CFS Margin Analyst
Analyst Job 48 miles from Chesterton
A Pricing and Margin Analyst is responsible for analyzing market data, competitor pricing, and internal price and cost structures to develop and implement optimal pricing strategies for products and services, with a primary focus on maximizing profit margins by monitoring and optimizing price points across different customer segments and market conditions. The Margins Analyst will work closely with operations, finance, sales, and marketing, ensure pricing aligns with business objectives and profitability goals.
KEY RESPONSIBLITIES:
Data Analysis
Collect, analyze, and interpret data from various sources including sales history, cost data, market trends, competitor pricing, and customer behavior to identify pricing opportunities.
Pricing Model Development
Build and maintain pricing models to calculate optimal price points based on factors like production costs, market demand, customer segmentation, and competitive landscape.
Margin Optimization
Monitor and analyze profit margins across product lines and customer segments, identifying areas for improvement through price adjustments.
Competitive Analysis
Conduct regular competitor pricing analysis to assess market positioning and identify potential pricing gaps.
Pricing Strategy Development
Develop and implement pricing strategies including promotional pricing, tiered pricing, volume discounts, and price bundling.
Sales Support
Collaborate with sales teams to provide pricing information and support on pricing negotiations with customers.
Reporting and Forecasting
Generate regular reports on pricing performance, market trends, and profitability projections to inform decision-making.
Market Research
Conduct market research to identify customer needs, price sensitivity, and emerging trends to inform pricing strategies.
SKILLS:
Analytical Skills
Strong analytical skills to interpret complex data and generate actionable insights.
Statistical Analysis
Understanding of statistical methods to analyze data and identify patterns.
Market Knowledge
Able to gain a deep understanding of the relevant market dynamics, customer segments, and competitive landscape.
Communication Skills
Effective communication skills to present findings and recommendations to stakeholders.
Software Proficiency
Advanced knowledge/ability to deep dive in data analysis tools like Excel, SQL, and statistical software packages.
RELEVANT EXPERIENCE PREFERED
Experience in pricing analysis, preferably within the relevant industry.
Background in finance, economics, or business analytics.
Proven ability to work with large datasets and perform complex data analysis.
Proficiency in financial modeling techniques to evaluate pricing impacts on profitability.
Director, Investment Systems Business Analyst
Analyst Job 36 miles from Chesterton
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes top RIA firm.
Overview:
We are seeking a skilled and detail-oriented Investment Systems Business Analyst to join our team at a leading wealth management firm. The ideal candidate will play a critical role in bridging the gap between business stakeholders and technology teams, ensuring the effective utilization and enhancement of investment systems. This position requires deep knowledge of wealth management operations, investment workflows, and the ability to analyze, design, and implement system improvements that align with the firm's business objectives.
Key Responsibilities:
System Analysis & Support: Serve as the primary point of contact for managing, supporting, and optimizing our investment vendor systems.
Business Requirements Gathering: Collaborate with portfolio managers, traders, compliance, operations teams, and other stakeholders to gather and document business requirements for system enhancements or new functionalities.
System Configuration & Customization: Work with internal and vendor teams to configure our investment platforms and Addepar to meet evolving business needs, ensuring systems are aligned with compliance, risk management, and reporting requirements.
Data Integration & Management: Analyze, map, and ensure the integrity of data flows between our investment vendors, Addepar, and other systems, including portfolio accounting, CRM, and performance reporting tools.
Process Improvement: Identify inefficiencies in current workflows and propose solutions to streamline processes, leveraging system capabilities to enhance productivity and user experience.
Testing & Implementation: Develop and execute test plans for system upgrades, patches, or new features. Oversee successful implementation and monitor system performance post-deployment.
Training & Documentation: Provide training and support to end-users on system functionalities, workflows, and best practices. Create and maintain comprehensive documentation for system configurations and processes.
Vendor Management: Liaise with investment system vendors, Addepar, and other third-party vendors to address system issues, request enhancements, and stay informed on product roadmaps.
Qualifications:
Experience: 5+ years of experience as a Business Analyst or similar role in investment/wealth management.
Platform Experience: Hands-on experience in Charles River Development (CRD) and Addepar.Bloomberg AIM and IMTC experience a plus.
Technical Skills: Strong understanding of investment systems architecture, data flows, and integrations. Familiarity with SQL, data mapping, and API integrations is a plus.
Financial Acumen: In-depth knowledge of wealth management operations, investment products (e.g., equities, fixed income, alternatives), and portfolio management workflows.
Analytical Skills: Strong ability to analyze complex systems and data, identify issues, and recommend innovative solutions.
Communication Skills: Excellent verbal and written communication skills to interact with diverse stakeholders and translate business needs into technical requirements.
Project Management: Proven ability to manage multiple priorities, meet deadlines, and collaborate effectively in a fast-paced environment.
Certifications: Relevant certifications such as CFA, CIPM, or certifications related to Charles River Development or Addepar are a plus.
What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $150,000 - $175,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Business Applications Analyst - ERP & CRM Specialist
Analyst Job 36 miles from Chesterton
Are you a skilled Business Applications Analyst with a passion for optimizing ERP and CRM systems? Do you have hands-on experience with Dynamics AX and Salesforce? If so, we have the perfect opportunity for you!
Join a leading manufacturing company in Chicago known for its innovative solutions and industry leadership. We are dedicated to driving business growth through technology and are looking for a dynamic Business Applications Analyst to join our team.
Experience: 3+ years as a Business Applications Analyst or similar role.
Technical Skills: Proficiency in ERP (preferably Dynamics AX) and CRM systems (ideally Salesforce).
Business Process Optimization: Collaborate with cross-functional teams to analyze business needs and design efficient workflows.
Data Analysis & Reporting: Utilize data analytics to drive decision-making and create meaningful business reports.
System Integration & Customization: Lead integration projects and customize solutions to enhance system functionality.
Come join a supportive and inclusive work environment that values growth and innovation. This is a fulltime position which cannot sponsor or transfer visas unfortunately. Candidates must possess fulltime US work authorization. Resumes should be send to ************************
Epic Analyst
Analyst Job 36 miles from Chesterton
About the Company
We are seeking an experienced Epic Analyst to streamline and enhance the structure of insurance payer contracts within the Epic system. This role is critical in ensuring the optimal use of Epic's Contract Management module, focusing on contract builds, underpayment analysis, and revenue cycle management (RCM). A key responsibility includes performing account reviews and updates as part of underpayment analysis to validate data within Epic. The ideal candidate will have strong experience with Epic and RCM processes, paired with a detail-oriented approach to managing payer fee schedules and contract workflows.
