Investment Analyst jobs in Chicago, IL

Analysts will perform complex financial analysis for mergers, acquisitions, leveraged buyouts, and fairness opinions. They will work in small deal teams to execute transactions and perform financial modeling and valuation analyses.

The analyst will execute investment decisions, including subscriptions, redemptions, and transfers across various asset classes. They will also manage investment documentation, perform liquidity analysis, and coordinate with internal and external stakeholders to ensure operational efficiency.

The role involves supporting the Global Multi Asset team by creating research-based content and facilitating investment policy committee meetings. You will also assist with portfolio management initiatives and translate complex investment views into client-facing materials.

The Senior Investment Analyst is responsible for independently analyzing the creditworthiness and relative value of issuers across various asset classes. They also monitor portfolio holdings, perform valuation analysis, and provide actionable investment recommendations to portfolio managers.

The Senior Investment Analyst will construct and oversee multi-strategy portfolios for institutional clients while conducting in-depth asset allocation and investment vehicle analysis. Additionally, the role involves leading projects, mentoring junior analysts, and communicating complex financial concepts to various stakeholders.

The analyst will formulate business proposals, develop company forecasts, and perform valuations for merger and acquisition scenarios. They will also participate in the transaction process, including drafting sessions and due diligence meetings.

The Investment Banking Analyst will provide analytical support for mergers, acquisitions, and financial advisory services while building financial models and marketing materials. They will also contribute to business development through research and collaborate with senior bankers on deal execution.

Participate in a ten-month training program to develop fundamental research, financial modeling, and analytical skills for a career in discretionary investment. Upon graduation, conduct fundamental research and develop financial models to identify actionable investment ideas for a long/short equity team.

The analyst will conduct objective research and rate investment vehicles, including funds and model portfolios, to support forward-looking ratings. They will also author analytical reports and represent the firm by speaking to media, regulators, and institutional clients.

The analyst will compile portfolio and market-specific materials, including institutional client reports and bespoke exhibits. They will also serve as a subject matter expert for data inquiries regarding portfolio exposures and summary statistics.

Support financing and restructuring transactions by analyzing alternatives, building financial models, preparing marketing materials, and coordinating marketing and due diligence processes. Assist senior bankers with business development and use AI and data visualization tools to create pitch books, models, and client insights.

Analysts assist consulting teams with investment manager searches, asset allocation studies, and performance monitoring for client relationships. They also collaborate across the firm to prepare client reports, meeting materials, and conduct due diligence research on investment management firms.

The analyst will perform complex financial modeling and valuation analysis to support deal teams and strategic client initiatives. They are responsible for researching industry trends, creating financial presentations, and maintaining effective relationships with internal and external stakeholders.