Investor Relations Associate

About Ironwood
Ironwood Capital Management (“Ironwood”) is a San Francisco-based alternative investment manager focused on constructing multi-manager hedge fund portfolios. Founded in 1996, Ironwood manages approximately $3.6 billion in private and registered funds for a diverse client base of high net worth individuals and institutional investors. Ironwood is 100% employee owned, with offices in San Francisco and Chicago. Ironwood is focused on generating attractive, low volatility returns in a consistent and repeatable manner with limited dependence on and low correlation to broader debt and equity markets.
Job Description
Entry level sales role focused on supporting Ironwood’s internal and external business development team, increasing efficiency, and driving sales. Opportunity to:
Gain sales experience
Learn effective sales strategy, processes, and best practices
Develop a sound understanding of the hedge fund and alternative investments industry
Responsibilities
Provide broad sales support to internal and external sales team including but not limited to: meeting preparation, materials creation and fulfillment, calendar management, catalog sales notes, e-file maintenance, analytics, and ad-hoc projects
Achieve thorough understanding of firm, portfolio, operations, and hedge fund industry
Attend periodic onsite client/prospect meetings and conference calls and participate in 1-2 roadshows annually
Assist with RFP process, marketing materials updates, and ad-hoc team and company projects/initiatives
Assist the internal sales desk with regional sales campaigns and short-to-mid-term planning by developing target lists, running sales reports, data analytics, and sales tracking projects
Skills & Requirements
Bachelor’s degree or equivalent with strong academic record
1-2 years of financial services or sales experience
Strong attention to detail
Strong technology skills (CRM and/or database experience a plus)
Excellent oral and written communication skills
Strong organizational and interpersonal skills
Team player and team builder
Ability to work independently to meet deadlines & complete projects
Excellent references
Job Type: Full-time
Benefits offered:
Paid time off
Health insurance
Dental insurance
Healthcare spending or reimbursement accounts such as HSAs or FSAs
Other types of insurance
Retirement benefits or accounts
Commuting/travel assistance

FINANCE- Business Partner-Finance (International)

Job Title: Business Partner-Finance
Reports To: Global Head of Controlling-Berlin, Germany
FLSA Status: Exempt
Department: Finance
Location: Addison, IL USA or Concord, ON Canada
Summary:
The FP Group, headquartered in Berlin and a history spanning 96 years, is an expert in secure mail business and secure digital communication processes. We worked hard to become one of the foremost suppliers in the world of mail processing equipment. Now, we also offer digital solutions in communication and related areas. Our customers are more than 200,000 satisfied businesses and government agencies, all over the world.
FP’s growth strategy requires a strong Finance team that closely accompanies the strategic realignment of the company and acts as a sparring partner for Top Management at eye level – both conceptually and as an internal consultant
Essential Duties and Responsibilities:
Report to Francotyp-Postalia’s Global Head of Controlling in Berlin (Germany).
As a strong interface between Headquarters and Region, act as a management advisor and sparring partner with a strong business relationship to the Regional Manager for USA / Canada (dotted line reporting).
Accountable for financial inputs and analytics supporting the regional management team and provide decision and steering support.
Co-pilot financial planning and performance management based on defined processes.
Ensure financial and business integrity, e.g. regarding financial statements under IFRS as well as other financial information such as cost accounting.
Ensure proper risk assessment and risk management regarding local business.
Serve as local contact for the local Shared Service Center as well as for Headquarters Finance Centre of Excellence providing deep market and customer insights.
Work with Global IT to give guidance on standard reporting, consolidation and ad hoc reporting. Ideally, this feedback would benefit all regions.
Work with regional management on project portfolio and facilitate investment decisions incl. M&A activities.
Post investment, you continue to monitor and analyze results versus the business case to ensure success on each of these investments.
Other duties may be assigned
Qualifications:
As a senior Finance generalist, will have been working successfully for several years in companies with a dynamic environment and ideally in public listed companies. Have been working internationally in Germany as well as in the US is a plus
Have a solid grasp of the challenges involved in transformation projects, change management and management consulting.
As a motivated, open and independent Finance professional, have mastered the balancing act between operational services and strategic consulting at eye level.
Personally, characterized by high problem-solving, consulting and social competence, hands-on mentality, willingness to change and self-reflection.
Have pronounced networking skills and a confident, diplomatic and customer-oriented appearance.
Communicate fluently in German and English.
Based in the Chicago, US, or Toronto, CA, are willing to travel to German Headquarters on a regular base.
Education/Experience:
Bachelor’s degree (B. A.) from four-year College or University in Business Management, Finance, Accounting, Economics, or International Business Administration.
Competencies:
Strong knowledge business and finance analytics.
Professional, clear and concise written and verbal communication skills.
Computer Skills: Proficiency in Microsoft Word, Excel and Outlook.
Job Type: Full-time
Experience:
Human Resources: 1 year (Preferred)

