Open Positions - Mesirow Financial

Mesirow Financial Open Positions – as of 10/04/2021
Fixed Income Institutional Salesperson

Boca Raton, FL
The Company
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 Institutional Sales and Trading group is comprised of over 150 dedicated traders, salespeople and analysts highly
specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market
coverage through national sales and trading locations in Chicago, New York, Boston, Los Angeles, San Francisco, Miami,
Boca Raton, Charlotte, San Antonio and Tampa. Recognized nationally as one of the nations’ most established and
experienced participants in the fixed income markets with annual secondary trading volume of more than $35 billion and
average daily trading positions of approximately $600 million.
The Opportunity
We are looking for a dynamic, entrepreneurial Fixed Income Institutional Salesperson with a proven performance track
record and deep, sustainable industry relationships within the small to middle sized banking segment. This key hire will
possess excellent client presentation and communication skills combined with self-motivation, excellent business
development acumen and an ability to thrive in a fast-paced, constantly changing and unstructured environment.
Additional requirements include a bachelor’s degree, series 7 & 63 licenses and a successful performance record of
consistently generating and exceeding revenue targets at a top brokerage firm. An ability to travel as needed to client
locations and represent the firm at clients / Industry events as requested.
How to Apply: Careers at Mesirow Financial

Wealth Advisor/Senior Wealth Advisor
Chicago/Highland Park, IL
The Opportunity:
management and advisory services, we are committed to helping our institutional, corporate, and individual clients
achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and
empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few
employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth
management solutions. The Advisor should be oriented in building their business with fee-based, discretionary managed
portfolios. We are seeking multiple advisors to join our team covering Chicagoland from our downtown headquarters or
suburban offices.
Responsibilities:
• Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline
of qualified leads
• Work with management and/or team to progress leads through pipeline with the goal to onboard them as new
clients
• Analyze financial information obtained from clients to determine goals-based strategies for meeting clients’
financial objectives
• Implement investment recommendations appropriate for clients
• Implement financial planning recommendations with client portfolios
• Monitor financial market trends to ensure plans are effective and identify any necessary changes
Requirements:
• Minimum of 10 years’ experience working with HNW clientele
• Established community presence in HNW network and pipeline
• Highly motivated self-starter with a strong work ethic, positive “can-do” attitude, who is energized by the process
of identifying prospective clients and closing new business
• Strong desire for business development; has HNW contacts and networking capability
• Managerial acumen and team building experience
• Bachelor's degree in Finance or similar
• Series 7 & Series 66 (or 63/65) licensed
• CFP® designation desirable
• Exceptional organization, research and time management skills; attention to detail.
• Strong professional communication skills, both written and verbal
• Effective and timely management of project multitasking
Support:
• Access to a Client Service Manager (Sales Assistant)
• Access to a Wealth Specialist (Financial planning associate)
• Firm provides supervision, technology and compliance oversight
Benefits:
• Highly competitive compensation package
• Medical, dental, life, LTD, etc.

Senior Vice President – Institutional Fixed Income Salesperson
Miami, FL
The Company:
coverage through national sales and trading locations in Chicago, New York, Boston, Los Angeles, Miami, Boca Raton
and San Antonio. Recognized nationally as one of the nations’ most established and experienced participants in the fixed
income markets with annual secondary trading volume of more than $35 billion and average daily trading positions of
approximately $600 million.
The Opportunity
We are looking for a dynamic, entrepreneurial Institutional Fixed Income Salesperson to join our team in Miami. The ideal
candidate will have a proven track record and deep, sustainable relationships with industry participants (i.e. money
managers, insurance companies and depositories). This key hire will possess excellent client presentation and
communication skills combined with self-motivation, excellent business development acumen and an ability to thrive in a
fast-paced, constantly changing and unobstructed environment.
Requirements:
• Bachelor’s degree.
• A minimum of 5 years’ experience within structured finance, mortgages and ABS.
• Series 7 & 63 licenses.
• Good working knowledge of Excel, Bloomberg and Intex.
• Self-starter with a strong work ethic.
• Successful performance record of consistently generating and exceeding revenue targets.

