Investment Associate II (Wealth Management)

Location: Chicago, IL; applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $67,500–$111,500 USD per year in base pay.

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Prepare portfolio review, market outlook, and client communication materials accurately and on schedule.
• Resolve account-specific operational issues, discrepancies, and corporate action follow-ups.
• Monitor compliance duties and coordinate documentation requirements with portfolio advisors and clients.
• Track securities trade activity and support portfolio advisors’ books of business during absences.
• Use financial planning and portfolio modeling software for client-specific data gathering and scenario planning.
• Participate in client meetings and respond to follow-up service requests with the client service team.

Requirements

• Foundational understanding of financial markets and a strong interest in investments.
• Strong oral and written presentation skills.
• Strong analytical, organizational, and problem-solving skills.
• Proficiency in Microsoft Office, including advanced fluency in Excel.
• Undergraduate degree in business, finance, economics, or equivalent relevant experience is highly preferred.
• U.S. work authorization without current or future employment-based visa sponsorship is required; visa sponsorship is not available.

Nice to have

• At least one year of investment-focused or client-servicing experience in financial services.
• Pursuit of the CFA, CFP, MBA, or a similar professional designation or advanced degree.
• Knowledge of investment products, services, and terminology.

Culture & Benefits

• Comprehensive benefits package including retirement benefits, 401(k), pension, and health and welfare coverage.
• Paid time off, parental and caregiver leave, life and accident insurance, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
• Inclusive workplace with community and philanthropy initiatives.