Business Financial Analyst

$60,000 – $75,000 a year
Job Description
Analyst will interpret financial reporting and operating results using a variety of techniques and data reveiw. Analyst will use existing proprietary analysis tools developed in Excel and Word and will be expected to expand analysis as needed based on review of information. Main areas of concentration will include financial modeling and valuation analysis, data management, historic performance analysis, and written communication of findings. Analyst will work under the direction of Managing Directors who manage the client engagements.
Job Requirements
Applicants must have 2 to 4 years of experience and be knowledgeable in aspects of financial analysis. Outstanding analytical skills are required. Individual must be able to perform:
Cash flow forecasting and 13-week cash flows
Financial modeling and budget variance analysis
Identification of the key issues threatening the performance of client companies.
Development of refined analytical models and reports that convey key issues to management.
Development of strategies that quickly maximize cash flow and improve business processes.
Assistance in preparing oral and written presentations for management, lenders, and other stakeholders.
Other desired characteristics include:
BS in accounting, finance or business administration.
Excellent PC skills – must be proficient with all Microsoft Office applications (Excel, Word, PowerPoint, and Outlook) and be able to easily learn other software programs.
Understands and clearly articulates basic and complex business decisions.
High level of organizational skills and the ability to multi-task.
Detail-oriented with good follow-up skills; ability to meet deadlines.
Travel & Hours of Work
Expect to travel up to 80% of time.
Must be willing to work significant flexible hours.
Growth Potential
FMG is committed to developing its internal resources. Significant lending, financial analysis or management experience is required to be a Senior Consultant. This position will provide the opportunity for a well qualified, forward thinking individual to develop the skills necessary to move into higher level consulting positions.
Job Type: Full-time
Salary: $60,000.00 to $75,000.00 /year
Experience:
Financial Analysis: 3 years (Preferred)
Education:
Bachelor’s (Preferred)
Location:
Chicago, IL 60631 (Preferred)
Required travel:
75% (Required)

Junior Marketing Analyst

Job Summary
This job requires a strategic and detail-orientated mindset with a high level of interest in data analysis and marketing. This position is ideal for someone who recently graduated from college with a major in marketing and/or data management. This role offers the ability to gain experience across multiple marketing and operational disciplines.
Job Responsibilities
Collecting, inspecting, cleansing, transforming, modeling and diagramming of complex data sets.
Identify useful information in data sets and suggest conclusions that support decision making through the development and expansion of actionable reports and processes.
Advanced use of Microsoft Excel and various business intelligence and analytical tools.
Willingness to make decisions and solve problems
Assist in supporting business with various marketing activities for clients ranging from content management, traditional, social, and digital media.
Responding to customer inquiries in a timely and professional manner
General internal business operational support – invoicing, time tracking, and reconciliation
Qualifications and Requirements
Advanced Microsoft Excel skills including formulas, pivot tables, and V-look-up
Tableau, SQL database skills and/or business intelligence software experience a plus
General knowledge of and experience with various marketing channels, including digital marketing, print, direct mail, social media, web and events
Demonstrate organizational, analytical and conceptual ability
Strong attention to detail
Highly effective verbal and written communicator
Ability to work effectively in a team environment as well as independently on assigned projects
Ability to meet tight deadlines, prioritize workloads and achieve results in a fast-paced, dynamic, everchanging environment
Education
Undergraduate degree with a focus on marketing, data management and/or computer science
Job Type: Full-time
Experience:
advanced Microsoft Excel: 2 years (Preferred)
marketing: 2 years (Preferred)
Education:
Bachelor’s (Required)
Location:
Rosemont, IL (Preferred)
Work authorization:
United States (Required)
Benefits offered:
Paid time off
Health insurance
Dental insurance
Healthcare spending or reimbursement accounts such as HSAs or FSAs
Retirement benefits or accounts
Gym memberships or discounts
Employee discounts

