About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This confidential client role is an entry-level Associate I position on a Private Wealth Management (PWM) Capital Markets team. The work focuses primarily on fixed income (roughly 60–70%) with additional support for broader Capital Markets and Corporate Executive Services (CES) activities (roughly 30–40%).

• Support fixed income activities: trade entry support, duration management, credit-quality review, and monitoring market developments.
• Assist with entering fixed income and equity trades, gathering required documentation, verifying trade details, and coordinating timely execution.
• Analyze fixed income market trends, interest-rate movements, and economic indicators to support portfolio recommendations.
• Collaborate with Wealth Advisors, senior team members, and third-party managers on proposals, onboarding, and ongoing servicing.
• Support Capital Markets and CES tasks (e.g., corporate share buyback account opening, money movements) and provide backup coverage across the team.
• Coordinate with third-party solution providers (options overlay managers, exchange fund providers, direct indexing providers) for proposals and servicing.
• Prepare client-facing reports, presentations, and internal materials.
• Perform additional duties as requested to support client objectives and team operations.

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Qualifications

• Bachelor’s degree required; advanced degree or relevant professional designation preferred.
• 1+ years of experience in the financial services industry.
• SIE, Series 7, Series 63, and Series 52 are required and must be acquired within 180 days of employment.
• Familiarity with fixed income products, asset allocation basics, duration management, and credit-quality concepts.
• Basic experience with Bloomberg, FactSet or similar financial analysis tools.
• Strong client-focused orientation with proven communication and interpersonal skills.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Detail-oriented, proactive, and able to work independently and collaboratively.
• Ability to explain complex concepts clearly and coordinate with internal and external partners.

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Compensation & Work Type

• Employment type: Full-time.
• Salary: $75,000 – $95,000 per year (posted for this Chicago role).
• This posting complies with applicable pay-transparency requirements for Chicago, IL by including the salary range as listed.

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Location & Additional Details

• Location: Chicago, IL (on-site or hybrid as defined by the confidential client).
• Candidates must be authorized to work in the United States; the confidential client will comply with all federal, state, and local employment laws.
• Hiring may be contingent on background checks or other pre-employment screening consistent with local law.
• #LI-MW1

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.