Houlihan Lokey jobs in Chicago, IL - 334 jobs

Business Unit: Financial And Valuation Advisory Industry: Corporate Valuation Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. 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. Basic Qualifications * A B.A./B.S./B.B.A. candidate-Finance or Accounting major with a graduation date between December 2027 and June 2028 * Coursework in accounting and finance * A fundamental understanding of valuation theory, methodologies, and applications Preferred Qualifications * Strong analytical abilities and financial and computer skills (Excel in particular) * A demonstrated ability to work cooperatively with all levels of staff * Excellent verbal and written communication skills Overview The Corporate Valuation and Advisory Services ("CVAS") team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries. Responsibilities As a Summer Financial Analyst on the CVAS team, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$115,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115268

A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr

A leading financial services provider in Chicago is seeking a highly skilled professional to join their team, focusing on maximizing sector engagement and managing client relationships. The role requires extensive experience in investment banking, financial modeling, and strong communication skills. The ideal candidate will thrive in a collaborative environment and be adept at providing strategic financial solutions. This position offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr

Application Deadline:12/19/2025 Address:320 S Canal Street. Job Family Group:Marketing. Youre a dynamic, capable, experienced storyteller and strategic thinker with a strong appreciation for branding and marketingeven if you dont think of yourself Operations, Marketing, Manager, Strategy, Leadership, Operation, Business Services

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. The Technology Support Analyst will deliver high quality, effective technical support for the firm's desktop hardware and software systems, ensuring exceptional client service to end users. Administer and monitor technical support workflows through the help desk ticketing system. Assess and prioritize the end user inquiries and issues. Perform setup, maintenance, troubleshooting and repair activities for user hardware and software solutions. Assist end users with requests and issues to ensure the daily availability and proper operation of their devices and desktop software. The employee in this role will be required to work in the Chicago office 5 days a week. This position requires flexibility in work hours, including the ability to work evenings and weekends up to six times per year. Candidates should be prepared to adjust their schedules to accommodate these occasional demands. Responsibilities include but may not be limited to: Deliver high quality, effective technical support for the firm's desktop hardware and software systems. Assess and prioritize the end user inquiries and issues. Ensure that requests are handled in accordance with service level agreements. Utilize established help desk workflow procedures and tools to provide prompt action, detailed communication and complete resolutions. Identify, troubleshoot, analyze and resolve user technical issues. Apply fixes and document solutions. Document and report on issue status to Technology Client Support management. Escalate complex issues using established procedures. Perform setup, maintenance and upgrades of user hardware and software solutions in conjunction with Technology Client Support team members and other system administrators. Administer desktop security protocols according to IT Security procedures. Document and report security incidents to team management. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree in IT related field preferred. 2 - 5 years of experience in technical support or systems administration required; financial services industry experience preferred. Strong problem resolution skills. Strong time management and prioritization skills. Ability to work effectively in a team environment. Ability to collaborate across multiple functions. Attention to detail and quality. Technical knowledge and training in multiple key elements (data/voice communications, servers, networks, desktop) of the firm's computing environment. Knowledge of core technology industry trends and best practices. Strong written and verbal communication skills. Physical Requirements: Lift and push objects (i.e. IT hardware); reach with hands and arms, bend, kneel (i.e. plug in cables), and perform other moderately strenuous activities; occasionally lift or push up to 40 lbs. #LI-Onsite #LI-CH A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$70,000-$100,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. We are seeking a dynamic/detail-oriented individual to join our world-class Investment Management team as a Regional Associate. Our Intermediary sales team is responsible for all sales-and-marketing functions related to the distribution of William Blair's investment products to advisors and third-party platforms in the intermediary channel. JOB SUMMARY & RESPONSIBILITIES: As an integral member of our highly collaborative and goal-oriented sales team, you will be the central point of contact for clients and colleagues and will play a critical role in the success of the team. A key aspect of the role is to proactively contact prospects to expand our brand, develop meaningful business relationships with financial advisors and qualify them for further engagement. High performing Regional Associates effectively communicate the merits of our investment strategies, approach work in a goal-oriented way, are results-driven and have a strong understanding of the intermediary channel. Work in conjunction with Regional Director to establish new relationships through proactive calling and email efforts Apply a