously. Excellent mathematical, writing, verbal and computer skills. #LI-CG1

JobID: 210690743 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $43.26-$43.26; New York,NY $48.07-$48.07 The Innovation Development Program (IDP) is your gateway to leadership in financial services product management, blending technology, design, and strategy. As an IDP analyst, you'll rotate through teams in the Commercial and Investment Bank, working on impactful projects while honing your skills. From the start, benefit from career training, mentorship, and insights from leaders to fast-track your growth. We seek students with a passion for innovation and strong problem-solving skills. Join JPMorgan Chase to promote change and make an impact. Job responsibilities * Rotate through two teams contributing to high-impact projects * Collaborate closely with stakeholder while being supported by a network of professionals and experienced leaders * Explore our diverse products and solutions * Develop skills in disciplines that match your unique interests * Support the development or launch of a product, formulate recommendations to shape business strategy, analyze data, and drive decisions * Identify solutions to meet unique client needs and aid in critical process transformations * Become a subject matter expert and gain the skills to effectively present your findings to executive leadership * Benefit from specialized career training, one-on-one mentorship, and valuable knowledge from executive leaders through a speaker series - designed to accelerate your development * Set your path to become a future leader of innovation Locations We Hire For * Chicago * New York Metro * Plano Required qualifications, capabilities and skills * Students who are currently enrolled in good standing at accredited universities in the U.S * An expected graduation date between December 2027 and Spring 2028 * A passion for driving business transformation and product innovation * A strong work ethic and self-starter attitude to effectively drive projects forward and meet deadlines * The ability to adapt to dynamic environments and navigate ambiguity with confidence * Exceptional interpersonal and collaboration skills, with the ability to communicate ideas clearly and effectively * Problem-solving skills in interpreting data, trends, and insights to identify opportunities and develop actionable solutions * Demonstrated intellectual curiosity and willingness to embrace new challenges * A proven record of academic, extracurricular, and/or professional achievement * Authorization to work permanently in the U.S. Join us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

The Program: At Morningstar, we seek individuals who are smart, creative, hard-working, curious, and passionate about their work. We built the Morningstar Development Program to prepare recent college graduates for successful, long-term careers at Morningstar. Throughout this two-year program, you will be placed in a cohort where you'll receive ongoing career development, networking, mentoring, training opportunities, apprenticeship program opportunities, and exposure to different areas of the business to help you succeed. About the role: 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. Our Equity Research team is looking for a highly motivated Associate Equity Analyst to facilitate coverage of stocks on a sector team. The Associate will have opportunities to contribute materially to topical and thematic research, and substantially assist with coverage on a variety of firms in the sector. Expectations or Goals Acquire a deep understanding of the companies and industries your team covers by gathering and interpreting relevant research, news, and data. Build modeling expertise by helping your teammates develop and maintain company and industry models. Develop high proficiency with Morningstar's equity research methodologies and disciplines relevant to equity research, including financial statement analysis and corporate finance. Support your team's efforts to publish timely and insightful research updates aimed at broad audience of investors. Collaborate with teammates on “deep dive” research that is differentiated, substantiated, and clearly communicated. Sharpen your awareness of behavioral biases and embody an “investors first” mindset at all times. Location: Chicago Start Date: July 6th 2026 What We Look For: Between 0-2 years of professional work experience. A Bachelor's degree completed no later than May 2026. All majors welcome. Highly motivated to succeed in a stimulating environment. Irrepressible curiosity, with an eagerness to dig deep and explore widely. Creativity, with a penchant for experimenting with new ways to approach questions and puzzles. High personal standards for thoroughness and attention to detail. Strong reasoning skills. Ability to communicate complex ideas clearly and succinctly. Progress toward CFA designation and/or MBA preferred. Comfortable drawing conclusions amid incomplete information and under tight deadlines. Collaborative mindset, capable of respectfully accepting and providing constructive feedback. Must possess unrestricted right to work in the U.S. in this position A resume is to apply. **Please be sure to include the word "Resume" in the file name of the resume you upload Total Cash Compensation Target 91,300 USD Inclusive of annual base salary and target incentive 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 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.

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required Prior investment banking experience required; previous experience as an Analyst, or equivalent, strongly preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customer Travel required: approximately 5% #LI-MW1