Investment Specialist jobs in Chicago, IL

Company Overview

Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.

There’s a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world’s largest growing industries—financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our website.

Position Overview

We seek diligent, detail-oriented professionals to join the team. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.

Responsibilities

• Demonstrate deep understanding of Alternative Investments including cash flow planning, pacing models, private equity fund structures

• Familiarity with portfolio construction methodologies and techniques, inclusive of enhanced diversification via Alternative Investments

• Working knowledge of Advisor client relations and demonstrations of success or failure of given investments through Performance Reports

• Advise clients and internal teams on portfolio projection tools for forward-looking cashflow analysis and portfolio impact from private investment capital

• Utilize technology and 3rd party platforms to help clients define data inputs and simulate investments across multiple market scenarios to more optimally achieve portfolio goals

• Assist with the reconciliation of hedge/private equity fund positions and produce ad hoc reporting requests

Required Qualifications & Skills

• Demonstrate deep understanding of Alternative Investments including cash flow planning, pacing models, private equity fund structures

• Familiarity with portfolio construction methodologies and techniques, inclusive of enhanced diversification via Alternative Investments

• Working knowledge of Advisor client relations and demonstrations of success or failure of given investments through Performance Reports

• Advise clients and internal teams on portfolio projection tools for forward-looking cashflow analysis and portfolio impact from private investment capital

• Utilize technology and 3rd party platforms to help clients define data inputs and simulate investments across multiple market scenarios to more optimally achieve portfolio goals

• Assist with the reconciliation of hedge/private equity fund positions and produce ad hoc reporting requests

• Bachelor's degree from a rigorous undergraduate program.

Mirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application is true and correct to the best of my knowledge.

Please note that this position is not eligible for work sponsorship or visa sponsorship.