Investment Associate
Investment Banker Job 29 miles from Lake Station
RCP is looking to hire a highly motivated Associate to join our investment team this summer (2025). The individual in this role will participate in all aspects of RCP's investment process, with a focus on underwriting primary, secondary and co-investment opportunities in the Lower Middle Market Buyout space. Working alongside the collaborative team, this person will have the opportunity to make an immediate positive impact on RCPs business while continuing to develop his or her own professional skills.
Duties and responsibilities
Diligence and execute co-investment transactions, which will entail all aspects of directly investing into the cap table of an operating company, including meeting management teams, assessing industry attractiveness and creating detailed LBO valuation models
Underwrite secondary investment opportunities, including top down and bottoms up LBO valuation models for baskets of operating companies
Evaluate primary investment opportunities for RCP's fund of funds product and serve as an integral member of the deal team that assesses and underwrites potential commitments. This includes top down-market research, screening and review of data room materials, meeting with fund managers and quantitative and qualitative due diligence on partnerships and companies
Prepare investment memos and co-lead RCP investment committee discussions on primary, secondary and co-investment opportunities
Train and mentor pool of analysts on investment team
Requirements and Qualifications
Required
Bachelor's degree required - this is a Pre-MBA position
2-3 years of work experience in an industry with private equity exposure (secondaries, co-investment firm, investment banking, credit underwriting, valuation, management consulting, investment management)
Advanced modeling and Microsoft Office skills (Excel, PowerPoint, Word)
Ability to prioritize and manage his/her workload such that deadlines are consistently met
High degree of comfort in a dynamic and fast paced work environment
Possess strong attention to detail and the ability to effectively prioritize multiple tasks
Analytical, quick thinker with unconventional problem-solving capabilities
Excellent time management, project planning, and organizational skills
Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences
Dynamic relationship building and partnership skills; a strong teammate with experience leading initiatives across multiple departments
Must have the ability to interact with a variety of individuals (employees at all levels, clients, vendors), along with the ability to work independently are required
Benefit & Compensation
Insurance services including medical, dental and vision plans. Company and employees pay premiums.
401k with a company safe harbor contribution for all eligible employees
Short- and long-term disability
Voluntary life, AD&D, voluntary accident insurance, voluntary critical illness and voluntary hospital indemnity
Employee Assistance Program
Pre-tax commuter benefit program
Transit and cell phone stipend
12 paid holidays
Unlimited time off for vacation, sick and personal time
Paid Parental leave
Compensation range for this role is $115,000 - $160,000
If you believe you would be a good fit for this position, please send your resume to ***********************. Thank you in advance for your consideration.
About RCP Advisors Founded in 2001, RCP Advisors is a private equity investment firm headquartered in Chicago that provides access to lower middle market private equity fund managers through primary funds-of-funds, secondary funds, and co-investment funds. Additionally, the firm provides advisory and investment research services.
The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands. RCP Advisors is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at RCP Advisors are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate. Americans with Disabilities Act (ADA) RCP Advisors will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at ************** or ***********************.
Investor Relations Associate - Private Equity Firm in Chicago
Investment Banker Job 29 miles from Lake Station
Our client, an private equity firm in Chicago, is looking to add a Senior Associate to their Investor Relations team, which will cover investor relationship management and fundraising strategy work.
Responsibilities:
Produce/update materials for LPs including quarterly reports, marketing presentations, performance updates, ESG reports and annual meeting materials.
Lead all key communications with investors (deal announcements, quarterly reporting), marketing materials (pitchbooks, Annual Meeting presentation)
RFPs/DDQs
Requirements:
Bachelor's degree
5-8 years of experience in an investor relations or fundraising
Experience with private funds or credit products
Strong analytical skills
Excellent organizational + communication skills
Investment Associate
Investment Banker Job 29 miles from Lake Station
Company Overview A well-established investment advisory firm, recognized for its commitment to diversity and inclusion, and named one of the best places to work in a major city for consecutive years.