About the Role
Collaborate with stakeholders to build and structure contracts in Epic. Optimize Epic's Contract Maintenance module for accurate and effective contract setup. Collaborate with IT and leadership to manage payer reimbursement rate workflows. Provide ongoing user support and training to optimize efficiency and accuracy in payer-related processes. Assist in contract modeling and analysis of reimbursement rates. Conduct underpayment analysis, including payer fee schedule reviews and account updates to validate data. Support Revenue Cycle Management (RCM) processes, such as billing and collections. Analyze and report on data using Excel to track metrics and aid decision-making. Provide support for grants management as needed.
Responsibilities
Collaborate with stakeholders to build and structure contracts in Epic.
Optimize Epic's Contract Maintenance module for accurate and effective contract setup.
Collaborate with IT and leadership to manage payer reimbursement rate workflows.
Provide ongoing user support and training to optimize efficiency and accuracy in payer-related processes.
Assist in contract modeling and analysis of reimbursement rates.
Conduct underpayment analysis, including payer fee schedule reviews and account updates to validate data.
Support Revenue Cycle Management (RCM) processes, such as billing and collections.
Analyze and report on data using Excel to track metrics and aid decision-making.
Provide support for grants management as needed.
Qualifications
Epic Certification in Contracts Maintenance preferred, or equivalent experience managing contract builds in Epic. Minimum 2+ years of experience in billing, collections, and charge capture. Proficient in Excel, with strong skills in data analysis and reporting. Experience in underpayment analysis and payer fee schedule management within Epic. (EPIC experience is required) Exceptional attention to detail and the ability to work independently. Grants management experience is a plus but not required. Bachelor's degree is preferred.
Benefits:
Healthcare
Dental
Vision
401K
Tuition Reimbursement
Due Diligence Analyst (KYC) (630505)
Analyst Job 36 miles from Chesterton
$31-$33/hr., On-Site
Due Diligence Analyst
Contract - 9 months with potential to extend
Chicago, IL
Hourly: $33/hr
Must Haves:
Must have experience with Onboarding Clients, KYC and Due Diligence
Knowledge of financial markets and products
Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word
Experience in Client Onboarding/ Customer Identification Program (CIP)/Know Your Customer (KYC) processes a plus
Understand structure of trading counterparts
Anti-Money Laundering Analyst
Analyst Job 36 miles from Chesterton
Job Posting: KYC Analyst | Financial Institution Client
Title: KYC Analyst (Know Your Customer) / AML Analyst
Compensation:
Entry Level (0-2 years of experience): $25/hour
4+ years of experience: $33/hour
6+ years of experience: Up to $50/hour
About the Position:
Robert Half is supporting a financial institution, which is seeking a detail-oriented KYC Analyst for a long-term project as a consultant. The ideal candidate will help ensure compliance with regulatory standards through meticulous customer due diligence and ongoing monitoring. This entry-to-senior level role is an incredible opportunity to grow and contribute to a highly professional and collaborative environment.
Key Responsibilities:
Perform comprehensive account reviews and risk assessments on new and existing customers to ensure compliance with KYC, AML (Anti-Money Laundering), and other regulatory requirements.
Review customer identification documents, business profiles, and other relevant documentation for accuracy and authenticity.
Assist with ongoing due diligence, flagging and escalating discrepancies or high-risk accounts for further analysis.
Maintain accurate and organized records of all customer verification and related documentation.
Stay updated on KYC regulations, policies, and procedures to ensure compliance with evolving financial institution standards.
Collaborate with internal teams, including compliance and risk, to ensure seamless onboarding and account management.
Document and report findings relevant to audits and/or regulatory examinations.
Qualifications:
Required:
Associate's or Bachelor's degree in Finance, Accounting, Business Administration, or a related field, or equivalent work experience.
Strong attention to detail and analytical skills.
Ability to manage multiple responsibilities effectively and meet deadlines.
Excellent communication and reporting skills.
Preferred:
Experience with financial services, banking, or regulatory compliance.
Knowledge of KYC/AML procedures, government regulations, and tools such as PEPs (Politically Exposed Persons) and sanctions checks.
Certifications such as CAMS (Certified Anti-Money Laundering Specialist) or equivalent are an added advantage for senior candidates.
Category Management Analyst
Analyst Job 36 miles from Chesterton
From Lucca, Italy, to the world. We're Nonni's Bakery.
When you carry on a recipe handed down from your Italian grandmother, you can't let her down. We wouldn't want it any other way. Being held to a higher standard is a good thing, especially when it results in something as perfectly sweet and crunchy as our biscotti.
We are excited to announce that on October 1st, 2024, CTH Invest SA, a Ferrero-related company, completed the full acquisition of Nonni's Foods LLC. We are delighted that our organizations, rooted in Italian heritage, are coming together.
At Nonni's Bakery, we blend time-honored traditions with innovative approaches to create premium baked goods enjoyed in homes across the country. Our commitment to quality ingredients and authentic recipes has established us as a trusted name in the food industry. We're a growing company with a collaborative culture where passion for excellence drives everything we do. As we continue to expand, we're seeking talented professionals who share our dedication to craftsmanship and quality to join our team.
Category Management Lead - Nonni's Bakery
Location: Chicago, IL
We are seeking a Category Management Lead with an entrepreneurial style. Someone who has the drive to accelerate growth of a brand poised to change people's perceptions of cookies and healthy snacking that has been built from a legacy of biscotti presented with a twist. This role requires a keen ability to create competitive advantage by delivering strategic, fact-based consumer understanding that will drive the portfolio, the brand, and our innovation strategy. In this role, the Director of Category Management will “data mine”, synthesize and capture key data and trends from a variety of tools including IRI Unify, Numerator Household Panel Data and internal sales data. In addition to the analytical expertise we seek for this role, the candidate will also possess the skills to both synthesize and simply data into a conversational business story that audiences can relate. This is an opportunity for rapid recognition and career growth in an environment that rewards passion and results. This role will report to the Vice President of Sales, while working with the entire sales team and our Executive Staff.
RESPONSIBILITIES
This role is a terrific conduit between Sales and our Business Unit (Brand teams) and could be considered as our “agency” person on point for ensuring our messaging to the customer is fact based and enlightening with rich insights and in a story-telling format.
Combines data and insights from POS data, Panel Data, and Internal Data to ensure our Annual Plans are being met via validation of results.
Shift the data and insights into actionable recommendations via a “storytelling” framework for presentation.
