Marketing Manager: Private Capital RFP and Investment Communications Manager
Mesirow job in Chicago, IL
The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow has frequently been named one of the Best Places to Work by
Crain's Chicago Business
and is a Barron's Top 100 RIA Firm.
Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media channels, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services.
Position overview
We are seeking an experienced RFP and Investment Communications Manager to oversee our firm's RFP process and lead the development of investment content supporting institutional business development initiatives across our private capital platform.
This role requires exceptional writing and editing skills, high financial services acumen, strong process management capabilities, and the ability to build trust with senior investment professionals. The individual will partner closely with the Alternative Credit, Institutional Real Estate Direct, Capital Formation, Marketing, Compliance, and Corporate Services teams to support growth, strengthen brand positioning, and deliver client-focused, high-quality communications.
The role reports to the Global Head of Mesirow Capital Formation and Currency Solutions with strategic alignment to senior marketing leaders and Private Capital leadership.
Time allocation in this hybrid role will fluctuate. However, RFPs, RFIs and DDQs will take precedence due to their deadline-driven and business critical nature.
Key responsibilities
RFP, DDQ, and Client Questionnaire Management
Lead the creation, coordination, and delivery of RFPs, DDQs, RFIs, and consultant database updates for Alternative Credit and Institutional Real Estate Direct.
Gain in-depth knowledge of each investment team's philosophy, process, and differentiators to ensure accurate, compelling, and competitive positioning.
Serve as a subject matter expert and steward of RFPIO, ensuring libraries are continuously updated, responses are high-quality, and workflows are efficient.
Train stakeholders and champion adoption of RFPIO, our enterprise RFP workflow platform; RFP process improvements; automation; and use of AI as appropriate.
Strategic Marketing & Content Development
Partner with subject matter experts to create investment content and thought leadership pieces for institutional audiences. This may include white papers, briefs, commentary, video etc.
Develop, manage, and execute a holistic editorial calendar in partnership with Marketing colleagues, aligning with firmwide themes, market opportunities, and brand strategy.
Ensure strategic alignment of all content with Mesirow's brand story and organizational goals.
Collaborate with Client Experience Marketers to produce and refine product and service collateral, including fact sheets, pitchbooks, and commentary.
Track key engagement metrics to inform continuous improvement and reporting.
Requirements
Four-year degree, CFA and/or CAIA designation are a plus
7+ years of experience in marketing/communications; asset management industry experience required
Proficiency using RFP management tools (ideally RFPIO) to efficiently coordinate responses, manage content, and support business development initiatives.
Strong written and verbal skills
Ability to effectively communicate, internally and externally
Strong attention to detail
Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
Ability to manage multiple priorities and perform effectively in a deadline-driven environment.
Strong sense of accountability
Dependable, positive attitude, innovative, team player and flexible
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $95,000 and $115,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.
EOE
Client Relationship Specialist
Mesirow Financial Holdings, Inc. job in Highland Park, IL
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
Performance & Attribution Associate
Chicago, IL job
If you are an internal associate, please login to Workday and apply through Jobs Hub.
Working at PPM America, Inc.
PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We offer our Midwestern mentality of hard work, straight talk, full transparency and humility. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.
Values
At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners.
Portfolio Services
The Portfolio Services Department is a dynamic, fast-paced team that provides a broad spectrum of operational support to PPM and a fiduciary oversight of its clients' investments and assets. The Department supports nearly all asset management activities in the trade lifecycle, including portfolio management, trade execution, and client reporting. Functionally oriented teams include Public & Private Investment Operations, Derivatives Administration, Performance Analytics, Data Management and Business & Product Reporting. A high level of collaboration coupled with extensive cross-training promotes flexibility, scalability and professional development across the department. Portfolio Services is centrally positioned to engage with all of PPM's investment and administrative teams to meet the firm's strategic objectives. The department maxim is to be indispensable to our clients through timely, complete and accurate execution of roles and responsibilities.
