Associate, Compliance
Associate Job In Chicago, IL
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.
Job Description
Based in Chicago, the Senior Compliance Associate will help support the ongoing efforts of the Compliance department with a primary focus on assisting team members with core day-to-day and administrative compliance responsibilities.Additionally, this person will assist the compliance team with ad-hoc compliance projects.
This is a great opportunity for a person with experience at an RIA, broker-dealer, securities regulator, or other related financial institution. The candidate should be a proactive, resourceful, self-starter with a roll-up-your-sleeves mentality, who is extremely organized, detail-oriented and precise, while remaining flexible to changing priorities.
Key Responsibilities
Be an integral part of the compliance team and assist in the various aspects of our compliance programs.
Become proficient and maintain our various compliance systems and technologies.
Assist with Code of Ethics Monitoring
Assist with Licensing and Registration
Assist with Regulatory Filings
Assist with onboarding/offboarding
Vendor liaison for all compliance applications and assist in system administration, maintenance, and data entry.
Maintain books and records, compliance calendar, and files.
Perform compliance monitoring and tests as needed.
Assist with compliance policy updates, training & education.
Keep track of team goals, organize and maintain status of meetings and projects.
Perform and/or assist with special projects.
Qualifications
College graduate
3-5 years' experience in financial services or with a regulatory organization preferred
Experience with a registered investment advisor or broker-dealer preferred
Experience in a compliance capacity preferred
Exceptional organization and planning skills with ability to multi-task
Attention to detail and follow-through
Versatile, flexible, and a willingness to work with changing priorities
Strong communication, written, verbal and listening skills
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint, and Outlook)
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: $80,000 - $95,000. 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.
Associate, GEM Realty Securities
Associate Job In Chicago, IL
Founded in 1994 and headquartered in Chicago, GEM Realty Capital is a strategically integrated real estate investment firm specializing in private and public market opportunities. GEM tactically invests across the U.S. real estate ecosystem through GEM Realty Properties, GEM Realty Securities, and GEM Realty Tactical Opportunities. GEM actively invests across property types and geographies as well as throughout the four quadrants of real estate: public, private, debt, and equity. GEM has a collaborative and entrepreneurial culture that rewards hard work and integrity and provides continued opportunities for professional growth.
Position Overview
GEM Realty Securities (GRS) manages approximately $1 billion of AUM across multiple strategies, including hedged and long-only mandates. We are seeking a talented, goal-oriented, highly motivated Investment Research Associate to support our senior investment team. In this role, you will engage directly with the GRS Co-CIOs as a valued contributor to our investment research process. The GRS environment is dynamic and collaborative with opportunities to travel to conferences and company meetings, gain experience in unique asset classes within real estate and be exposed to the GEM ecosystem. Rigorous technical and analytical capabilities, strong initiative, teamwork, and effective communication skills are essential for success in this role.
Key Responsibilities
Conduct in-depth analysis of real estate fundamentals and trends to assess impact on property sectors and public companies covered
Develop, maintain, and communicate key fundamental inputs and cash flow models
Create original processes to generate differentiated analysis and out-of-consensus investment theme ideas
Rapidly analyze news and concisely convey pertinent information to Investment Team
Complete rigorous, Excel-based financial modeling, attend conferences, management meetings and market tours, and utilize GRS's research technology and proprietary data to drive investment decision making
Cultivate relationships with real estate professionals, building upon GEM's differentiated industry-wide network
Preferred Qualifications
2-4 years of financial analysis experience; previous public or private real estate analysis is strongly preferred
Strong financial modeling and forecasting background with excellent quantitative and analytical skills
Demonstrated proficiency with Bloomberg and Excel
Working knowledge of programming languages and data analysis/visualization tools a plus
Ability to communicate ideas with precision, passion, and conviction
Intellectual curiosity and an independent thinker willing to challenge consensus views
Compensation
It is expected that the base annual salary range for this Chicago-based position will be $100,000-$125,000. Actual salary for this position will vary based on factors, such as skill, experience, and qualification for the role. Employees will be eligible for a discretionary bonus, based on factors such as individual and company performance with total, annual compensation range between $120,000 and $200,000.
Benefits and Employee Experience:
Financial: Competitive benefits, 401(k) match, and life insurance
Health & Wellness: Comprehensive medical, dental, and vision plans, HSA with employer contribution, fully paid primary/secondary caregiver leave
Engagement: Firmwide professional development series, frequent cross-department community service opportunities, highly engaged Diversity and Inclusion Steering Committee, and an active sustainability focus to enhance GEM's employee experience and strengthen the communities in which we live and invest
Willingness to work in-office and live in the Chicagoland area
GEM values a diverse workforce and encourages all applicants to apply. Applicants will not be discriminated against because of race, color, disability, creed, gender, sexual orientation, gender identification, age, religion, national origin, citizenship, marital status, veteran status or any protected category by local, state or federal laws.