Identifies “headwinds” and “tailwinds” by helping the sales team with identification of what is working and what may need a re-thinking relative to strategy and tactics.
Student of the Customer(s)- Nonni's has distribution across all channels including Grocery, Mass, Club, Value and Food Service. Understanding key customer strategies and objectives is critically important.
In this position you are also an instrumental team member tasked with preparing for Annual Business Planning.
ABOUT YOU
Bachelor's Degree. MBA strongly preferred
3+ years Consumer Packaged Goods industry experience, preferably in food or beverage, working in data analytics/category management.
Syndicated Data proficiency with a preference towards Circana software expertise/experience.
Household Panel data mining and analysis with a preference towards experience with the Numerator tool.
Excellent competence with Internal Sales Systems.
Ability to take advantage of the capabilities of Microsoft Office with emphasis on Excel and PowerPoint.
Excellent project management skills with high diligence and the ability to manage and prioritize multiple initiatives simultaneously.
Poise and presence in front of the customer and Executive Leaders within our organization. This role affords the opportunity to present your findings to our most strategic customers.
Multi-Channel experience is a plus. This role supports all channels including Grocery, Club, Mass, Value and Food Service.
Strong verbal and written communication and presentation skills.
D365 F&O Business Analyst
Analyst Job 36 miles from Chesterton
Jackson James is thrilled to be partnering with a family-owned manufacturer as they look to add a D365 F&O Business Analyst to their in-house D365 F&O team.
My client has been in business for more than 40 years boasting impressive growth particularly in recent years, as its operations across the globe continue to thrive.
Voted among the Chicago Tribune's Top Workplaces multiple times in recent years, this organization has now grown to over 300 employees. They pride themselves on their commitment to employee's development, within a dynamics culture and a diverse, collaborative atmosphere.
Within this role you will be the joining a small team which maintains and improves it's D365 F&O systems globally across both Supply Chain and Finance modules while particular knowledge of warehousing will be seen as a massive plus.
This role offers:
Offering a generous salary of up to 150K base
Profit sharing scheme
401K
Healthcare (Medical, Dental, Vision)
If this position looks exciting hit apply!
Data Analyst (must have experience with Semantic Models)
Analyst Job 36 miles from Chesterton
If you have read my s before, welcome back. If you are new, welcome to the party....you will notice that I like to add humor to my s...so you will see (hopefully) some chuckles as you read this.
Allow me to introduce myself. My name is Tom. I am Partner & VP at RSM Solutions, Inc. I have been recruiting technical talent for 23 years and been in the tech space since the 1990's. The reason I say this is not to 'gloat' or to say I am this great guy...it is just to set something of a framework. I am far more focused on 'fit' than anything else.
You will be working at a firm that has grown, quite substantially over the last 7-8 years from a small company with roughly 16 employees to one that now has just about 200 employees (and $1B in annual revenues). You cannot have that kind of growth without a true 'team spirit'. A lot of people will say 'oh, we work together', or 'we work as a team'. However, when you have this kind of growth, you absolutely need to have people who have each other's backs, and truly do work together. This growth was not due to one person, but the whole team. I mention all of this, because that social fit I mentioned is - truly - important.
So, what creates a good 'social fit' here? Well, I am glad you asked...here are some of those characteristics:
There is an expectation that you know what you are doing. So, there is limited - if any - micro management here. There are people here to help you, so you won't be an island. But, there is an expectation that - if you have questions with regard to how to do x, y or z, that you will already have tried a few potential solutions first as opposed to just asking 'how do I do this?'.
This is an environment where you are encouraged to try stuff. No one is going to chastise you or belittle you if you fail...that's how we all learn (I don't know about you, but I learn far more from my mistakes then my successes).
I mentioned the growth of the firm earlier in this , this leads me to one of the most important aspects of social fit for this role. If you believe the world revolves around you or that you are God's (or whatever higher power you believe in) gift to IT, then you should probably look elsewhere. This is an environment with limited ego and limited drama.
It seems that a lot of job descriptions will say 'fast paced environment', or 'ability to multi task'...I roll my eyes when I see that and I bet you do as well. So, I won't state those here. However, if you have a keen understanding of that Pareto principle (that 80 / 20 rule) you will be off to a great start here. Their is a saying with these guys 'when everything is urgent, nothing is urgent'... So, that keen understanding of what is really important (that 20% that creates 80% of the value) will be needed here. Yep, you will only learn that over time here...so, no one expects you to know all this on day 1.
If you follow that famous Steven Covey habit of 'first seek to understand, then to be understood', we will be off to a great start. This is not an environment where the answer is 'build another dashboard'...instead, it is one where you will understand what is needed and then work off of that understanding.
This role is permanent and fully benefitted. The client is located in Riverside Plaza in Downtown Chicago. So, preference will be given to Chicago-based candidates for this role. If you are closer to Dallas, Texas, that would work as well. This role is being done in a hybrid manner with 3 days onsite and 2 days remote.
I can only work with US Citizens or Green Card Holders for this role. I cannot work with H1, F-1, OPT or EAD Visa holders for this role. In other words, I can only work with you if you are already a US Citizen or a Green Card Holder.
Here is what we are seeking: We really are not looking for a developer, rather, we are looking for a Data Analyst/Data Scientist. We need someone who can extract value from the data and understand what data is important to report and analyze vs just random data that doesn't really tell us anything.
This person will interact with the Data engineers, but the main role is to create/maintain a BI solutions (specifically in the PowerBI realm). This person will create some requirements and then develop reports (PBI) off of the requirements they gather. Think of this role as an 'all in one' where you are doing the BA work as well as the PBI work.
This person will also help adopt ML and LLM for Data Analytics and Data Processing.
Most importantly, this person will interact heavily with a lot of stakeholders, at all levels. This person will be the go-to person for all information requests. Therefore, this person must:
have a friendly, welcoming attitude,
be responsive towards their internal customers,
be able to understand this client's business well enough, that he/she will understand ambiguous requests from our users while communicating with them at a business level,
equally comfortable interacting with a data entry analyst or with the CEO at a business level,
comfortable communicating with the tech teams at a technical level.
The ideal candidate will have experience managing Power BI and owning the data modeling. You should have ample experience producing sophisticated reports in Power BI and managing the Power BI Service. Knowledge of DAX, M, SQL, Star Schema, and Semantic Models are an absolute must. Python/ Pandas/ Matpotlib and the rest of the Python data science universe experience is a plus. A subset of the role will involve master data management as well.
