Mesirow Financial 2018 Summer & Academic Year Intern - Client Reporting Team in Chicago, Illinois
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Title2018 Summer & Academic Year Intern - Client Reporting Team
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals
are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.
Mesirow Advanced Strategies, Inc. is a widely recognized, employee-owned manager of hedge fund portfolios in the alternative investments industry. We are currently seeking a Junior Client Reporting Associate to join our Operations Team. The
role of the Junior Client Reporting Associate will be to act as an integral member of the team in the servicing of our internal and external partners and clients. This primarily includes development, production, delivery and retention of client reports with
a keen focus on continual improvement and client intimacy. Our ideal candidate is able to communicate and work closely with all client reporting team members to uncover needs and fulfill those needs with client -centric solutions.
We are looking for someone to join our team in summer 2018 and also to work part-time during the following school year.
Proactively assist the team in producing and reviewing client reports on an ad hoc and scheduled
Provide client service support to client inquiries and engage in effective dialogue with internal partners and administrators to resolve reporting questions and requests.
Participate in major departmental and team initiatives (such as data warehouse development, report automation and testing efforts, and more) for the continual improvement of the client experience and team’s effectiveness in client fulfillment.
Maintain library of available reports and current sample report templates for ongoing use by client reporting and client relationship team.
Organize and distribute investor mailings and communications as needed (IRS notices, Legal Document updates, Annual Mailing, etc).
Create and maintain standard operating procedures for team responsibilities. Maintain record retention and organized document repository of all reporting and supporting data sources.
Serve as backup to other client reporting team members as necessary.
Must be a local candidate in the Chicago area to work part-time during the school year.
Must be entering junior or senior year in the 2018 – 2019 school year.
Must be familiar with Microsoft Office Suite, expert knowledge of Excel preferred. SQL coding knowledge a plus.
Experience in gathering, organizing and reporting various information and data, with attention to detail and a high level of accuracy, completeness and responsiveness.
Self-starter with a strong work ethic who works well in a fast-paced environment, while being able to prioritize and meet multiple deadlines for both short term reporting and long term projects.
Team player with a positive attitude and strong communications skills required. Must also be able to work well independently and exercise good judgment.
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