administrative assistant - investor relations, fp&a, and treasury

financial analyst

senior financial analyst

2026 equity management summer analyst Jobs in Chicago

2026 equity management summer analyst

administrative assistant - investor relations, fp&a, and treasury Jobs in Chicago

analyst 1

investment analyst

The University of Chicago

<div>Department
Investment Inflation Sensitive and Diversifying 
About the Department
The Office of Investments manages and grows the University of Chicago&rsquo;s endowment to advance UChicago&rsquo;s mission of academic excellence and inquiry. Guided by the Board of Trustees Investment Committee, we actively steward one of the nation&rsquo;s largest private university endowments. Emphasizing innovation and proactive sourcing, we continually seek out exceptional investment opportunities to maximize the long-term value of the endowment and support the University&rsquo;s future. 
Job Summary
The Office of Investments is seeking a Senior Analyst to join our collaborative investment team, working alongside portfolio managers and fellow analysts who value intellectual curiosity and teamwork. Under the guidance of senior managers, the Senior Analyst will contribute to the evaluation of new investment managers, as well as monitor and analyze manager performance. This role offers a unique opportunity to engage with leading investors globally and make a direct impact on the financial strength of the University, supporting UChicago&rsquo;s mission for generations to come.
 
 
We welcome experienced professionals, 2-5 years of experience, with a strong work ethic, analytical mindset, and exceptional written and verbal communication skills. Team orientation, critical thinking, and intellectual curiosity are highly valued. For Senior Analysts interested in further education, the University provides financial support for pursuing an MBA at the Booth School of Business and the CFA Charterholder designation. This position offers the option to work remotely on Fridays, except when required on-site for manager meetings.
Responsibilities<ul><li>
Assists the portfolio team under the direct supervision of the Managing Director in conducting investment analysis to inform decisions for our diversified global portfolio.</li><li>
Supports the sourcing, research, analysis, and ongoing due diligence of external investment managers. Responsibilities include meeting with managers, conducting quantitative and risk analysis, reviewing manager reports and correspondence, and engaging in investment discussions with the team.</li><li>
Prepares data-driven investment memos and recommendations for prospective portfolio investments by synthesizing information, applying existing analytical frameworks, and resolving routine issues using established approaches.</li><li>
Contributes to project-based work, including liquidity analysis, fee and term assessments, portfolio company metrics, and exposure reviews. Occasionally leads the work of small project teams and provides informal guidance to junior staff as needed.</li><li>
Documents meeting notes and maintains thorough qualitative and quantitative records related to investments, continuing to build knowledge of the organization, processes, and stakeholders.</li><li>
Networks with institutional peers and managers to stay abreast of market trends and identify potential investment opportunities.</li><li>
Collaborates with team members across asset classes to exchange best practices, refines underwriting and reporting processes, and conducts topical analyses.</li><li>
Partners with colleagues to resolve issues promptly and efficiently.</li><li>
Prepares presentation exhibits for the management team. Gains exposure to various asset classes through a scheduled analyst rotation.</li><li>
Supports many facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.</li><li>
Sources and performs due diligence of potential new investments. Performs industry analysis to determine investment attractiveness of various investment strategies.</li><li>
While the focus will be a on primary asset class, the job will also process information on CRSP indexes, alternative investments, long-term equity, joint venture investments, or administer loans and tracking the performance of them.</li><li>
Performs other related work as needed.</li></ul> 
Minimum Qualifications
Education:
Minimum requirements include a college or university degree in related field. 
Work Experience:
Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline. 
Certifications:
-
Preferred Qualifications
Education:<ul><li>
Coursework in finance, economics or accounting.</li></ul>
Certifications:<ul><li>
Work towards a CFA designation.</li></ul>
Technical Skills or Knowledge:<ul><li>
Proficient with Bloomberg, Cambridge Associates data and benchmarking processes.</li><li>
Proficient with data analytics.</li><li>
Advanced proficiency in Excel and Microsoft Office products.</li><li>
Quickly learn and adapt to new software programs utilized by the Investment Office.</li></ul>
Preferred Competencies<ul><li>
Exceptional analytical abilities, with a talent for interpreting complex data and collaborating with senior team members to improve analytical frameworks and uncover unique insights.</li><li>
Excellent writing skills to draft clear and concise investment previews, memos, and meeting notes. Distill relevant facts, identify key themes or concerns, draw conclusions, and outline actionable next steps.</li><li>
Strong verbal communication skills to effectively engage with team members, external partners, and the broader Investment Office. Comfortable switching between detailed analysis and high-level perspectives as needed.</li><li>
Superior organizational skills, with the capacity to manage work independently, coordinate workflows, and meet deadlines in a dynamic, fast-paced environment with shifting priorities.</li><li>
Exemplary work ethic, demonstrating enthusiasm for a high-volume, fast-paced investment environment.</li><li>
Genuine interest in portfolio management and institutional investing, with intellectual curiosity and a continual desire to deepen understanding of investment processes, capital markets, decision-making, and economics.</li><li>
Function both independently and as an effective team member.</li><li>
Unwavering professionalism to handle sensitive information discreetly, and interact with high-profile individuals while exercising sound judgment and maintaining confidentiality.</li></ul>
Working Conditions<ul><li>
Office setting Monday-Thursday; remote option on Friday.</li><li>
Some US travel.</li></ul>
Application Documents<ul><li>
Resume/CV (required)</li><li>
Cover Letter (required)</li></ul> 
The University of Chicago uses AI-assisted tools to streamline and augment some recruitment processes; however, AI is not used to make hiring decisions. 
 