MBS Salesperson
Open to location
The Company:
Our Institutional Sales and Trading group is comprised of over 70 dedicated traders, salespeople and analysts with an
average of more than 20 years of specialized experience across key sectors of the fixed income market. The cornerstone
of our work is providing sophisticated market analysis, excellent service and customized investment solutions to institutional
investors with enhanced market coverage through national sales and trading locations in Chicago, New York, Boston, Los
Angeles, San Francisco, Miami, Boca Raton and Charlotte. We are recognized nationally as one of the nations’ most
established and experienced participants in the fixed income markets.
The Opportunity
We are looking for a dynamic, entrepreneurial Fixed Income Institutional Salesperson focused on selling Specified
Pools/MBS products to mid-tier sized accounts from $1-10 billion sized accounts. This person must have a proven track
record of success combined with deep, sustainable industry relationships. As a privately held employee owned firm, we
offer a highly competitive compensation structure and benefits package. We are flexible on location.
Requirements:
• Bachelor’s degree & Series 7 & 63 licenses.

• Established list of clients and industry relationships.
• Proven track record of exceeding revenue targets and selling specified pools/MBS products to mid-tier sized
accounts.
• Possess excellent client presentation and communication skills.
• Self-motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly
changing and unstructured environment.
• An ability to travel (post COVID) to client locations and represent the firm at clients/industry events as requested.

Agency MBS Salesperson
Nashville, TN
The Company
Mesirow is an independent, employee owned financial services firm founded in 1937. Headquartered in Chicago, with
offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as
a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment
Banking, and Advisory Services, we invest in what matters: our clients, our communities and our workplace culture.
coverage through national sales and trading locations in Chicago, New York, Boston, Los Angeles, San Francisco, Miami,
Boca Raton and Charlotte. Recognized nationally as one of the nations’ most established and experienced participants in
the fixed income markets with annual secondary trading volume of more than $35 billion and average daily trading
positions of approximately $600 million.
The Opportunity
We are looking for a dynamic, entrepreneurial Fixed Income Institutional Salesperson selling with Agency MBS focus,
including Pools, CMOs and Derivatives and a secondary focus on structured debt products, including Non-Agency,
Private Label CMBS, CTL, CLO and other credit products, to join our team in Nashville, Tennessee. This person must
have a proven performance track record and deep, sustainable industry relationships.
Requirements:
• Bachelor’s degree.
• Series 7 & 63 licenses.
• Established account list along with a successful performance record of consistently generating and exceeding
revenue targets.
• Proven track record of selling specified Agency MBS products.
• Possess excellent client presentation and communication skills.
• Self-motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly
changing and unstructured environment.
• An ability to travel in the future post COVID, as needed to client locations and represent the firm at clients/industry
events as requested.

SVP/MD Institutional Corporate Bonds Salesperson
California
The Company:
The Opportunity:
coverage through national sales and trading locations in Chicago, New York, Boston, Los Angeles, Miami, Boca Raton
and Charlotte. Recognized nationally as one of the nations’ most established and experienced participants in the fixed
income markets with annual secondary trading volume of more than $35 billion and average daily trading positions of
approximately $600 million.
We are looking for an ambitious and entrepreneurial individual to join our corporate bond sales team with a specific focus
on West Coast area accounts. The ideal candidate will possess established relationships with qualified institutional
investment grade bond buyers coupled with a demonstrated success in revenue generation. This is a unique opportunity
to grow and accelerate your career in a highly collaborative team environment.
Responsibilities:
▪ Cultivate new institutional client relationship and growing existing relationships.
▪ Assist clients by generating investment and trade ideas, providing expertise and opinions regarding the market
and investment strategies
▪ Effectively represent the firm’s inventory items and market new issues (specific to Mesirow) to clients.
Requirements:
▪ Bachelor’s degree.
▪ Minimum of 10 plus years relevant institutional sales experience with a primary focus on corporate bonds.
▪ Demonstrated history of successfully cultivating new institutional client relationship and growing existing
relationships.
▪ Excellent understanding of Corporate Bonds and Fixed Income products.
▪ Self-starter with a strong work ethic.
▪ Ability to work in a fast-paced environment with high attention to detail.
▪ Superior communications skills, both oral and written; effective interpersonal skills.
▪ Ability to work well independently and within a team environment.
▪ Ability to sell, analyze, use market data and investor feedback to formulate trading ideas.
▪ Series 7 & 63 licenses required (within 90 days of hire).