consultative sales approach to prospecting and deepening relationships with RIA's, family offices, banks, wire house and B/D financial advisors Participate in targeted outreach campaigns and contribute to National Accounts initiatives Strategically collaborate with team to contribute innovative and entrepreneurial ideas for territory management Maintain thorough knowledge of assigned territory goals/pipeline, key clients and prospects Consistently utilize Salesforce CRM for prospecting preparation and logging client communications Periodically represent William Blair at industry conferences Participate in projects as requested by management QUALIFICATIONS: Bachelor's degree required Prior work experience in a sales capacity required, preferably in the financial services industry Demonstrated interest in learning investment products Superior communication skills, written and verbal Dedication to detail and follow-up Positive, can-do attitude and high level of personal initiative Ability to work individually and cooperatively with others to accomplish objectives Adaptable and open to feedback Ability to be resourceful in seeking solutions Series 7 and 66 (or 63 and 65) licenses must be obtained within 90 days of start date. #LI-HK1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$65,000-$85,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair's sell-side equity research team is responsible for delivering superior investment ideas and value-added perspective for over 600 quality growth companies. Through exhaustive fundamental research and unique insight derived from independent thinking, the team's award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for clients. Acting as the company's laboratory for new investment ideas, it specializes in providing investment analysis on companies in the following industry sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications. Assemble and validate data on quality growth companies and conduct fundamental research and analyses on industry sectors, companies and securities at the direction of senior Research Analysts. Develop and/or update financial models and other statistical data for security analyses. Document findings and develop reports, presentation materials and educational tools for investment teams, clients and prospects. Responsibilities include but may not be limited to: Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis. Prepare internal and external written reports, notes, and other documents to communicate investment ideas, research, news events and opinions regarding security analysis. Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities. Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups. Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity. Participate in other projects as requested by management. Qualifications: M.D. or Ph.D. in biology or chemistry (or related life sciences field) strongly preferred. Minimum of 1-2 years related work or internship experience. Strong writing skills required. Strong conceptual and critical thinking skills. Strong accounting and financial statement analysis skills. Capable of building computer generated financial models. Delivers clear, effective verbal and written communication and takes responsibility for understanding others. Proficient in Internet searches and Microsoft Office products. Practical and capable of simplifying and summarizing complex information. Commits to satisfying internal and external customers. SIE Exam, Series 7, 63, 86, and 87 required (must be obtained within first 180 days). A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$140,000-$155,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + Technical proficiency gained through 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. + Data driven decision making - In-depth. **Salary:** $57,500.00 - $106,500.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Title: Administrative Assistant Department: IB Industrials Reports to: Grace Russo We are seeking a highly organized detail oriented Administrative Assistant to provide support to VPS, Analysts and Associates within our Investment Banking division. Looking for a proactive, resourceful candidate. Being able to manage multiple priorities in a fast-paced environment. This role is essential in ensuring seamless day-to-day expenses and travel for the junior banking staff members Primary Responsibilities Provide admin support, including travel arrangements Prepare and process expense reports in compliance with our firm policies via concur Collaborate with other administrative assistants on the team and provide backup coverage if needed General office support Order office supplies Required Skills: 1-5 years' experience preferably in financial services or professional services Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment Excellent verbal and written communication skills Strong problem-solving skills Salary $65,000-$80,000 #LI-DNI

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair is seeking undergraduate students to participate in a 10-week internship program during the summer of 2026. The program is designed to promote technology careers among high performing individuals from underrepresented backgrounds in the technology space, including but not limited to women currently enrolled, or intending to enroll, in a technology related program. The summer program also includes training, community service, and social events. Responsibilities include but may not be limited to: Configure and Implement Infrastructure and security systems (network, server, cloud, security) Communicate issues to the Project Manager and implement issue resolutions where needed Develop process improvements leveraging enterprise apps and automation Monitor and investigate system and security alerts Provide recommendation to improve accuracy, security, and system utilization Collaborate with other teams to enhance and improve processes and documentation Qualifications: Full-time students currently pursuing a Bachelor's degree in Computer Science/Engineering with anticipated graduation between December 2026 and June 2029 Must be organized and have a high attention to detail Good communication, presentation, and critical thinking skills Ability to quickly learn new technologies Works well in team environments Good knowledge in Microsoft Word, Outlook, Excel, and PowerPoint A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$35-$35 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. The Senior Endpoint Engineer is a senior technical position within our endpoint group, primarily responsible for the administration, configuration, and oversight of the firm's mobility and endpoint platforms. The role demands a comprehensive understanding of mobile application and endpoint device management systems, with accountability for ensuring their operational continuity and alignment with enterprise standards. Key responsibilities include implementing and maintaining endpoint policies to govern security, access, and compliance across the organization. This involves configuring conditional access, application control, device supervision settings, and other endpoint governance measures. Collaboration with the cyber and information security teams is a critical aspect of this role. The position further involves active participation in discussions with peers and leadership regarding the roadmap, evolution, and future direction of endpoint and mobility solutions, contributing technical expertise and industry insight to shape long-term strategies. The engineer is responsible for triaging endpoint-related events and incidents based on severity and business impact, coordinating escalation to management or external vendors as appropriate, and ensuring swift resolution to minimize operational disruption. Additional duties include developing comprehensive technical documentation for system configurations, processes, and procedures; sharing insights and analysis on emerging mobility trends, technologies, and best practices; and ensuring that all activities, solutions, and platforms comply with applicable laws, regulations, and internal company policies. Responsibilities may include but are not limited to: Administering the firm's mobility platforms, including, but not limited to, Microsoft Intune/Endpoint Manager and Apple Business Manager. Design, build and implement endpoint configurations and user applications with Intune. Support and optimize cloud-based end point builds and updates with Autopilot and Cloud Management Gateway. Automate device provisioning and software deployment workflows. Proactively identify and resolve hardware, software, mobility device and connectivity issues across Windows, MacOS, iOS, and Android platforms. Serve as the primary contact for mobile device policy configuration and management, including conditional access, application control, supervision settings, and other mobility-related governance. Manage the lifecycle of certificates and API accounts essential for mobile access and integration with enterprise systems. Collaborate with the cyber and information security teams to maintain the security posture of mobile platforms and devices. Participate in with peers and leadership regarding the roadmap and evolution of mobility platforms. Provide senior-level support coverage for endpoint platforms and end-user computing applications, ensuring high availability and performance. Align with AV program manager to support devices that are part of our AV hardware landscape Utilize industry-standard tools to monitor, analyze, and optimize system performance and reliability. Triage mobility-related events based on severity and business impact, escalating to management or vendors when appropriate. Develop and maintain technical documentation and training materials to support internal knowledge sharing and onboarding. Collaborate with peers to share insights on emerging mobility trends and their potential impact on enterprise solutions. Ensure all mobility-related activities comply with applicable laws, regulations, and internal policies and procedures. Required Qualifications: Bachelor's Degree in Information Technology or related subject matter preferred 5 - 8 years of experience with systems required Relevant certification(s) preferred Advanced comprehension of Intune and Microsoft Endpoint Manager. This include Co-management, Conditional Access, device policies, MDM and MAM for IOS and Android Understanding of Apple Device Manager and integration with Microsoft Endpoint Manager Knowledge of device supervision policies, company app deployment, and app configuration policies Experience setting up Autopilot with Windows OSD creation/maintenance and provisioning management of Apple Mac devices Strong working experience with GPO's and AD Hands on experience in PowerShell scripting Desire to inspire others about technology Ability to collaborate across multiple functions Attention to detail and quality Ability to develop and deliver training for engineers to enrich technical understanding Ability to convey complex technical knowledge to various audiences Strong problem resolution skills Product management skills a plus #LI-CH #LI-HYBRID A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$113,500-$146,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

A global financial services firm offering investment banking, equities, fixed income, asset management, and wealth management solutions is seeking an experienced Branch / Trade Floor Support Engineer. This hands‑on role partners closely with the global desktop services team to deliver exceptional end‑user support, contribute to strategic initiatives, and enhance technology performance across a high‑pressure trading environment. The ideal candidate is a motivated, solutions‑driven professional who thrives in dynamic settings and is eager to grow while working with cutting‑edge technologies. This position offers extensive exposure to business stakeholders, technology partners, and global initiatives. Key Responsibilities Desktop, Trading Floor & Infrastructure Support Provide daily hands‑on support within a high‑volume, fast‑moving financial services and trading environment. Manage the implementation, maintenance, and support of all desktop technology-including hardware, software, telephony systems, and IPC turrets. Deliver frontline and ancillary support for front‑office and back‑office applications, including trading systems and market data platforms such as Fidessa and Bloomberg. Support Citrix/VDI environments and assist with onboarding new applications and technologies. Monitor desktop infrastructure performance and recommend enhancements to improve stability and efficiency. Operational Ownership & Incident Management Oversee all desktop operations for the assigned office or coverage area. Diagnose and resolve issues efficiently in close collaboration with Engineering and Application Support teams. Act as Incident Manager during outages, ensuring timely escalation and communication to global and local leadership. Coordinate and drive local initiatives, vendor relationships, hardware lifecycle management, and service requests (e.g., RMAs, new equipment, desk moves). Collaboration, Projects & Governance Build strong relationships with business units and serve as a trusted technical partner and advocate. Participate in IT Management meetings to discuss issues, projects, and strategic direction. Support global initiatives with cross‑functional teams (Application Support, Facilities, Infrastructure/Engineering). Assist with application packaging, production certification, and SCCM deployments. Maintain thorough documentation for systems, applications, and scheduled maintenance. Additional Technical Support Areas iPhone/iPad support via MobileIron MDM and Intune. Active Directory support. Printer/MFP management. Data Center rack‑and‑stack activities. Firewall/proxy support. BCP setup, configuration, and testing. Conference room and AV support. Qualifications & Skills Bachelor's degree in Information Technology or related field. 5+ years of IT support experience within a financial services environment. Strong background in enterprise desktop support with deep knowledge of Windows 11 and Office 365. Excellent communication, presentation, and interpersonal skills. Solid understanding of network architecture and client/server technology. Demonstrated problem‑solving ability and willingness to learn new technologies. Experience supporting technologies including: Windows 11, mac OS, IPC turrets, Cisco VoIP phones, HP desktops & laptops, VDI, iPhones/iPads, printers/MFPs. Experience in DEX & AI toolsets is a plus but not required. Highly organized, detail‑oriented, and capable of working independently. Willing to work off‑hours or weekends as business needs require. Primary Location Full Time Salary Range of $85,000 - $100,000.

Business Unit: Presentations And Graphics Industry: No Industry Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com. Overview Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlihan Lokey is the No. 1 M&A advisor for the past five consecutive years in the U.S., the No. 1 global restructuring advisor for the past six consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv (formerly Thomson Reuters). Scope Houlihan Lokey's Presentations Design team is seeking a full-time Presentations Designer to join our team in Chicago, with a primary focus on conceptualizing and designing high-impact investment banking pitch books. The ideal candidate will play a key role in crafting visually compelling presentations, as well as ensuring the consistency and quality of document formatting across Microsoft PowerPoint, Word, Excel, and Adobe Acrobat Pro. While production and formatting tasks are part of the role, emphasis is placed on innovative design and creative input. This position is hybrid, requiring a minimum of 2 days in the office per week. Responsibilities As a Presentations Designer, you will:- * Design and execute PowerPoint pitch books and client presentations * Apply and update client templates to presentations with consistency and technical formatting * Create company branded and client charts, graphs, tables, icons and other infographics * Create fully functional client branded PowerPoint templates * Implementation of design principles; such as layout, alignment, color theory, typography, and visual hierarchy to create visually appealing and effective presentations * Perform photo re-touching and photo manipulation * Perform Logo creation, recreation or vectorization * Design or recreate highly detailed and complex maps (shale, oil, pipelines) * Design print collateral (invitations, signage, and banners) * Format Word, Excel and PowerPoint documents * Other similar presentation design or document formatting requests Basic Qualifications * 2+ years of experience as a Presentation Designer or similar capacity designing and editing financial documents, spreadsheets and presentations * Expert knowledge of Microsoft PowerPoint, Word, Excel (non-technical), and Adobe Acrobat Pro * Advanced knowledge of Adobe Photoshop, InDesign, and Illustrator * Strong knowledge and experience designing infographics, financial charts, tables and graphs * Ability to work independently on a project or collaboratively as a team player and able to integrate with a diverse team with varying opinions and ideas * Ability to take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards * Ability to work with a job ticketing system, work well under pressure and make quick sound decisions * Professional written and verbal communications skills * Flexible and open to changing priorities and managing multiple tasks simultaneously within tight deadlines * Research skills - know the places to look and manage time spent efficiently * Strong aptitude to acclimatize and learn quickly Preferred Qualifications * Preferred Bachelor's Degree in Communications, Marketing, Graphics, Business or related field Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $60,000 - $70,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2026 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-117799

