Reviews and Analyzes system activity and generated alerts with specific focus on TPPP, MSB, and other High Risk Customer types in accordance with Financial Crimes Compliance expectations. Participates in the analysis, update, and implementation of financial crimes policies, procedures, and processes. Develop strengthen, and/or implement department and cross department bus

Performing comprehensive and in depth company and industry research while incorporating the team's valuation discipline to identify attractive investment opportunities using internal, sell side, and other external information sources. A component of this job would involve facets of portfolio management and portfolio operations in onboarding client accounts using the firm'

Performs critical investment operations functions for all investment portfolios for Advocate Health Inc, including retirement plan portfolios infrastructure, for any relevant Affiliated Investment Program Participants, including, but not limited to, Midwest and Southeast affiliated investment pools who have entered Joint Operating Agreements with Advocate Health and/or si

Financial Analysis Conduct in depth analysis of financial statements, market trends, and economic indicators to evaluate the performance and potential of various investment opportunities. Asset Allocation Assist in determining optimal asset allocation strategies based on client objectives, risk tolerance, and market conditions. Investment Research Identify and evaluate po

As an investment associate, you will play a crucial role in supporting senior investment professionals in analyzing, executing, and monitoring investment opportunities across various asset classes. Your responsibilities will include conducting financial analysis, performing due diligence, preparing investment memos and presentations, and assisting in the development and i

Analysis Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries. Business Support Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment rela