OVERALL FUNCTION

The Investment Analyst position will play an integral role in supporting our financial planning team, growing our AUM, and in providing the highest level of service to our clients. Through continuous growth, it is our aim to hopefully develop the individual within this position to eventually lead and manage our firm’s investment department. Without this role, our planning team could not devote their full efforts to our client’s needs; therefore, we view this role as central to our success and growth as a team. ROLE IS BASED IN CHICAGO AREA

CORE VALUES

• Grow: You are always looking to take the next step forward, you do not accept the status quo, and you aim to always better yourself
• Trustworthy: You are do what you say you are going to do and you are both honest and truthful in your communication internally as well as with clients
• Ethical: You are always choosing to do what is right, even if no one is looking
• Dedicated: You care about the work, about the clients, and about your team, you get it done, you put ‘we’ before ‘me’, and you keep the promises that you make
• Positive Attitude: You are looking for the gain, not living in the gap, you give others positive energy, you provide others with a positive experience, and you are not an energy vampire

AND IF YOU HAVE THE FOLLOWING…

• You are passionate about the process and about efficiency, you possess a knack for maximizing time, prioritizing tasks, and streamlining workflow
• You are intellectually curious, always asking “why,” connecting the dots, and seeking to solve problems
• You are obsessed with details, with organization, and with the right order of things
• You can work both autonomously and collaboratively and can pivot between different areas of support to lend a helping hand
• You have excellent oral and written communication skills and the ability to communicate complex ideas simply to clients
• You have confidence in a variety of settings, are able to hold your own, to think on your feet, and to answer questions directly

Please refer the Job description for details