Distinguished Speaker Series: Charles K. Bobrinskoy

http://apps.cfachicago.org/apps/event-detail.asp?eve_ID=1467

Behavioral Finance: Applying Lessons to Asset Management

Date, Time, and Location:
Wednesday, May 15, 2019 (add this event to your Outlook Calendar)
11:30 am – 1:00 pm
The Chicago Club, 81 E. Van Buren Street, Chicago, IL  60605   (Driving Directions)

Program Description:
Many finance industry professionals are generally familiar with the principle findings of Behavioral Finance. Most have heard of Confirmation Bias, the tendency to seek data that supports one’s beliefs; or Loss Aversion, the well-documented habit of overweighting the possibility of loss versus a similar probability of even larger gain. But if the general teachings of Behavioral Finance are well accepted, there is far less agreement about best practices to combat these tendencies, even those which lead to suboptimal decision making. In his presentation “Combating Unhealthy Behavioral Tendencies in an Investment Firm” Charlie Bobrinskoy, Vice Chairman and Head of Investment Group for Ariel Investments, will discuss how Ariel has adjusted its investment process to incorporate the latest academic findings in the field of Behavioral Economics, and how these process improvements have helped Ariel’s flagship Mutual Fund, The Ariel Fund, become number #1 in its category over the last 10 years.

Fee:
Members – $45 or FREE with function ticket
Student Members – $20
Non-Members – $65
Reserved VIP table – $360 (8 guests, company name on table, contact office directly) 
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef’s Choice (vegetarian meal available upon request)

Registration: Online

Agenda:
11:30 am – 12:00 pm: Registration & Networking
12:00 pm – 1:00 pm: Program

*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event

Speaker Bio:

Charles K. Bobrinskoy is the vice chairman and head of investment group for Ariel Investments. Headquartered in Chicago, the firm offers six no-load mutual funds for individual investors and defined contribution plans as well as separately managed accounts for institutions and high net worth individuals. He manages their focused value strategy—an all-cap, concentrated portfolio of U.S. stocks. Bobrinskoy also spearheads Ariel’s thought leadership efforts and takes an active role in representing Ariel’s investment strategies with prospective investors, clients and major media. Additionally, he is a member of the Ariel Investments board of directors.

Bobrinskoy came to Ariel in 2004 from the Global Corporate and Investment Bank of Citigroup, Inc. Most recently, he served as a managing director and head of North American Investment Banking Branch Offices where he managed approximately 100 professionals across six North American branches, including Chicago. His investment banking career began in 1983 at Salomon Brothers, Inc. (a Citigroup predecessor company) where he held numerous leadership positions. 

Bobrinskoy is frequently quoted in various news publications such as The Wall Street JournalBarron’sMoney and USA Today, is a regular contributor to CNBC, and is frequently a guest on Bloomberg Radio.

Beyond his work at Ariel, Bobrinskoy is active in the Chicago community, teaching monthly investment classes at two Chicago inner-city schools as well as serving on the boards of the Museum of Science and Industry, the Big Shoulders Fund, La Rabida Children’s Hospital Foundation, the Abraham Lincoln Presidential Library Foundation and the Chicago Club.

Bobrinskoy is a member of the board of the directors of State Farm Mutual Automobile Insurance Company and a director for InnerWorkings, Inc., a publicly traded marketing execution services company where he also serves as Chair of the Audit Committee. He is a member of the Commercial Club of Chicago, the Economic Club of Chicago and is a Henry Crown Fellow of the Aspen Institute. He received an AB in economics from Duke University and earned his MBA from the University of Chicago.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, May 9th.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago’s online and print business communications and marketing.

