Senior Investment Analyst #IMASS01790

Chicago, IL

The Opportunity:

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in

investment, risk management and advisory services, we are committed to helping our institutional,
corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering
team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and
opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago
Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Mesirow Financial Investment Strategies is seeking a Senior Analyst who will lead institutional client
engagements, conduct due diligence on investment options, and contribute or lead initiatives related to
process and product rollouts and enhancements.

The Senior Analyst will possess the following responsibilities:

 Lead client teams that support institutional engagements; each client team includes the Senior
Analyst, as well as other analysts and sales personnel
 Prepare and deliver timely and accurate client deliverables which include monthly and quarterly
reports
 Lead quarterly investment review calls with institutional clients
 Conduct quantitative and qualitative due diligence on investment products, which include
preparing and presenting recommendations to our investment committee
 Interact with investment management companies, lead investment manager calls, and draft
meeting notes, analyses, and commentaries
 Participate in or lead the testing of new systems or system enhancements that impact the
consulting team
 Lead efforts in creating scope documents, term sheets, and presentations and overseeing the
completion of requests for proposals and other materials for clients and prospects
 Serve as liaison between institutional client contacts and Mesirow internal staff, including
research, legal, compliance, marketing, and accounting to complete both recurring and ad hoc
projects and tasks
 Contribute to or lead other projects as needed for the consulting team

Qualifications

 Bachelor’s degree in finance, economics, mathematics, statistics, or a related field

 Minimum of 7 years of experience in investment consulting, retirement planning, or a related field
within the financial services industry
 Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently and
accurately
 Advanced knowledge of Excel required
 Knowledge of mutual funds and/or collectives and databases for such investment types (e.g.,
Morningstar Direct) preferred
 Prior leadership experience preferred
 Excellent problem solving, time management, organization, and communication skills, combined
with the ability to process information quickly
 Ability to work independently with minimal guidance, as well as work effectively as part of a team
and multi-task
 Willingness to take on additional operational responsibilities as needed
 Series 7 and 66 Licenses required within four months of start date
How to Apply: Careers at Mesirow Financial