Client Operations Specialist
Highland Park, IL
The Company:
Mesirow 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.
We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our
positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included
in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations.
With over $6.4B in assets under management, we have earned a reputation for effectively managing our clients’ needs
and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted
advisors, with an average tenure of over 20 years.
The Opportunity:
We are seeking a highly motivated Client Operations Specialist to work out of our Highland Park office, serving as a
shared resource to provide client operational support to our highly motivated Financial Advisors and their High Net Worth
individual clients.
This position requires baseline knowledge of broker dealer and RIA account operations and cross-functional engagement
with various internal departments.
Responsibilities:
Support Wealth Management Teams by serving as a shared resource to provide client operational support to teams
located in both Highland Park as well as Chicago location
• Assist teams with client onboarding, including preparation of new account paperwork and client information-
gathering
• Assist in renewal of Investment Policy Statements
• Assist with account maintenance (registration/account profile changes), as needed
Direct support of advisory teams in floater capacity to accommodate work schedules
• Provide back-up support to Wealth Advisor Teams when their primary Client Relationship Specialist is out of the
office
• Back-up support includes, but is not limited to: receiving client calls, providing client messages to advisory team
members, check requests, fee waivers.
Serve as liaison to branch management, middle office and clearing firm
• Ensure efficiencies, working to improve operational procedures including resolution of issues identified in new
account opening
• Assist teams with general administrative functions, including maintaining information in CRS system, and
preparation of paperwork such as letters of authorization and operational documents
• Communicate with supervisors regarding operational matters and regulatory inquiries
• Adhoc special projects as determined by branch management
Requirements:
• Bachelor’s degree preferred

• 3-5 years relevant experience preferred
• Experience working in an RIA firm or operations for a Securities Broker Dealer
• Highly motivated self-starter with a strong work ethic, and positive “can-do” attitude
• FINRA Series 7 and 66 licenses preferred, or a willingness to obtain upon hire
• Excellent proficiency in MS applications (Word, Excel, PowerPoint, etc.)
• Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
• Demonstrates an ability to learn new processes and technology platforms
• Takes direction well and demonstrates proactive follow through on assigned tasks
• Capable of prioritizing and managing multiple tasks in a fast-paced environment, while retaining composure under
pressure
• Ability to independently analyze, research and problem solve
• Excellent verbal and written communication skills
• Strong interpersonal skills, with a desire to foster relationships and collaborate across departments

Public Finance Banker(s)
Multiple Locations
As we continue to expand our Public Finance platform and capabilities, we are excited to announce that we are actively
targeting Public Finance Bankers in multiple locations with expertise in the following sectors:
• High Yield Infrastructure

• Transportation
• State and Local Government
• Single and Multifamily Housing
• K-12 Education
We are strategically looking to build our platform nationally with bankers based in other major metro areas to augment the
existing team located in Chicago, Houston, NYC, Indianapolis and Hartford. This opportunity is tailored for individuals who
are looking to accelerate and aggressively grow their careers as Public Finance Bankers. Successful candidates will have
the ability and motivation to cultivate and develop revenue generating opportunities to compliment an established base of
existing client relationships. Our compensation includes a very competitive payout schedule.
As a team of collaborative public finance professionals, we have marketed and financed some of the most innovative,
dynamic and challenging municipal bond transactions in the country working closely with government agencies, non-
profits and other municipal issuers to provide innovative debt structuring and financial analysis. By joining our team, you
will benefit from the expertise and resources of an employee owned firm powered by the strength of our fixed income
sales and trading platform. With capabilities to sole manage transactions in excess of $1 Billion and approximately $1.6
billion in secondary municipal market trading on a national level, we continue to expand our participation in both
negotiated and competitive bond sales.
To learn more about our Public Finance team and recent successful transactions, please click here