You will work, closely, with the Data/Dev teams to make sure that data is reachable, consistent, updated, and ready for the different Data models. A significant part of this role will entiail working with this team to create a data model in PBI for non-technical users. They would like non-technical users to be able to create reports off of 300 different variables. This is where the semantic models in that previous paragraph will play a role. As anyone involved in reporting knows, reporting requires nuance. So, you will be working with users, determine the main queries and the main variables that someone would like to report off of (as well as create the data model). So, a good example of this would be for - lets say - a motor parts manufacturer would like to know their GP numbers on particular parts in the northeast in Q4...the report should give them the option to determine part numbers, include other part numbers that may be associated with those parts, give options to determine if repaired or OEM parts should be included, etc...
Here are some of the key responsibilities:
Maintain Power BI Data models.
Support the monthly metrics reporting efforts.
Produce statistical analysis on this client's data to allow senior leaders to identify advance trends.
Control access to data in the data models via Row Level Security.
Produce Ad hoc data reports on demand.
Stay in constant touch with the development teams, serving as a steward for this client's data.
Work with data and analytics experts to strive for greater functionality in our data systems.
Here is what we are looking for:
At least 4-5 years of experience with DAX, M and SQL.
At least 4-5 years of experience with statistical analysis.
At least 4-5 years of experience building Semantic Models.
Any Master Data Management experience.
This is not a role for a contractor...so, we are seeking duration on the roles you have held. If you have spent 1 year on one role, 6 months on another, and a year on the next, we probably will not have a good fit for this role.
At least 5 years of experience as a a Data Analyst. This should include authority over PowerBI systems as well as experience building and optimizing Power BI Data Models, Flows and Dashboards.
A successful history of manipulating, processing and extracting value from disconnected datasets.
Strong project management and organizational skills.
Junior Analyst
Analyst Job 36 miles from Chesterton
Koya Law LLC is a Chicago-based, boutique law firm specializing in the negotiation and documentation of agreements supporting capital markets transactions including prime brokerage, OTC and listed derivatives, custodial agreements, repurchase agreements, ISDA Master Agreements, and other similar agreements on behalf of its global hedge fund and institutional client base.
Open positions: Junior Analyst
Responsibilities Include:
Track and maintain records of open negotiations;
Assist with file management and project tracking;
Assist with Client's due diligence functions;
Support administrative staff by performing routine office maintenance checks;
Summarize legal documents and negotiation points for partner review;
Participate in negotiations with clients and dealers;
Review and draft contracts under attorney supervision;
Facilitate communication between clients and attorneys;
Develop and test web based legal applications; and
Research precedent and audit existing contracts.
Skills:
Excellent writing skills and a strong grasp of English grammar;
Highly detailed;
Ability to multitask;
Proficient in MS Excel and Word;
Knowledge of PowerPoint is helpful;
Excellent interpersonal and communication skills;
Strong analytical and organizational skills;
Highly motivated and adaptable;
Able to work on a team of diverse individuals;
Possesses sound judgment and integrity;
Able to persevere in a fast-paced, high-pressure environment; and
Possesses a strong interest in legal frameworks and financial markets.
Please note that this position is entry level; it is not appropriate for JDs or MBAs.
Position involves varying levels of the responsibilities described above. Our employees gain invaluable exposure to the finance and legal industries while working closely with analysts and senior attorneys. Interested candidates should submit a cover letter, résumé (with undergraduate GPA), transcript, and an academic writing sample to **********************. Incomplete applications will not be considered.
Interested candidates should reside in the Chicagoland area and be willing to work in person, 5 days per week in the firm's River North office.
Capital Markets & Asset Management Analyst
Analyst Job 36 miles from Chesterton
THE COMPANY
CEDARst Companies is a real estate investment and development firm focused nationally on market-rate development in urban in-fill locations. The firm has 6,000 units completed or under development across nine markets with $4B in asset value. CEDARst is headquartered in Chicago with regional offices in San Diego and Miami.
POSITION SUMMARY
Analyst (“the role”) will report directly to the Chief Financial Officer and is responsible for performing core capital markets and asset management functions.
The role will work closely with the capital markets team and asset management teams to ensure executional excellence as properties transition from construction to asset management and property management operations. This role will also be essential in performing the administrative tasks necessary to effectively and efficiently onboard investors into CEDARst's infrastructure that come through the broker-dealer channels for various funds/properties. Additionally, the role will be tasked with closely managing the property management team at each individual asset in addition to any other key asset specific 3
rd
party relationships such as commercial brokers, lenders, VISTRA (transfer agent), etc.
JOB DESCRIPTION
Assist with CEDARst accounting to reconcile Juniper Square Capital Activity and Financial Statement Equity on a monthly basis for stabilized portfolio.
Maintain, update, and ensure accuracy of investor portal database (Juniper Square)
Input each investor's information into Investor Portal on at least a weekly basis for all broker-dealer investors.
Audit fund investments, check subscription documents, label and save down to offline drives and upload to Juniper Square.
Prepare investor reports for each property and fund reports.
Cross-check and audit third party databases to ensure accurate investor information.
Communicate with investors, broker dealers, RIA, financial advisors with issues with portal issues, field and delegate questions related to investments.
Pull documentation (subscriptions, assignments, etc.) for capital markets team.
Input/update distribution instructions for investors and advisors, prepare distribution files and check that distribution files are accurate between databases.
Manage communication between Finance/Asset Management Teams, Capital Markets, and Ownership pertaining to capital events at assets.
Maintain Fair Market Value and NAV Valuations for Custodian Held Accounts in Juniper Square.
Assist tax accountants with compliance-related requests depending on various fund structures.
Special projects as assigned.
Assist CFO with management of a diverse portfolio of real estate assets, including residential, commercial, self-storage, and mixed-use properties.
Conduct comprehensive financial analyses, including budgeting, forecasting, property specific stabilization plans, cash flow proformas, and performance monitoring, to drive asset value and profitability.
Provide in-depth property level reporting off annual budgets. Analyze property performance metrics and market trends to make data-driven decisions.
Prepare and present detailed reports on asset performance, market conditions, and strategic initiatives to senior leadership and stakeholders.
Maintain a thorough understanding of broader sub-market trends and constantly benchmark property performance to comp set. Conduct market research to stay informed about local real estate trends, local governmental compliance, competitive landscape, and emerging opportunities.
Responsible for operation oversight of property conditions. Closely manage property management operations to ensure high quality property maintenance, tenant satisfaction and adherence to company policies.
Develop and implement strategies for asset enhancement, including capital improvement projects, renovation plans, and leasing strategies.
