Senior Investment Analyst - Chicago, IL

The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind.

In April 2022, TMG received a significant strategic investment from The Vistria Group (TVG), a Chicago-based middle market private equity firm focused on financial services, healthcare, and education. As part of the transaction, TVG committed significant capital to support TMG’s continued growth, both organically and through additional acquisitions.

As a Senior Analyst, you will join TMG’s dynamic portfolio management team, assisting with portfolio transitions, model construction and analysis, trade preparation, and portfolio reporting.

This role will be responsible for setting asset allocation strategy, portfolio construction, fund due diligence, supporting the business development team, attending prospective and client meetings as subject matter experts, and working with M&A-related investment integrations.

• Participate in integration of TMG investment strategy with acquired partner firms.
• Develop and execute recommendations for onboarding portfolios.
• Deliver the TMG Value Proposition and consolidate outside assets.
• Ensure retention of TMG clients

• Act as a subject matter expert for TMG’s investment offerings with internal stakeholders.
• Meet with prospects and TMG clients to propose investment strategies, grow firm AUM and acquire wallet share.

• Stay informed on global market trends and contribute ideas for new investment strategies.
• Adhere to compliance standards set by FINRA, SEC, and other governing entities.
• Maintain technical competence by staying updated on industry developments.
• Assist with research and selection of new investment opportunities.
• Assist in ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements.
• Develop personalized investment recommendations and provide investment instructions to trade desk.
• Propose adjustments to TMG portfolios and facilitate allocation updates.
• Engage in financial modeling and ad hoc investment research projects.
• Collaborate with internal teams to support informed investment decisions aligned with the firm’s strategy.
• Take lead investment role on assigned book of client relationships and lead client meetings.

• Bachelor’s degree and 3+ years of relevant professional work experience
• Progress towards CFA or advanced graduate degree (i.e., MBA) preferred
• Series 65 or able to obtain as condition of employment
• Intermediate knowledge of equity markets and investment strategies
• Demonstrated analytical skills
• Strong attention to detail
• Proficiency in Microsoft Excel, including familiarity with VBA and Python
• Excellent communication abilities, both written and verbal

• Location:
  
  Chicago, IL

* Final base salary offer will reflect experience and review of internal team equity.

Schedule a complimentary
consultation today.

* TMG’s Estate Planning services are provided through unaffiliated licensed estate planning services and attorneys partnered with TMG. TMG does not provide legal advice.