Jr. Investments Analyst

  • Location
    Burr Ridge, Illinois
  • Category
  • Job reference:
  • Job type
    Direct Hire

Jr. Investments Analyst (Direct-Hire)

Financial Reporting and Investments Firm, Burr Ridge, IL


A leader in financial reporting and portfolio analysis seeks to hire a Junior Investments Analyst out of their corporate office in the south-west suburbs of Chicago. This position will work closely with Sr. Analysts to provide client reporting and financial operations over a portfolio of key financial accounts. 


  • Collect, organize and analyze investment data and financial models 
  • Track and update investment information on assigned accounts for client reporting purposes
  • Using various tools and calculations, conduct market research to audit trading prices and other financial investment products for Sr. Analysts' review
  • Daily portfolio monitoring
  • Prepare and submit transactions as directed 
  • Prepare and deliver finalized client reporting packets
  • Assist team with any changes or adjustments brought down from Sr. Analysts
  • Assist department with various data-entry projects


  • 0-2 years' in Financial Analysis, Investments Analysis, or similar
  • Coursework in Business, Finance, Accounting and Economics
  • Bachelor Degree required 
  • Comfortable in Excel, Outlook and other Microsoft applications
  • Excellent attention to detail
  • Very accurate data ability 
  • Reliable and career oriented 


  • We offer various health insurance plans including dental and vision plans
  • Investment into 401K with company sponsored match
  • 3 weeks of paid-time-off 
  • Paid company holidays
  • Hybrid work schedules 
  • Industry Certifications Assistance 
  • Career development and advancement opportunities within!

    If you have an interest in this Entry-Level Finance and Investments position, please apply today! 

    Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records

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