Develop, enhance, and oversee implementation of liquidity frameworks for U.S. regulatory reports, internal stress testing, and recovery and resolution planning, with a focus on Capital Market products. This role combines strategic oversight, regulatory engagement, and technical expertise to ensure compliance and resilience under various stress scenarios. Supports the build, management, and execution of an enterprise-wide liquidity and funding management framework to optimize risks and maximize risk‑adjusted profitability. Provides expertise for the measurement, analysis, and oversight of the Bank's global regulatory and internal funding risks arising from business/group business activities. In partnership with the assigned business/portfolio, develops a solid understanding of the business strategies and in‑depth product, market, and regulatory knowledge across all retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, and optimization. Supports the development of liquidity Bank's risk measurement and reporting processes for liquidity and funding management. Key Responsibilities Develop and maintain liquidity frameworks for U.S. regulatory reporting and internal stress testing. Create and maintain stress assumptions for Capital Markets products, analyzing behavioral patterns under stress. Engage directly with U.S. regulatory agencies during supervisory reviews. Develop a robust understanding of U.S. regulatory rules and oversee compliance and interpretations. Collaborate with Liquidity reporting on interpretation of FR 2052a, U.S. LCR, and U.S. NSFR rules; participate in advocacy efforts and regulatory change discussions. Presents to senior management and respond to queries related to Capital Markets products within U.S. LCR, U.S. NSFR, and ILST. Partner with Liquidity Analytics and Regulatory Reporting teams to implement liquidity methodology changes. Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attract, retain, and enable the career development of top talent. Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develop an expert understanding of business/group challenges. May consult to or serve on various committees and task forces. Recommend strategic priorities and leads the execution. Manage resources and lead the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals. Own internal/external stakeholder relationships, which may include regulators. Lead the execution of liquidity & funding programs; assesses and adapts as needed to ensure quality of execution. Assess and adapt existing operational programs; develops new capabilities to ensure ongoing success. Recommend and implement liquidity and funding solutions based on analysis of issues and implications for the business. Support development and execution of Enterprise's liquidity and funding risk management strategy for executive and Board approval in collaboration with Market Risk Management to recommend liquidity and funding‑related risk appetite limits. Develop processes to identify, measure, and manage liquidity and funding risks in conjunction with Market Risk Management, businesses, and other Finance areas. Act as a trusted advisor to assigned business/group on liquidity and funding matters including recovery and resolution planning. Develop and maintain the model and assumption framework used to measure liquidity and funding risk and recommends changes (e.g. regularly reviews liquidity objectives, positions and assumptions, including for new business transactions). Identify emerging issues and trends to inform decision-making and understand risk drivers. Recommend and implement solutions based on risk assessments, analysis of issues, and implications for the business. Act as liaison between stakeholders including industry specialty groups and regulators to align agendas, ensure a clear understanding of the business context, and advocate the Bank's position on market or regulatory developments. Monitor performance of liquidity stress testing processes and addresses any issues (e.g. enterprise‑wide stress testing, OSFI macro‑stress testing, ad‑hoc testing). Provide input into the planning and implementation of liquidity and funding risk modeling activities and programs. Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Gathes and format data into regular and ad‑hoc reports, and dashboards. Monitor and track balance sheet usage, and addresses any issues. Design and produce regular and ad‑hoc reports, and dashboards. Analyze data and information to provide insights into business product pricing and funds transfer pricing processes. Support development and execution of liquidity and funding‑related strategic initiatives in collaboration with internal and external stakeholders. Operate at a group/enterprise‑wide level and serves as a senior specialist resource across BMO. Apply expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems Foster strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipate trends and responds by implementing appropriate changes. Foster a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. Ensure alignment between values and behavior that fosters diversity and inclusion. Qualifications Typically 9+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience. Seasoned expert with extensive industry knowledge of Capital Markets. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills - Expert. Analytical and problem solving skills - Expert. Influence skills - Expert. Collaboration & team skills; with a focus on cross‑group collaboration - Expert. Able to manage ambiguity. Data driven decision making - Expert. Salary $164,400.00 - $285,600.