Description
Our most important asset is our people. Who we are, what we do, how we do it and why we are passionate are all centerpieces of why we succeed.
We Are Proud To Be Recognized
- Among America’s Best Midsize Employers by Forbes in 2021 and 2022
- As one of Chicago’s Best & Brightest Companies to Work For in 2022
- As a Chicago Tribune Top Workplace 2022 and 2023
Role Summary
As the
Investment Analyst, you will support our EVP of Investments & Development. This role offers an exciting opportunity to work closely with executive leadership, contributing to superior investment analysis and portfolio management, corporate growth initiatives, and strategic M&A.
We work in-office Monday-Thursday, with Friday serving as an optional remote day.
In This Role, You Will Focus On…
Investment Analysis & Research
- Assist in the management of the company's investment portfolio, including equities, fixed income, real estate, and alternative investments.
- Conduct thorough research and due diligence on potential investment opportunities, providing detailed reports and recommendations to the EVP.
- Monitor market developments, emerging trends, and economic conditions to identify risks and opportunities for the company’s investment portfolios
Support for Strategic Initiatives
- Support the EVP in the evaluation of new markets, growth initiatives, and strategic partnerships
- Contribute to the preparation of materials for mergers and acquisitions, including industry analysis, target identification, financial modeling, and integration planning.
- Collaborate with cross-functional teams to monitor post-acquisition integration progress
Reporting & Communication
- Provide insights and prepare reports regarding investment performance, portfolio alignment with stated policies, and risk management
- Assist in the development of presentations for the executive team and board of directors regarding corporate development (M&A) and portfolio analysis
- Ensure accurate and timely documentation of research, decisions, and outcomes related to investment activities.
Administrative & Operational Support
- Provide day-to-day administrative support to the EVP, including scheduling, meeting preparation, and document management.
- Coordinate with internal and external stakeholders to facilitate communication and optimize opportunities.
- Maintain organized records and files for ongoing investment and strategic projects.
What You Bring To The Team
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Strong analytical skills, with the ability to interpret financial data and market trends.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Excellent communication and interpersonal skills, with the ability to present information clearly and effectively.
- Strong quantitative and problem-solving skills
- Highly organized and detail-oriented, with the ability to manage multiple tasks and meet deadlines in a self-directed fashion.
- Curiosity about and basic understanding of how economic trends, political situations, policies and regulations may affect investments
- A proactive, “can-do” attitude and an eagerness to learn about corporate strategy, investments, business value creation, and business development.
The hiring range for this position in Itasca is $65,000 - $85,0000 per year. The base pay actually offered will take into account internal equity and may also vary depending on the candidate's geographic region, job-related knowledge, skills, and experience, among other factors. An annual incentive may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the level and position offered. An overview of our benefits offering is available here:
Fellowes Benefits Overview.
Fellowes Brands - A Family Business Since 1917
For over a century, Fellowes has been committed to positively impacting people through our culture, relationships and solutions. We have evolved toward relevance with each decade and generation, responding to a constantly changing world. Today, we are on an ambitious journey to grow our influence and impact in enhancing and maximizing work experiences worldwide. We are a “Brand on the Move” and remain committed to finding new ways to help people work better and feel better.
Visit our Careers Site: www.fellowesbrands.com/us/en/careers/Pages/overview.aspx
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Fellowes, Inc. does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Fellowes' property, and Fellowes will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting the Talent Acquisition Department.
