Investment Associate (Asset Management)

Location: Chicago, IL, United States

Salary: $83,100–$141,300 USD per year

Company

Established financial services organization providing wealth management, asset servicing, asset management, and banking services to institutional and other sophisticated clients.

What you will do

• Support a portfolio of institutional client relationships and new business development efforts.
• Serve as a day-to-day contact for client inquiries, servicing needs, and requests.
• Build relationships with client contacts and service providers while anticipating needs and recommending solutions.
• Participate in client meetings and due diligence reviews; prepare materials and coordinate follow-up actions.
• Manage account onboarding, mandate changes, restructures, and other account maintenance activities.
• Coordinate investment, operations, reporting, compliance, legal, custody, and technology teams to resolve client matters and complete RFPs and information requests.

Requirements

• Bachelor’s degree in finance, economics, accounting, business, or a related field.
• 3–4 years of experience interacting with institutional investors or similar professional contacts.
• Strong written and verbal communication, purposeful listening, problem-solving, judgment, and risk recognition skills.
• Ability to synthesize complex information and manage multiple priorities.
• Proficiency with Microsoft Office applications and CRM platforms.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship. Series 7 and 63 licenses are required within the first 90 days.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for internal mobility and professional development.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, well-being benefits, and a discretionary bonus program that may include equity.
• Inclusive workplace with opportunities to support local communities through philanthropy.