Create Email Alert

Email Alert for

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.

Similar Jobs

  • ESR Healthcare

    Investment Analytics Associate Chicago, IL ref

    Chicago, IL, United States

    • Ending Soon

    Investment Analytics Associate Chicago, IL ref Legal & General Investment Management of America - LGIMA Skills: Quantitative, Analytical, Risk Analysis, Capital Markets, Investment management, Fixed Income, Derivatives, Options, Swaps, Excel, VBA, SQL, Bloomberg, FactSet Experience level: Mid-senior Experience required: 5 Years Education level: B

    Job Source: ESR Healthcare
  • Jameson Legal

    Private Investment Funds Associate – Chicago

    Chicago, IL, United States

    We are looking to speak with funds associate attorneys to join our client’s well-regarded and busy private investment funds practice group in Chicago. This is an excellent opportunity for a progressive mid-level private equity fund formation and investment associate to represent fund sponsors in the structuring and formation of private investment f

    Job Source: Jameson Legal
  • Jameson Legal

    Fund Formation/ Investment Management Associate – Chicago

    Chicago, IL, United States

    • Ending Soon

    Annual salary range: $240,000 – $350,000 We are looking to speak with fund formation and investment management associate attorneys to join our client’s Corporate practice in their Chicago office. This firm’s culture fundamentally comes down to a strong feeling of respect: “It manifests itself in the way that partners speak with associates, paraleg

    Job Source: Jameson Legal
  • Jameson Legal

    Investment Funds (Fund Formation) Associate – Chicago

    Chicago, IL, United States

    We are looking to speak with Investment Funds (Fund Formation) Attorneys to join our client’s practice in their Chicago office. Our client’s preeminent Investment Funds Practice draws on deep experience and global reach to advise the world’s most sophisticated fund sponsors and investors. The ideal candidate will have 3+ years of significant experi

    Job Source: Jameson Legal
  • Raymond James Financial

    Investment Banking Associate I/II - FSIB Group (Chicago)

    Chicago, IL, United States

    • Ending Soon

    Job Description - Investment Banking Associate I/II - FSIB Group (Chicago) (2401316) Job Description Investment Banking Associate I/II - FSIB Group (Chicago) - 2401316 Description Job Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to have a positive imp

    Job Source: Raymond James Financial
  • Bridgepoint Investment Banking

    Investment Banking Managing Director | Chicago

    Chicago, IL, United States

    WHO WE ARE Bridgepoint Investment Banking is not an old school, antiquated investment bank. We're next gen - impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our clients. We are hyper-

    Job Source: Bridgepoint Investment Banking
  • Bridgepoint Investment Banking

    Investment Banking Managing Director | Chicago

    Chicago, IL, United States

    WHO WE ARE Bridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our clients. We are hyper

    Job Source: Bridgepoint Investment Banking
  • Jameson Legal

    M&A Associate – Chicago

    Chicago, IL, United States

    Sector: Law firm Role Position: Associate Contract Type: Permanent Hours: Full Time Experience Level: Mid Senior Level (3-7+ years) PQE: 4-6 years, 7+ years Recruiter: Jameson Legal Recruiter Type: Jameson Legal Reference Number: WRS-PA-10621 Our client, an elite law firm, is currently looking for associates with 4+ years’ Public M&A, Priv

    Job Source: Jameson Legal

Investment Associate ( Chicago )

Chicago, IL, United States

The Mather Group Investment Associate ( Chicago ) ABOUT THE MATHER GROUP, LLC The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our client's best interests in mind.

TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. That means we are obligated to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.

What we are doing differently is educating investors on what fiduciary responsibility really means, at a time when it is more important than ever.

ABOUT THE POSITION As an Investment Associate (Fixed Income), you will join our dynamic trading and portfolio management team and be introduced to the essentials of fixed income trading, including model analysis, trade preparation, and portfolio reporting. This role is designed for individuals with a foundational understanding of fixed income markets who are eager to develop their trading and analytical skills in a fast-paced environment.

As a Junior Fixed Income Trader, you’ll be responsible for:

Support senior traders with fixed income trading activities (municipal, corporate, treasury, etc.)

Participate in block trading across client accounts.

Help maintain bond ladders.

Assist in weekly fixed income portfolio surveillance.

Engage in financial modeling and ad hoc investment research projects.

Communicate effectively with financial advisors, internal departments, and firm leaders.

Collaborate with internal teams to support informed investment decisions aligned with the firm’s strategy.

Stay informed on global market trends and contribute ideas for new investment strategies.

Adhere to compliance standards set by FINRA, SEC, and other governing entities.

Maintain technical competence by staying updated on industry developments.

Identify opportunities with trading processes to streamline and automate to enhance efficiencies

Assist with research and selection of fixed income opportunities

Assist in ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements

Perform other job-related duties as assigned

CANDIDATE REQUIREMENTS The ideal candidate will possess the following qualifications and attributes:

Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or Statistics

Basic knowledge of fixed income markets and investment strategies

Demonstrated analytical skills and strong attention to detail.

Strong planning and time management abilities

Proficiency in Microsoft Excel, familiarity with VBA is a plus.

Python knowledge is preferred.

Understanding credit analysis and portfolio risk management is advantageous.

Excellent communication skills, both written and verbal

Series 65 or willingness to obtain within three months of hire.

Flexible and able to work well under pressure in a fast-paced and dynamic team environment

Self-motivated and proactive team player who takes ownerships and accountability of responsibilities

WHY JOIN US: The Mather Group offers a unique opportunity to kickstart your career in the financial services industry. You will gain hands-on experience in fixed income trading while working alongside experienced professionals dedicated to your professional development. We provide competitive compensation, comprehensive benefits, and a supportive environment conducive to career growth.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Get in touch with us or find one of our office locations  Contact us

#J-18808-Ljbffr

Apply

Create Email Alert

Create Email Alert

Email Alert for Investment Associate ( Chicago ) jobs in Chicago, IL, United States

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.