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An independent institutional investment consulting firm located in Lombard, Illinois is seeking an Investment Analyst. Our firm provides strategically focused investment consulting advice to institutional investors, including defined benefit/defined contribution plans, corporate on-balance sheet investment programs, endowments and foundations. 

The individual will be responsible for performance accounting, analytical/research functions to support the effective delivery of the firm's investment consulting services and report production/distribution responsibilities.  Over time the responsibilities will begin to expand into other portfolio and research related assignments.

Primary functions include:

• Performance accounting work using bank custody/accounting statements and data from investment managers to calculate investment returns and update performance analytics in proprietary Excel-based system. 

• Reconcile/audit data and financial information from internal systems and external data sources. 

• Communicate discrepancies/solve problems related to the reconciliation of data. 

• Assist with the preparation and distribution of client reports/materials. 

• Maintain mailing and project tracking logs. 

• Assist with projects designed to improve the efficiency and integrity of internal processes and functions.

• Learn to proficiently use our proprietary Excel-based performance accounting system and process.

 

• Various research assignments.



The primary requirements for the position are:

• High proficiency working with Microsoft Excel.

• Demonstrate a high degree of accuracy and attention to detail. The individual must be able to produce high quality, reliable work product.

• Strong oral communication and listening skills are critical. The individual must be an effective communicator.

• The individual must be able to effectively work with the firm's senior professionals, be a team player and contribute to the professional work environment of the firm.

• The individual should exhibit strong organizational skills and must be able to independently manage their daily work and overall responsibilities.

• Undergraduate or Graduate degree. Business-related focus (Finance, Economics, Accounting, etc.) preferred.  GPA > 3.0 (Official Transcripts required).

 

• CFA Charterholder, currently enrolled or interest in obtaining CFA designation is a positive.

 

• 0 to 4 years of experience in a finance, investment or accounting position.

 

On-the-job training is provided. 

Typical hours: 8:30/9:00 a.m. - 5:30/6:00 p.m.

Annual Salary $70,000 - $95,000 (commensurate with experience/capabilities)

Compensation also includes: Retirement Plan Contribution, Subsidized Health Plan & HSA Contribution and Potential Annual Bonus based on Contribution, 15 PTO days annually.

We are an Equal Opportunity Employer. 

A background check will be conducted during the interview process.

If you are interested in applying for the position, please reply and attach resume/cover letter. (Please DO NOT send links to LINKEDIN accounts or Google drive as we will not access these sites/documents.)