Do you have a passion for trading and analysis as well as strong curiosity and a desire for personal growth? Do you dream of one day becoming a Portfolio Manager or Chief Investment Officer?

Mowery & Schoenfeld’s rapidly growing wealth management team is seeking an experienced Portfolio Analyst with strong mathematical aptitude to create and maintain reports for the wealth management team. If not already obtained, the eventual acquisition of the Series 65 licensure and/or CFA will be strongly encouraged.

The Portfolio Analyst will work directly with the M&S Wealth Management Trading and Portfolio Management team to provide a consistently high level of service to our clients.

Position Overview:

• Support, analysis, and configuration of trading, portfolio accounting, and analytics systems.
• Responsible for client web portal access: setup, maintenance, and troubleshooting.
• Participates in projects to support or enhance the portfolio management processes and systems.
• Support the creation of monthly and quarterly client reports in a timely and accurate fashion.
• Produce database numerical reports and implement transactions.
• “Can do” attitude to support the team to provide exemplary client service with clean and clear data quickly and efficiently.

• 3 years of experience in an Operations, Custodian, Trust Company, or Investment Firm environment
• Strong mathematical and analytical skills, service oriented, excellent interpersonal and communication skills, and strong organization skills.
• Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines.
• Dependable with a strong sense of team effectiveness.
• Superior Excel skills and a systems background with applicable software knowledge.
• Working knowledge of performance reporting processes and portfolio management systems preferably Envestnet Tamarac, Nitrogen

Credentials:

• Bachelor’s degree in finance, Economics, or related field
• Series 65 registered or eligibility for licensure
• Interest in pursuing CFA

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 150 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.