Job Responsibilities
Research and Analysis: Conduct research on various industries and market segments to develop actionable investment ideas and theses. Perform quantitative and qualitative analyses to support investment underwriting.
Support Senior Associates: Assist in processing new investment opportunities, including market assessments, competitive positioning, and financial analysis.
Financial Modeling: Build robust financial models to support deal underwriting and structuring.
Due Diligence: Facilitate diligence efforts on pursued deals, including business diligence, risk underwriting, and managing external advisors.
Portfolio Management: Monitor and support existing portfolio companies, identify acquisition targets, new product/market opportunities, assist with financial planning, and attend board meetings.
Communication: Prepare internal memoranda and other materials to support investment recommendations and communicate with internal stakeholders.
Interaction: Facilitate ongoing interactions with management teams, attorneys, accountants, consultants, bankers, and other service providers.
Qualifications
Experience: At least two years of experience at an investment bank or principal-oriented investment fund. Experience in asset-backed credit, restructuring, leveraged finance, or debt capital markets is valued.
Education: Bachelor's degree in Accounting, Finance, Business, or a related discipline with a strong academic record.
Skills:
Advanced financial modeling and analysis skills.
Ability to manage multiple projects in a transaction-oriented environment.
Strong collaboration and communication skills.
Proficiency in MS Office (Word, Outlook, Excel, PowerPoint).
High level of initiative, professional demeanor, and integrity.
Macro Futures Quantitative Trader
Investment Banker Job 29 miles from Lake Station
My client are a global proprietary trading firm looking to hire a senior Macro Futures Quantitative Trader based in their Chicago office. The role will be in one of the firm's strongest performing teams in Europe - they are now seeking a senior team member based in the US.
As part of the team, you will focus on high-frequency macro futures strategies, utilizing the firm's market-leading platform to maximize returns. The ideal candidate will have a proven track record of success, demonstrating a high Sharpe ratio and exceptional return on capital. In this role, you will contribute directly to the team's PnL, with a generous bonus structure tied to your personal contributions.
Responsibilities:
Develop, implement, and manage high-frequency macro futures trading strategies.
Collaborate with the European-based team to refine and optimize models and strategies.
Use quantitative techniques to analyze and interpret market data, identifying trading opportunities in macro futures.
Continuously improve trading strategies based on performance metrics, including Sharpe ratio and return on capital.
Contribute to the overall PnL of the team with an emphasis on maximizing risk-adjusted returns.
Collaborate with other quantitative traders and developers to leverage the firm's cutting-edge technology and infrastructure.
Qualifications:
Proven experience (5+ years) in high-frequency macro futures trading, with a strong track record of success and high Sharpe ratio.
Expertise in quantitative analysis, statistical modeling, and programming (Python, C++, R, etc.).
Strong understanding of macroeconomic drivers and how they impact futures markets.
Demonstrated ability to generate significant returns on capital while managing risk effectively.
Self-motivated, results-oriented, and able to work both independently and collaboratively within a high-performance team.
Strong communication skills and the ability to work closely with team members across global offices.
What They Offer:
Access to a market-leading trading platform and proprietary technology.
Opportunity to work in one of the firm's highest-performing teams.
Attractive compensation package with a formulaic bonus based on personal PnL contributions.
A fast-paced, dynamic work environment with ample room for growth and development.
Financial Representative Trainee (Sales) -- Chicago. IL
Investment Banker Job 29 miles from Lake Station
Work Type: Full Time Regular Application Closes: Open Until Filled
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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”.
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Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
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Investment Banking Analyst
Investment Banker Job 29 miles from Lake Station
Colonnade Advisors LLC: Founded in 1999, we are a boutique investment banking firm that focuses on mergers and acquisitions. We specialize in the financial services and business services sectors. Our deals range in size from $30 - $500 million.
Over the years we have embraced the virtues of boutique investment banking - Focus on the client's needs above all other considerations, Expertise that comes from deep industry knowledge and years of transaction experience, and Results that bring positive change to the lives of our clients and greatly improve the prospects of the companies we serve.