When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application. 
Job Family
Financial Management 
Role Impact
Individual Contributor 
Scheduled Weekly Hours
37.5 
Drug Test Required
No 
Health Screen Required
No 
Motor Vehicle Record Inquiry Required
No 
Pay Rate Type
Salary 
 
FLSA Status
Exempt 
 
Pay Range
$114,750.00 - $144,450.00
The included pay rate or range represents the University&rsquo;s good faith estimate of the possible compensation offer for this role at the time of posting. 
Benefits Eligible
Yes
The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook.
In addition to the base pay posted above, this position may be eligible for In addition to the base pay posted above, this position may be eligible for incentive compensation of up to 35% of salary. 
Posting Statement
The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination. 
Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form. 
All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position. 
The University of Chicago's Annual Security &amp; Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.</div>

Senior Portfolio Analyst, Inflation Sensitive and Diversifying

CNA Insurance

<div>You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
Job Summary 
 
The Senior Financial Analyst position is part of CNA&rsquo;s Investments &amp; Treasury Division. This division is responsible for managing the firm's bank relationships and cash management activities, as well as trade settlement, analysis, accounting and reporting for the firm's $40+ billion investment portfolio.
 
 
This role offers an opportunity to collaborate across the division and with various business units outside of Investments &amp; Treasury including our banking partners and portfolio managers to align strategic initiatives with daily activities.
JOB DESCRIPTION:
Essential Duties &amp; Responsibilities may include:<ul><li>
Assist with execution of the global short-term investment portfolio of approximately $1.2 billion.</li><li>
Partner with Cash Operations and long-term investment traders to perform cash forecasting and liquidity planning for the firm&rsquo;s $40+ billion investment portfolio.</li><li>
Opportunity to participate in investment operational activities including the application of third-party pricing.</li><li>
Manage tracking and execution of debt interest payments and participate in dividend planning.</li><li>
Participate in defining the issues and scope of assigned projects and assist with implementation of approach.</li><li>
Prepare and present interpretations of findings for leadership within Investments &amp; Treasury Division and broader corporate partners.</li><li>
Interact and collaborate with other departments to address business issues and meet organizational objectives.</li><li>
Participate in Sarbanes-Oxley reviews as needed. Complete audit requests, as required.</li></ul>
Reporting Relationship
Manager or Above
Skills, Knowledge &amp; Abilities<ul><li>
Excellent organization, planning and time management skills. Proven ability to manage competing priorities and execute deliverables in a timely fashion.</li><li>
Act like an owner by taking pride in your work and acting with a sense of urgency.</li><li>
Strong analytical skills able to solve problems creatively by using your imagination, valuing diverse ideas, embracing change, and making processes as efficient as possible.</li><li>
Ability to foster and maintain collaborative relationships with external and internal customers, peers, and management.</li><li>
Good verbal and written communication and presentation skills.</li><li>
Technical knowledge of banking processes, documentation, applications and controls is a plus.</li></ul>
Education &amp; Experience
<ul><li>Bachelor&rsquo;s Degree in finance, accounting, or related field</li><li>
Typically three to five years of related experience</li></ul>
#LI-MR1
#LI-Hybrid
In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees &ndash; and their family members &ndash; achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA&rsquo;s benefits, please visit cnabenefits.com. 
CNA utilizes AI-enabled technology during the recruiting process. For more information, please visit our careers page. 
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact leaveadministration@cna.com</div>