Private Equity Associate
Associate Job In Chicago, IL
Company Overview: Join their dynamic and growing private equity firm, where they invest across a diverse range of industries and sectors. Their team is dedicated to identifying and nurturing high-potential opportunities, driving value creation, and delivering superior returns for our investors.
Position Overview: They are seeking a highly motivated and detail-oriented Private Equity Associate to join their team. As a generalist firm, you will have the opportunity to work on a variety of transactions across different industries. This role offers a unique chance to gain broad exposure and develop a well-rounded skill set in private equity.
Key Responsibilities:
Conduct thorough due diligence on potential investment opportunities, including financial analysis, market research, and competitive landscape assessment.
Assist in the preparation of investment memos and presentations for the investment committee.
Build and maintain complex financial models to support investment decisions.
Monitor and manage portfolio companies, including performance tracking, strategic planning, and operational improvements.
Collaborate with senior team members to identify and evaluate new investment opportunities.
Participate in deal structuring, negotiation, and execution processes.
Support fundraising efforts by preparing marketing materials and participating in investor meetings.
Stay current on industry trends, market conditions, and regulatory developments.
Qualifications:
Bachelor's degree in Finance, Economics, Business, or a related field.
2-4 years of experience in private equity, investment banking, management consulting, or a related field.
Strong financial modeling and analytical skills.
Excellent written and verbal communication skills.
Ability to work independently and as part of a team in a fast-paced environment.
High level of attention to detail and strong organizational skills.
Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Associate Advisor
Associate Job In Chicago, IL
Job Title: Associate Advisor
Company: STRIDE Financial/STRIDE Investments
About Us:
STRIDE Investments is a premier private wealth management firm dedicated to delivering tailored financial planning and investment management services. We are committed to fostering client relationships built on trust, integrity, and personalized attention. Our team-oriented environment promotes career development, continuous learning, and professional growth.
Position Summary:
We are seeking a motivated Associate Advisor who will collaborate with our Lead Advisor to deliver comprehensive financial planning and investment management solutions to clients. This role combines client service with technical financial planning support, offering a career track that can lead to leadership roles within the firm.
Key Responsibilities:
Financial Planning & Investment Management (40%)
· Gather and organize client data to develop financial plans.
· Prepare comprehensive financial plans covering retirement, insurance, and tax planning.
· Assist in preparing Investment Policy Statements and conducting portfolio allocation analysis.
· Manage data integrity across the firm's software tools and maintain accurate client documentation.
Client Service & Relationship Management (40%)
· Act as a liaison between clients and financial advisor.
· Prepare for client meetings and assist with follow-up action items.
· Handle client requests, account setups, online access, and administrative tasks.
· Utilize CRM software to track workflows, client data, and communications.
Office Operations & Compliance (20%)
· Assist in maintaining a professional, client-friendly office environment.
· Handle compliance-related tasks, including account reviews and annual client disclosures.
· Maintain accurate operational procedures.
· Assist with technology solutions and vendor coordination.
Qualifications:
· Bachelor's Degree in Personal Financial Planning or a related field preferred.
· Proficiency in Microsoft Office Suite and CRM software.
· Strong understanding of financial planning, investment management, and risk concepts.
· Excellent verbal and written communication skills.
· Highly organized with attention to detail and strong problem-solving abilities.
Growth Opportunities:
· Advancement to Lead Advisor or Operation Manager roles.
· Mentorship and professional development under senior professionals.
Compensation & Benefits:
· Competitive salary with incentive-based pay.
· 401(k) with employer contributions.
· Comprehensive health insurance.
· Paid vacation, holidays, and sick leave.
How to Apply:
If you are passionate about helping clients achieve financial security and want to grow within a supportive and collaborative team, please submit your resume and cover letter to *********************************.
Join STRIDE Investments to help shape your future and that of our clients, with a firm dedicated to integrity, innovation, and long-term success.
Corporate/Transactional Associate
Associate Job In Oakbrook Terrace, IL
Grogan, Hesse & Uditsky, P.C. is a general-practice law firm serving small to mid-sized businesses in mergers and acquisitions, commercial real estate, corporate compliance, commercial litigation and estate planning. We're looking for a highly motivated associate attorney with 0-3 years of corporate and transactional experience. The ideal candidate is proactive, entrepreneurial and extremely detail-oriented. This person will join our corporate and transactional team and be involved on every level of client work and interaction. Prior working experience is not required, but candidates must have all the listed qualifications to be eligible for this role. Newly licensed attorneys are welcome to apply.
