Investment Analyst Job at Kovitz, Chicago, IL

V1hEZHlHMzZPUlBRTWlBTXhabTZFeDZpNWc9PQ==
  • Kovitz
  • Chicago, IL

Job Description

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:

  • Identify key merits and risks with investment ideas and conduct the required research to arrive at portfolio decisions.
  • Conduct interviews with portfolio managers and industry representatives.
  • Clearly communicate conclusions to the team and other stakeholders to build support for investment ideas.

To apply please provide a resume, and an investment memorandum representative of your best work to coreequityrecruiting@kovitz.com

ADDITIONAL ROLE INFORMATION

  • Job Type: Full-Time (Hybrid*)
  • Compensation Structure: Base Salary + Bonus
  • Job Function: Global Investment Committee Research Analyst
  • Location: Deerfield, IL & Chicago, IL

Job Tags

Full time,

Similar Jobs

Momentum Manufacturing Group - Engineered Extrusions

Aluminum Extrusion Operator Job at Momentum Manufacturing Group - Engineered Extrusions

Job Description Job Description Momentum Manufacturing is looking for a Press Operator/Production assistant. We will train the right person . First, Second and Third shifts, with occasional overtime as needed. MMG values each team member and understands each ...

Philadelphia Housing Authority

Public Safety and Crime Analyst Job at Philadelphia Housing Authority

 ...evaluates data and information to assist in the resolution of criminal investigations and inform strategic decision making for the Philadelphia...  .... Minimum education Bachelors Degree in Criminal Justice, Information Systems, Public Administration, Computer Science... 

Soliant

School Psych - Richmond, Texas Job at Soliant

 ...time Additional requirements: Reliable transportation and comfortable with the West Houston commute Ability to complete fingerprinting and other district onboarding processes promptly No scheduling conflicts that would interfere with full-time availability... 

FAR INSPECTIONS

Flexible Mortgage Field Services Inspector Job at FAR INSPECTIONS

 ...A leading inspection company is looking for a Mortgage Field Services Inspector to perform residential occupancy verifications for mortgage lenders. This entry-level role offers flexible scheduling with the potential to earn $30-$40 per hour depending on inspection volume... 

Prairie Band Construction Inc

Site Safety & Health Officer Job at Prairie Band Construction Inc

 ...Construction, a leader in commercial real estate developments comprising high-rise buildings, shopping centers, and industrial facilities, is seeking a Site Safety & Health Officer to join our team. This pivotal role is dedicated to fostering a safe and secure environment at...