Job Purpose
The Performance Analytics team provides centralized and coordinated reporting and analysis support for PPM's many business units and clientele. The Performance Analytics team leverages the organization through operating depth, developed skills, use of technology, process optimization, and clear operating accountabilities. The Performance & Attribution Associate compiles, verifies, and reports performance attribution results for a group of portfolios. Based upon knowledge of the portfolio management strategies and detailed review of performance contributors, writes performance commentaries and prepares portfolio summary reports for both internal and external clients. This role involves data and information fulfillment activities for the assigned portfolios, as well as updates of non-performance materials such as marketing presentations. Process and workflow review activities are required, as well as coordination of information flow and dissemination between multiple business units. This role involves significant interaction with internal clients - portfolio managers, quantitative research, administration, and marketing, as well as external clientele and market participants.
Essential Responsibilities
Validate and publish performance attribution, analytics, and risk reports for various stakeholders within and outside of the firm.
Analyze performance attribution contributors on security, sector, and other relevant attributes, and produce relevant portfolio commentary.
Provide reconciliation and analysis support for a performance attribution project.
In coordination with the Marketing & Communications and Business Development groups, prepare periodic portfolio reports including commentary, performance, and analytic summaries.
Deliver portfolio data extracts to internal and external clients as requested.
Maintain performance attribution reporting and analysis software. Utilize various systems and applications and provide recommendations on enhancements and process improvements. Interface with IT and Development staff when and as applicable.
Utilize and develop desktop tools and database applications for leveraging data management, data manipulation, and data integrity.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Proven ability to work effectively with a team in a fast-paced environment.
Broad knowledge of investment products and accounting.
Thorough understanding of investment performance measurement, GIPS reporting principles, and performance attribution concepts.
Excellent computer skills with high proficiency in Microsoft Office products.
Ability to prioritize and independently manage multiple assignments and clientele simultaneously.
Experience preparing reports, analysis, and presentations for management and clients.
Experience with StatPro, Aladdin, Wall Street Office, Bloomberg, Lipper, and/or Morningstar Direct is highly preferred.
Highly motivated self-starter with a desire to grow professionally and develop a mastery of his/her role and responsibilities.
Unquestionable professional integrity.
Qualifications
Bachelor's Degree , preferably in Finance, Economics, or business related discipline required.
Advanced degree or progress toward preferred.
3+ years of relevant work experience within the financial services sector required.
Industry designations such as CFA, CIPM, CPA upon hire preferred.
Benefits:
At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Competitive salary and bonus
Medical, dental and vision coverage
401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
Tuition and professional certification reimbursement
Paid parental leave
Adoption assistance
Holidays and paid time off
Paid time off to volunteer
Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Base Pay:
$ - $. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.
Auto-ApplyLearning Consultant, US Commercial Bank
Chicago, IL job
Application Deadline: 01/05/2026 Address: 320 S Canal Street Job Family Group: Human Resources Commercial Banking experience preferred Identifies business needs and delivers effective learning and performance-focused solutions for the assigned portfolio within Commercial Bank to support business / group strategies. Ensures that initiatives and learning solutions (programs and processes) are consistently and effectively implemented across the business/groups. May manage multiple curriculums for various roles / audiences using a wide range of learning methods. Executes effective project management to deliver business results.
* Acts as a trusted advisor to assigned business/group.
* Influences and negotiates to achieve business objectives.
* Assists in the development of strategic plans.
* Identifies emerging issues and trends to inform decision-making.
* Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
* Helps determine business priorities and best sequence for execution of business/group strategy.
* Conducts independent analysis and assessment to resolve strategic issues.
* Ensures alignment between stakeholders.
* Provides input into the planning and implementation of operational programs.
* Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
* Provides advice and guidance to assigned business/group on implementation of solutions. Includes assessing performance gaps and recommending solutions to assigned business/group leaders on principles and programs and the highest value learning deliverables/methods for the lowest cost.
* Supports the design, development, and management of effective learning and performance-focused solutions including assessing client needs, developing the learning strategy, designing program and identifying delivery methods including the identification of innovative learning methodology.
* Collaborates with internal and external stakeholders to provide business context in the design, develop and implementation of relevant learning programs and solutions delivered through various channels.
* Identifies internal and/or external emerging issues, trends and needs to inform business strategies and decisions.
* May network with industry contacts to gather and identify competitive insights and best practices.
* Builds effective relationships with internal/external stakeholders.
* Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.
* Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, execution, evaluation and sustainment of initiatives.
* Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging and identifies appropriate distribution channels.
* Breaks down strategic problems, and analyses data and information to provide learning and development insights and recommendations.
* Monitors and tracks performance, and addresses any issues.
* Designs and produces regular and ad-hoc reports, and dashboards.
