Mesirow jobs - 250 jobs

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the globe, Mesirow serves clients through its capabilities spanning buy side, sell side and advisory services. We are currently seeking an intern to work in our IT department's Software Development team. Mesirow internship positions are for savvy, adaptable students interested that are passionate about technology and capital markets. The internship is designed to help students gain some hands-on and real-world experience. Responsibilities * Modify and maintain existing software applications using c#, python, sql and javascript * Translate business requirements into functional code * Provide support and maintenance duties when required * Work closely with software development team, end-users, and management to define requirements Requirements * Current enrollment in a Bachelor's degree in Computer Science, Computer Engineering or Software Development * Graduation in May 2027 * Must have GPA 3.5 or above * Sound Programming Fundamentals with an understanding of it * Knowledge and experience in the use of all Microsoft Office products * Object Oriented * ETL * Procedural * Functional * Knowledge and experience in the use of all Microsoft Office products * Excellent analytical and math skills, with the ability to work in teams * Ability to handle sensitive information in a confidential manner * Ability to interact well with various levels of personnel In accordance with the Illinois Pay Transparency Law, the anticipated compensation for the role will be $20.00 per hour for the duration of the program. EOE

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 institution is looking for a credit analyst in Chicago to manage lending decisions and processes for commercial banking loans. The ideal candidate will be responsible for analyzing credit information, negotiating loan terms, and maintaining strong client relationships. Requirements include a bachelor's degree and 5-7 years of experience in a relevant role. The salary range is $88,800 to $165,600, with various benefits including health insurance and retirement plans. #J-18808-Ljbffr

A leading financial services provider seeks a strategic project manager to oversee the design, development, and implementation of various projects in Chicago. The ideal candidate will have over 7 years of experience and a strong background in strategic financial modeling. The role involves advising senior leaders, leading implementation efforts, and collaborating with diverse stakeholders to achieve business goals. Competitive salary, comprehensive benefits, and a commitment to personal growth are offered. #J-18808-Ljbffr

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes business development plans so that business goals are achieved or exceeded. + Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. + Support technical implementation, including system configuration, testing, and integrations. + Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). + Provide troubleshooting and post-implementation support.Collaborate with Product, Tech, and Operations teams. + Participates on client calls as required. + Addresses customer services issues according to established guidelines, escalating as required. + Develops solutions for customer issues, engaging multiple stakeholders as required. + Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. + Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. + Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. + Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. + Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. + Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. + Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. + Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 5+ years in Trade Finance or Supply Chain Solutions Products. + Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Data Analysis Reporting + Document Management + Microsoft Office + Project Management + Problem-Solving + Detail-Oriented + People Management + Stakeholder Management + Strategic Thinking **Salary:** $88,800.00 - $165,600.00 **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.

+ The ideal candidate will have advanced Excel knowledge. + Python, SQL, Power BI knowledge is an asset. + Assist with creating efficiencies & enhancing current processes. Automation of financial reports. + Previous experience with a focus on Financial Governance, Audit, and Accounting. Develops or maintains an effective financial governance and controls framework that defines the ways and methods governance is implemented, managed, and monitored in the business/group. The governance framework includes policies, guidelines and provides programs, practices and measures to promote transparency, accuracy, consistency across groups. Applies specialized knowledge of Accounting & Financial management risk, regulatory compliance and internal controls related to financial processes and information. + Develops governance and control related 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 the governance framework, including effective challenge. + Coordinates and participates in the execution of oversight/governance activities including: reporting, assessment of education & training needs, development/delivery of training, development and execution of regulatory administration processes & procedures, management of review/updates to policies, etc. + Assists with the maintenance, monitoring, measurement & reporting on the status of the governance program to various internal & external stakeholder audiences. + Supports policy/standard/operating procedures lifecycle management, education and training assessment, development & delivery, coordination of attestation programs, reporting, etc. + Assists with the interpretation of new or changing regulations and assessing impacts to the governance frameworks and program requirements. + Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance. + Supports the group/program leader in communicating advice across the Bank on regulatory environment changes to ensure changes are understood. + Supports the management of governance meetings (e.g. committee, management, board meetings, etc.) as required; facilitates development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output. + Builds effective relationships with internal/external stakeholders. + Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context. + Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. + Leads or participates in change management activities of varying scope and type. + Breaks down strategic problems, and analyses data and information to provide governance insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Assists in the identification, classification and addressing of issues. + Assists with the coordination and management of the review and sign-off of relevant regulatory reporting. + Focus may be on a business/group. + Thinks creatively and proposes new solutions. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works mostly independently. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 1-2 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. **Salary:** $45,000.00 - $83,000.00 **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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Financial Services Group in Chicago, IL. This will be an in-person role. Responsibilities Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements Must have at least one year of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, or Economics required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for Illinois-based individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1