Responsibilities:
Assist with mergers, acquisitions, and a variety of other corporate matters;
Maintain corporate and company records, ensuring compliance with state and federal regulations;
Draft, review, and negotiate a wide range of commercial contracts, including purchase agreements, commercial leases, customer contracts, and employment agreements; and
Provide legal counsel on corporate governance, compliance, and transactional matters.
Qualifications:
Juris Doctor (JD) degree from an accredited law school;;
Admission to the Illinois State Bar;
Ability to draft and negotiate complex contracts
Outstanding communication and interpersonal abilities, with the capacity to interact effectively with all levels of the organization;
Strong analytical and problem-solving skills;
Ability to efficiently and simultaneously manage multiple transactions and other matters, and to hit required deadlines while producing exceptional work product;
Excellent communication, negotiation, and problem-solving skills;
Ability to work independently and as part of a team; and
Proficient in other MS Office programs and Adobe Acrobat
Benefits:
401(k)
401(k) matching; and
Health Insurance
Paid time off
Schedule
Monday to Friday
Location: Oakbrook Terrace
Private Credit Associate
Associate Job In Chicago, IL
HYBRID
The salary for this position is $160,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m
The two biggest things on people's minds right now: ‘How many more days of winter do we have left until it's warm again?' and ‘Where can I find a fresh start?'. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly.
Principal Responsibilities
Conduct transaction due diligence, including review of data room files and development of initial due diligence question lists.
Identify and analyze merits and risks associated with transactions.
Conduct industry research in addition to Offering Memorandum information and third-party reports.
Prepare first draft of term sheets and commitment letters.
Support deal team on preparation of screening memos and underwriting memos, including financial modeling.
Active participation in internal investment committee meetings.
Prepare charts and sections for materials to be used in syndicated transactions.
Support deal closing process, specifically, funds flow and administrative documentation.
Provide backup/support on team portfolio accounts on monthly basis, including: Spreading financial data.
Analyzing credit and financial metrics.
To apply to this Private Credit Associate hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m
Rental HVAC Branch Associate
Associate Job In Burr Ridge, IL
Country: United States of America Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating solutions that matter for people and our planet for generations to come. From the beginning, we've led in inventing new technologies and entirely new industries. Today, we continue to lead because we have a world-class, diverse workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com or follow Carrier on social media at @Carrier .
Spot Coolers a wholly-owned subsidiary of Carrier rents and sells commercial portable air-conditioning and heating solutions nationwide helping customers stay up and running.
Spot Coolers has an opening for a Rental HVAC Branch Associate in our Burr Ridge, IL market. As a Branch Associate you will complete sales deliveries/pickups/customer service calls per the Branch Procedure book to build Spot Coolers reputation as the best company in the business. This role also serves as a first responder for all customer servicing activities - deliveries, pick-ups, equipment swaps, etc.
About this role
This position is for a Rental HVAC Branch Associate who is under moderate supervision. This role is responsible for troubleshooting technical problems and issues, determining technical solutions in accordance with product and customer specifications, and recommending actions to customers.
Key Responsibilities
Extensive Driving to multiple customer sites daily.
Job site deliveries, pick-ups and equipment installation of new/rental portable A/C and Heating equipment.
Works under moderate supervision to provide product and technical support.
Conducts technical training and product briefing with customers.
Troubleshoots technical problems and issues, determines technical solution in accordance with product and customer specifications and recommends solutions to customers.
Ensure the fleet and required accessories are cleaned, maintained, organized and ready to rent.
Maintains the warehouse and trucks for optimal efficiency.
Complete and submit all required paperwork - order write-ups, rental/sales agreements per policy.
Required Qualifications
High School Diploma or GED.
1+ years customer Service
Must have a valid driver's license.
Ability to lift 50 lbs frequently and up to 75 lbs occasionally.
Ability to climb 10ft ladder.
Preferred Qualifications
Excellent verbal and written communication skills
Strong phone skills
Strong organizational skills
Excellent attention to detail and accuracy
Basic mechanical skills and comfort using hand tools.
#LI-On-site
RSRCAR
Pay Range:
$76,516 - $107,122 Annually
Carrier is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
Job Applicant's Privacy Notice:
Click on this link to read the Job Applicant's Privacy Notice
Verizon Sales Associate
Associate Job In Calumet City, IL
TCC, Verizon Authorized Retailer - Sales Associate At TCC, we believe our communities need more than just a wireless retailer and our employees want more than just a job. We are committed to making a positive and sustainable impact in the lives of our employees, customers, and communities.
How do we make our customers better?
Our Sales Associates utilize their passion, high energy, and knowledge to provide a unique sales experience that meets the need of our customers in the ever-changing world of wireless.
How do we make our communities better?
Our Sales Associates support their local communities through the TCC Gives program. In support of this initiative, TCC gives 16 paid volunteer hours/year, the opportunity to submit grant request up to $10,000/quarter, and the opportunity to get involved in company supported quarterly community initiatives including: School Rocks Backpack Giveaway, Teachers Rock, Rescues Rock (pet adoption), and Rock the Pantry (food drive).
How do we make our employees better?
We create a culture that inspires and motivates our Sales Associates to not only reach their performance goals, but to exceed expectations. Performance and growth are important, but more than that we embrace and celebrate our differences. At TCC, equity, diversity, and inclusion are not just words. They are our guiding principles as we build our teams, cultivate leaders, and create a work environment that reflects the customers and communities in which we live and serve.
TCC is a top Verizon Authorized Retailer with locations nationwide. We have been named the Verizon Agent of the Year, Glassdoor Best Place to Work, and a Top Workplace USA.
Benefits
Average Salary: $60,000 per year
Salary Includes: Competitive Hourly Rate, Uncapped Commission, Bonuses and Profit Sharing
Hourly Guaranteed Pay
Same Day Pay Options
Career Development
Paid Time Off
Paid Community Time
Paid Employee Matter Day
Generous Community Grant Opportunities
Medical, Dental, Vision
401K with Company Match
Long-Term and Short-Term Disability
Critical and Accident Benefits
Family Related Time Off
Employee Assistance Program
Employee Referral Program
Verizon Wireless Discount Options
Rewards and Recognition
Responsibilities
Passionate customer advocate with the desire to assist, advise and educate our customers on wireless products and services.
Drive sales and customer satisfaction, with focus on the value to all customers.
Conduct calls to our customers who are seeking to learn more about our products and services.
Excellent communication skills and the ability to stay connected through Company resources.
Able to perform operational procedures including store opening and closing responsibilities.
Ambitious, self-driven individuals who are motivated by the pursuit of retail sales milestone goals.
Effective at balancing customer experience and performance goals.
Attend and complete all required training and meetings for development.
Engage in community giveback through volunteer events, donations, grants and more.
Maintain a positive attitude, engage with energy, and participate/contribute equally.
Qualifications
At least a high school diploma.
Ability to work guaranteed full-time hours.
Ability to work a flexible schedule including nights, weekends, and holidays.
Reliable transportation. This position requires the ability to work in multiple locations.
Requires frequent standing and the ability to stand, sit, walk, and bend for extended periods of time.
Ability to lift 10 pounds as needed.
Ability to travel approximately 10%, based on the needs of the business.
Legally authorized to work in the U.S.
Equal Employment Opportunity: We're proud to be an equal opportunity employer and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and veteran status.
Preferred Backgrounds
Sales - Sales Associate - Sales Consultant - Sales Representative
Retail - Retail Sales - Sales Manager - Account Manager
RXA
A job for which military candidates are encouraged to apply.
Other details
Pay Type Hourly
Credit Associate
Associate Job In Chicago, IL
Our client is a leading investment firm, recognized for its expertise in private credit and alternative investment strategies. The firm has a distinguished track record of delivering high-quality, risk-adjusted returns across a broad spectrum of asset classes, with a strong focus on private credit. Known for its dynamic and collaborative work environment, the firm provides innovative, tailored solutions for its institutional and private clients. This is an exciting opportunity to join a prestigious organization with a commitment to both professional development and long-term growth.
Position Overview:
They are seeking a highly motivated and detail-oriented Credit Associate to join the Private Credit Team. The Credit Associate will play an integral role in supporting the investment and underwriting processes, working closely with senior team members to evaluate, execute, and monitor private credit investments in a variety of industries. This is an excellent opportunity to be part of a leading firm with a strong track record in private credit and alternative investments.
Key Responsibilities:
Assist in conducting detailed credit analysis and due diligence on potential private credit investments, including reviewing financial statements, market trends, and operational performance.
Build and maintain complex financial models (including cash flow and leverage analysis) to assess investment opportunities and structure optimal debt financing solutions.
Assist in the preparation of investment memoranda, presentations, and other internal documentation to support decision-making processes for new transactions.
Participate in the execution of private credit deals, working with internal teams and external advisors, and helping to manage the negotiation and documentation processes.
Regularly monitor portfolio companies, including financial performance tracking, covenant compliance, and reporting to ensure proper risk management and ongoing value creation.
Conduct industry research to support the identification of new investment opportunities and assist in the development of market insights that inform investment strategies.
Assist in managing relationships with clients, investors, and portfolio companies, providing updates on performance and addressing any relevant operational or credit concerns.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field from a top-tier university; advanced certifications such as CFA, CAIA, or an MBA from a prestigious institution are a plus.
2-4 years of relevant experience in private credit, investment banking, private equity, or a similar finance-related field. Prior experience working on private credit investments, credit analysis, or underwriting processes is highly preferred.
Proficient in advanced financial modeling, including cash flow analysis, leverage modeling, and debt structuring; strong understanding of credit analysis techniques, financial statement review, and valuation methodologies. Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ) is essential.
Exceptional analytical skills with the ability to evaluate complex financial data, market trends, and industry dynamics to assess risk and identify value creation opportunities. Strong attention to detail with the ability to synthesize large volumes of information effectively.
The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
Insurance Coverage Associate
Associate Job In Chicago, IL
Hinkhouse Williams Walsh LLP is a litigation law firm seeking a full-time attorney. You must be an Illinois licensed attorney with 2+ years litigation experience handling insurance coverage and reinsurance cases. This role will focus on insurance contracts and evaluating what and how much is covered under specific insurance policies. You will be responsible for managing an active caseload including writing coverage opinions and coverage position letters, attending court appearances and handling coverage litigation nationwide.
Essential Functions
Independently manage a caseload involving insurance coverage and reinsurance claims.
Handle all phases of coverage litigation, as well as policy interpretation, and opinion writing.
Research and prepare coverage opinions.
Draft pleadings, motions, interrogatories, and other legal documents.
Assist the attorneys of the firm in pre-trial work and trial preparation.
Work closely with other attorneys, team members, and partners on legal projects.
Regularly handle court appearances and depositions.
Communicate with clients and provide status reports.
Represent clients in court and/or before government agencies.
Prepare and draft legal documents on behalf of clients.
Negotiate settlements for legal disputes.
Comply with all legal standards and regulations.
Skills & Qualifications
JD from an accredited law school
Must be admitted to practice in State of IL
2+ years' experience in insurance coverage and litigation, specifically representing insurers.
Familiarity with commercial policies.
Excellent written and oral communication skills.
Front Desk Customer Service Associate
Associate Job In Chicago, IL
Your job will be helping our wonderful clients and supporting your awesome teammates.
This is an entry-level role located in Jewelers Row downtown Chicago. We're a small and nimble shop and require someone with a lot of energy who can delight clients, stay organized, and pitch in where needed. The right person will be friendly, organized, responsible, resourceful, and excited to learn.
This is a great opportunity for someone who wants to gain valuable experience in business, and even better if you're interested in the jewelry industry!
This is an hourly role. We are looking for a commitment of 5 days per week including Saturdays.
DUTIES
Greet clients in person and over the phone
Respond to client leads via email
Schedule appointments/manage the client calendar
Invoice client orders and enter vendor bills
Track / enter inventory
Set up and break down the showroom
Help manage supplies and shipping
Make sure the store is clean and stocked
Help with client communications and marketing as needed
Learn to assess and accept client repair and custom projects
Perform other regular retail tasks and data entry as needed
Software you'll be using (we can train, be ready to learn!): Quickbooks, Google Docs, Google Sheets, plus scheduling and inventory programs.
REQUIREMENTS
To succeed in this role, you:
Have a great attitude
Enjoy working with people and communicating via phone, email and in-person
Can handle the details
Are friendly and helpful
Have some customer service experience
Are OK completing a basic background check
Having an interest in jewelry a big plus!
HOW TO APPLY
Please submit a resume and cover letter or note about why you're interested in working with us.
See above.
If you've read this far, then you must be interested and we can't wait to hear from you! So please submit a resume and cover letter or note about why you're interested in working with us.
Benefits:
401(k)
401(k) matching
Employee discount
Health insurance
Paid time off
Retirement plan
Schedule:
5 Days, including Saturday
Operations Associate
Associate Job In Chicago, IL
THE MATHER GROUP
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients' best interests in mind.
What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever.
OUR CORE VALUES
Curiosity
Continuously seek knowledge to provide innovative, tailored advice.
Humility
Value client perspectives to build strong, trust-based relationships.
Accountability
Deliver on promises with transparent communication and responsible actions.
Respect
Foster an inclusive environment where all clients feel heard, valued, and appreciated.
Resilience
Adapt and thrive amidst challenges, providing stability, and peace of mind.
Elevate
Continuously seek ways to add value and exceed client expectations.
OPERATIONS ASSOCIATE
The Operations Associate is essential to ensuring the integrity and efficiency of our wealth management operations. This role oversees key functions, including portfolio accounting, performance reporting, and billing, while driving process improvements and supporting seamless M&A integrations. The ideal candidate is detail-oriented, proactive, and collaborative, with a strong commitment to operational excellence.
ROLE RESPONSIBILITIES
Maintain accurate portfolio accounting, billing, and CRM data.
Update and manage client information within the CRM system.