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. The Senior Events Producer - Equities will lead and coordinate event strategy, preparation and execution activities for Equities high profile, C-suite, in-person and virtual conferences, and upscale events that support business objectives and drive revenue. Apply best practices throughout all phases of event project management to ensure best in class, memorable and productive client experiences. Ensure effective integration between BMC teams and Equities staff in identifying target clients and audiences, content development, material production and event delivery. Develop tools and processes to facilitate the successful and efficient execution of William Blair marketing events. Identify appropriate performance measures, collect feedback and assess effectiveness of events. Recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results. Resolve escalated event preparation and execution issues. Responsibilities may include but are not limited to: Lead and coordinate William Blair premier event preparation activities targeted to investors, C-suite, and high-profile clients for the Equities team. Ensure alignment with established project plans. Drive the on-time, successful delivery of all event materials and components. Creative leader with in-depth knowledge of exclusive venues, event themes, bespoke programming, business content and world class speakers; willingness to try new ideas and challenge the status quo; proficient in planning in-person and virtual events. Develop tools and processes to facilitate the efficient execution of William Blair marketing events. Establish workflows for event components such as intake of event information, client profiling, invitation distribution, event material preparation and production, signage, shipping, participant check in and other day of event execution activities. Maintain current knowledge of events marketing and project management best practices and apply them throughout all phases of event preparation and execution. Ensure all event activities are consistent with William Blair marketing strategies and brand image. Review event materials and components for accuracy and quality. Ensure proper review and approvals of content and materials. Identify potential risks that may impede the success of marketing events. Proactively address these risks to avoid problems. Develop contingency plans for dealing with event issues. Serve as a resource for resolving escalated events issues. Report issues that may risk event success to stakeholders. Partner with execution team and other resources toward successful execution of events. Liaise with Client Events Director on strategy and budget for high-profile events. Evaluate the effectiveness of marketing events in achieving desired client experiences and business objectives. Identify appropriate performance measures, collect feedback and assess effectiveness of events. Report analysis findings to management. Recommend and implement changes or enhancements to workflows, deliverables and event components based on assessment results. Ensure all activities are following applicable compliance rules, regulations, policies and procedures. Utilize WRIKE project management tool to organize and track status of deadline driven tasks and activities. Additional responsibilities as requested. Qualifications: Bachelor's Degree in Marketing related field required; Master's Degree preferred 6-9 years of experience in events marketing required; financial services industry experience preferred Strong events marketing skills Strong project management and prioritization skills, including use of project management technology tools Strong written and verbal communication skills Strong ability to adapt to changing situations and apply critical thinking to solve issues Strong presence and ability to build relationships and collaborate cross-functionally Knowledge of events marketing best practices Attention to detail and quality Proficiency in Microsoft Office, Salesforce, Cvent, WRIKE #LI-CH #LI-Hybrid A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$91,000-$115,200 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Business Unit: Data Strategy Group Industry: No Industry Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com. Scope The Banker Success Specialist is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands-on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth. Responsibilities * Strategic Account Management: Design and own long-term strategic relationships with key users, deeply understanding their business goals to architect and execute success plans that drive significant value. * Technical Onboarding & Implementation: Structure, design, and lead the entire onboarding process, from initial implementation and configuration to training end-users, ensuring a seamless and highly successful deployment. * Product Expertise & Adoption: Act as a deep subject matter expert and thought leader on the platform's features, integrations, and best practices. Strategically analyze customer usage to provide proactive guidance that maximizes product adoption and value. * Proactive Engagement & Value Realization: Lead and own regular strategic business reviews, define and share best practices, and set future goals with users. Proactively anticipate, identify, and mitigate any risks to customer satisfaction and retention. * Customer Advocacy & Feedback: Champion the voice of the customer internally. Synthesize and translate complex customer feedback into strategic insights for the Product and Engineering teams to influence and shape the product roadmap. * Data Operations Support: Oversee and provide guidance on day to day support for the data operations team to clean and maintain company records, identifying opportunities for process improvement. Basic Qualifications * For Specialist: 2-5 years of industry experience, with a preference towards customer success roles. * A strong interest in operations, investment banking, accounting, or consulting experience is preferred. Preferred Qualifications * Strong financial and computer (Excel, Word, and PowerPoint) skills. * Demonstrated ability to work cooperatively with all levels of staff. * Strong analytical capabilities and excellent verbal and written communication skills. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $95,000-$115,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2026 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-116252