We have the flexibility and informality of a small company and the rigor and expectations of a world-class investment bank. Our team is the key to our success; made up of bright, highly motivated, hardworking people. Every team member interacts with senior bankers and Colonnade's clients on a daily basis to get the exposure and training needed to build a career in investment banking.
Colonnade has moved to a hybrid work model and will remain so for the foreseeable future. We may be physically apart at times, but we are a cohesive team that spends significant time together via digital platforms and time in the office. We are looking for candidates either in Chicago or in the Tampa/Clearwater/St. Petersburg metro area.
Investment Banking Analyst
As an investment banking analyst, you will provide analytical support on mergers and acquisitions and capital raising transactions. Our small deal team size provides analysts the opportunity to work with senior investment bankers and key management from client companies on a daily basis.
Compensation
The salary range is $90,000 - $110,000 annually, dependent on several variables, including but not limited to education, experience, and skills. In addition, Colonnade offers a discretionary bonus program, which is based on individual performance. Unlike the majority of Investment Banks, Colonnade pays bonuses on quarterly basis. Please ask your recruiter for details.
You will assume a broad range of responsibilities including:
Developing company valuations and financial models
Developing transaction marketing materials including selling memoranda, management presentations and pitch books
Conducting industry and company research and analysis
Acting as a point of contact throughout the transaction process
Attending client meetings
Managing due diligence processes
Developing financial services industry and transaction expertise and staying current on industry developments
Gaining an understanding of the interests and investment criteria of private equity firms
Candidates for the program will possess the following qualifications:
A strong work ethic, detail orientation and a passion for excellence
At least one year of work experience in investment banking, corporate development, corporate finance, valuation or accounting
The ability to excel in both team and self-directed settings
A bachelor's degree with a minimum 3.5 GPA, preferably in applied mathematics, engineering, economics, or accounting
Mastery of Excel and experience with Word and PowerPoint
Things to Consider Before You Interview:
You will be asked to prepare a case analysis including building a financial model in Excel
You should be prepared to discuss the following during your interview:
What do you know about the investment banking industry?
Why are you interested in a career in this industry?
What have you done to prepare yourself to be an investment banking analyst?
Why is Colonnade the right place for you?
Experienced Investment Banking Analyst
Investment Banker Job 29 miles from Lake Station
*Please only respond to this advertisement if you have at least 1 year of previous experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience. No recruiter calls will be accepted.
A leading middle-market investment bank based in Chicago is currently seeking to hire an experienced investment banking analyst. This opportunity is open in locations nationwide. We offer our analysts the opportunity to gain extensive experience across multiple industries and transaction types including mergers & acquisitions, financings, restructuring and valuations. Analysts work on small deal teams and interface directly with senior-level bankers, client executives, private equity firms and other investors. The investment banking analyst program is a highly competitive two to three-year program and analysts who perform well have the opportunity to remain with the firm as an associate.
Location: Nationwide
Responsibilities:
Play a key role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.)
Primary responsibilities include modeling (valuation, merger, company projections, analyzing large data sets), research, analyzing and summarizing industry and company dynamics, compiling potential buyer/investor lists, etc.
Interact with clients, potential buyers and investors
Assist with all aspects of business development
Contribute to periodic newsletters and industry pieces
Skills:
Strong financial modeling skills
Strong accounting and financial statement analysis skills
Excellent communication skills, both written and verbal
Strong analytical and problem-solving skills
Detail-oriented
Strong work ethic
Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks
Advanced Microsoft Office skills, including Excel, PowerPoint and Word
Candidate ideally possesses a Series 79 and Series 63 license
Background Preferences:
At least one year of experience working at an investment bank, valuation firm, commercial bank (or similar position) with extensive financial modeling experience
Strong undergraduate and graduate academic performance
Undergraduate degree in finance, accounting, business or economics is preferred
Options Trader
Investment Banker Job 29 miles from Lake Station
GoldenStone Investments LP is a hedge fund manager in Chicago that is looking for exceptional talent to join . The firm mainly focuses on US equity and equity options markets. It employs various option-based trading strategies such as volatility arbitrage, event driven, and M&A arbitrage to deliver superior returns to its investors.