Work directly with 3
rd
party commercial brokers to market vacant retail space, negotiate LOI's and manage tenant relationships beyond lease execution.
Lead and review the planning for critical capital events including property refinance, distributions, equity recaps, and property sales.
Work closely with property management, leasing, and development teams to ensure alignment on objectives and execution of strategies.
Track and report on key performance indicators (KPIs) such as occupancy rates, Google score, rent collection, retention, rental income, NOI, and operating expenses. Identify areas for improvement and implement corrective actions as needed.
Conduct regular physical inspections of each property in assigned portfolio to develop a thorough understanding of each property, assess implementation of strategic initiatives, assess operational and management performance, and identify opportunities for improvement.
Identify potential risks and develop mitigation strategies to protect asset value and company interests.
Update and maintain the valuation templates of stabilized portfolio on quarterly basis.
REQUIREMENTS
Bachelor's degree (or equivalent) preferably in Accounting, Finance, Real Estate, Economics or other relevant areas.
Firm understanding of traditional real estate cash flow.
Thoroughness and exceptional attention to detail.
Generally understanding of development process, capital markets, design-build construction industry, and brokerage community and how these groups relate to one another.
Strong self-starter with the ability to work without much daily direction who thrives in a fast paced, dynamic environment with multiple and evolving priorities and deadlines.
Ability to distill complex analyses into meaningful takeaways and communicate findings both verbally and in writing.
Solid knowledge of statistics and financial analysis techniques as they apply to real estate projects, and strong working knowledge of financial transaction structures in lease, sale, and investment packaging.
Excellent interpersonal, verbal and written communication skills. Results oriented, entrepreneurial and self-motivated team player
Strong negotiating and marketing skills.
Should have personal qualities of persistence, diplomacy, and organization.
Proficiency is Microsoft Excel, Word, and Power Point.
Proficiency with Argus, Salesforce CRM (or alike), Juniper Square and Funnel, a plus.
Excel-based case study may be required.
BENEFITS
CEDARst is an equal opportunity employer. This position requires successful completion of a background check and drug test. Benefits include:
Market-plus compensation, including base and bonus
Full benefits: Medical, Vision, Dental
401k, with 4.0% company matching
15 days of PTO
Cell phone stipend
Product Information Management Data Analyst Marketing · Corporate Headquarters ·
Analyst Job 36 miles from Chesterton
USG is an industry-leading manufacturer of building products and innovative solutions. For over 120 years, Chicago-based USG has developed award-winning wall, ceiling, flooring, sheathing, and roofing products that enable customers to build outstanding spaces where people live, work, and play. With over 8,700 employees across North America and operations around the world, we are steadfastly committed to our core values: safety, innovation, quality, integrity, service, diversity, and efficiency.
We're big enough that our professionals have the resources to make a difference, yet small enough that you're not just a number. You'll work on key initiatives and build strong relationships across the company that will position USG for growth into the future.
USG offers work-life balance, specialist and general/managerial career paths, promotion from within, exceptional benefits, and incredible long-term career opportunities for the right professional. Each year, we have hundreds of employees who celebrate milestone anniversaries with us.
Capability Transformation Overview:
USG is evolving its digital customer experience and translating the objective of being easiest to do business with into a sustainable technology roadmap. The digital transformation includes upgrading our technology stack and augmenting our teams, developing new digital platforms, and integrating a best-in-class eCommerce operating model to deliver exceptional customer experience from design planning to order delivery. The digital services are based on improved data and process models and will be provided for all our customers in the US, Canada, and LATAM.
Position Overview:
The CX Product Information Data Analyst is a subject matter expert for USG product information, ensuring accuracy and consistency of product data. They lead data harmonization efforts and act as the product information data steward, maintaining product hierarchy and encouraging governance to maintain the Product Information Management (PIM) system as the single source of truth. Ultimately, the role supports syndication of data to internal and external systems, ensuring seamless and efficient information flow.
USG offers a hybrid workplace. The office location is Chicago, IL.
The Team:
The Product Data and Information Publishing / PIM team works in an agile environment, guided by a Product Owner and a Tech Lead. Each member of the team has a specific role to play, but they all share a common goal of delivering industry-leading digital solutions to our customers.
The Product Data and Information Publishing / PIM team is effective because of its ability to work collaboratively and take ownership of its deliverables. It operates within a product-platform model that emphasizes cross-functional collaboration and end-to-end ownership of deliverables. This model leverages the diverse skill sets of team members and fosters innovation, agility, and accountability.
KEY RESPONSIBILITIES
Product information owner: Serve as the subject matter expert for USG product information, ensuring data accuracy and consistency. Maintain and update the product hierarchy within the PIM system.
Data stewardship: Act as the data steward for product information, overseeing and enabling data quality and integrity. Encourage and enforce governance practices to maintain the PIM system as the single source of truth.
Local data harmonization: Direct local data harmonization efforts to ensure uniformity across various data sources. Work closely with cross-functional teams to align data harmonization strategies.
Data syndication: Support the syndication of product information to internal and external systems. Ensure timely and accurate data distribution to stakeholders, including marketing, sales, and external partners.
Governance and compliance: Implement and enforce data governance frameworks and compliance standards. Conduct regular audits to ensure adherence to data governance policies.
Collaboration and coordination: Collaborate with IT, marketing, sales, and other departments to align product information strategies. Communicate effectively with stakeholders to ensure understanding and adherence to data management practices.
Continuous improvement: Identify opportunities for process improvements in data management and governance. Implement best practices and innovative solutions to enhance the PIM system and data workflows.
KEY QUALIFICATIONS:
Education:
Bachelor's degree in Business Administration, Marketing, or a related field.
Required Skills:
5+ years in roles related to product information and/or data management.
Deep understanding of product information management (PIM) systems and best practices (e.g., managing product data lifecycle, implementing data governance policies, integrating PIM with other business systems).
Strong skills in data stewardship, ensuring data accuracy, consistency, and completeness.
Familiarity with data syndication processes and tools.
Strong analytical skills with the ability to interpret complex data sets.
Excellent problem-solving skills to address data inconsistencies and governance issues.
Strong collaboration skills with the ability to work effectively with cross-functional teams, including IT, marketing, and sales.
Knowledge of data governance frameworks and compliance standards.
Ability to encourage and enforce data governance practices within the organization.
Excellent written and verbal communication skills.
Preferred Skills:
Familiarity with building materials product information requirements and standards.
Understanding of customer experience principles and how product information impacts customer satisfaction.