* 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:
* Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
* Adult Learning accreditation required.
* Experience in the design, development and delivery of learning strategies and programs.
* Deep knowledge and technical proficiency gained through extensive education and business experience.
* Verbal & written communication skills - In-depth.
* Collaboration & team skills - In-depth.
* Analytical and problem solving skills - In-depth.
* Influence skills - In-depth.
* Data driven decision making - In-depth.
Salary:
$74,000.00 - $138,000.00
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.
Auto-ApplyEquity Research Associate - Financial Services Group
Chicago, IL job
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
Auto-ApplyPrivate Investment Operations Portfolio Associate
Chicago, IL job
If you are an internal associate, please login to Workday and apply through Jobs Hub.
Working at PPM America, Inc.
PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We take a hard work, straight talk, full transparency and humility approach to our work. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.
Values
At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners.
At PPM, we offer volunteer opportunities to get involved with a network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Portfolio Services
The Portfolio Services Department is a dynamic, fast-paced team that provides a broad spectrum of operational support to PPM and a fiduciary oversight of its clients' investments and assets. The Department supports nearly all asset management activities in the trade lifecycle, including portfolio management, trade execution, and client reporting. Functionally oriented teams include Public & Private Investment Operations, Derivatives Administration, Performance Analytics, Data Management and Business & Product Reporting. A high level of collaboration coupled with extensive cross-training promotes flexibility, scalability and professional development across the department. Portfolio Services is centrally positioned to engage with all of PPM's investment and administrative teams to meet the firm's strategic objectives. The department maxim is to be indispensable to our clients through timely, complete and accurate execution of roles and responsibilities.
Job Purpose
The Private Investment Operations Portfolio Associate role executes various operational activities related to private investments and syndicated bank loans, with a high degree of timeliness and accuracy. This role demands critical attention to detail as it is responsible for trade settlement, cash reconciliation, and position maintenance across various client investment portfolios. This role involves regular interaction with internal parties (trading, investment and operational teams, etc.), as well as external parties (clients, trustees, agent banks, counterparties, custodians, and auditors). The Private Investment Operations Portfolio Associate participates in a team that handles a diverse range of functions and disciplines and will have the opportunity to engage in other operational activities, as the broader Portfolio Services team regularly seeks opportunities to cross train across various asset types and processes in an effort to develop and deepen the skill set of team members.
Essential Responsibilities
Coordinates trade and settlement activity of syndicated loan trades.
Monitors and resolves outstanding items.
Performs daily reconciliations of cash/ holdings of assigned portfolios.
Produces available cash details to portfolio managers.
Produces portfolio level reports.
Manages the full lifecycle of syndicated bank loans, including contract rollovers, posting interest and principal activity, processing adjustments and coordinating with agent banks.
Processes loan refinance and restructuring activities.
Responds to internal and external inquiries in a timely, complete, and accurate manner.
Effectively and efficiently coordinates new project/ activity related work.
Promotes continual processes improvement.
Works collaboratively with other Private Investment Operations team members by participating in cross-training activities and providing additional operational support where and when needed.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Ability to prioritize and independently manage multiple deadlines and clientele.
Experience in preparing accurate and timely work.
Advanced proficiency with the entire Microsoft Office Suite, with an emphasis on Excel (including advanced formulas such as VLOOKUP and pivot tables) Word, and PowerPoint.
Unquestionable professional integrity.
Keen eye for detail.
Strong organizational, problem-solving, and communications skills.
Strong client and teamwork based approach to work and collective activities.
Critical thinking, analysis, and troubleshooting expertise
Experience with any of the following will be deemed beneficial:
Knowledge of syndicated loan settlement documentation (LSTA Trade Confirms, Assignment Agreement, Funding Memo);
Working knowledge of S&P Syndicated Loan tools (ClearPar, Wall Street Office (WSO) Administrator and Reporting);
Understanding/ proficiency navigating Moody's and S&P's loan related ratings;
Working knowledge of BlackRock's Aladdin tool;
Experience in trade settlement or reconciliation;
Experience is cash reconciliation.
Strong knowledge of investment client reporting.
Proficiency in tools that promote data analysis, task automation, and/or visualization (i.e. Python, Power BI, JIRA, etc.).
Qualifications
Bachelor's Degree , preferably in Accounting, Finance, Economics, Marketing, or a related discipline, required.