Investment Banking Associate
Chicago
The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with
Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow was
also recently named one of the Best Places to Work in Chicago by the Chicago Tribune and one of the Top Places to
Work by Crain’s Chicago Business.
Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private
companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency
opinions, board of directors’ advisory and special committee representation. Our practice combines rich industry
knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver
measurable results.
We are currently seeking an Associate for our Investment Banking team within the Capital Markets and Investment
Banking division at Mesirow Financial. The Associate will work as part of the investment banking team across all industry
verticals on M&A, capital raise and other strategic advisory assignments.
Responsibilities:
• Partner with senior bankers and clients throughout advisory engagements.

• Coordinate transaction deliverables, manage transaction deliverables and act as key point of contact for external
constituencies.
• Manage key transaction processes including developing client company positioning strategy, in-depth market
research and development of financial models.
• Collaborate with team members to design and perform financial modeling and company valuation analysis
including leveraged buyout, discounted cash flow, comparable public company, and precedent transaction
analyses.
• Act as a key partner to clients in due diligence process management, virtual data room oversight and coordination
with third party service providers.
• Drive the drafting process for client presentations and information memoranda.
• Participate in the mentoring and development of analysts.
• Support firm marketing efforts across Mesirow’s industry verticals.
• Perform other duties and special projects as assigned.
Requirements:
• Minimum of 3 years of Investment Banking experience.

• Bachelor’s degree in a relevant field (e.g. Finance, Accounting, Economics.)
• MBA is preferred but not a requirement.
• Strong analytical capabilities including financial statement analysis, financial accounting and company valuation.
• Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them
effectively.
• Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention
to detail.
• Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues.
• Commitment to excellence in your work, adhering to high professional and ethical standards.
• Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ
and other research databases desired.

Investment Banking Vice President
Chicago
The Opportunity
Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private
companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency
opinions, board of directors’ advisory and special committee representation. Our practice combines rich industry
knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver
measurable results.
Responsibilities:
• Lead day-to-day execution of client engagements.

• Provide direction and vision to team members for offering materials, management presentations, client marketing
presentations and other materials.
• Perform transaction due diligence, research and analysis.
• Prepare and review complex financial analyses and models for potential transactions.
• Ensure quality of client deliverables by demonstrating extraordinary attention to detail.
• Manage and maintain client relationships and act as the primary contact to clients and prospects.
• Assess client needs and proactively generate relevant ideas and solutions and participate in marketing the
Company’s services to new clients.
Requirements:
• Minimum of three years of Investment Banking experience in an Associate role.

• Bachelor’s degree in a relevant field (e.g. Finance, Accounting, Economics.)
• MBA is preferred but not a requirement.
• Strong analytical capabilities including financial statement analysis, financial accounting and company valuation.
• Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them
effectively.
• Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention
to detail.
• Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues.
• Commitment to excellence in your work, adhering to high professional and ethical standards.
• Possess a high level of motivation, initiative and leadership potential
• Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ
and other research databases desired.

Senior Research Analyst
Chicago, IL
The Opportunity
The Opportunity:
A Chicago-based financial services firm with over $25 billion in assets under management for institutional clients is
interested in adding an investment professional to its equity investment strategies.
Responsibilities:
• Analyze industry and company fundamentals within assigned industries and sectors.
• Monitor and assess industry and company weightings within the portfolio for assigned industries and sectors.
• Frequently screen coverage universe to create an opportunity set of investable candidates.
• Assess and determine the value and return potential of current and proposed holdings.
• Presentation (written and verbal) of investment recommendations for potential inclusion into portfolios.
• Make recommendations to eliminate current investment and/or reallocate investment resources to other
alternatives within the respective coverage area.
• Attendance of company and broker-sponsored meetings and conferences.
• Interview company managements to assess the potential of investment opportunities.
• Actively follow 20-40 securities with secondary coverage of additional names.
• Other duties as deemed necessary.
• In addition, the position may involve presentations to clients, consultants, and prospects to help communicate the
firm’s investment philosophy, investment process, and portfolio results.
Requirements:
• The ideal candidate will have over ten years of fundamental research experience and possess an MBA and/or
CFA designation.
• Prior portfolio management and/or research leadership experience will be considered.
• Previous experience and specialization analyzing and managing the Healthcare sector with a demonstrated
record of success is required.
• Incremental experience covering Consumer Discretionary, Technology and/or Energy sectors with a
demonstrated record of success is beneficial.
• Knowledge of the small and SMID cap equity universe and the ability to identify strong potential investment
candidates is essential.
• Experience in other sectors in addition to the aforementioned is a positive.
• Strong communication skills, both verbal and written are necessary.
• The ability and desire to work in an entrepreneurial atmosphere with a team-oriented philosophy is critical as well.

