Hybrid Business Analyst presso PPM America, Inc.

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Working at PPM America, Inc.

PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We offer our Midwestern mentality of hard work, straight talk, full transparency and humility. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM’s values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career.

Values

At PPM, our values are reinforced in our culture every day.  We act like owners.  Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients.  We are passionate about investment performance and driving results.  We are relentless in our efforts to provide best in class service.  We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do.  We work collaboratively with transparency and accountability.  We operate as a team.  We rely on each other, are accountable to each other, and respect each other.  We value differences and unique perspectives and embrace the principle that great ideas can come from anyone.  We embrace change.  We are not afraid to challenge the status quo in search of a better, smarter or faster solution.  We value learning, challenge ourselves and motivate others.  We are also committed to positively impacting our community.  As a firm, we invest time, experience and fundraising efforts with our non-profit partners. 

Job Purpose

We are seeking a proactive and self-motivated Business Analyst to join our team for a 2-year rotational program. This is an ideal role for a recent college graduate who has a passion for continuous learning and is eager to grow in the asset management industry. The role will provide opportunities to build strong project management skills, and gain broad exposure to asset management roles, technology, and vendor partnerships while supporting projects and initiatives aimed at improving processes and systems.

Reporting to the Operational Project Management Lead, the Business Analyst will work with multiple teams that may include investment, sales and client servicing, marketing, product development, IT, operations, legal and compliance, and finance professionals. The individual will collaborate with stakeholders, lead small workstreams, drive reporting initiatives, and help to manage external vendors and internal stakeholders. Over time, it is expected that this individual will gain advanced expertise during the 2-year rotational program that will provide an opportunity to advance or transition into a specific area within the firm.

Essential Responsibilities

• Project Support & Coordination
  • Assist in managing a wide range of projects across multiple functions including operations, technology, marketing, distribution/client service, legal, and investment functions
  • Track project timelines, deliverables, and action items
  • Enhance project momentum by curating strategic meeting content, supporting facilitation and capturing critical decision and action items

• Presentation & Reporting
  • Create, interpret, and maintain high-quality detailed and complex reports, presentations and dashboards for management and committees
  • Find opportunities for process and visualization improvements
  • Compile complex data from multiple systems to support executive-level decision-making
  • Ensure accuracy, clarity, and consistency in all reporting materials

        

• Committee & Stakeholder Engagement
  • Coordinate and actively participate with stakeholders for internal system or business committees (e.g., legal systems, vendor reviews)
  • Manage follow-ups, documentation, and logistics for recurring committee meetings

• Vendor Management
  • Evaluate and manage third-party vendor relationships, ensuring accountability and alignment with project goals and contract terms
  • Maintain documentation and communicate regularly with vendor partners

        

• Systems & Process Support
  • Learn, navigate and steer operational and legal/compliance systems, supporting user adoption and ongoing enhancements
  • Identify opportunities for process improvement and automation within existing workflows

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong interest in asset management, financial services, or business operations.
• Excellent communication, presentation, and interpersonal skills, both verbal and written, with the ability to effectively engage and collaborate with stakeholders at all levels.
• Strong analytical and quantitative skills, including proficiency in data manipulation and visualization tools (such as PowerPoint, Excel, and PowerBi).
• Ability to manage multiple priorities
• Willingness and ability to learn workflow systems quickly.
• Must be highly organized, detail-oriented, and proactive.
• Must have intellectual curiosity about PPM’s business processes and how to identify process improvement opportunities.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Information Systems, or a related field
• Internship experience in financial services preferred.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified.

Benefits 

At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. 

• Competitive salary and bonus  
• Medical, dental and vision coverage 
• 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary) 
• Tuition and professional certification reimbursement 
• Paid parental leave 
• Adoption assistance 
• Holidays and paid time off 
• Paid time off to volunteer 

Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.

Base Pay:

$67,000.00 - $77,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs. Candidarsi ora