Analyst – Strategy and Business Development – Tech Startup

About Us:
Enterprise Peak is a privately-held next-generation HCM technology and services firm founded by former Big Four leaders and executives. We are a burgeoning tech start-up focusing on delivering services in all major ERP products (Oracle EBS, PeopleSoft, JD Edwards, Lawson, SAP), leading Cloud applications (Workday, Taleo, Success Factors, Salesforce.com) and data analytics technology. We operate utilizing our virtual consulting platform of scientists, engineers, and management consultants to deliver global engagements. Our platform is based on natural language processing and machine learning technology.
We are located across the street from Oak Street Beach in the Gold Coast neighborhood of Chicago. In addition to a beautiful work environment, we offer full benefits, vacation time, paid holidays, and on-site gym membership.
Analyst – Strategy and Business Development – Responsibilities:
The Analyst will support key strategic processes on our sales team including: analyzing target markets, conducting extensive research on new and existing clients, creating and executing sales campaigns via multiple channels.
This is strictly a front office role where relationship building skills are absolutely essential for success. The primary responsibility for this position will be to identify and engage target clients with our service offerings. This role will be very much focused on direct sales and overall business development strategy.
Who We Are Looking For:
This is a full-time (permanent) salaried position with paid time-off, medical and dental benefits, and opportunities for advancement.
This role would be ideal for a recent college graduate or someone with 1-2 years of professional experience. We are looking for sharp individuals who are tech-savvy, collaborative, and eager to learn our business development process. You will join a fantastic start-up atmosphere with full autonomy to lead and leave your mark!
0-2 years of professional experience in business development, technology or strategy
Must demonstrate ability to work in a fast-paced environment
Detail and process orientation is essential to succeed
Problem solving and team building skills are required
Strong Plus if experienced in sales/marketing/business development but not required
EXCELLENT written and verbal communication skills absolutely required for this role
This is an on-site role at our Chicago office with regular business hours. We do not offer a relocation package at this time. Applicants must reside within commuting distance of our office.
Due to the nature of our clients’ work environments, we can only consider US Citizens or Green Card Holders at this time. Thank you for your understanding.
If this sounds like an opportunity you would like to pursue, please apply with an updated resume. We are actively interviewing qualified candidates and looking to hire immediately.
If you know anyone who may be a fit for this role, please pass along this job description as we would love to talk to them!
NO 3rd Parties please!
Job Type: Full-time
Location:
Chicago, IL (Required)
Work authorization:
United States (Required)

Financial Advisor / Wealth Manager

$75,000 – $100,000 a year
Success, for you and your clients. Earn the ability to create your own financial success through helping clients enjoy their own. You do not need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spirit. We will provide training, resources and the support that you will need to do better than your best.
Being financially advanced requires a whole new level of thinking and doing.
At McAdam, we’ve completely reinvented the concept of financial advice to take clients and their future to a whole new level. Unlike most advisors, we go beyond the traditional focus on one’s personal and financial life. We also consider an additional, more important driver of one’s financial picture—their profession.
What a financial advisor does:
Identifies and sets appointments with potential clients in teams
Meets with clients to assess their financial needs
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support
Some of the features of this position include:
Robust three-year Mentorship Program including one-on-one training from seasoned leaders in the financial services industry
Comprehensive training includes financial planning, marketing techniques, consultative selling, client service, investment strategies and products, and regulatory compliance.
Local and national marketing support, including brand advertising, that will help to expand and grow client relationships
Extensive product offering covering virtually every category – including mutual funds, ETFs, stocks, bonds, IRAs, insurance, annuities, etc.
The opportunity to build and grow relationships with clients that can last for many years
Significant career growth opportunities within the company, including the Advanced Advisor Path and a Fast-Track to Leadership Program (Advisor Coach, District Manager, Field Vice President, and other corporate opportunities)
Finance plan with uncapped earning potential – top advisors can make $75,000 – $100,000+ in their first year – advisors must be comfortable with the majority of their compensation coming from their performance results
Visit our website at http://www.mcadamfa.com
Recent Awards:
2018 – McAdam Wins a 2018 Stevie® “Customer Service Department of the Year” Award
2018 – Headquarters Named 1 of 3 “Best Financial Services” by ThreeBestRated.com
2017 – McAdam named a “SmartCEO 2017 Corporate Culture Award Winner”
2017 – McAdam named to Inc. 5000list of fastest growing companies in America
2017 – McAdam named One of the Fastest Growing RIA Firms in the U.S. by FA Magazine
Job Type: Full-time
Education:
Bachelor’s (Preferred)
Work authorization:
United States (Required)

