- Conduct thorough research and analysis of financial markets, industries, and individual securities to identify potential investment opportunities and risks.
- Evaluate the performance of existing investments and propose adjustments based on changing market conditions.
- Collaborate with senior analysts and portfolio managers to communicate investment strategies and recommendations to clients.
- Assist Advisors with the day to day management of their advisory practices.
- Prepare portfolio analytics including performance reporting using excel, reporting software and proprietary technology.
- Help advisors with portfolio asset allocation reviews.
- Investment reviews including equities, fixed income, private equity, real estate, hedge funds.
- Stay updated on market trends, economic indicators, and regulatory changes to provide insightful recommendations.
- Bachelor's degree in finance, economics, business, or a related field
- Level 1 CFA passed would be a plus
- Strong quantitative and analytical skills with the ability to interpret complex financial data.
- Solid understanding of financial markets, investment products, and risk management principles.
- Excellent written and verbal communication skills to convey investment concepts to clients and colleagues effectively.
- Proficiency in financial analysis tools, Excel, and other relevant software.
- Ethical conduct and adherence to regulatory guidelines within the finance industry.
- Attention to detail and a commitment to accuracy in analysis and reporting.
- Ability to work collaboratively in a team environment.
- Flexible schedule
- Health, Dental, Vision, and 401K
- Financially support additional certificates
- Competitive compensation package, including salary and performance-based incentives
- Opportunities for professional development and growth within our firm
-
Investment Analyst
3 days ago
Nova Clean Energy Chicago, United States**Investment Analyst** · **Who We Are** · Nova Clean Energy is a renewable energy company focused on developing and constructing utility-scale projects across the United States. We have the patience, creativity, and capital to take a long-term view of the evolution of US energy m ...
-
Investment Banking Analyst I/ii
2 weeks ago
Raymond James Financial, Inc. Chicago, United States**Investment Banking Analyst I/II - Security & Safety (Chicago, New York, or Saint Petersburg)**-**2401565** · **Description** · **Job Summary**: · Under administrative direction, uses extensive knowledge and skills obtained through education and experience to work with a variety ...
-
Investment Analyst
1 day ago
LHH Chicago, United StatesOur client is a highly regarded boutique wealth management firm based in the heart of Chicago. With a client-centric approach, they specialize in delivering personalized financial solutions that align with their clients' unique goals and aspirations. Their team of experienced pro ...
-
Investment Analyst
2 weeks ago
Nova Clean Energy Chicago, United States· Investment Analyst · Who We Are · Nova Clean Energy is a renewable energy company focused on developing and constructing utility-scale projects across the United States. We have the patience, creativity, and capital to take a long-term view of the evolution of US energy marke ...
-
Investment Analyst
2 weeks ago
Nova Clean Energy Chicago, United States· Investment Analyst · Who We Are · Nova Clean Energy is a renewable energy company focused on developing and constructing utility-scale projects across the United States. We have the patience, creativity, and capital to take a long-term view of the evolution of US energy marke ...
-
Investment Analyst
2 weeks ago
Kemper Chicago, United StatesLocation(s) · Chicago, Illinois · Details · Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing cu ...
-
Investment Analyst
2 weeks ago
Longwood University Chicago, United StatesYou are viewing a preview of this job. Log in · or register · to view more details about this job. · Palisades Group is an alternative asset manager in the global residential credit markets having managed more than $23 billion of loans, real estate, and fixed income securities ...
-
Investment Analyst
1 day ago
Kemper Chicago, United StatesLocation(s) · Chicago, Illinois · Details · Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing cu ...
-
Sr. Analyst, Investments
2 weeks ago
Workday Chicago, United StatesDepartment · · Investment Operations Staff · About the Department · · The University of Chicago's Office of Investments and the Investment Committee of the Board of Trustees provide stewardship of the University's investment assets. Seeking superior rates of return while e ...
-
Analyst, Investment Operations
1 hour ago
University of Chicago Chicago, United StatesLocation: Chicago, IL · Job Description: · Enhances the investment analytics capabilities of the Investment Office through the systematic collection, accurate recording, and diligent maintenance of essential data points. This includes but is not limited to cash flows, valuations ...
-
Investment Banking Analyst
2 weeks ago
Cabrera Capital Markets Chicago, United StatesThe Investment Banking Analyst is an integral part of the transaction team. The Analyst will participate in the preparation of financial analyses, conduct due diligence, develop marketing materials, and participate in the execution of a wide variety of transactions. The Analyst w ...
-
Senior Analyst, Investments
2 weeks ago
Home Partners of America Chicago, United StatesJob Description · Job Description · Job Title: Sr. Analyst · Department: Investments · Home Partners of America, a Blackstone portfolio company, provides paths to homeownership for people who might not otherwise have one, empowering thousands of households to choose quality si ...
-
Investment Banking Analyst
2 weeks ago
Houlihan Lokey Chicago, United StatesBusiness Unit: Corporate Finance Industry: HC - Healthcare Overview Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, inst ...
-
Investment Banking Analyst
1 week ago
Cabrera Capital Markets, LLC Chicago, United StatesJob Description · Job DescriptionThe Investment Banking Analyst is an integral part of the transaction team. The Analyst will participate in the preparation of financial analyses, conduct due diligence, develop marketing materials, and participate in the execution of a wide varie ...
-
Investment Banking Analyst
2 days ago
Houlihan Lokey Chicago, United StatesBusiness Unit: Corporate Finance Industry: HC - Healthcare Overview Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, inst ...
-
Analyst, Investment Strategy
2 weeks ago
Adams Street Partners Chicago, United StatesAdams Street Partners ("Adams Street") · is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment ...
-
Analyst, Investment Strategy
6 days ago
Adams Street Partners Chicago, United StatesAdams Street Partners ("Adams Street") is a global private markets investment manager that has $59 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to ...
-
Analyst, Investment Strategy
1 week ago
Adams Street Partners Chicago, United StatesAdams Street Partners ("Adams Street") is a global private markets investment manager that has $58 billion in assets under management. The firm is 100% employee-owned, which fosters a positive and unique culture of collaboration, intellectual rigor, integrity, and a commitment to ...
-
Eagle Investment Business Analyst
1 week ago
Global Channel Management Chicago, United StatesJob Description: · Eagle Investment Business Analyst needs 7+ Years of progressive work experience in the investment management space focusing data integration across front, middle and back-office solution · Eagle Investment Business Analyst requires: · 7+ Years of progressive w ...
-
Alternative Investment Operations Analyst
1 week ago
Russell Tobin & Associates Chicago, United States· What are we looking for in our Alternative Investment Operations Analyst? · Job title: Analyst - Alternative Investment TAVO + Controls · Location: Chicago, IL 60606 · Duration: 6 months contract · Pay rate: $31/hour to $33/hour · JOB DESCRIPTION · We are seeking a highly mo ...
Investment Analyst - Chicago, United States - LHH
Description
Our client is a highly regarded boutique wealth management firm based in the heart of Chicago. With a client-centric approach, they specialize in delivering personalized financial solutions that align with their clients' unique goals and aspirations. Their team of experienced professionals is committed to excellence, ethics, and innovation in the world of wealth management.
Position Overview:
We are seeking an enthusiastic and analytical Investment Analyst to join our dynamic team. As an Investment Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights. This role offers an exciting opportunity to contribute to investment decision-making while working closely with experienced professionals in the finance industry.
Responsibilities:
Qualifications:
Benefits: