Mesirow jobs in Chicago, IL - 196 jobs

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market coverage through national sales and trading locations and are recognized as one of the nations' most established and experienced participants in the fixed income markets with annual secondary trading volume of more than $149 billion and $395m in average volume of secondary trading positions. The Opportunity We are currently recruiting for a Managing Director; Institutional Salesperson focused on CMO Mortgage Products to join our team. Proven performance track record and deep, sustainable industry relationships. This key hire will possess excellent client presentation and communication skills combined with self -motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly changing and entrepreneurial environment. We are looking for someone to be based out of our primary office locations Chicago, New York, or Stamford. Requirements Bachelor's degree, Series 7 & 63 licenses A successful performance record of consistently generating Exceeding revenue targets at a top brokerage firm An ability to travel as needed to client locations and represent the firm at clients /Industry events as requested In accordance with local state Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $150,000 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. EOE

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.

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.

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

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

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

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.

Application Deadline: 12/30/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service * Must have more than 2 years of Commercial Banking experience * Must have experience in supporting Portfolio Managers * Must have Underwriting experience * Must have experience with Commercial Loan processes and operations * Must have the ability to manage customer calls and queries * Must have financial analysis experience * Must have credit analysis experience * Must have business analysis experience * Should be able to review credit documents and Tax Returns * Must have MS Suite experience Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. * Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio. * Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. * Supports credit-granting decisions by making recommendations to manager. * Supports portfolio monitoring and compliance, within the portfolio to identify deteriorating credit conditions and ensure compliance. * Analyses metrics and assesses industry trends to spot risks and opportunities. * Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies. * Develops proposals to capture new business and expand client relationships. * Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. * Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies * Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions * Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. * Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. * Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. * Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. * Identifies revenue and cross-selling opportunities to enhance portfolio growth. * Identifies share of wallet opportunities. * Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. * Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. * 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: * Preferred 3 - 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. * If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. * Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered. * Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: * Problem Solving * Collaboration * Detail-Oriented * Analytical Thinking * Loan Structuring * Regulatory Compliance * Portfolio Management * Credit Risk Assessment * Banking Operations * Microsoft Office Advanced level of proficiency: * Data analysis tools * Financial analysis 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.

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

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.

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.

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.

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. Fixed Income Portfolio Management The Fixed Income Portfolio Management team is a dynamic group that utilizes a team-based approach. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. Our team of portfolio managers works closely with the credit research analysts and traders to filter market information and to examine and discuss new investment ideas. Our fixed income portfolio management team leverages strong fundamental credit analysis to form optimal relative value investment ideas. The team is passionate about investment performance and driving results. Our team is fully committed to building strong and lasting relationships with our clients and seeks to gain their trust in everything we do. Job Purpose The VP, Structured Finance, MBS, Research & Portfolio Management is a member of the Fixed Income Portfolio Management team, and has broad knowledge of mortgage-backed securities (MBS). Coverage includes agency MBS, non-agency RMBS, and housing and mortgage fundamentals. Essential Responsibilities Analyzes and recommends MBS investment opportunities to various portfolio mandates, conveying rich and/or cheap themes. Responsible for daily analysis and portfolio management of agency MBS, and identifies and recommends portfolio positioning adjustments across coupons and product types. Provides strong coverage of non-agency RMBS opportunities, performing timely credit reviews of investment opportunities and disseminating relevant portfolio recommendations. With emphasis on the non-QM sector within the non-agency RMBS market, provides expertise on the various loan types and their unique characteristics. Monitors the non-agency RMBS portfolio, including ongoing review of collateral performance, credit enhancement, quality of servicers, prepayments, and produce scenarios applying various economic outcomes. Closely follows research and analytics from prominent sell-side fixed-income research teams, to enhance internal credit and portfolio functions based on knowledge gained. Tracks mortgage, housing, and consumer credit trends that impact the fundamentals of the MBS investable universe. Maintains relationships with investment banks, rating agencies, issuers and servicers, and performs recurring diligence as needed. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Specific structured finance and/or MBS knowledge strongly preferred. Strong analytical skills required. Knowledge of Intex modeling preferred. Strong communication skills, with ability to articulate recommendations in written and verbal form. Excellent interpersonal skills. Ability to handle multiple assignments and work independently within deadlines. Excellent Microsoft Office skills, with advanced working knowledge of Excel. Qualifications Bachelor's Degree , preferably in Finance, Accounting, Economics, Mathematics, or a related field, required. Master's Degree preferred. 8+ years of experience in fixed income required. Chartered Financial Analyst (CFA) 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: $145,000.00 - $175,000.00. 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 and may be eligible to participate in our long-term incentives 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.

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. Job Purpose The Fund Accountant, CLO & Private Equity plays a key role in supporting our Collateralized Loan Obligation (CLO) and Private Equity investment platforms. This role requires strong fund accounting knowledge, CLO experience, the ability to work independently, and a proactive approach to oversight and issue resolution. This role offers exposure to a variety of fund structures, accounting standards, and investment strategies. The role includes both periodic review responsibilities and active involvement in ad-hoc and project-based tasks. The key responsibilities for the Fund Accountant, CLO & Private Equity encompasses a blend of activities focused on both CLO structures and private equity investments, offering a comprehensive exposure to the distinct demands and processes of each platform. Essential Responsibilities CLO Responsibilities: Reviews periodic financial statements or NAV reports for CLOs and related fund structures (prepared by the administrator) to ensure accuracy and consistency with governing documents and internal records. Participates in the review of periodic CLO distribution waterfalls prepared by the administrator. Reviews audited financial statements for CLO-related entities prepared by the administrator. Assists with internal and external audit requests and deliverables related to CLOs. Drafts payment instructions to trustee for CLO and related structures. Supports the oversight and maintenance of CLO retention structures. Performs ad-hoc analysis and responds to one-off accounting or reporting queries related to CLOs and risk retention structures. Works closely with the Bank Loan investments, Private Operations, Tax, and Legal teams. Private Equity Responsibilities: Prepares and analyzes financial statements and related reports. Conducts account reconciliations and variance analysis. Assists with forecasting and cost analysis. Assists with maintaining fund credit facilities. As necessary, manages and acts on the inflow of information and documents from fund investments including, but not limited to, capital call notices, capital distribution notices, and/or partners' capital statements. Calculates management fees. Ensures compliance with tax regulations and company policies. Prepares month-end, quarter-end, and year-end reports. Supports internal and external audits by providing necessary documentation. Develops and implements process improvements for efficiency. Mentors and guides junior accountants as needed. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Strong knowledge of CLO structures and fund operations, with knowledge of private equity operations preferred. Familiarity with US GAAP standards. Proficiency in Microsoft Excel. Experience with fund accounting systems is a plus (e.g., Investran, Geneva, Allvue, or similar). Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a dynamic environment. High level of initiative and self-motivation, with a strong work ethic and attention to detail. Qualifications Bachelor's Degree in Accounting, Finance, or related field required. 3+ years of experience in fund accounting, preferably within an investment management firm or fund administrator, required. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified. 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. 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: $90,000.00 - $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.

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)

**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)

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

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

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