Familiarity with Agile development methodologies.
Rate of pay may be adjusted based on the qualifications and experience of the candidate.
USG employees enjoy a number of benefit options for themselves and their families. These include two medical insurance options, as well as vision and dental coverage. The cost of these optional programs varies based on coverage level - employees generally pay 25% of the monthly premium cost, USG pays the rest. These coverage options are offered on the first day of employment with no waiting period.
Additionally, USG employees enjoy both a 401(k) Investment Plan with company match and a pension plan. Beyond these main features, employees may also choose from a number of additional programs like life insurance, accident insurance, legal insurance, even pet insurance, just to name a few. USG also offers Quarterly (hourly) / Annual (salary) bonus potential for all employees based on performance metrics tied to safety, quality, and productivity. USG also provides employees with paid time off and paid holidays.
Since 1902, Chicago-based USG has been a leader in producing innovative, award-winning products and systems to build everything from major commercial developments and residential housing to home improvements. USG's employees are committed to the highest levels of customer satisfaction and quality in everything we do. Our steadfast commitment to the company's core business values - innovation, quality, integrity, service, diversity, efficiency, and safety - have helped us become the company we are today.
EOE including disability/veteran
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Program Analyst
Analyst Job 36 miles from Chesterton
About Us
Founded in 2014, we offer the industry's first and only cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan. By combining thought leadership in suitability and risk management with industry-leading education and the latest technology, Supernova enables advisors to deliver holistic, goals-based advice and to help their clients achieve financial wellness. We partner with the industry's largest banks, most prominent insurance companies and leading online brokerages to democratize access to securities-based lending and better the entire financial ecosystem.
Why Join Supernova?
At Supernova Technology, we believe that the best results come from a team that is passionate, driven, and supported in all aspects of their professional lives. Here, you'll work alongside talented and innovative individuals who are committed to driving the future of securities-based lending technology. We foster a culture of collaboration, continuous learning, and growth, where each person's contributions make a real impact.
Job Description
We are looking for a program analyst to support project managers on securities-based lending system development. The goal is to ensure that the projects are implemented successfully in all aspects and delivered timely with high quality.
Responsibilities:
Negotiate with clients on product requirements & development scale
Work closely with the development team on product logic and features
Manage the schedule of development projects with JIRA to ensure timely release of the product
Design product prototypes based on product requirements and present to clients
Generate supporting documents to accompany product changes
Provide quality assurance support for products in testing environments and troubleshoot system bugs
Give periodic technology product demonstrations to sales, marketing and operations teams as internal training
Qualifications:
Bachelor's or Master's Degree in finance, project management or technology related fields
At least 1 year experience in Program Analytics or related field preferred
Highly analytical and quantitative thinking
Strong written and verbal communication skills
Self-starter with high level of motivation
Receptive to coaching and adaptive to change
Exceptional time management and follow-up skills
Team-oriented
Proficient in MS Office Suite, especially Microsoft Excel and Microsoft PowerPoint
Experience in data interpretation preferred
Experience in project management preferred
Experience in financial services, wealth management, or education industries preferred
Our Employee Benefits
At Supernova Technology, we provide a robust benefits package to support the health and well-being of our employees. Our offerings include:
Medical, Dental, and Vision Insurance: Multiple plans with coverage for employees and dependents.
HSA and FSA Accounts: Tax-advantaged accounts for health and dependent care expenses.
Life and Disability Insurance: Employer-paid basic coverage with options for additional voluntary coverage.
Compensation: $60,000 - $80,000 per year
Retirement Savings: 401(k) plan with employer contributions.
Employee Assistance Program (EAP): Confidential support services, including free therapy sessions.
Paid Time Off: Flexible PTO policies.
Additional Perks: Commuter benefits, pet insurance, continuing education assistance, and more.
Note: Actual salary at the time of hire may vary and may be above or below the range based on various factors, including but not limited to, the candidate's relevant qualifications, skills and experience, and the location where this position may be filled.
Our Core Values
Our core values drive everything we do. At Supernova, we...
Form, execute, and communicate new ideas that add value to our employees and customers
Strive through obstacles and failures
Follow-through on promises or commitments to others, accept responsibility, and answer for actions & decisions
Listen to, understand, and support our employees and customers
Act with speed, positive attitude, and flexibility
Exceed expectations and surpass ourselves every day; we embrace a sense of pride and never stop growing
Join us and make an impact while growing your career at Supernova.
Production and Pricing Analyst
Analyst Job 36 miles from Chesterton
Production and Pricing Analyst
________________________________________
The Production and Pricing Analyst will be responsible for management and administration of the production tracking system and its alignment to scheduling and pricing orders. The Production and Pricing analyst will work cross functionally with the production and sales teams and accounting teams to set-up schedule production runs according to customer orders, verifying and closing the production entries, and pricing orders accordingly.
:
• Receive customer orders and lay-out production schedule.
• Set up production entries according to schedule and communicate the plan to production staff.
• Review and close production entries daily, ensuring alignment to schedule and standard costing formulas.
• Analyze variances to standard costing formulas, including yield performance, material usage, throughput, and staffing, and propose changes when necessary.
• Analyze pricing on all manufactured products ensuring alignment to current standards.
• Administer weekly pricing updates,
• Work with Sales and Accounting staff on periodic set-ups of pricing formulas for new products.
• Prepare volume and profitability reports at the customer and product level.
• Perform other Duties as assigned.
Desired Qualifications:
• Degree in Business Administration, majoring in Accounting, Finance, or Operations Management
• 3+ years of accounting, finance, or production control experience.
• Prior experience with Pricing, Costing, or Operations Management Preferred.
• Strong MS excel skills, prior working with databases, and ERP systems.
• Basic Knowledge of GAAP and general inventory principles.
• Strong analytical skills, natural curiosity and creative problem-solving ability.
Disclaimer Statement
The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all accountabilities, activities, skills, and knowledge needed to perform the job. Please note that job functions are reviewed periodically and are subject to change based upon company business need.
Bobak Sausage Company is an Equal Employment Opportunity Employer.
Senior Analyst
Analyst Job 36 miles from Chesterton
We are a private real estate debt fund seeking a talented individual to assist in loan underwriting, loan processing, loan servicing, and investor relations. As a member of our team, you will have the opportunity to learn all aspects of real estate in variety of asset classes.
Although the position starts as entry level, a strong candidate will have the potential to quickly move into a managerial role with profit sharing potential. This is an excellent opportunity to develop your skills, gain valuable experience, and advance your career.
