JOB DESCRIPTION
The Kovitz Global Investment Committee evaluates investment managers and asset classes in the context of managing client portfolios. Our approach more closely resembles an endowment approach than a typical wealth manager.
The analyst will work with senior investment team members to identify and research investment managers focused on both public and private investments. The research process emphasizes both qualitative and quantitative analysis. You will be speaking with investment managers, former manager employees, peer asset allocators, and other professionals relevant to building an investment thesis. Effective communication will be critical as you build an investment case, draft investment memos, and make recommendations to the team.
This is an opportunity to join a team where one can bring meaningful contributions to the investment process and progress professionally within an established and growing wealth management firm.
REQUIRED QUALIFICATIONS
Entrepreneurial, high-integrity, team-oriented individual with strong oral and written communication skills. Passion for long-term, research-oriented, investing. Experience understanding business fundamentals, analyzing management teams, and identifying value-creative ideas. High degree of curiosity and a track record of successful accomplishments in life. Strong academic background. 3-5 years of analytical and investing experience required.
Required ability to:
To apply please provide a resume, and an investment memorandum representative of your best work to coreequityrecruiting@kovitz.com
ADDITIONAL ROLE INFORMATION
...large-scale migration and operations on a large, high-profile DOD contract. The I3TS program provides enterprise-wide IT support... ...procedures (SOPs) in a matrixed organization supporting the prime contractor and CMS. Along with a demonstrated ability to manage a team...
...ventures, and fuel growth through innovation.Recruiting for this role ends on January 6, 2026. Work you'll do As a Senior Consultant on the Healthcare Solutions team, you will be responsible for... + You will work on engagements in a team-based environment, partnering...
...development process. With our holistic approach, we have experts in planning, entitlement, and environment so our clients can have the most... ..., as required. Qualifications: 1. Bachelor's degree in Urban Planning, Civil Engineering, or a related field. 2. 3+ years...
...Job Description Commercial Construction Superintendent Punta Gorda, FL (Projects from Ft. Myers to Tampa) Are you ready to lead impactful commercial construction projects that shape how businesses and communities thrive along Floridas Gulf Coast? At TI Builders...
...UCHealth (Colorado) is seeking a Cardiac Sonographer Level I for a job in Denver, Colorado. Job Description & Requirements ~ Specialty: Cardiac Sonographer ~ Discipline: Allied Health Professional ~ Duration: Ongoing ~40 hours per week ~ Employment Type...