Expereinced Options Trader
Requirements:
1. 2 years options trading experience. Proven track record.
Self-driven, hard-working and demonstrated strong interest and knowledge in financial market.
2. Personal traits of Competitiveness, strong communication skill and teamwork spirit.
3. Proficient in probability, statistics, and various quantitative analysis techniques.
4. Bachelor's degree+ from a top school is preferred and Major in Finance, CS, Math, or quantitative finance related.
The firm offers a fast pacing and exciting working environment. We provide extensive training and growth opportunity.
Investment Banking Associate
Investment Banker Job 29 miles from Lake Station
***Chicago/Minneapolis/Detroit Investment Banking Experienced Associate roles***
Our clients are well-established, growing Middle Market Investment Banks looking to add strong M&A Associates & VP's to the firm.
-Deal Size: Middle Market (100-300m)
-Deal Types: Primarily Sell Side M&A / Some Cap Raises
-Competitive Comp. w/ boutique culture
-White space to grow / Working closely with Sr. Management & MD's
-Generalist in nature w/ segmented industry groups (Tech/TMT, Industrials, Healthcare, Consumer, Business Services)
-No RE/Oil & Gas/FIG
-Strong deal flow
Target Candidate Profiles:
-Ideal candidate will have 1+ years of Investment Banking Associate level experience, primarily M&A.
Feel free to apply below, if appropriate.
Daniel
Quantitative Trader
Investment Banker Job 29 miles from Lake Station
Quant HFT Traders / Researchers | Up to $300k + bonus every 6 months | US or Remote Global
My client is a quantitative trading firm that specializes in high-frequency trading and algorithmic trading across various global financial markets.
They specialize in delivering high-performance, algorithm-driven trading solutions designed to capture opportunities in global financial markets. Using cutting-edge technology and data-driven strategies, they offer unmatched speed, precision, and scalability in executing trades across multiple asset classes, including equities, derivatives, and cryptocurrencies.
Their systems are built to minimize latency and maximize efficiency, ensuring real-time market insights and seamless order execution. Whether you're looking to enhance liquidity, optimize trading strategies, or reduce risks, their expertise in quantitative research and automated trading gives you a significant competitive edge. By leveraging their advanced tools, you'll be positioned to thrive in the fast-paced, ever-evolving financial landscape.
In short, they empower you to capitalize on market inefficiencies and gain superior results through innovative, technology-driven trading solutions.
They are looking for experienced individuals or teams with a strong track record in developing profitable trading strategies - across multiple asset classes.
Requirements:
Proven experience in quantitative trading strategies for MFT or HFT.
MFT: Experience with holding periods from a few minutes to 2 weeks.
HFT: Sharpe ratio of 4+.
Strong skills in mathematics, statistics, and programming (Python, C++, etc.).
Ability to thrive in a fast-paced trading environment.
Deep understanding of financial markets and market microstructure.
The role has a salary banding between $150-300k base plus a bonus paid every 6 months. You will also get a PnL return.
They have offices around the world or could offer remote if necessary.
Does this sound like something you might be interested in? Please apply with an up to date resume and we can organise a time for a call.
Best regards,
Ed
Financial Representative
Investment Banker Job 40 miles from Lake Station
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative
Investment Banker Job 29 miles from Lake Station
The Guardian Network is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.
As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.
We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.
What you'll be doing
Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
Provide clients with information related to financial products and services on an ongoing basis.
Develop and maintain a base of clients who value your input and guidance.
Work with clients to keep their financial plans current and aligned with their goals.
Requirements
Must be a US citizen or permanent resident
A four‐year college degree
Preferred Qualities
Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
Desire to help others achieve financial success through planning and protection
Driven to win and seeking a high-income potential opportunity
An interest in building markets through connections and experiences to cultivate long term relationships
About Guardian
A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit *********************
About Park Avenue Securities LLC
Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered.
As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.