3+ years of relevant experience required.
Benefits:
At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Competitive salary and bonus
Medical, dental and vision coverage
401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
Tuition and professional certification reimbursement
Paid parental leave
Adoption assistance
Holidays and paid time off
Paid time off to volunteer
Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Base Pay:
$95,000.00 - $105,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.
Auto-ApplySummer 2026 Intern - Software Developer (IT) - 2 Openings
Mesirow job in Chicago, IL
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. â¯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
Investment Banking Vice President
Mesirow Financial Holdings, Inc. job in Chicago, IL
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. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture.
Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors' advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.
We are currently seeking a Vice President for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow. The Vice President will work as part of the investment banking team across all industry verticals on M&A, capital raise and other strategic advisory assignments.
Responsibilities:
* Lead day-to-day execution of client engagements.
* Provide direction and vision to team members for offering materials, management presentations, client marketing presentations and other materials.
* Perform transaction due diligence, research and analysis.
* Prepare and review complex financial analyses and models for potential transactions.
* Ensure quality of client deliverables by demonstrating extraordinary attention to detail.
* Manage and maintain client relationships and act as the primary contact to clients and prospects.
* Assess client needs and proactively generate relevant ideas and solutions and participate in marketing the Company's services to new clients.
Requirements:
* Minimum of three years of Investment Banking experience in an Associate role.
* Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.)
* MBA is preferred but not a requirement.
* Strong analytical capabilities including financial statement analysis, financial accounting and company valuation.
* Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them effectively.
* Capable of completing 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.
* Commitment to excellence in your work, adhering to high professional and ethical standards.
* Possess a high level of motivation, initiative and leadership potential
* Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ and other research databases desired.
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $225,000 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 discretionary bonus and the Mesirow benefit program.
EOE
Associate Banker
Belleville, IL job
Application Deadline: 12/23/2025 Address: 2 Carlyle Plaza Drive Job Family Group: Retail Banking Sales & Service Please note this opening is for a part-time (20 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Mon-Fri and Sat morning.
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.
* 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 - $50,000.00
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.
Auto-ApplyQuantitative Analyst - Summer 2026 (Co-op/Internship) - 10 Weeks
Chicago, IL job
Application Deadline: 12/30/2025 Address: 320 S Canal Street Job Family Group: Data Analytics & Reporting The ideal candidate will be enrolled in a Master level program. Additional required skills for this role include: * Coding in Python * API to extract data/or automate
* Financial modeling/automation & machine learning
* Dashboard building
* Bayesian Stats
* Financial engineering
Uses advanced analytical algorithms and technologies (e.g. machine learning, deep learning, artificial intelligence) to mine and analyze large sets of structured and unstructured data to obtain insights. Designs and constructs new processes for modeling data. Develops predictive models and leverages big data technology to design solutions that deliver smarter business decisions, improve customer experience, and drive productivity. Collaborates with other data and analytics professionals and teams to optimize, refine and scale analysis into mature analytics solutions.
* Plays an active role in the futuristic display of data, and advancement of innovative data strategies to understand consumer trends and address business problems.
* Uses data mining and extracting usable data from valuable data sources to assess feasibility of AI/ML solutions for improved processing and usage of organization data.
* Conducts large-scale analysis of information to discover patterns and trends by combining different modules and algorithms.
* Uses analysis to provide recommendations and advice for business leaders to maintain to maintain market competitiveness.
* Develops prediction systems and machine learning algorithms. Investigates additional technologies and tools for developing innovative data solutions for business stakeholders.
* Collaborate together with the product team and partners to understand and provide data-driven decision making, business planning and future roadmap.
* Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
* Exercises judgment to identify, diagnose, and solve problems within given rules.
* Works independently on a range of complex tasks, which may include unique situations.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
Foundational level of proficiency:
* Deep learning.
* Machine learning.
* Trust, bias and ethics.
* Creative thinking.
* Critical thinking.
Intermediate level of proficiency:
* Mathematics, statistics & operations research.
* Big data.
* Data visualization.
* Computational thinking and programming.
* Data wrangling.
* Data preprocessing.
* Complex problem solving.
* Analytical acumen.
* Creative reasoning.
* Verbal & written communication skills.
* Collaboration & team skills.
* Analytical and problem solving skills.
* Influence skills.