We are seeking a Lead Technology Project Manager AI to lead the delivery of strategic AI initiatives across Private Wealth Management. This role will play a critical part in enhancing advisor effectiveness, client engagement, and operational decision-making through responsible AI implementation. The Lead Technology Project Manager AI will partner directly with the Director of Technology for PWM Engineering & Data to translate PWM's AI strategy into executable delivery plans. This role will serve as a strategic liaison between engineering, data science, product, and business stakeholders, ensuring AI initiatives are aligned with advisor workflows and business priorities. The position offers high visibility across PWM leadership and vendor partners, with opportunities to influence strategic direction, drive measurable impact, and enhance delivery effectiveness using modern project management tools and practices. Key Responsibilities Strategic Planning & Execution Apply project management and systems development life cycle expertise to identify, plan, and execute complex AI initiatives that enhance PWM's strategic goals. Collaborate with business partners to define project vision, scope, goals, and deliverables for AI platforms and solutions. Develop comprehensive project plans, budgets, and stakeholder approval processes for both internal and vendor-led AI implementations through Agile program delivery. Monitor status of project roadmap and individual initiatives, proactively resolving issues and escalating risks that may impact success. Maintain current knowledge of AI and technology trends, best practices, and risks associated with emerging solutions. Share expertise with project teams and business unit leadership. Oversee the use of technology project management tools (e.g., Jira, Azure DevOps) to enhance delivery effectiveness and ensure consistent execution across initiatives. Proactively identify and resolve project issues; escalate risks and blockers to leadership as needed to maintain delivery momentum and alignment. Stay current on AI and wealth management technology trends, evaluating their potential impact on PWM's business strategy and platform evolution. Business Partnership Develop strong relationships with PWM stakeholders and a deep understanding of advisor workflows, strategic goals, and business challenges. Identify opportunities to leverage AI and automation to achieve business strategies and improve advisor productivity. Collaborate with stakeholders to analyze project feasibility, cost/benefit, and strategic impact. Develop and maintain AI initiative roadmaps based on business priorities. AI Platform Evaluation & Implementation Lead and manage both vendor-led and internally developed AI platforms, ensuring consistent execution standards, data integration, and stakeholder alignment across all initiatives. Lead platform evaluation and implementation for AI vendor tools to drive Private Wealth Management initiatives. Includes use case documentation, business requirements gathering, and integration planning. Manage internal AI platform initiatives in partnership with PWM's AI Data Science team. Coordinate with the firm's Central Technologies/Infrastructure team and PWM's Data Engineering team to ensure infrastructure readiness and data integration for AI platforms. Cross-Functional & Vendor Coordination Drive agile sprint planning and execution across Data Engineering, Data Science, and external vendor teams. Maintain clear communication with leadership and stakeholders throughout the AI project lifecycle. Manage day-to-day operational aspects of AI projects, providing direction and support to internal teams and vendor partners. Ensure projects meet timing, budget, and quality objectives. Update plans as needed to meet evolving business needs. Ensure formal project closeout, including documentation of lessons learned, stakeholder reporting, and transition to ongoing support or enhancement phases. Change Management & Adoption Support change management and AI solution adoption across the PWM business. Ensure PWM's AI solutions are designed with advisor workflows in mind, incorporating feedback loops and usability testing to drive adoption and impact. Promote AI fluency by helping teams understand PWM's AI capabilities, limitations, and use cases through documentation, demos, and training sessions. Required Qualifications Bachelor's Degree in Computer Science, Information Systems, or a related field; 7+ years of project/program management experience, including 3+ years delivering AI/ML, data science, or advanced analytics solutions. Proven ability to manage complex technical projects involving cloud-based data pipelines, ML models, and cross-functional teams. Expert project management skills across all phases: planning, budgeting, scheduling, execution, communication, documentation, and change management. Familiarity with the AI/Machine Learning lifecycle, including model development, validation, deployment, and monitoring. Robust experience managing AI vendor platform evaluation through end-to-end implementation, including data integrations. Strong vendor management experience and ability to influence outcomes without formal authority. Experience in financial services, ideally in wealth or management, asset management. Strong communication skills, with the ability to bridge technical detail and business impact. Commitment to quality and stakeholder satisfaction. Proficiency in collaboration tools such as Azure and M365 Copilot. Preferred Qualifications PMP, Agile, or Scrum certification. Master's degree in a related field. Experience implementing wealth management AI initiatives such as generating client insights, automation of action items and workflows, reading statements and other documents, lead generation and prospecting, chatbots, research summarization, compliance automation. Familiarity with financial regulatory and compliance frameworks. Understanding of model risk management in regulated environments. Familiarity in platforms such as Databricks, Power BI, Python and SQL. #LI-CH #LI-Hybrid