Senior Financial Analyst - Treasury Capital Markets

Benda Infotech

<div>
 The Financial Analyst supports the organization's financial planning, analysis, and reporting activities. This role is responsible for analyzing financial data, preparing reports, developing forecasts, and providing insights to support business decisions. The position works closely with cross-functional teams to improve financial performance and ensure compliance with company policies and financial regulations.
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Analyze financial data, trends, and business performance metrics to support strategic decision-making.
 </li>
 <li>
 Prepare monthly, quarterly, and annual financial reports and presentations.
 </li>
 <li>
 Assist in budgeting, forecasting, and financial planning processes.
 </li>
 <li>
 Develop and maintain financial models for revenue, expenses, profitability, and business performance analysis.
 </li>
 <li>
 Monitor actual financial results against budgets and forecasts and identify variances.
 </li>
 <li>
 Conduct cost analysis and recommend opportunities for operational and financial improvements.
 </li>
 <li>
 Support investment, pricing, and business case evaluations through financial analysis.
 </li>
 <li>
 Assist with financial audits and ensure compliance with internal controls and accounting standards.
 </li>
 <li>
 Gather, validate, and interpret financial information from multiple sources.
 </li>
 <li>
 Collaborate with management and various departments to provide financial insights and recommendations.
 </li>
 <li>
 Maintain accurate financial records, reports, and documentation.
 </li>
 <li>
 Support special projects, process improvement initiatives, and ad-hoc financial analyses.
 
 
 </li>
 </ul>
 
 Required Qualifications
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
 </li>
 <li>
 Approximately 0&ndash;2 years of experience in financial analysis, accounting, budgeting, or related functions.
 </li>
 <li>
 Strong understanding of financial statements, financial reporting, and accounting principles.
 </li>
 <li>
 Proficiency in Microsoft Excel, including formulas, pivot tables, and financial modeling.
 </li>
 <li>
 Experience with financial software, ERP systems, or business intelligence tools is a plus.
 </li>
 <li>
 Strong analytical, quantitative, and problem-solving skills.
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 <li>
 High attention to detail and accuracy.
 </li>
 <li>
 Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
 
 
 </li>
 </ul>
 Working Conditions
 
 
 <ul>
 <li>
 Primarily office-based or remote work environment.
 </li>
 <li>
 Regular use of computers, financial software, and reporting tools.
 </li>
 <li>
 Collaboration with internal departments and management teams.
 </li>
 <li>
 Occasional overtime may be required during budgeting, forecasting, audit, or month-end reporting periods.
 </li>
 </ul>
</div>