* Data driven decision making.
* 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.
* Technical proficiency gained through education and/or business experience.
Salary:
$69,000.00 - $127,800.00
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.
Auto-ApplyRisk Management Associate
Chicago, IL job
If you are an internal associate, please login to Workday and apply through Jobs Hub.
Working at PPM America, Inc.
PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We take a hard work, straight talk, full transparency and humility approach to our work. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.
Values
At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners.
At PPM, we offer volunteer opportunities to get involved with a network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Risk Management Department
The Risk Management Department is responsible for overseeing the firm's investment, operational, and enterprise risk management programs and governance. Within that construct, Risk Management provides a broad spectrum of risk management support to the firm's departments, including Front Office (Portfolio Management, Trading, and Credit Research), Operations (Portfolio Services and Information Technology), and Legal & Compliance.
Job Purpose
The Risk Management team is organized across three risk management functions at PPM - Investment Risk, Operational Risk, and Enterprise Risk. The Risk Management Associate is centrally and primarily focused on supporting the Investment Risk function in reviewing the firm's exposures across a broad suite of investment styles. The Risk Management Associate works closely with personnel on the entire Risk Management team.The Risk Management Associate assists the Investment Risk team with analysis of investment risk across portfolios/strategies, including Risk Committee reporting and quarterly CIO/Portfolio Management reviews. This role is highly visible with the front office departments (Portfolio Management, Fixed Income Trading, and Credit Research). The analysis and reports from the Investment Risk function are critical tools for PPM Executive Management to oversee the investment risks across our portfolios. The Risk Management Associate may assist the other Risk team functions and CRO in special projects, which include asset valuation analysis, emerging and topical risk reporting, and project management across the Risk function.
Essential Responsibilities
Supports the Investment Risk function with formal, routine, and ad-hoc investment risk analysis.
Actively monitors systems and Investment Risk dashboards for risk outliers, data discrepancies, and other escalation issues. Subsequently, translates findings into meaningful conclusions for senior leaders.
Performs Investment Risk data analysis, including manipulation, cleansing, organization, and formatting for the team's use.
Monitors portfolio risk using analytics related to credit risk, interest rate risk, liquidity risk, and ex-ante tracking error (and others).
Reviews and interprets investment performance, including attribution reports and related analysis.
Assists the CRO and Risk teams with special projects, as needed.
Other Duties
Performs other duties and/or projects for the Operational and Enterprise Risk functions as assigned, including administration of the firm's efforts to review asset valuation risk.
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Strong understanding of financial instruments and investment products, preferably through work experience with fixed income.
Strong understanding of fixed income risk metrics, as well as general statistical concepts such as standard deviation, correlation, and probability distributions.
Experience with investment tools such as Blackrock Aladdin, or other market-leading portfolio investment systems required.
Ability to read, interpret, generate data visualizations, and translate into meaningful conclusions.
Ability to think critically, prioritize, and manage deadlines.
Ability to seek guidance when necessary, and to communicate complex ideas/problems effectively.
Positive attitude and a collaborative approach. Positive contributor to team culture.
Strong proficiency with the entire Microsoft Office suite required, including Excel, Word, and PowerPoint.
Experience with data visualization tools, preferably PowerBI.
Qualifications
Bachelor's Degree , preferably in Accounting, Economics, Finance, Mathematics, Statistics, or a related discipline, required.
3+ years of work experience in risk management, financial markets, portfolio management, or related field required.
Progress towards or completion of an advanced degree or CFA/FRM qualification preferred.
Benefits:
At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
Competitive salary and bonus
Medical, dental and vision coverage
401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
Tuition and professional certification reimbursement
Paid parental leave
Adoption assistance
Holidays and paid time off
Paid time off to volunteer
Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Base Pay:
$100,000.00 - $115,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.
Auto-ApplyAssociate ETF Specialist
Downers Grove, IL job
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
* Flexible paid time off
* Hybrid work schedule
* 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
* Health & wellbeing benefits
* Parental Leave benefits
* Employee stock purchase plan
Job Description
About the department:
Invesco is seeking an Associate ETF Specialist to join the US WMI team. As a global asset manager, Invesco has built a robust ETF product range that includes over 240 US-listed ETFs totaling more than $769 billion in assets under management. Invesco's ETF platform is known for its highly innovative approach to ETF investing and has roots across equity, fixed income and commodities as well as various investment styles from passive to alternatively weighted strategies (e.g. fundamental, factor, equal weight).