Investor Relations Associate
Investment Banker Job 29 miles from Lake Station
Job Title: Investor Relations Associate
Our client, a leading investment firm, is seeking a highly motivated Investor Relations and Strategy Associate to join their strategy team. This role offers the opportunity to collaborate with senior leadership and play a pivotal role in shaping the firm's strategic direction while enhancing its market presence and investor engagement.
Key Responsibilities:
Develop and implement strategic marketing initiatives to strengthen the firm's brand and market position.
Create compelling marketing materials, including presentations, newsletters, and case studies, tailored to diverse investor audiences.
Oversee the firm's digital presence, including website updates, social media strategy, and email campaigns, ensuring consistency with brand guidelines.
Serve as a key point of contact for existing and prospective investors, fostering strong relationships and addressing inquiries.
Collaborate with the investment team to prepare detailed performance reports, fund updates, and market insights for investors.
Plan and execute investor events, such as annual meetings, webinars, and conference presentations, ensuring a seamless experience.
Partner with senior leadership to identify and execute growth opportunities aligned with the firm's long-term strategic goals.
Conduct market research and competitive analysis to inform strategic decision-making and business development initiatives.
Support capital-raising efforts by identifying target investor segments and tailoring outreach strategies.
Work closely with internal teams, including investment professionals, legal, compliance, and operations, to ensure alignment and consistency in communication and strategy execution.
Qualifications:
Bachelor's degree in Business, Marketing, Finance, or a related field. MBA or advanced degree is a plus.
3-5 years of experience in investor relations, marketing, investment banking, or investment strategy within the financial services industry. Private credit or alternative investment experience is a plus.
Exceptional communication skills, with the ability to create and deliver clear, impactful presentations and materials.
Strong analytical skills, with a demonstrated ability to synthesize complex information into actionable insights.
Proven project management abilities, with the capacity to manage multiple priorities and meet tight deadlines.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM tools.
The Equus Group is an Equal Opportunity Employer and takes
pride in maintaining a
diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
Financial Representative
Investment Banker Job 43 miles from Lake Station
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Financial Associate - Wealth Management
Investment Banker Job 39 miles from Lake Station
Our client, a well-established wealth management advisory firm in Oak Brook, IL, is seeking a Financial Associate to support high-end financial planning and investment operations. This role is ideal for a detail-oriented, business-minded professional with strong analytical and client service skills.
Key Responsibilities
Develop needs-based financial models and recommend portfolio solutions.
Prepare proposals, open new client accounts, and manage client information.
Input and analyze client data using financial planning software.
Research and resolve client-specific issues, providing clear communication.
Support the team with financial strategies and non-client projects.
Qualifications
Experience: 7+ years in a professional office setting, with financial services or planning experience preferred.
Education: Bachelor's degree; financial planning coursework is a plus.
Licensing: Series 6 required; Series 7 and 63 strongly preferred or expected shortly after hire.
Skills: Strong organizational, communication, and technical abilities, with proficiency in Microsoft Office; experience with CRM, financial planning tools, or investment platforms is a plus.
Compensation
$85,000 - $100,000, plus bonus opportunities, based on experience.
Quantitative Trader - HFT Futures
Investment Banker Job 29 miles from Lake Station
Quantitative Trader HFT Futures
A leading trading firm is seeking a High Frequency Futures Trader to join their hugely successful desk. You will have the opportunity to leverage advanced technology and pricing models to maximize profit.
Responsibilities
Collaborate with expert analysts and researchers to implement profitable strategies
Successfully manage risk to optimise profits
Ensure strategies produce excellent return on capital
Designing, developing and managing profitable systematic trading strategies in Futures (Sharpe 2+)
Qualifications
Experience at a proprietary trading firm, bank, or hedge fund
Previous experience working with languages such as C++ or Python
Demonstrate excellent track record
HFT and Futures background
Proven experience in backtesting, and developing strategies
Excellent communication and collaboration abilities
Bachelor's degree required in related field, such as computer science, or economics
If you are looking to join a leading Trading Firm whilst leveraging advanced technology, then this is the role for you. For more information, please apply now.
