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Equity Research Analyst - RMB Capital Management - Chicago, IL - EXPIRED

This is an archive of an expired job.

Job Information:

Company: RMB Capital Management


Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under management. RMB has grown dramatically since its founding in 2005 to be counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally.

We are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role

We are seeking an Equity Research Analyst to join our 10-member our Equity Investment Team in Chicago, Illinois. The Equity Team is a group of versatile, experienced equity investment professionals that provide portfolio management and equity analysis for each of our ten proprietary internal equity strategies. These strategies range up and down the market cap scale and address both domestic and developed international markets. In identifying attractive investment opportunities, the team employs both industry standard as well as proprietary equity research valuation systems and data sources. Responsibilities of this role will include supporting our senior equity analysts in generating investment insights for our portfolio managers across our internal strategies.

Further responsibilities of this role include conducting investment analysis, data collection, and report generation in support of various RMB investment and wealth advisory teams. This role will also be trained in our proprietary corporate performance and equity valuation framework as well as our proprietary risk management framework to both apply these systems for investment analysis and to be involved in their ongoing maintenance and development.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.


  • Proactively support the goals and objectives of the Equity Team in a collaborative environment.
  • Work as a generalist supporting equity analyst across sectors of the market to provide investment insights to our portfolio managers and senior equity sector analysts. Conduct primary due diligence for idea generation and monitoring of current positions. Research activities may include company research and financial modeling as well as regular communication with management teams, industry experts, and sell-side analysts. Perform other investment analyses upon request.
  • Communicate investment insights to groups outside of the Equity Team including the RMB Investment Committee and our private client advisors.
  • Manage the internal production and delivery of key macro and company-level research reports for the Equity Team, the Investment Committee, and for our private client advisors.
  • Develop familiarity with the proprietary RMB economic return corporate performance and valuation framework and provide support for the ongoing development and maintenance of the framework. Proficiency in accounting topics of particular value here.
  • Develop familiarity and provide support for the development and maintenance of the proprietary RMB risk management system. Proficiency or aptitude for mathematic concepts a plus, but not a requirement.


An ideal candidate will have 2-5 years of experience in a related field, preferably the sell-side, buy-side, or in public accounting.

  • Undergraduate degree in finance, accounting, or related field. Proficiency in mathematics is a positive but not required.
  • Strong financial modeling skills and in-depth experience with Excel, ideally including some VBA proficiency.
  • Basic proficiency in PowerPoint and FactSet is a plus.
  • Demonstrated ability to be a self-starter, work independently and accomplish goals.
  • Intellectually curious with strong analytical ability and attention to detail.
  • Ability to deliver clear, effective verbal and written communication.
  • Excellent teamwork and interpersonal skills.
  • CFA and/or CPA designation or progress toward designation preferred.

Perks - We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day - The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days in the office. RMB Capital offers a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program - We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer PTO Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com.

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.