Internship Program (Founders Marketing)

Internship
Are you looking for a challenging internship with real-life experience? Come work for a company who can help you gain confidence, experience and expertise in a positive and caring environment. We want you to become a part of our team!


LEARN with us. 
GROW with us.
WORK with us.


We’re a family here at Utica so let our family help you become skilled in your field. We want to help you grow now and then hopefully welcome you back after graduation!


There will be 7 internships available in various departments. All internships will be in our corporate headquarters in New Hartford, NY. Please specify which department or area you’re interested in, so we can figure out where best to place you.


EDUCATION: Junior or Senior in college, preferred.


SKILLS:
Strong basic mathematical abilities
Logical
Decision-making skills essential
Self-motivated
Initiative
Ability to make technical presentations to senior leadership group
Creativity important
Organizational


A presentation to our executive leaders is required at the end of the internship. You will share your experience and what you learned at Utica National! All internships are paid.


The intern can sit in either Des Plaines, IL or New Hartford, NY.


Additional Information:
Candidates must meet company requirements on our online assessment test. As part of our hiring process a background check and drug screen are required.


Utica National is an Equal Opportunity Employer.


Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch if you are moving forward.

Intern – Network Operations Center Analytics (Summer 2019)

Temporary, Internship

We have a wide variety of career opportunities around the world — come find yours.


Network Operations overview


The Network Operations department helps us run a safe, reliable airline, and includes careers in aircraft routing and dispatching, crew scheduling, air traffic control and more.


Job overview and responsibilities


Develop insightful dashboards that management can use to produce informed business decisions
Assist in integration of airport surface and air traffic flow management to enhance United’s operational safety and efficiency
Data analysis and reporting to support ongoing operational efficiency efforts
Organize, schedule, and occasionally lead tours of the NOC
Other duties as assigned by NOC leadership

Required


Must currently be enrolled in an Aviation/Aeronautical, Air Traffic, Aviation/Airport Management, and/or closely related undergraduat degree program
Must be classified as a junior/rising senior at the time the internship begins
Microsoft Excel and other Office product experience
Must be analytical with attention to detail
Must be available for a full-time summer internship (40 hours/week)
Must be willing to travel for company business if necessary
Must be legally authorized to work in the United States for any employer without sponsorship
Successful completion of interview required to meet job qualifications
Reliable, punctual attendance is an essential function of the position



Preferred


Aviation/Airport Operations experience
Pilot or Aircraft Dispatch certificate or pursuing certification
Exposure to SQL and relational databases
Exposure to R, Python, JavaScript





Equal Opportunity Employer – Minorities/Women/Veterans/Disabled/LGBT

Intern – Structured Finance (Chicago, IL)

Internship
We seek interns on the basis of high personal and intellectual potential and afford them opportunities to work as an integrated part of our company. Internship positions arise throughout the year for part-time and full-time positions.
RESPONSIBILITIES:
Play supporting and individual contributor roles and have the opportunity to make meaningful contributions to our business
Work to fulfill key responsibilities and initiatives
Have access to company resources and professionals
POSITION REQUIREMENTS:
Undergraduate coursework in accounting, finance, or related field of study
Proven analytical ability and attention to detail
Strong interest in finance and banking
Relevant work experience a plus
Excellent oral and written communication skills
Developed organization and time management skills
Demonstrated professional maturity
Ability to take initiative and work dependently
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
#LI-DNP
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