Investment Analyst

Employer
Mesirow Financial Holdings, Inc
Location
Chicago, USA
Salary
Competitive
Posted
Nov 09, 2019
Closes
Nov 11, 2019
Ref
6499699
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Investment Analyst

Chicago, ,

Professional

The Company

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. We are proud of Mesirow's culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune's Top Places to Work and Crain's Best Places to Work in Chicago.

Mesirow Financial Investment Strategies is an industry leader in providing plan-level fiduciary services through retirement plan providers. As a pioneer of outsourced fiduciary services, we have experience in developing complex fiduciary partnership programs customized for each of our provider partners and delivered to plan sponsors and advisors through a simple, flexible program.

The Opportunity

Mesirow Financial Investment Strategies is seeking an analyst who will serve on institutional client engagements, conduct due diligence on investment options, and contribute to process and product rollouts and enhancements.

The analyst will possess the following responsibilities:
  • Serve on client teams that support institutional engagements; each client team includes the analyst, as well as Senior Analysts and sales personnel
  • Prepare and deliver timely and accurate client deliverables which include monthly and quarterly reports
  • Participate during quarterly investment review calls with institutional clients
  • Conduct quantitative and qualitative due diligence on investment products, which include preparing and presenting recommendations to our investment committee
  • Interact with investment management companies, lead investment manager calls, and draft meeting notes, analyses, and commentaries
  • Participate in testing of new systems or system enhancements that impact the consulting team
  • Serve as liaison between institutional client contacts and Mesirow internal staff, including research, legal, compliance, marketing, and accounting to complete both recurring and ad hoc projects and tasks
  • Contribute to or lead other projects as needed for the consulting team

Qualifications
  • Bachelor's degree in finance, economics, mathematics, statistics, or a related field
  • Minimum of 3 years of experience in investment consulting, retirement planning, or a related field within the financial services industry
  • Current CFA holder or plan to obtain highly preferred
  • Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently and accurately
  • Advanced knowledge of Excel required
  • Knowledge of mutual funds and/or collectives and databases for such investment types (e.g., Morningstar Direct) preferred
  • Excellent problem solving, time management, organization, and communication skills, combined with the ability to process information quickly
  • Ability to work independently with minimal guidance at times, as well as work effectively as part of a team and multi-task
  • Willingness to take on additional operational responsibilities as needed
  • Series 7 and 66 Licenses required within four months of start date

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