Public Finance Analyst
Chicago, IL
The Opportunity:
Mesirow’s Public Finance Division was created to assist municipal debt issuers in optimizing their limited resources in an
environment of increasing demand for services. Today, we continue to build on our solid reputation for developing
innovative financing structures. We are currently seeking an Analyst to join our Public Finance Team.
Responsibilities:
• Develop financial models based on client’s financing needs using available financial products.
• Prepare correspondence, marketing information, and presentations for senior bankers.
• Draft, edit, and organize responses to formal solicitations (for RFP’s) by state and local governments.
• Research and compile market data relating to prior or future transactions.
• Schedule calls and meetings among the team and interact with lawyers, accountants, verification agents, rating
agencies, and insurers to coordinate the deal process.
• Ensure data is updated and entered into DBC Finance software and other relevant tools.
• Critically read and analyze legal documents.
• Maintain files of clients and prospects.
• Perform other duties and special projects as assigned.
Requirements:
• 1 to 2 years of public finance/municipal bond or corporate investment banking work experience preferred.
• Bachelor’s degree required, overall GPA must be 3.4 or better.
• Must be willing to obtain the Series 52 within 6 months from the date of employment, or as soon as possible.
• Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint.
• Knowledge of Munex or DBC Finance software preferred.
• Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas
both orally and in writing.
• Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional
attention to detail.
• Ability to work independently while being team-oriented, prioritize tasks, react to changes, and solve critical
issues.
• Must possess the aptitude and interest in learning Federal Tax Law as well as statutory financing rules and
regulations to be successful in the role.
• Qualified candidates must possess a high level of motivation, initiative, and leadership potential.

Investment Management Rotational Analyst Program
Chicago, IL
The Opportunity:
Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more,
visit mesirow.com and follow us on LinkedIn. Mesirow was recently named one of the Best Places to Work in Chicago by
the Chicago Tribune and one of the Top Places to Work by Crain's Chicago Business.
The Global Investment Management Analyst Rotational Program is designed for financial-focused undergraduate
students who are eager to develop their careers in the industry. This program enables you to apply what you have learned
in the classroom as you contribute to the success of our firm. Throughout the duration of this program, you will gain an
understanding of Mesirow’s Global Investment Management businesses, make firm-wide connections, develop critical
leadership skills and receive customized training to help you accelerate and advance in your career and broaden your
understanding of Mesirow’s products and objectives.
The two-year rotational program will consist of four six-month rotations across our alternative direct, multi-manager and
traditional investment management businesses. Upon completion of the two-year rotational program, you will have an
opportunity to be placed directly into one of our business units to continue your career growth and progress.
Requirements:
• Current enrollment in a Bachelor’s degree in Finance, Economics, Accounting, Math, Computer Science or
related discipline
• Graduating between December 2021 and Summer 2022
• Minimum GPA: 3.4
• Strong extracurricular activities/campus involvement
• High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.)
• Ability to work in a fast-paced environment with high attention to detail
• Superior communications skills, both oral and written; effective interpersonal skills
• Positive attitude, intellectually curious and willingness to learn
• Ability to work well independently and also within a team
• A background in computer science is beneficial, but not required

Associate Consultant – Research & Investments (Entry-Level)
Chicago, IL
The Opportunity:
Mesirow Fiduciary Solutions is an outsourced fiduciary pioneer. Our team of experts delivers a full suite of fiduciary
services to recordkeepers, retirement plans, financial advisors, and plan participants through easy-to-understand
The Associate Consultant will provide data, operational, and/or investment research support to Mesirow Fiduciary
Solution’s client consulting teams. The support offered by this individual will be integral to the fiduciary services that our
team offers to institutional clients. After the Associate Consultant gains a deep understanding of our fiduciary services and
demonstrates a strong ability to work in a dynamic environment, responsibilities may naturally evolve, with more client-
facing and fund company-facing opportunities over time.
The Associate Consultant will be part of Mesirow Fiduciary Solution’s Consulting team and will possess the following
responsibilities:
• Serve on client teams that support institutional engagements; each client team includes the Associate Consultant,
other Consultants/Senior Consultants, and sales personnel
• Assist in the creation and quality assurance of recurring client reports for institutional engagements
• Assist in both quantitative and qualitative investment research of mutual funds, collective investment trusts, and
other investment types commonly used for retirement investing
• Maintain client agreements, including verifying receipt, reviewing signed agreements for completeness and
accuracy, and keeping an updated log on such agreements
• Monthly and quarterly client invoicing
• Learn due diligence methodologies employed by team
• Learn and independently use reporting and research tools available to the team
• Participate in testing of new systems or system enhancements
• Process requests from the sales team, including calling on retirement plan sponsors and advisors to ensure
necessary action items recommended by Mesirow are completed, verifying retirement plan lineups meet service
requirements and other similar requests
• Work on ad-hoc projects to assist other team members
Qualifications:
• Bachelor’s degree in finance, economics, mathematics, statistics, or a related field

• Progress towards CFA designation preferred
• At least one year of experience in investment consulting, retirement planning, or a related field
• Detail- and deadline-oriented, along with an ability to work with large sets of data efficiently, independently, and
accurately
• Intermediate to advanced knowledge of Excel required
• Knowledge of investment-oriented databases (e.g., Morningstar Direct) preferred but not required
• Superior skills in organization, time management, prioritization, research, team collaboration, and self-motivation,
combined with the ability to process information quickly
• Series 7 and 66 Licenses required within one year of start date
• Must be willing/able to commute to office in River North

Head of Application Development
Chicago, IL
The Opportunity:
Come join a team that is modernizing all aspects of technology, including custom client facing applications. The Head of
Application Development will be a senior leader within the Information Technology team and is responsible for all areas of
application development. This technology leader will own the future development efforts of our custom client portal.
The successful candidate will be self-motivated and be energized by working amongst a diverse group of thoughtful,
smart, fast-paced and successful colleagues. The candidate will enjoy being a part of an organization focused on
excellence, be a strong team player with a proactive approach and have the ability to take initiative with discretion and
judgment.
Responsibilities:
Leadership
• Coach, mentor and manage a team of developers.

• Proven ability to lead a team of IT professionals to deliver solutions on-time and to specifications
• Responsible for maintaining and enforcing software security and quality standards
• Responsible for enforcing coding standards and processes - ensuring consistency, well written, documented, and
commented code
Business Partnership
• Establish strong working relationships with business members and associated vendor partners
• Create an application roadmap vision that aligns with business initiatives and goals
• Meet with the business owners to and gather feedback and help prioritize project initiatives
• Meet with business owners and project stake holders to build business requirements for project initiatives
Technical Requirements
• AWS cloud platform

• Azure pipelines
• Salesforce platform
• MERN stack expertise
• Project planning, develop, and design
• Programming languages: JavaScript, .NET, React, PHP, Python
• Support QA by participating in test plan reviews, attending triage meetings, and providing bug fixes.
• Ability to mature our SDLC process, including agile-light and unit testing process
Requirements: The ideal experience and critical competencies for the assignment include the following:
• BA/BS Degree in Engineering, Computer Science or a related field. Industry certifications preferred.
• Minimum Requirements: 10+ years IT experience involving application development, software development
lifecycle, code review, and application support
• Minimum 3 years experience leading development teams
• Strong knowledge and experience with object-oriented design/development
• Strong experience in the systems and software development life cycle including design, development, coding,
testing and implementation.
• Understanding of relevant technologies and development life cycles
• Excellent written and oral communication skills, ability to effectively communicate and interact with user on all
levels.

RFP Manager – Global Investment Management
Chicago, IL
The Opportunity:
The successful candidate will oversee key business development content and workflow, including Request for Proposals
(RFPs), Due Diligence Questionnaires (DDQs) and quarterly Request for Information documents (RFIs). The position will
report to our Head of Marketing Operations and directly support a number of our traditional and alternative asset classes
and the strategies that they deliver to the marketplace in institutional separate account, fund and/or Collective Investment
Trust formats.
The role resides within our Integrated Marketing and Communications team who oversees the Mesirow brand, creating a
unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow.
The team integrates marketing activity across mixes of tactics, channels, and media environments, ensuring consistent,
client-centric messaging and shaping go-to-market strategy for our core businesses in Global Investment Management,
Capital Markets & Investment Banking, and Advisory Services.
Responsibilities:
Support the acquisition, development and retention of high-value client relationships and recurring revenue through:
• RFP / DDQ / Client Questionnaire Content and Coordination: Partner with subject matter experts across
Global Investment Management business lines to ensure world-class business development responses. Gain in-
depth understanding of each team’s investment philosophy, process, and key differentiators to optimize
competitive positioning throughout our RFP process.
• Workflow / Mar Tech stewardship: Maintain an in-depth understanding of RFPIO and the value of efficient,
centralized, automated workflow. Partner with the Head of Marketing Operations in the migration of world-class,
vetted libraries of line of business responses to the RFPIO platform and support key stakeholder training. On an
ongoing basis, ensure best / most current responses are tagged in the system for maximum efficiency.
• Innovation and Best Practice Sharing: Proactively and continuously explore the institutional investment and
marketing landscape to identify / report on key trends and ensure adoption of best practices, technologies, and
workflows relative to RFP content, production, and archiving.
• Quarter end processes, data consolidation and workflow automation: Serve as a partner to Marketing
Operations colleagues, GIM Client Experience Marketers and GIM Operations team as they seek to continuously
enhance the timely, accurate delivery of quarter end updates (i.e., RFIs, fact sheets, consultant database
updating); contribute to ongoing automation efforts and implementations.
Requirements:
• 5+ years’ experience in asset management marketing or on a portfolio management or client service team
• High degree of financial / investment management acumen; familiarity with equity, fixed income and alternative
portfolio management practices, philosophies, and processes
• Familiarity with marketing technology / RFP workflow platforms; RFPIO knowledge preferred
• Ability to liaise / gain credibility with senior investment and distribution professionals
• Outstanding communications skills, both written and verbal
• Able to manage multiple projects with high degree of attention to detail
• Client-focused, solutions- and deadline-oriented, team-oriented, driven, self-motivated
• Able to work within the construct of a well-defined master brand / understand brand value
• Strong sense of accountability
• Quality in everything/strong attention to detail
• Dependable, positive attitude, innovative, collegial and collaborative
• Position located in downtown Chicago
• Four-year degree, preferable focus in marketing/communications
• Series 7 / 24, progress towards CFA and/or MBA beneficial

SVP/VP, Strategic Marketing – Global Investment Management
Chicago, IL
The Opportunity:
The position will report to the firm’s Chief Marketing Officer and will strategically partner with Global Investment
Management business line and distribution leadership, key stakeholders and Marketing colleagues to develop and
implement marketing strategies and initiatives that successfully position the firm’s brand and investment management
capabilities and support the acquisition, development and retention of high-value client relationships.
The role resides within our Integrated Marketing and Communications team, who oversees the Mesirow brand, creating a
unified, seamless experience for all key stakeholders, from clients and prospects to the media and the people of Mesirow.
The team integrates marketing activity across mixes of tactics, channels and media environments, ensuring consistent,
client-centric messaging and shaping go-to-market strategy for our core businesses in Global Investment Management,
Capital Markets & Investment Banking, and Advisory Services.
Responsibilities:
• Business line marketing strategy and execution: Partner with business leaders and CMO to develop and
implement go-to-market plans for Global Investment Management that support revenue generation, communicate
vision and plans for growth and promote a unified brand. Focus on client experience with a “digital first”
perspective, incorporating data-driven insights, marketing technology and tools inclusive of:
o Email campaigns
o Social media
o Conference and events
o Direct mail
o Sponsorships
o Collateral
• Thought Leadership: In collaboration with business line SMEs and Marketing Investment Communications
Manager, develop thought leadership on strategic, secular themes that align with divisional capabilities, provide
enhanced value to clients and can be disseminated across media channels (print, web, email, social media).
Identify relevance of GIM thought leadership to the broader Mesirow audience across teams including Wealth
Management and Investment Banking and coordinate with Marketing leaders to leverage strategically as relevant.
• Pipeline Development and Management Support | New Business Generation Support: Maintain an in-depth
understanding of enterprise marketing technology platforms including Pardot, Salesforce, RFPIO and PitchReady
and the value of efficient, automated workflow and centralized client and prospect databases. Help integrate
database administration with Marketing strategies by serving as a liaison between the GIM businesses, Marketing
and IT. Collaborate with business leaders to proactively identify targeted opportunities for prospect and client
relationship development.
• RFPs / DDQs / Client Questionnaires: Partner with subject matter experts across Global Investment
Management business lines and with Marketing Operations RFPIO “quarterback” to ensure world-class business
development responses. Participate as senior resource as needed.
• Quarter end: Serve as a senior partner to Marketing Operations, ensuring timely, accurate delivery of quarter end
updates (i.e., fact sheets, commentary, consultant database updating) and support ongoing automation efforts
and implementations.
• Innovation and Best Practice Sharing: Collaborate with Capital Markets, Investment Banking and Wealth
Management Marketing Managers to share synergistic content, best practices and marketing and
communications initiatives as appropriate in order to promote a unified brand.
Requirements:
• Four-year degree, preferable focus in marketing/communications

• 5-7+ years’ experience in B:B marketing strategy and execution
• High degree of financial / investment management acumen; familiarity with general portfolio management
practices, philosophies and processes
• Experience with Content Management Systems (CMS), Client Relationship Management Systems (Salesforce
preferred), Marketing Automation (Pardot preferred), Social Media Listening & Archiving (i.e. Hearsay, Hootsuite)
and Google analytics
• Management experience preferred
• Client-focused, solutions-oriented, team-oriented, driven, self-motivated
• Effectively communicate, internally and externally. Strong written and verbal skills
• Able to work within the construct of a well-defined master brand / understand brand value
• Strong sense of accountability
• Quality in everything/strong attention to detail
• Dependable, positive attitude, innovative, collegial and collaborative
• Position located in downtown Chicago
• Series 7 / 24 beneficial

Open Positions - Mesirow Financial

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Mesirow Financial Open Positions – as of 10/04/2021

Fixed Income Institutional Salesperson

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

• Bachelor’s degree & Series 7 & 63 licenses.

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

• Bachelor’s degree preferred

How to Apply: Careers at Mesirow Financial

• High Yield Infrastructure

How to Apply: Careers at Mesirow Financial

• Partner with senior bankers and clients throughout advisory engagements.

• Minimum of 3 years of Investment Banking experience.

How to Apply: Careers at Mesirow Financial

• Lead day-to-day execution of client engagements.

• Minimum of three years of Investment Banking experience in an Associate role.

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

• Bachelor’s degree in finance, economics, mathematics, statistics, or a related field

How to Apply: Careers at Mesirow Financial

• Coach, mentor and manage a team of developers.

• AWS cloud platform

How to Apply: Careers at Mesirow Financial

How to Apply: Careers at Mesirow Financial

• Four-year degree, preferable focus in marketing/communications

How to Apply: Careers at Mesirow Financial

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