The ideal candidate will have strong Excel skills, excellent communication abilities, and a proven track record of hard work and self-motivation. If you have a passion for real estate and are ready to take the next step in your career, we want to hear from you!
Demand Planning
Analyst Job 36 miles from Chesterton
Site Address 6500 W 51st St. Chicago, IL 60638 Who We Are Conexus Food is a leader in the Asian food service industry, bringing a diverse range of ethnic cuisines, such as Chinese, Japanese, Korean, and Thai, to the table. Our corporate headquarters in Chicago is where we house our fully integrated food processing, manufacturing, logistics, and worldwide supply chain services all under one roof. With distribution centers spanning the US, over 2 million square feet of warehousing space, and a fleet of more than 1,000 trucks, we're the go-to when it comes to reliable delivery services.
At Conexus Food , we believe that teamwork and collaboration are the keys to success. We pride ourselves on maintaining the highest standards of integrity and honesty in everything we do and building strong relationships with our clients. We're looking for individuals who share our values and are committed to excellence. Join our team and contribute to our culture of collaboration and integrity while growing your own skills and expertise. Together, we'll deliver high-quality products and exceptional service to our clients and achieve great things.
Role Summary:
This role needs to utilize category expertise and vendor specific knowledge to manage inventory levels for all assigned items, suppliers and/or categories while maintaining service level targets to our customers across multiple distribution centers. Responsible for delivering forecast accuracy and forecasting per defined goals by SKU and/or product family. Collaborate with logistics operations, category management, markets, and suppliers to understand Conexus Food Solutions optimized supply chain opportunities
Key Areas of Responsibilities Include but are not limited to:
Demand Planning Responsibilities: Forecasting Demand: Analyze historical sales data, market trends, and seasonality to predict future product demand. Use statistical and analytical tools to create accurate demand forecasts. Collaboration: Work closely with sales, marketing, and finance teams to understand demand drivers and promotional activities. Ensure alignment between demand forecasts and business strategies. Inventory Management: Monitor inventory levels to ensure supply meets demand while minimizing costs. Identify and report on inventory trends and slow-moving items. Reporting: Prepare and present forecast and inventory metrics to management. Regularly review and adjust forecasts based on changes in market conditions or company strategy
Supply Planning Responsibilities: Supply Chain Strategy: Develop and implement supply chain strategies to increase efficiency and productivity. Ensure that supply can meet forecasted demand. Collaboration: Work closely with sales and marketing departments to understand future product demand. Align supply planning with production and inventory management strategies. Inventory Management: Develop and maintain inventory targets to align with demand forecasts. Monitor and report on key performance indicators (KPIs) related to supply planning. Problem-Solving: Identify and resolve supply chain constraints and discrepancies between supply and demand. Adapt supply planning strategies to address unexpected changes in the market or supply chain disruptions
Other Skills: Analytical Skills: Ability to interpret complex data, recognize patterns, and extract actionable insights. Technical Proficiency: Familiarity with ERP systems, demand planning software, and data analysis tools. Communication and Collaboration: Strong skills in articulating insights and recommendations to various stakeholders, including sales, marketing, and supply chain teams. Time Management: Efficiently managing multiple tasks and deadlines to ensure accurate forecasts. Adaptability: Being flexible and ready to adjust strategies in response to market changes. Strategic Business Understanding: Knowledge of business operations and the ability to align forecasts with company goals. Data Analysis Tools: Strong skills in using tools like Excel, SQL, and data visualization software (e.g., Tableau, Power BI)
Key Requirements:
Education: A bachelor's degree in Supply Chain Management, Business, Statistics, Economics, or a related field
Experience: Practical experience ERP and demand planning software such as SAP, Dynamics 365, JDA, Logility or similar systems
Certifications: Certifications in supply chain management or related areas can be beneficial
Industry Experience: Several years of experience in supply chain management, logistics, or a related field in food industry is preferred
Forecasting and Planning: Proven track record in demand forecasting, inventory planning, and supply chain optimization
Project Management: Experience managing projects and coordinating with cross-functional teams
Problem-Solving: Demonstrated ability to identify issues and implement effective solutions in a dynamic environment
Continuous Improvement: Experience with Lean, Six Sigma, or other continuous improvement methodologies
These technical skills and experiences are essential for a Demand and Supply Planner to effectively manage supply chain operations and ensure that customer demand is met efficiently
Salary Range: 60K - 80K
Benefits Offered:
Medical Insurance- Comprehensive coverage to help you and your family stay healthy
Dental Insurance- Preventive care and treatments to keep your smile bright
Vision Insurance- Coverage for eye exams, glasses, and contacts
Pet Insurance- Help ensure your furry friends are covered for unexpected medical expenses
Life Insurance- Financial protection for your loved ones in the event of the unexpected
401(k) Plan- Save for your future with access to a retirement savings plan
401(k) Retirement Plan with Company Match:Save for your future and grow your retirement savings with company contributions
Sponsorship for Employment
Conexus Food Solutions does not provide sponsorship for employment visa status (e.g. H-1B visa status). To be considered for permanent employment, applicants must be currently authorized to work in the United States on a full-time basis.
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Operations Analyst
Analyst Job 36 miles from Chesterton
- Chicago)
Phillip Capital Inc. is dually registered with the SEC/FINRA as a self-clearing broker dealer and the CFTC as a registered Futures Commission Merchant (FCM). We offer the opportunity to grow your skills and make meaningful, visible contributions to both your team and the company. We believe in integrity, accountability, open communication, and continual improvement to build for the long term. Our office in the iconic Board of Trade Building is conveniently located near Metra and CTA lines and close to restaurants, parks, shopping, and cultural institutions. Our building amenities include indoor bicycle parking, a gym, and a rooftop deck. Learn more about us at ***********************
We are seeking a motivated individual to join our growing team as an Operations Analyst. This is an exciting opportunity for someone who would enjoy working with a growing securities operations team to help drive the company forward.
Responsibilities
Assist with the expansion of the securities and options trading, clearing, and custody offering to new and existing clients, with a focus on custodian services, operating and supervisory procedures, and daily reconciliations
Back up daily tasks related to clearing, settlement, pledging, exercise & assignment, expiration processing, corporate actions, and position transfers
Identify, analyze, and resolve securities and option trade settlement breaks
Collaborate to meet regulatory guidelines & recordkeeping (FINRA, OCC, SEC, etc.)
