At MainStreet Advisors, we look for candidates with a willingness to contribute and learn in a collaborative environment. We hire smart, energetic, motivated individuals who take a sincere interest in providing the highest level of client service and professionalism.
We are seeking talented professionals to join our team in the following roles. Please review the job descriptions below for more details:
- Sales Assistant
- Portfolio Analyst
- Investment Analyst
- Portfolio Administrator
Career Opportunities Available
Serious Chicago-based candidates only. Please email us at [email protected].
Trade Operations Specialist
This position lies at the heart of the administrative management of the investment department primarily focusing on trading, operations and problem solving. You will be responsible for taking care of investment portfolios. This means managing cash flows, executing trades, ensuring successful settlement, implementing new portfolios and maintaining databases and connections with our outside trading and platform providers.
Daily responsibilities
- Upload trade files to third party brokers for execution daily
- Create executed Bond trade files and upload to respective platforms
- Troubleshoot any failed or unaffirmed trades as notified by Brokers
- Address overdrafts as created by executed trades as notified by client banks
- Works on projects as needed to support the portfolio management team.
Job Requirements
This is a technical job. It involves managing complex systems and integrating platforms to create scalable investment management processes. It requires efficiently processing volumes of data and making decisions in the best interest of clients. Every work day requires analysis, problem solving and taking action. This is also a communications job. It requires collaborating with the portfolio management team and the rest of the investment and administrative team. This is a Chicago based role.
Skills
- Ability to analyze and make decisions
- Ability to work under pressure and meet deadlines
- Ability to communicate with coworkers, clients and business partners
- Ability to operate as a team member
- Numerical skills ranging from basic math to interpreting data
- Computer skills including proficiency in computer software programs and applications such as Excel, Word, as well as OMS and other financial management platforms, etc.
Education
- Four-year college degree
- Experience working with Bloomberg and other financial software
Our firm is growing fast. We are looking for someone with energy, intellectual curiosity and ambition to join our team and contribute to our continued success.
Serious Chicago-based candidates only. Please email us at [email protected].
Sales Assistant
This role is essential for driving sales growth and ensuring client satisfaction. The Sales Assistant plays a vital role in supporting the sales and client service teams and enhancing overall efficiency. As a key point of contact for team members, clients and prospects the Sales Assistant ensures smooth workflows by coordinating schedules, preparing sales material, managing client communications and handling follow-up tasks. Organizational skills and a proactive approach are critical to allow the sales team to focus on driving revenue, while attention to detail helps maintain high levels of client satisfaction. In this position, the Sales Assistant is integral to achieving sales goals, fostering client relationships, and contributing to the company’s growth and success.
Duties and Responsibilities
PROVIDE SUPPORT TO THE SALES AND CLIENT SERVICE TEAMS
- Prepare sales support material/presentations
- Support the distribution of marketing and research content
- Assist clients with inquiries and be a resource for information
- Provide backup administrative support to other areas of the firm on an as-needed basis
- Assist in maintaining and updating the customer and sales contact database
MANAGE THE REQUEST FOR PROPOSAL (RFP) PROCESS:
- Coordinate timeline for completion between stakeholders
- Gather appropriate responses from team members
- Edit and format content and provide final document for review and compliance approval
COORDINATE INDUSTRY CONFERENCE ATTENDANCE:
- Complete Registration and Sponsorship opportunities
- Manage Conference Schedule Attendance
- Ensure timely delivery of appropriate material to conferences
- Create conference packet for team members to easily find necessary information
- Identify prospects/clients attending and coordinating outreach when necessary
- Identifying new or upcoming conferences for attendance
Education:
- Bachelor’s degree or equivalent work experience desired.
- Experience within the financial services industry desired.
Skills:
- Exceptional communication skills, both written and verbal
- Positive and upbeat attitude
- Strong attention to detail and organizational abilities
- Strong PC knowledge, including Word, Excel, PowerPoint, G Suite and Publisher
- Ability to work independently, proactively, and with minimal guidance
- Strong time management skills and the ability to multi-task and adjust priorities quickly
Competitive salary and benefits package, including retirement and health benefits.