Financial Analyst

EPITEC

<div>
 Job Title: Treasury Analyst
 
 
 Location: Chicago, IL
 
 
 Job Type: W2 Contract
 
 
 Expected hours per week: 40 hours per week
 
 
 Schedule: 8:00am to 5:00pm CST
 
 
 Pay: $54 per hour
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Analyze daily cash positions and ensure sufficient funding across bank and custodial accounts
 </li>
 <li>
 Initiate and approve electronic fund transfers, including internal and third-party transactions
 </li>
 <li>
 Maintain accurate records of cash activity, including deposits, disbursements, and transfers
 </li>
 <li>
 Utilize treasury workstations and banking tools to analyze and report and journalize cash activity
 </li>
 <li>
 Maintained the Treasury Workstation (TWS), ensuring system accuracy, security, and uninterrupted daily operations
 </li>
 <li>
 Ensure strong internal controls and compliance with security, authorization, and statutory requirements
 </li>
 <li>
 Reconcile bank activity to general ledger and sub-ledgers; investigate and resolve discrepancies
 </li>
 <li>
 Supports daily corporate and subsidiary cash positioning, reporting, and forecasting activities to ensure accurate liquidity management.
 </li>
 <li>
 Coordinate with investment and short-term forecast teams to optimal utilization of surplus cash.
 </li>
 <li>
 Support financial reporting and monthly bank reconciliations
 </li>
 <li>
 Document procedures, support cross-training, and contribute to process improvements and special projects
 </li>
 <li>
 Responsible for statutory deposits and regulatory compliance requirements.
 
 
 </li>
 </ul>
 
 Required Job Qualifications
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field.
 </li>
 <li>
 Minimum of 7 years of experience in treasury cash management, accounting, finance, or the insurance industry.
 </li>
 <li>
 Proven experience in analyzing data and preparing financial reports.
 </li>
 <li>
 Working knowledge of general ledger processes and reconciliations.
 </li>
 <li>
 Experience with cash management and banking systems/applications.
 </li>
 <li>
 Strong understanding of cash management, accounting principles, and internal controls.
 </li>
 <li>
 Excellent verbal and written communication skills with the ability to convey information clearly and effectively.
 </li>
 <li>
 Advanced proficiency with PC-based tools, including Excel, Access, or similar applications.
 </li>
 <li>
 Demonstrated ability to build, maintain, and leverage strong relationships with internal and external stakeholders to influence outcomes and support business goals.
 </li>
 <li>
 Proven experience working cross-functionally at all organizational levels, leading initiatives, and resolving complex problems.
 
 
 </li>
 </ul>
 #INDPRO
 
 
</div>

<div>The Financial Analyst supports the organization's financial planning, analysis, and reporting activities. This role is responsible for analyzing financial data, preparing reports, developing forecasts, and providing insights to support business decisions. The position works closely with cross-functional teams to improve financial performance and ensure compliance with company policies and financial regulations.
<h2 class="jobSectionHeader">Primary Responsibilities</h2>
<ul><li>Analyze financial data, trends, and business performance metrics to support strategic decision-making.</li><li>
Prepare monthly, quarterly, and annual financial reports and presentations.</li><li>
Assist in budgeting, forecasting, and financial planning processes.</li><li>
Develop and maintain financial models for revenue, expenses, profitability, and business performance analysis.</li><li>
Monitor actual financial results against budgets and forecasts and identify variances.</li><li>
Conduct cost analysis and recommend opportunities for operational and financial improvements.</li><li>
Support investment, pricing, and business case evaluations through financial analysis.</li><li>
Assist with financial audits and ensure compliance with internal controls and accounting standards.</li><li>
Gather, validate, and interpret financial information from multiple sources.</li><li>
Collaborate with management and various departments to provide financial insights and recommendations.</li><li>
Maintain accurate financial records, reports, and documentation.</li><li>
Support special projects, process improvement initiatives, and ad-hoc financial analyses.</li></ul>
<h2 class="jobSectionHeader">Required Qualifications</h2>
<ul><li>Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.</li><li>
Approximately 0&ndash;2 years of experience in financial analysis, accounting, budgeting, or related functions.</li><li>
Strong understanding of financial statements, financial reporting, and accounting principles.</li><li>
Proficiency in Microsoft Excel, including formulas, pivot tables, and financial modeling.</li><li>
Experience with financial software, ERP systems, or business intelligence tools is a plus.</li><li>
Strong analytical, quantitative, and problem-solving skills.</li><li>
Excellent written and verbal communication skills.</li><li>
High attention to detail and accuracy.</li><li>
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.</li></ul>
<h2 class="jobSectionHeader">Working Conditions</h2>
<ul><li>Primarily office-based or remote work environment.</li><li>
Regular use of computers, financial software, and reporting tools.</li><li>
Collaboration with internal departments and management teams.</li><li>
Occasional overtime may be required during budgeting, forecasting, audit, or month-end reporting periods.</li></ul></div>

Middle River Power

<div>About Middle River Power
Middle River Power (MRP) is a private equity-sponsored platform specializing in the investment and asset management of U.S. power generation facilities. With over 8GW of natural gas, coal, battery storage, and solar facilities across multiple states, the company focuses on safe, reliable, and efficient power plant operations. MRP&rsquo;s executive team collectively brings over 120 years of expertise in energy management and power generation, collaborating closely with plant personnel and industry professionals. MRP applies a data-driven approach to investment and operational decisions, considering key factors such as regulatory changes and resource planning. Learn more at middleriverpower.com.