Analyze and reconcile data discrepancies for accuracy.
Support third-party technology data integrations and the firm's database integrity, working with internal teams to identify and resolve risks to data quality.
Assist in M&A integration, including data migration and system training.
Generate complex reports for transparency, decision-making, and operational improvements.
Ensure accurate fee calculations, billing, and quarterly client billing reconciliations.
Run reports for client meetings, client performance reviews, assessments, and ad-hoc requests (e.g., performance tracking, client report design, benchmarking, billing/invoicing).
Collaborate with internal teams to align operations with strategic goals.
Ensure compliance with record-keeping and audit requirements.
Train and support advisors on firm systems and best practices.
Assist the Trade Team with cash monitoring, account model assignments, and benchmarking.
Communicate effectively, both verbally and in writing, with wealth advisors, functional departments, and TMG leadership.
Coordinate with custodians and vendors to resolve operational issues.
Establish and implement efficient operational processes.
Contribute to projects improving efficiency and regulatory compliance.
CANDIDATE REQUIREMENTS
Bachelor's degree in Business (Finance, Economics, Accounting) preferred
Up to three years of relevant professional experience.
Proficiency in Microsoft Office Suite (specifically Excel and Outlook), and CRM software, with the ability to efficiently manage data, communication, and customer relationships.
Excellent analytical and quantitative skills, with meticulous attention to detail.
Excellent problem-solving and process improvement skills.
Effective communication skills, both written and verbal.
Strong organizational and time-management abilities.
Ability to multi-task, prioritize, and collaborate effectively across various departments in a fast-paced, dynamic environment.
Basic knowledge of asset allocation, portfolio construction, risk management, investments, asset classes, and markets.
Fundamental project management skills a plus.
Adaptable and thrives under pressure in a fast-paced, ever-evolving team environment.
Self-driven, proactive team player who takes full ownership and accountability of responsibilities.
ROLE INFORMATION
Status: Full-Time (Hybrid)
Location: Chicago, IL (HQ)
Salary Range: $65,000 to $75,000, 8% annual bonus target, and opportunity to earn equity
Reports to: Amy Klapak, Director of Operations
TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.
IP Associate
Associate Job In Chicago, IL
Our client, a Chambers & Partners-ranked firm, is seeking an associate with three to four years of experience to join their Technology Transactions team. This role presents an exciting opportunity to collaborate with seasoned advisors, supporting life sciences and technology companies in shaping their intellectual property strategies and executing key agreements.
Requirements
Assist in developing and implementing intellectual property strategies for clients in life sciences and other technology-driven sectors.
Support the preparation and management of IP protection and commercialization initiatives.
Contribute to drafting, reviewing, and negotiating collaboration, partnering, and licensing agreements.
Help draft and negotiate foundational agreements for life sciences companies, including university licenses, clinical trial agreements, and material transfer agreements.
Conduct research and analysis across a range of technologies, such as biotechnology, pharmaceuticals, medical devices, digital health, fintech, AI, IT, edtech, renewable energy, AR/VR, and cybersecurity.
Advise clients on corporate partnerships, strategic alliances, licensing agreements, and aspects of product research, development, and commercialization in both life sciences and general technology sectors.
Assist with navigating IP and technology aspects of venture capital financings, public offerings, and M&A transactions.
Qualifications
A minimum of three years of legal experience in intellectual property transactions, life sciences, or AI.
Background in life sciences, AI, venture capital, or a related field.
Strong research, analytical, drafting, and communication skills.
Commitment to excellence and ability to perform in a fast-paced environment.
Juris Doctor (JD) required.
Admission to a state bar and in good standing.
Salary
$260,000 - $310,000
If you are interested in this position, and you meet the requirements of the role, please click 'apply now' to forward an up-to-date copy of your CV. Alternatively, if you would like to discuss this opportunity further, please contact Ethan Benjamin for a confidential discussion.
Our advertisements use salary and experience as a guide only. Interlink Recruitment is an equal opportunities employer.
*Please Note: Due to the high volume of applications we are currently receiving we are unable to contact applicants who have been unsuccessful.
Midlevel Bankruptcy Associate
Associate Job In Chicago, IL
Our client, a thriving midsize firm with Ohio roots, has asked us to find a strong Midlevel Bankruptcy Associate to focus on Insolvency & Creditors' Rights work in NYC, Chicago or Wilmington. This is an UNPOSTED position and a great opportunity to build out the group and get considerable hands on experience.
The ideal candidate will have:
2-5 years of law firm experience, preferably at an AmLaw 100 firm.
Experience with all aspects of complex corporate restructuring. Experience with corporate and commercial litigation a
plus
.
Competitive compensation (starting around $225,000 - $315,000 DOE) & bonus structure.