Opportunities for professional development.
Serious Chicago-based candidates only. Please email us at [email protected].
Portfolio Analyst
This key role is a vital part of MainStreet Advisors’ portfolio management and client service capacity. Portfolio Analysts contribute both to the management and administration of client portfolios and relationships, and to the creation of MSA investment research and models. As with all positions at MainStreet Advisors, the roles and responsibilities of this position will change as the company and investment industry evolve and client’s needs and requirements change. Currently, this position will involve a combination of analysis responsibilities, portfolio administration, and presentation coordination.
Duties and Responsibilities
Client Portfolio Management:
- Interact directly with and builds relationship of trust with clients through email and phone; some limited travel to client sites
- Work closely with Portfolio Manager to understand investment and operational nuances of each client, and to implement a service plan
- Utilize MSA proprietary software to prepare reviews of client portfolios for compliance with internal investment models and for ad hoc requests such as raising cash levels
- Provide client coverage when the client Portfolio Manager is out of the office
- Execute client projects such as RFP responses, investment presentations, and performance tracking
- Generate proposals for prospect opportunities to build team revenue and assets
Investment Committees:
- Contribute to the research, modeling, and ongoing maintenance of MSA’s investment models
- Actively participate in the analysis and discussions of one or more MSA sub-committees: Equity, Fixed Income, Asset Allocation
- Contribute to year-end mean-variance optimization modeling of our asset allocation strategy
Marketing and Investment Publications/Presentations:
- Contribute to creation of market/economic publications and presentations
Knowledge, Skills, and Abilities Required
- Education: Bachelor’s Degree in Economics, Finance, or a similar concentration, with demonstrated strong interest in and knowledge of qualitative and quantitative investment markets and metrics. Working towards CFA/CFP or MBA preferred.
- Skills: Superior communication skills, both written and verbal; Strong attention to detail and dedication to client service is required. Ability to work independently and with others. Strong organization and time-management skills.
- Experience: 2-4 years of experience in the investment field
- Computer/Technical: Intermediate to advanced Microsoft Excel skills. Proficiency in Microsoft Word, PowerPoint. Experience with Bloomberg, Morningstar Direct and order managements systems preferred
Serious Chicago-based candidates only. Please email us at [email protected].
Investment Analyst
As with all positions at MainStreet Advisors, the roles and responsibilities of this position will change as the company and investment industry evolve and client’s needs and requirements change. Currently, this position will involve a combination of analysis responsibilities, portfolio administration, and presentation coordination.
Duties and Responsibilities
- Under the supervision of the Head of Investments, conduct quantitative and qualitative analysis focused on the monitoring and evaluation of current and prospective investment options
- Contribute to the management of models in portfolio management platforms utilized to manage client portfolios
- Actively participate in the workflow, analysis and discussions of the team’s investment committee structure
- Gather, organize and analyze financial market data, economic data and client portfolio data
- Proactively work to improve and recommend improvements to investment processes
- Coordination of client and prospect publications and presentations as needed
- Participate in the coordination and creation of written and graphical content for various investment publications
Knowledge, Skills, and Abilities Required
- Education: Bachelor’s Degree in Economics, Finance, or a similar concentration
- Skills: Superior communication skills, both written and verbal; Strong attention to detail is required; Ability to work independently and with others; Strong organization and time-management skills
- Certifications: Working towards completion of the Chartered Financial Analyst curriculum preferred
- Experience: 2-4 years of experience in the field or in a related area preferred
- Computer/Technical: Intermediate to advanced Microsoft Excel skills; Proficiency in Microsoft Word, PowerPoint; Experience with Bloomberg and Morningstar Direct software preferred
Serious Chicago-based candidates only. Please email us at [email protected].
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MainStreet Advisors, an independent, Chicago-based Registered Investment Advisor. With over $5 billion in assets under advisement, the company’s focus is providing investment advisory, client communication, and marketing support to community bank trust and wealth management departments throughout the country. Through our trust relationships, we help manage assets for large institutional clients, individuals, trusts, foundations, endowments, agencies, and retirement accounts.