At MRP, we believe that experienced leadership, capable emerging talent, and strong partnerships enable us to deliver innovative, outsized solutions in the energy sector. This framework ensures every hire strengthens our culture of curiosity, collaboration, and commitment while maintaining the speed and flexibility our business demands.

The Behaviors We Hire For
Our business thrives on a set of behaviors that allow our team-based culture to reach high standards and build on one another&rsquo;s strengths. MRP is a PE-backed environment that requires operating at pace, calculated risk-taking, and creative problem-solving. The people we hire must excel not only in their technical domain but also embody the behaviors that make us successful.
<ul><li> Love What You Do - Genuine curiosity for the energy sector and our business</li></ul>
<ul><li> Collaborate to Win - Works across teams; believes partnership delivers results</li></ul>
<ul><li> Comfort with Ambiguity - Adapts to growth and change; solves problems resourcefully</li></ul>
<ul><li> Innovation Over Status Quo - Brings fresh thinking and challenges assumptions</li></ul>
<ul><li> Confident &amp; Honest - Owns their contribution; transparent about what they don't know</li></ul>
<ul><li> Progressive Problem Solver - Guides problems to solutions; works hard to get it done</li></ul>
<ul><li> Here for the Long Term - Committed to building a career and business with others</li></ul> 


Position Summary

Middle River Power is seeking a Senior Development Analyst to support the development and execution of conventional, renewable, and hybrid power generation projects across the full project lifecycle. This role will serve as a key analytical partner to the development team, leading financial modeling, market analysis, project valuation, and strategic decision support for a growing portfolio of generation assets.

The Senior Development Analyst will work closely with development, commercial, finance, engineering, legal, and executive leadership teams to evaluate new opportunities, advance active projects, and support investment decisions. The ideal candidate brings strong financial and analytical capabilities, experience in energy infrastructure or project development, and a genuine interest in the evolving energy sector.

Key Responsibilities
<ul><li> Lead project-level financial modeling, valuation, and scenario analysis to support development and investment decisions.</li></ul>
<ul><li> Evaluate project economics, financing structures, and commercial opportunities across a portfolio of generation assets.</li></ul>
<ul><li> Conduct market, regulatory, interconnection, and permitting analysis to assess project viability and risks.</li></ul>
<ul><li> Support project advancement through coordination with internal teams and external stakeholders.</li></ul>
<ul><li> Monitor power market, policy, and industry developments and provide strategic recommendations.</li></ul>
<ul><li> Prepare presentations, investment materials, and executive-level reporting to support key business decisions.</li></ul>
<ul><li> Support development, acquisition, and strategic growth initiatives across the MRP platform.</li></ul>

Required Qualifications
<ul><li> Bachelor's degree in Finance, Economics, Engineering, Energy, or a related field.</li></ul>
<ul><li> 4-7+ years of experience in power generation, project development, project finance, infrastructure investing, or energy markets.</li></ul>
<ul><li> Advanced Excel and financial modeling skills; experience with Power BI, Tableau, Python, or similar analytical tools preferred.</li></ul>
<ul><li> Strong understanding of project economics, power markets, interconnection, permitting, and regulatory frameworks.</li></ul>
<ul><li> Excellent analytical, communication, and cross-functional collaboration skills.</li></ul>
<ul><li> Ability to work independently, manage multiple priorities, and influence decision-making in a fast-paced environment.</li></ul>

Overview of our Hiring Process
We take a progressive approach to our interview process, which means we move quickly and prioritize early conversations with the people you would work with day to day. Final round interviews are usually held onsite and include members of our leadership team. In some situations, we will ask candidates to complete a project or build a presentation when it is relevant to the job. We are committed to moving efficiently and valuing your time throughout the interview process. 