20 Standard Weekly Hours Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. + Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results and the customer experience. + Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits. + Analyzes issues and determines next steps; escalates as required. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to helping customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Basic specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,714.00 - $50,500.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

William Blair and Company, L.L.C. is seeking a highly motivated Compliance Analyst with 1-3 years of experience to join our Core Compliance team. This role supports Code of Ethics administration covering Personal Account Dealings, Compliance Certifications (annual, quarterly, periodic), Outside Business Activities, Private Investments, Compliance Training and Policy Management. The analyst will play a key role in executing and enhancing the firm's various compliance programs supporting William Blair Investment Management, LLC, the institutional asset management business of William Blair. The position offers an opportunity to gain broad exposure to compliance functions while building expertise in regulatory compliance. Key Responsibilities: Code of Ethics Administration Administer the company's technology solution (MyComplianceOffice) to monitor personal trade surveillance across William Blair's various business units Communicate the company's Code of Ethics to employees and review disclosures under the Code of Ethics Analyze underlying personal trade data for unusual behavior to identify conflicts of interest and other risks Work with other stakeholders in testing updates to the firm's technology solution to monitor employee activities Develop relationships with employees and management to advise on and encourage adherence with compliance policies Generate and deliver reports to legal personnel, human resources and management Manage day-to-day Compliance New Hire, Quarterly and Annual Attestation assignments Issue Quarterly Compliance certifications, handle responses that require review and escalation Oversee and assign the Compliance requirements in MCO to ensure that employees consultants receive the proper requisite compliance training and certification assignments (New Hire and Ongoing) Compliance Reviews and Reporting Assist with e-communications surveillance and eDiscovery related to regulatory and legal matters Manage monitoring of Code of Ethics and Policy infractions, including issuance of policy reminders and discipline Prepare and provide monthly/quarterly reporting and statistics to Compliance leadership to be used in internal governance committees, Board and Client Reporting Work in conjunction with other members of the Legal & Compliance team in testing and updating the firm's policies and procedures covering all core compliance areas Establish routine testing schedule and oversee reviews (i.e., routinely spot check OBAs disclosed versus Form U4 updates, Attestation and Training assignments, Regulatory Element CE) Collaborate with business units on AML/KYC reviews and assist with management of the AML Program Assist with gathering of information in response to Internal Audit and Regulatory exam requests as needed Registration & Licensing Assist with U.S. Individual and Entity Registration filings (Forms U4 / U5, Form BR, BD, ADV) Create and publish management reports to Business Heads and Compliance Advisory Partners Other Assist in the development and delivery of conflicts management tools and reports in support of global compliance needs Stay informed on regulatory changes and industry best practices; contribute to enhancing internal policies and procedures Participate in the development and execution of compliance training programs to raise awareness of regulatory obligations Continuously review and improve internal controls, policies, and procedures to ensure they meet evolving regulatory and operational requirements Qualifications: Bachelor's degree in finance, business, economics, or related field 1-3 years of compliance experience, preferably in an asset management firm/registered investment advisor administering Code of Ethics Strong analytical and problem-solving skills; ability to identify and escalate issues effectively Excellent written and verbal communication skills Strong Excel skills, including pivot tables and lookups, with an interest in developing more advanced analytics capabilities Familiarity with Power BI and other data visualization/reporting tools working with large data sets Demonstrated ability to learn new systems and translate data into practical insights for decision-making Detail-oriented with strong organizational skills and ability to manage multiple tasks Ethical mindset and commitment to maintaining the highest standards of compliance and integrity Collaborative team player who can work effectively across business lines Curious and proactive, with a willingness to learn and take ownership of assignments Ability to work independently in a fast-paced, dynamic environment This role may require occasional travel for regulatory meetings, internal training sessions, or industry conferences Flexibility in working hours may be required to manage urgent compliance matters Other projects or responsibilities as may be requested from time to time Expected to work in the Chicago office 3 days per week #LI-CH #LI-Hybrid