Investment Research Analyst

Location
Chicago, Illinois
Salary
Competitive
Posted
Feb 08, 2021
Closes
Mar 10, 2021
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

The Opportunity:

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.

The role of the Investment Research Analyst is to support the Mesirow Wealth Management team and Investment Committee with due diligence, timely investment analysis, communicating with fund managers and advisors about investments, creating watch lists, and preparing investment memos.

Responsibilities:

  • Conduct quantitative and qualitative analysis of investment managers and other investment opportunities
  • Provide information to the Investment Committee to support the decision-making process
  • Participate in meetings to discuss investment themes and present investment research
  • Schedule and conduct portfolio manager interviews and summarize conversation notes
  • Provide commentary for marketing pieces on research topics such as market trends, equity and fixed income, and alternative investment analyses
  • Maintain due diligence files

Requirements:

  • Demonstrated passion for financial markets and investing
  • Bachelor’s degree in finance, economics, mathematics, statistics, or a related field
  • Progress towards CFA or similar designation preferred
  • Series 7 preferred
  • One to four years’ financial services or investment research experience. Advanced knowledge with financial planning and investment-oriented databases and analytical software (i.e. Morningstar, Bloomberg, Excel, etc.) strongly preferred
  • Excellent written, verbal, and interpersonal communication skills are required
  • Demonstrates the ability to work and interact with all levels within the organization
  • Superior skills in organization, time management, prioritization, research and self-motivation
  • Team player with a positive attitude

EOE

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