Investment Research Associate

The Opportunity:

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. At Mesirow, we invest in what matters: our clients, our communities, and our culture.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $11B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

We are seeking a highly motivated Investment Research Associate to work out of our Chicago office, providing support the Wealth Management research team, Investment Committee, and wealth advisor teams with due diligence, timely investment analysis, and meeting preparation, among other tasks and responsibilities.

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

Requirements:

• Bachelor's degree in finance, economics, mathematics, statistics or related field

• Minimum of two years 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 are required

• 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

EOE