30 Weekly Standard 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.

A prominent financial institution in Chicago seeks a highly experienced professional to manage process transformation and serve as a trusted advisor to senior leadership. The role involves designing and implementing organizational processes while fostering collaboration across teams. Candidates should have at least 9 years of relevant experience, strong analytical skills, and expertise in regulatory compliance. Excellent communication and problem-solving abilities are essential. This position offers a competitive salary and comprehensive benefits package. #J-18808-Ljbffr

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: Client onboarding, including preparation of new account paperwork and client information-gathering Account maintenance, including any account registration and account profile changes Asset movement processing, including journals, wire transfers and EFTs Assist with quarterly billing and performance reporting Client issue resolution Gathering tax information for clients and assisting with tax reporting Relationship management, including regular client contact General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System Exception report review Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries Trade execution and trade error resolution, as may be applicable and required Requirements: Bachelor's degree Minimum of 3 years relevant experience required FINRA Series 7 and 66 licenses preferred Familiarity with estates preferred Highly motivated self-starter with a strong work ethic and positive “can-do” attitude Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred Demonstrates an ability to learn new processes and technology platforms Takes direction well and demonstrates proactive follow through on assigned tasks Ability to prioritize and effective time management skills Excellent verbal and written communication skills Remains focused on tasks and retains composure under pressure or with conflicting priorities Gathers information and consults appropriate parties when additional guidance is needed Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas Responsive to client requests and escalates to team members whenever necessary In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Mesirow's Public Finance Division was created to assist municipal debt issuers in optimizing their limited resources in an environment of increasing demand for services. Today, we continue to build on our solid reputation for developing innovative financing structures. We are currently seeking an Analyst to join our Public Finance Team. Responsibilities: * Develop financial models based on client's financing needs using available financial products. * Prepare correspondence, marketing information, and presentations for senior bankers. * Draft, edit, and organize responses to formal solicitations (for RFP's) by state and local governments. * Research and compile market data relating to prior or future transactions. * Schedule calls and meetings among the team and interact with lawyers, accountants, verification agents, rating agencies, and insurers to coordinate the deal process. * Ensure data is updated and entered into DBC Finance software and other relevant tools. This includes financial forecasting, cash flow analysis and bond sizing. * Performs all financial calculations and revisions during assigned bond pricings. Verifies accuracy of final pricing, receives underwriter sign-off and ensures distribution of final schedules to internal parties. * Critically read and analyze legal documents. * Monitor market conditions to apply new financing and optimization strategies based on client's financing needs. Maintain database of refunding opportunities. * Perform other duties and special projects as assigned. Requirements: * 0 to 3 years of public finance/municipal bond work experience preferred. * Bachelor's degree required, overall GPA must be 3.4 or better. * Must be willing to obtain the Series 52 within 6 months from the date of employment, or as soon as possible. * Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint. * Knowledge of DBC Finance software preferred. * Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing. * Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail. * Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical issues. * Must possess the aptitude and interest in learning Federal Tax Law as well as statutory financing rules and regulations to be successful in the role. * Qualified candidates must possess a high level of motivation, initiative, and leadership potential. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $70,000 and $100,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate to join our Services & Industrials team in Chicago, IL. Read more about our Services & Industrials team Here. A successful candidate will possess the following characteristics: * Bachelor's degree and 2+ years of investment banking experience at the associate level or closely related experience * Prior experience involving financial analysis and M&A transaction execution * Excellent written and verbal communication skills, including ability to develop internal and external relationships * Strong knowledge of accounting and financial modeling * Highly motivated, team player with an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. I-BSL1

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

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the globe, Mesirow serves clients through its capabilities spanning buy side, sell side and advisory services. We are currently seeking an intern to work in our IT department's Software Development team.  Mesirow internship positions are for savvy, adaptable students interested that are passionate about technology and capital markets. The internship is designed to help students gain some hands-on and real-world experience. Responsibilities Modify and maintain existing software applications using c#, python, sql and javascript Translate business requirements into functional code Provide support and maintenance duties when required Work closely with software development team, end-users, and management to define requirements Requirements Current enrollment in a Bachelor's degree in Computer Science, Computer Engineering or Software Development Graduation in May 2027 Must have GPA 3.5 or above Sound Programming Fundamentals with an understanding of it Knowledge and experience in the use of all Microsoft Office products Object Oriented ETL Procedural Functional Knowledge and experience in the use of all Microsoft Office products Excellent analytical and math skills, with the ability to work in teams Ability to handle sensitive information in a confidential manner Ability to interact well with various levels of personnel In accordance with the Illinois Pay Transparency Law, the anticipated compensation for the role will be $20.00 per hour for the duration of the program. EOE