Assist in periodic internal and external audit examinations
Active involvement with process creation and improvement, workflow documentation and validation, and research related to new products
Support other teams at Phillip as necessary
Qualifications
Bachelor's degree in finance, economics, mathematics, computer science, or related field
Proficiency in VBA, Excel, SQL and Python strongly preferred
Strong analytical skills and ability to recognize and mitigate issues with process and tools
Ability to efficiently handle a multitude of tasks while maintaining a low error rate
Strong attention to detail, time management, and solid communication/organization skills
Absolute integrity and ability to recognize and learn from mistakes
The pay range for this position is $60-70K.
To be considered for this position, please apply via LinkedIn or Indeed or submit a resume directly to ************************** with “Operations Analyst” in the subject line. Phillip Capital Inc. will not consider candidates sent by recruiters for this position.
Financial Analyst
Analyst Job 36 miles from Chesterton
Job Title: Financial Analyst
Pay Rate: $50/hr
Job Responsibilities:
Collaborate with leadership and budget owners to provide insights on trends, aiding stakeholders in decision-making. Present findings to all management levels.
Gather, analyze, and communicate key performance metrics from detail to summary level.
Identify risks and recommend process improvements, leading or assisting in implementation.
Create and manage complex financial models, benefit determination, and forecasting to support business operations.
Review and build financial models for cost structure and funding processes. Analyze cost-saving opportunities and assess program success.
Develop quarterly IT capital and core budget forecasts.
Maintain knowledge of IT asset tracking, ensuring accurate asset transfers and records.
Support key sourcing strategies by developing financial models, crafting recommendations, and leading discussions to achieve business objectives.
Ensure compliance with HIPAA, Diversity Principles, Corporate Integrity, and other policies. Maintain confidentiality.
Perform other duties and ad hoc analysis as needed.
Develop automated reporting and forecasting tools for efficient data use.
Required Job Qualifications:
Bachelor Degree in Accounting, Business, Economics or Finance and 5 years business experience in corporate financial reporting and budgeting
Knowledge of tools/applications used within Internal Operations (i.e. Blue View, Center View, Workforce Tools, PeopleSoft, Ariba, ITAM, ISAM, Clarity, eBudget) and experience with at least one tool or comparable
Experience in SSD or ITG budget preparation.
Experience in merger and acquisition activities requiring due diligence performance.
Customer service skills including managing customers expectations and/or vendor relationships.
Clear and concise written and verbal communication skills.
Presentation, interpersonal, organizational, and analytical skills.
PC proficiency to include Word, Excel, MS Access, PowerPoint and Lotus Notes.
Preferred Job Qualifications:
Experience with financial modeling
Experience with complex financial modeling (i.e. IT, health care claims, and/or call center).
Knowledge of strategic sourcing principles and best practices
Knowledge of IT hardware/software assets which include software licenses and maintenance costs
Experience with business/financial models/business cases and forecasting
Knowledge of IT cost structure used to provide in depth analysis around project costs (hardware, software, contract labor, absorbed labor and core budget costs)
Knowledge of contractual language and structure used to conduct in depth analysis and supplier governance.
One year of coaching or mentoring experience
Investment Analyst - Chicago
Analyst Job 36 miles from Chesterton
Blackford Capital is a Grand Rapids, Michigan-based private equity investment firm that acquires, manages and builds value in lower middle market manufacturing, distribution and consumer product companies. Founded in 2010, Blackford Capital has established a history of value creation for our investors and management teams.
About the Role
The purpose of the job is to contribute to the evaluation and execution of investment opportunities by supporting the Deal team in conducting due diligence, financial modeling, and market research to identify and assess potential investment prospects.
Essential Job Responsibilities
Develop and maintain relationships with industry professionals to support deal sourcing efforts.
Contribute to the preparation of accurate and relevant information to be shared with the IC, such as, financial evaluation of investment opportunities, material is created in accordance with the required information and is as accurate as possible, assist in following up on questions / requests after each IC meeting, maintain documentation of decisions and requests by IC members.
Assist in developing and maintaining financial models to evaluate potential investment opportunities, including financial projections, cash flow analysis, and sensitivity assessments.
Collaborate with the VP and Associate in conducting due diligence on target companies, analyzing their financial statements, industry dynamics, competitive landscape, and relevant market trends.
Ensure all follow ups from lenders and LPs are answered in a quick and precise manner, maintain updates on financing processes (mainly debt side), work with the VP to lead lender discussions, and conduct and provide ad-hoc analysis as required.
Ensure all closing documents are secured and stored in our repository, work with the management teams to manage post-closing initiatives and work as the liaison between the management team and BFC, work with the management teams to conduct weekly progress meetings, board meetings and other activities for value creation.
Qualifications
Bachelor's Degree
Required Experience
1 - 3 years' experience in Private Equity, investment banking or M&A, exposure to manufacturing industry preferred
Preferred Skills
Highly analytical; extensive financial modeling skills and experience in Excel
Previous successful transaction experience on either the buy or sell side
Knowledge of business growth strategy and the risk/return characteristics of private equity investment opportunities
Previous M&A transaction experience on either the buy or sell side
Extremely organized
Strong interpersonal and communication skills
Clear, concise writing skills
Self-directed, self-motivated, hard-working, strong initiative
Ability to be adaptable in a fast-paced, ambiguous working environment
Willingness to work long hours when required
Pay range and compensation package
Competitive compensation based on experience
401k plan with employer match
Extensive PTO Program
Parking provided
Employer provided health, dental, and vision insurance with 90% employer covered premium
Equal Opportunity Statement
Blackford Capital is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristics protected by law.
Investment Analyst
Analyst Job 36 miles from Chesterton
Investment Analyst - Chicago, USA
Seize the opportunity to join a dynamic financial team in the heart of Chicago as an Investment Analyst. This role is ideal for those passionate about the hedge fund sector and equipped with a knack for meticulous research and analysis. As an Investment Analyst, you will play a pivotal role in shaping investment strategies and decisions.
Key Responsibilities:
Cover fundamental SMID cap equities.
Monitor fundamental economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
Prepare plans of action for investment based on financial analyses.
Present oral and written reports on general economic trends, individual corporations, and entire industries.
Required Skills:
Research Associate: Ability to conduct deep dive research into market trends, financial statements, and investment opportunities.
Hedge Fund Knowledge: Familiarity with hedge fund strategies and portfolio management is crucial for effective analysis and decision-making.
Experience: 5-7 years of experience in a similar seat at a hedge fund covering a Long Short strategy.
Location:
This position is based in the vibrant city of Chicago, Illinois - a major hub for finance professionals offering a stimulating work environment surrounded by some of the best minds in the industry.