1,900 billable hour target (including 100 pro bono hours).
Hybrid working model with 3 days in office.
Licensed in or willingness to get licensed in the jurisdiction they will be sitting.
Relocations welcome.
Locations: NYC, Chicago or Wilmington
If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.
Lateral Trademark Associate
Associate Job In Chicago, IL
Our client, an IP law firm, is seeking a Associate Attorney to join their Trademark practice group in Chicago, IL.
Ideal candidate will have at least 5 years of trademark prosecution experience.
Strong background in trademark searches, handling domain name disputes, and experience with copyright issues, is needed.
Compensation: Annual salary up to $280,000
Perks:
Competitive Compensation & Benefits
Hybrid Schedule
Great Work/Life Balance
Qualifications:
Minimum of 5 years of trademark experience in a legal setting.
Licensed to practice law in Illinois.
Juris Doctor (JD) degree from an accredited law school required.
Candidates should have obtained a 3.0 PGA at all levels of education.
Excellent Communication & Writing Skills.
High Attention to Detail.
Strong Organizational Skills.
Leadership Associate
Associate Job In Chicago, IL
Full Time
Hybrid (2 days a week downtown Chicago)
$50-55k with benefits
****************
The Leadership Associate supports the governance and leadership activities of the American Planning Association (APA). This role provides administrative, logistical, and strategic support to the APA Board of Directors, AICP Commission, and APA's component councils.
Critical Outcomes
Execution of leadership meetings and events, support of governance-related initiatives, and help maintain effective communication with APA's leaders and members
Support of leadership team activities and communication channels
Organization of processes and documents that support APA leader activities
Core Responsibilities
Governance and Leadership Support:
Prepare and distribute meeting notices and detailed schedules of events for Board and Commission leadership retreats, the APA/AICP Annual Meeting, biannual leadership plenaries, and other leadership events.
Publish meeting agendas and exhibits in advance of Board and Commission meetings and other leadership events, as needed.
Take meeting minutes, facilitate the review process, and publish approved minutes to members.
Coordinate recognition activities for incoming and outgoing leaders, including gifts, certificates, and acknowledgments.
Manage AV, room setup, and food and beverage logistics for in-person leadership meetings, and teleconferencing logistics for virtual meetings.
Maintain governance-related records, ensuring compliance with APA's bylaws and governance best practices.
Coordinate document management efforts for the Leadership Department, ensuring that files are organized, secure, and accessible.
Manage the Get Involved mailbox, responding to inquiries and routing messages appropriately.
Leadership Engagement
Serve as a liaison between leadership bodies and APA staff, ensuring timely communication and alignment with organizational priorities Provide support and back up coverage for APA Chapter and Division leadership requests
Support special projects and leadership development initiatives to enhance the effectiveness of APA's volunteer leaders.
Collaborate with other APA departments to support the integration of leadership goals into broader organizational objectives.
Qualifications (Education and Experience)
2-4 years' experience in nonprofit governance, board/committee support, or association management, preferably in a professional membership association.
Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
Exceptional written and verbal communication skills.
High level of attention to detail and accuracy.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting platforms (e.g., Zoom, Teams).
Strong interpersonal skills with the ability to work effectively with volunteer leaders, staff, and members.
Ability to handle sensitive and confidential information with discretion.
Familiarity with volunteer management preferred.
Experience managing meeting logistics and event planning for leadership groups preferred.
Knowledge of association management systems (AMS) or related databases preferred.
Occasional evening and weekend work, as well as travelling to attend leadership meetings and APA events, is required.
Direct reports
None
Our organization is committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our impact will be.
Benefits Offered:
Physical wellness
: Health, dental, vision, voluntary life and disability programs, and discounted access to gym memberships
Mental wellness
: Paid time off, dynamic work environment, and EAP
Financial wellness
: Bonus incentives, retirement account, and access to financial planning tools
Private Credit Associate
Associate Job In Chicago, IL
*Client is a direct lending firm
Responsibilities:
Assess potential investment opportunities by analyzing Confidential Information Memorandums, with a focus on transactions such as leveraged buyouts, mergers & acquisitions, dividend recapitalizations, and refinancing activities across various industries.
Conduct thorough due diligence on prospective deals, including attending management presentations, examining virtual data rooms to interpret large data sets, identifying key performance indicators, and performing industry research using expert calls and third-party reports.
Develop comprehensive data request lists to support the evaluation of new investment prospects.
Draft credit memorandums for both initial previews and final approval stages, outlining company profiles, capital structures, credit strengths and risks, due diligence insights, and financial modeling for underwriting and downside scenarios to present to the Investment Committee.
Support deal execution by working with external counsel to negotiate credit agreements and facilitate closing processes.
