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Investment Research Associate
2 months ago
Mesirow Financial is a leading independent, employee-owned financial services firm with a rich history dating back to 1937. Headquartered in Chicago, our global presence spans multiple offices, serving clients through a range of capabilities, including Global Investment Management, Capital Markets and Investment Banking, and Advisory Services.
We take pride in our intentional culture, which fosters strong employee engagement, entrepreneurship, and empowerment, with ongoing opportunities for volunteerism and career advancement. Our commitment to excellence has earned us recognition as one of the Best Places to Work in Chicago and one of the Top 100 RIA firms by Barrons.
Our Investment Research TeamOur advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations, with approximately $11B in assets under management. We have built a reputation for effectively managing our clients' needs and goals, with a flagship business in Wealth Management that has been a cornerstone of our success for over 80 years.
Job SummaryWe are seeking a highly motivated Investment Research Associate to join our Chicago office, providing support to the Wealth Management research team, Investment Committee, and wealth advisor teams. The successful candidate will be responsible for due diligence, timely investment analysis, meeting preparation, and other tasks and responsibilities.
Key Responsibilities- Participate in and support the investment decision-making process for the Wealth Management Research Team and Investment Committee
- Coordinate and participate in third-party fund manager due diligence meetings
- Generate performance data and other analytics used for Research team reviews
- Produce charts and graphs for presentations and written commentary
- Maintain and update due diligence files
- Assist in ad-hoc projects and requests stemming from the research team and investment committee
- Support wealth advisors with research requests
- Bachelor's degree in finance, economics, mathematics, statistics, or a related field
- Minimum of two years of financial services or investment research experience. Recent college graduates with a demonstrated interest and applicable investing coursework may apply
- CFA designation strongly preferred
- Demonstrated passion and intellectual curiosity for financial markets and investing
- Familiarity with investment databases and analytical software such as Morningstar Direct, Bloomberg, PowerPoint, etc.
- Highly motivated self-starter with a strong work ethic and positive can-do attitude
- Excellent written, verbal, and interpersonal communication skills
- Takes direction well and demonstrates proactive follow-through on assigned tasks
- Ability to prioritize and effective time management skills
- Team player with a positive attitude
- Demonstrates the ability to work/interact with all levels within the organization