Your Role:
The Associate ETF Specialist will partner with ETF Specialists to drive market penetration of Invesco's ETF products and services through the retail distribution channels. These channels include Broker-Dealer (independent and wirehouse), RIA, and Private Client Groups. The successful candidate will have growth-mindset as well as a strong understanding of ETFs, capital markets, portfolio analytics, and investment research, along with a consultative and client-centric business development approach.
Responsibilities of the role:
* Dedicated support to field driven ETF Specialist team focused on daily territory management tasks to ensure maximum efficiency. This includes appropriate preparation in advance of client meetings as well as responding to client requests related to fund features, performance and/or detailed product analysis
* Territory coverage based on geography and client channel with virtual client support, when needed
* Serve as backup when ETF Specialists unavailable
* Respond to inbound calls from Internal Sales Desk as well as partner with the desk to leverage and expand client reach and coverage
* Liaise with Marketing, Insights & Analytics to ensure alignment of efforts and commercialization execution as well as fluency in navigating client ETF data to uncover insights
* Educate internal and external partners on investment strategies, product positioning and portfolio implementation strategies across the entire Invesco ETF range
* Conduct compelling group and individual presentations designed to articulate and differentiate Invesco's ETF Platform
Requirements of the Role:
* Undergraduate in business, finance or related discipline require; series 7 & 63 preferred; must obtain within 3 months of hire
* 1-4 years of sales or financial services experience and knowledge of and prior experience with ETFs highly preferred
* A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continually improve capabilities
* Excellent presentation and verbal/written communication skills
* Team player with excellent interpersonal skills
* Ability to maintain an open minded, flexible and collaborative approach
* Self-motivated, driven and entrepreneurial professional
* A passion for capital markets, asset management and ETFs
The salary range for this position is $80,000 - $100,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
Auto-ApplyFixed Income 2026 Summer Quant Internship
Chicago, IL job
About NB and Fixed Income:
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $558 billion in assets under management as of September, 2025. The firm manages a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman's diverse team has 2,885 professionals. For 11 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).
Our Global Fixed Income Platform operates in eight cities across three continents (Chicago, New York, Atlanta, London, Paris, the Hague, Singapore and Shanghai). We provide clients best-in-class capabilities across the global fixed income investment universe, public and private markets. For more information visit: *******************************************************************
Summary:
Are you passionate about markets and using data to capture opportunities and come up with solutions to real-time market problems? Do you enjoy conducting quantitative research to develop insights? NB's Fixed Income team is seeking highly motivated, intellectually curious, and rigorous thinkers to join our Fixed Income Platform as an intern. This is a summer internship within our Fixed Income Quantitative team where the candidate could also work with teams across the platform including credit research, trading, portfolio managers, IT, Risk and analysts.
What to Expect:
Receive training and mentorship from experienced investment professionals while expanding your knowledge of markets and the economy. Partner with portfolio managers, research analysts, and traders to perform in-depth quantitative research, analyze and optimize portfolios and understand risk.
Qualifications:
Master's degree seekers in finance, Mathematics, Computer Science, or a related field
Anticipated graduation Winter 2026 or Spring 2027
Previous work experience preferred
Hungry, proactive, and avid learner with high degree of professionalism and integrity
Demonstrated knowledge of curiosity about fixed income analytics and markets
Advanced proficiency in Microsoft Excel, PowerPoint, and other data analytics tools
Excellent programming skills in Python, R, and other related software
Exceptional verbal and written communication skills, including the ability to transform research and conceptual work into actionable and presentable outcomes
Ability to independently manage multiple projects collaboratively with various stakeholders in a dynamic and changing Fixed Income Markets
Minimum GPA of 3.5
Chicago based, four days in office, one day remote. 40 hours/week
Not Sponsoring:
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
#LI-MW1
#LI-Hybrid
#LI-DNI
Compensation Details
The hourly rate for this role is $40. This is the hourly rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted hourly rate, and the hourly rate may be modified in the future. This hourly rate is only applicable for jobs to be performed in the job posting location.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
Auto-ApplyInvestment Banking Vice President - Financial Services - Insurance
Chicago, IL job
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 experienced Vice President to join the top-ranked Insurance Investment Banking Group's team of 33 professionals across New York City and Chicago.
