Jobs at Mesirow

Leads company-wide financial planning and analysis, including budgeting, forecasting, variance analysis, profitability reporting, cash flow planning, and strategic financial modeling. Partners with senior business leaders, prepares Board and shareholder presentations, supports M&A due diligence and process improvements, and provides executive-level financial guidance. Manages the annual compensation process and leads, mentors, and develops the FP&A team.

Manages consolidated corporate accounting, including general ledger review, GAAP research, financial reporting, internal controls, audits, fixed assets, leases, debt, investments, and income tax provisions. Improves accounting processes and reporting efficiency, supports AI-enabled workflow automation, and leads multiple initiatives. Requires strong analytical, technical accounting, communication, and organizational skills, with CPA certification and 3–5 years of relevant experience.

Summer software development internship within an IT team. Responsibilities include delivering a project from requirements through demo, enhancing applications with C#, Python, SQL, and JavaScript, translating business needs into code, supporting software maintenance, and participating in Scrum practices using Azure DevOps and Git. Candidates must be pursuing a relevant bachelor’s degree, graduating in May 2028, maintaining a 3.5+ GPA, and demonstrating programming, data, analytical, teamwork, and confidentiality skills.

Develop and maintain cloud-native ETL pipelines and modernize the firm’s data architecture using Azure, Databricks, and Azure Data Factory. Build governed, reliable data products supporting reporting, analytics, automation, and AI use cases. Collaborate with technical and business stakeholders on data quality, security, lineage, access controls, testing, DevOps, and infrastructure-as-code practices.

Supports cloud engineering initiatives using Microsoft Azure, Office 365, modern workplace technologies, and automation scripts and workflows. Collaborates with cloud, infrastructure, security, and application teams while gaining hands-on exposure to enterprise technology.

Oversee regulatory supervision and compliance across the Wealth Management division. Review new accounts, trading activity, compliance exceptions, communications, advertising, client materials, and employee financial transactions. Develop operational procedures, coordinate with Middle Office and Legal/Compliance, interpret SEC and FINRA requirements, and approve supervisory processes. The role also supports Wealth Advisor teams, investigates potential conflicts or violations, maintains compliance documentation, and communicates brokerage policies.

Design, operate, and automate hybrid infrastructure across Azure and on-premises hyperconverged environments. Build infrastructure-as-code solutions with Terraform and Ansible, develop reusable platforms, troubleshoot issues across cloud and infrastructure layers, and embed SRE practices. Partner with application, security, and business teams on resilient architecture, document standards and runbooks, support incident response, and reduce reliance on managed-service providers through automation and monitoring.

Lead institutional sales for CMO mortgage products, drive business development, cultivate client relationships, present to institutional investors, exceed revenue targets, represent the firm at client and industry events, and travel as needed to support sales initiatives.

Lead institutional sales for CMBS products, develop and maintain deep client relationships, generate revenue, exceed targets, present to clients, represent firm at events, and travel as needed.

Develop and maintain relationships with high-net-worth clients, provide investment and fiduciary advice, implement and monitor discretionary portfolios and financial plans, and drive business development to onboard new clients.

Provide high-touch client service and operational support to financial advisors and high-net-worth clients, including onboarding, account maintenance, asset movements, billing and performance reporting, tax information gathering, CRM maintenance, compliance communication, relationship management, and trade execution/error resolution.

Provides senior-level administrative support to a financial services management team. Responsibilities include preparing investor reports and presentations, coordinating meetings and travel, managing expense reports and audit confirmations, maintaining client records, supporting business plans and lender reporting, handling confidential information, and managing office supplies and communications.

Provide high-level executive support to a C-suite leader and board member, managing complex calendars, travel, correspondence, presentations, events, meetings, expense reporting, and confidential stakeholder communications while supporting firmwide projects and policy implementation.

Provide investment research and data analysis for institutional retirement clients, prepare and review recurring reports, support client calls and ad‑hoc requests, conduct quantitative and qualitative due diligence on funds and trusts, use reporting/research tools, support quarterly reporting cycles, collaborate with Technology and Investment teams, and manage ad‑hoc projects while building client relationships.

Support the CIO/Director of Quantitative Research by operating, documenting, and improving quantitative finance processes (asset allocation, capital market assumptions, performance attribution, glide paths, simulation-based optimization). Update client deliverables, develop new quantitative tools using statistical, risk management, and simulation methods, and communicate results to investment professionals to inform policy and investment decisions.

Support administrative and operational functions for fiduciary solutions: verify and file client agreements, manage complex billing and invoicing, maintain records, resolve billing issues, perform data entry, and provide status updates to supervisors while completing tasks with minimal supervision.

Lead and manage the firms compliance programs including Code of Ethics, AML/KYC review, trade surveillance, marketing review, policy and training development, vendor and technology oversight, regulatory filings, and integration of AI and automation to improve compliance efficiency.

Lead and enhance the firms ERM framework and provide independent oversight of investment and portfolio risks. Identify, assess, monitor, and report strategic, operational, regulatory, technology, and investment risks; develop KRIs and risk appetite metrics; prepare executive and board risk reports; perform stress testing and scenario analysis; and partner with portfolio managers while maintaining independent oversight.

Sell municipal fixed-income products to institutional clients by building long-term relationships, marketing new-issue and inventory securities, coordinating with traders and underwriters, generating revenue, sourcing bond-sale opportunities, providing market intelligence, and participating in business development and client meetings.