The Head of Trust Client Solutions Group leads a centralized team of Trust Specialists and Trust Processors within TIAA's premier flagship Private Asset Management (PAM) group. This people leader role encompasses oversight of Client Interactions, Trust Processing, Account Onboarding/Funding, and Beneficiary Settlement operations. The position requires strategic leadership in managing large teams while defining and monitoring service level agreements, ensuring compliant workflow administration, risk management, document collection, and account servicing in accordance with all applicable regulations, policies, and procedures. **Key Responsibilities and Duties** Team Leadership & Development + Lead, develop, and inspire a team of Trust Specialists and Trust Processors specializing in Trust Operations, client interactions, tax servicing, account terminations, and comprehensive account servicing + Hold team accountable for timely execution and thorough follow-up on all deliverables + Foster a culture of excellence and continuous improvement Operational Excellence + Oversee delivery of accurate and timely results across all functional teams + Address and resolve client issues promptly while implementing strategic process improvements + Set, monitor, and review service level agreements to ensure optimal performance standards Risk Management & Compliance + Minimize operational risk through regular review of procedures and monitoring of reconciliation and variance reports + Ensure all accounts comply with legal, regulatory, and internal fiduciary operation procedures + Achieve satisfactory audit results through robust control frameworks + Analyze, interpret, and execute PAM accounts in strict accordance with legal instruments and trustee duties Process Improvement & Vendor Management + Review and enhance operating procedures to improve efficiency, strengthen controls, and reduce costs + Manage significant vendor relationships and participate in or lead vendor user groups as appropriate Client Relations & Reporting + Manage teams that proactively communicate with clients and third-party service providers to ensure exceptional client satisfaction + Prepare and present comprehensive financial reports to clients, providing regular updates on trust status and performance Strategic Partnerships + Develop and maintain strong partnerships with internal business stakeholders, including Portfolio Managers and Wealth Management Advisors + Participate actively in management-level committees and strategic initiatives **Educational Requirements** + University (Degree) Preferred **Work Experience** + 8+ Years Required; 10+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 10PL Related Skills Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts **Anticipated Posting End Date:** 2026-01-30 Base Pay Range: $134,100/yr - $270,600/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Application Deadline: 01/30/2026 Address: 6811 Stanley Avenue Job Family Group: Retail Banking Sales & Service 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.

Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution. Keeps stakeholders informed of messages, recommendations, decisions, process and progress. Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change. Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals. Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. May network with industry contacts to gather and identify competitive insights and best practices. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. 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. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Proven experience in strategic financial modeling, ideally gained through roles in consulting, investment banking, or similar analytical environments Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $102,000.00 - $190,000.00 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

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. + Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. + Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). + Expands the business growth potential of the team through telemarketing and outbound calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products and services offered. + Determines appropriate communication/service regarding all aspects of investing. + Independently resolves client complaints in a timely and effective manner; escalates as required. + Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. + Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. + Analyzes data and information to provide insights and recommendations. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. + Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. + Maintain the schedule / calendar to coordinate customer meetings and office coverage. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport and instills confidence with the client to develop credibility and earn their trust. + Organizes work information to ensure accuracy and completeness. + Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. + Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Advanced knowledge of investment process and procedures. + Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. + Relevant investment industry licensing for the designated jurisdiction / portfolio. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,714.00 - $69,000.00 **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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. The Summer Analyst Program Piper Sandler is currently seeking undergraduate students for our 2027 Investment Banking Summer Analyst Internship Program. Summer Analysts generally work 10 weeks within an industry or product group in Investment Banking and have the opportunity to learn financial modeling and basic analysis of companies and industries, as well as gain an understanding of the dynamics of the capital markets. The Internship Program includes one week of formal training held near Piper Sandler's Minneapolis, MN headquarters. Interns will also be invited attend networking events during the program. Our Investment Banking internships are a direct pipeline to our full time Analyst positions for the following year. In our Chicago, IL office, summer analysts are placed within the following sectors: Capital Advisory, Financial Services, Healthcare Qualifications: Anticipated graduation date from an undergraduate institution of December 2027 or May/June 2028 Seeking a bachelor's degree in Accounting, Finance, Economics or another business-related field Microsoft Word, Excel and PowerPoint skills Leadership and teamwork skills Willingness and desire to learn Prior to the start of the internship, it is beneficial for interns to have taken finance and accounting courses or self-study. Training will be provided prior to the start of the internship. You must be work authorized in the United States on a full-time basis without the need for employer sponsorship now or in the future. The Company cannot offer employment to F-1 (student) visa holders who require employer sponsorship in the future or cannot work now on a full-time basis. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow, and beyond. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary for individuals expressing interest in this position is $110,000 per year. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.