The Insurance Investment Banking Group is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms (distributions, claims and other services) and insurance underwriters. Our clients also include some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to meet their strategic objectives.
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics:
* Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking experience
* Meaningful M&A transaction experience, particularly in sell-side M&A and the insurance industry
* Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback
* Business writing skills, including the ability to write compelling selling memorandums and presentations
* Analytical and financial modeling skills
* Client management skills
* Ability to build relationships and establish trust with internal and external stakeholders
* Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential
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 for individuals expressing interest in this position is $250,000 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.
* LI-BSL1
Auto-ApplyInternal Advisor Consultant
Chicago, IL job
**Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Wealth Distribution Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the Wealth Distribution IAC stays current with portfolio and industry developments and masters all company product and service solutions.
**Key Responsibilities and Duties**
+ Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory.
+ Partners and coordinates with Advisor Consultant on developing business and territory management plans.
+ Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products.
+ Profiles advisors and maintains a solid understanding of the company sales process.
+ Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel.
+ Collaborates across the internal team and shares best practices with team members.
+ Documents all Advisor activity in customer management system and updates calendars.
+ Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Related Skills
Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
**Anticipated Posting End Date:**
2026-03-31
Base Pay Range: $52,000/yr - $78,000/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**
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit ************** to learn more about 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)
Managing Director - Debt Capital Markets (DCM)
Mesirow Financial Holdings, Inc. job in Chicago, IL
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. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. At Mesirow, we invest in what matters: our clients, our communities, and our culture.
Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors' advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.
We are looking for a highly skilled and dynamic Managing Director to lead our Debt Capital Markets (DCM) team. The ideal candidate will possess a comprehensive understanding of the market, extensive experience in DCM, and a demonstrated history of successful deal origination and execution. This role demands strong leadership, strategic insight, and the ability to cultivate and sustain relationships with key stakeholders.
Responsibilities:
* Devise and implement strategies to drive business growth and achieve the revenue goals for the DCM team.
* Develop and sustain robust relationships with corporate clients, private equity firms, financial institutions, and investors.
* Manage the structuring, negotiation, and execution of DCM transactions, including debt financing, raising minority or growth equity, placing structured capital and advisory services.
* Provide direction and vision to team members for offering materials, management presentations, client pitches and other materials.
* Perform comprehensive market analysis to identify trends, opportunities, and risks in the debt markets.
* Prepare and review complex financial analyses and models for potential financings / transactions.
* Ensure quality of client deliverables by demonstrating extraordinary attention to detail.
* Manage and maintain client relationships and act as the primary contact and advisor to targeted client groups.
* Assess client needs and proactively generate relevant ideas and solutions and participate in pitching the Company's services to new clients.
* Mentor and develop Associate and Analyst staff members.
* Participate in other projects as requested.
Requirements:
* Bachelor's degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred.
* At least 10 years of experience in DCM, with a successful track record of generating $2 -$3 million plus in fees annually.
* Proven ability at deal origination and execution combined with a deep knowledge of debt markets and the regulatory landscape.
* Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint.
* Proficiency in complex financial modeling.
* Ability to form client relationships, market and successfully bring in new business.
* 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.
* Qualified candidates must possess a high level of motivation, initiative, and leadership potential.
EOE
In accordance with New York City's Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $225,000 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 commission/bonus and the Mesirow benefit program.
Investment Banking Associate - Healthcare Services
Chicago, IL job
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 on our Healthcare Services team in New York, NY, Chicago, IL, San Francisco, CA, Charlotte, NC.
Learn more about the team here.
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics:
* Minimum 3+ years of investment banking experience
* Experience with M&A transactions
* 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 strong attention to detail and 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, 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 individuals expressing interest in this position is $135,000 - $225,000 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
Auto-ApplyHead of Trust Client Solutions
Chicago, IL job
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)
Equity Research Associate - Semiconductors
Chicago, IL job
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 Technology Semiconductors group in New York, NY, Minneapolis, MN, Chicago, IL or Portland, OR.
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
1-3 years 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, Economics, Electrical Engineering or related degrees 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.
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 range for 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.
* LI-AH1
Auto-ApplySummer 2026 Intern - Software Developer (IT) - 2 Openings
Mesirow Financial Holdings, Inc. job in Chicago, IL
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