Work Location

To foster a collaborative culture, we aim to place roles within one of our office locations. In some cases, we may create remote roles when it makes sense for business. Frequency and location of travel for team meetings and job duties will vary by role. MRP is an in-office 4 days a week organization. 

Compensation

MRP builds its compensation packages to reward and recognize high-performing talent. Base salary ranges are designed to be competitive by market and take into consideration individual experience, technical skills and long-term career growth. Each employee is also eligible for an annual discretionary bonus based on their level and company annual performance metrics. 


Benefits and Perks 


MRP offers a holistic and comprehensive benefits package for all employees that consists of the following:
<ul>
<li>Medical, vision, dental coverage for employees and families is 90% employer-funded</li>
<li>FSA and HSA plans with company HSA contributions</li>
<li>15 days of PTO, company holidays, and two floating holidays</li>
<li>Employee EAP and wellness services</li>
<li>Parental Leave
</li><li>401k with company matching up to 4%</li></ul></div>

Senior Development Analyst

Releady

<div><div>OVERVIEW
Location: Remote, IL
Contract Duration: 12/18/2026
This role involves analyzing, documenting, and optimizing loan origination and servicing processes, along with supporting technology systems. The Business Analyst will identify gaps in business and IT workflows and develop process models to enhance efficiency, data integrity, compliance, and overall loan lifecycle performance.
Pay: W2 $77/h
RESPONSIBILITIES
<ul><li>Identify and analyze business problems across loan origination and servicing processes, defining scope and solutions including requirements, process optimization, and system enhancements.
</li><li>Lead requirements gathering sessions with stakeholders across origination, servicing, operations, compliance, and IT teams.
</li><li>Collaborate with stakeholders to gather, document, and validate business and system requirements.
</li><li>Document current-state and future-state process flows and perform gap analysis within loan origination systems.
</li><li>Partner with technology teams to design and implement LOS enhancements, integrations, and configurations.
</li><li>Support all aspects of the project lifecycle, including requirements gathering, solution design, testing, implementation, and post-production support.
</li><li>Participate in full project lifecycle activities, including requirements definition, solution design, testing, and deployment.
</li><li>Maintain and manage project artifacts such as requirements, process maps, issue logs, and implementation plans.
</li><li>Assess regulatory impacts and ensure solutions align with lending compliance requirements.
</li><li>Support the Project Manager with planning, execution, risk identification, and delivery tracking.
</li><li>Act as liaison between business users and technology teams to ensure solutions meet business needs.
</li><li>Identify, track, and resolve issues related to loan data, system performance, or integration points.
</li><li>Support system implementations, upgrades, and releases as needed.
</li><li>Build and maintain strong relationships with internal stakeholders and external partners/vendors.
</li><li>Perform other duties as assigned.
</li></ul>QUALIFICATIONS
<ul><li>Postsecondary education.
</li><li>5+ years of Business Analyst experience.
</li><li>3+ years of hands-on experience supporting loan origination and/or servicing platforms.
</li><li>Strong experience across all phases of the project lifecycle using Agile, Waterfall, or hybrid methodologies.
</li><li>Experience working in mortgage or consumer lending environments with exposure to both origination and servicing processes.
</li></ul>PREFERRED
<ul><li>Experience specifically with WGS NetOxygen (NetO) and/or FIS Advance Loan System (ALS).
</li><li>Relevant postsecondary education.
</li><li>Technical experience.
</li><li>Financial industry experience, especially with BMO.
</li></ul>We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees.</div></div>

Lending Technology Business Analyst

Explore 44+ Investment analyst in Chicago this July. Find roles across top companies and apply now to boost your career.

44 investment analyst jobs In Chicago

Senior Portfolio Analyst, Inflation Sensitive and Diversifying

Senior Financial Analyst - Treasury Capital Markets

Financial Analyst

Financial Analyst

Financial Analyst

Senior Development Analyst

Lending Technology Business Analyst