Oversee the performance of portfolio accounts by reviewing financial statements, participating in lender update meetings, providing Investment Committee updates, and managing incremental debt raises within the portfolio.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
1 to 3 years of experience in leveraged finance, investment banking, or commercial banking roles.
39578
Associate
Associate Job In Chicago, IL
Background:
The role will require an entrepreneurial approach and willingness to use initiative but also a strong grounding in M&A, with solid understanding of representations, indemnities and the associated limitations in transaction documents.
Insurance knowledge is not required and will be provided, but experience of using RWI on transactions (as a lawyer) will be helpful.
The successful candidate will:
Learn about the M&A insurance market and the risks assumed by the insurance market;
Understand and learn the unique approach to broking which has underpinned growth across North America;
Engage with clients and in time run transaction processes from an insurance perspective;
Join business development meetings and pitches with investors and legal advisors, and in time run these meetings and develop own client base;
Help train and develop future more junior hires.
Intellectual Property Associate
Associate Job In Chicago, IL
Hughes Socol Piers Resnick & Dym, Ltd. (HSPRD), a Chicago-based law firm with an Intellectual Property practice, seeks an IP Litigation mid-level Associate to assist with a burgeoning counterfeit products practice.
For more information about the firm, visit *****************
We seek an Associate with excellent skills in written and oral communication, legal and factual analysis, as well as negotiation and advocacy. Copyright and trademark infringement experience is also of significant value.
Responsibilities include the following:
Drafting pleadings and motions in counterfeit products cases
Appearing in court for motion and status hearings
Negotiating settlements with sellers of counterfeit products
Organizing files and tracking progress of counterfeit products cases
Coordinating with clients about ongoing counterfeit products matters
Ideal Candidates Will Have
Exceptional legal research, writing, and analytical skills.
2-3 years of experience
in all phases of litigation.
Admission to practice before the U.S. Patent and Trademark Office is a plus, but not required.
A strong work ethic, excellent leadership skills, and action-oriented interest in taking on increased levels of responsibility for client matters.
Excellent oral and written communication skills.
Excellent organizational abilities, attention to detail, and the ability to handle multiple projects simultaneously.
Ability to work independently as well as within a team.
The salary range for this position is $100k - $120k, depending on experience. Attorneys also are eligible for year-end bonuses based on individual and firm performance. HSPRD offers a comprehensive benefits package, including a matching 401K and profit-sharing program.
HSPRD is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We invite applications from women, people of color, immigrants, persons with disabilities, members of the LGBTQ community, people with lived experience of poverty, and people from other underrepresented and historically marginalized groups.
Reasonable accommodation will be made so that qualified applicants with disabilities may participate in the application process. Please advise in writing of special needs at the time of application.
Wendy's Team Member
Associate Job In Hebron, IN
Pay Rates Starting between: $11.60 - $15.70 / hour Are you passionate about team building, customer service, and meeting new people? Pilot Company offers a dynamic environment where no two days are the same. Team members have the opportunity to build an inclusive atmosphere with their co-workers and make a better day for every type of guest - whether it's the professional driver stopping for a clean shower, the commuter grabbing their morning coffee, or the vacationer needing their go-to snack along their journey. We embrace and celebrate our diverse guests and team members, who fuel creativity, innovation, and positivity. We strive to make every stop on your career journey - and our guests' journey - a great one!
Also, there are a number of opportunities to work in other roles within our travel centers and restaurants so while we may be hiring for a specific role, we always look to train and offer experience for other roles we have.
We hope your next career stop is with us! Join our team and start your journey with Pilot Flying J.
BENEFITS
Weekly Pay
15 cent fuel discount
Free daily meals
$10 low-cost health plans (for full-time team members)
Paid time off
Family leave
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other characteristic protected under applicable federal, state, or local law.
Military encouraged to apply.
Job Description
Provide guests fast, friendly, and clean service
Maintain inventory
Manage and prep food safely
Ensure top-notch quality in all our food products
Operate cash registers
Maintain the overall appearance and cleanliness of the restaurant
Provide excellent guest service
Qualifications
Required Qualifications
Incredible guest service skills and ability to maintain a guest focused culture
Ability to complete accurate sales transactions
Ability to cleanly and safely manage and prep food
Ability to maintain Wendy's processes and policies
Ability to use computers, telephones, and other equipment as needed
Ability to work as part of a team
Preferred Qualifications
Experience in a similar position
Ability to work a flexible schedule of nights, days, weekends, and holidays
Additional Information
Wellness Program
Reward and Recognition Program
Professional development
401(k) retirement savings plan
Paid parental leave
Adoption Assistance
Flexible Schedule
Full and Part Time positions available
Job LocationRequiredPreferredJob Industries
Food & Restaurant