Associate, Underwriting | Private Equity Financing
Investment Banker Job 29 miles from Lake Station
Award-winning and rapidly growing Middle Market Private Equity lender hiring for Associate on Underwriting team! Offering an energetic and innovative culture, this firm has quadrupled in size since launching over a decade ago. Join a high-caliber team boasting a track record of tremendous success.
Keys to an interview - Associate, Underwriting:
Minimum of 2 years' full time work experience in Deals & Transactions Advisory, Valuations, Commercial Banking (direct lending / leveraged finance / asset based lending), Investment Banking, or Public Audit
Nice to have (or be progressing towards) advanced certification or degree (i.e. CPA, CFA, MBA)
Key Responsibilities - Associate, Underwriting:
Maintain full ownership over portfolio accounts that have closed.
Evaluate creditworthiness by analyzing financial statements, cash flow projections, and other relevant information.
Conduct thorough due diligence on potential transactions, including industry analysis and risk assessment.
Assist in preparing credit proposals, underwriting documents, and other necessary documentation.
Collaborate with internal teams to ensure accuracy and completeness of underwriting files.
Support senior underwriters in managing client relationships and negotiating terms.
Commodity Trader
Investment Banker Job 29 miles from Lake Station
A leading US proprietary trading firm is continuing to expand a commodities arm in Chicago/New York/San Francisco. The firm is looking to speak with experienced traders from various commodities asset backgrounds, either quantitative or discretionary, who would be interested in joining a young desk that can offer room to build out an area, as well as strong formulaic pay-out.
Requirements:
Hiring from 2 years to senior level.
Professional trading experience within commodities markets.
Experience researching and developing successful strategies, with PnL track record.
Considering both market making and prop strategies.
Ideal location is Chicago, but can offer New York or Alamo locations.
Finance Associate Attorney
Investment Banker Job 29 miles from Lake Station
The Finance practice group of a well respected AmLaw 200 firm who is seeking a mid-level (class of 2022-2019 ideal) Commercial Finance Associate to join their team in their Chicago headquarters.
Qualified associates will have worked, ideally, with both lender and buyer (but either will be considered) on various finance transactions and be able to draft loan documents and conduct due due diligence.
This firm offers competitive compensation - expected to be between $260k-320k based on class year, plus a two-tiered bonus and a one-tiered partnership track.
Apply today to learn more!
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
Finance Associate
Investment Banker Job 29 miles from Lake Station
Chicago
Our client's Finance practice group has extensive experience counseling clients in a wide range of public and private financing transactions, including everything from routine corporate financing transactions to highly complex structures that are often beyond the capacity of conventional legal service providers. They represent private equity sponsors and their portfolio companies, service providers, manufacturers, companies in the automotive industry, high-tech companies, healthcare and pharmaceutical companies, financial institutions, retailers, casino/gaming operators, and other industries. Their attorneys bring a depth and diversity of experience that allows them to maintain knowledge and familiarity with market terms and customs.
KEY RESPONSIBILITIES
Assist with representing clients in complex financing transactions, including private equity financing, acquisition financing, strategic debt financing, asset-based lending and other debt transactions;
Deliver high quality work-product and effectively communicate at all levels.
Demonstrate excellent problem-solving skills and high energy and enthusiasm for counseling in the relevant client sector;
Exhibit highly responsive, creative and efficient work habits;
Strive to continuously improve knowledge, skills and abilities and seek guidance and feedback to improve performance and productivity;
Take responsibility for enhancing expertise, in addition to seeking out formal and informal training;
Integrate into the practice and build strong relationships with clients.
Demonstrate a long-term interest in networking with existing clients and developing business opportunities.
QUALIFICATIONS
4-6 years of experience in corporate finance transactions in a law firm;
Ability to organize and prioritize numerous tasks and complete them under significant time constraints;
Outstanding interpersonal, analytical, organizational, and communication (written and verbal) skills required;
J.D. degree from an ABA-accredited institution;
Licensed Illinois or Michigan attorney in good standing (or with ability to waive into either jurisdiction); and
Ability to travel as client needs require.