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

Tinker Federal Credit Union

Mortgage Servicer I Job at Tinker Federal Credit Union

 ...a professional workplace where all employees have the opportunity to feel seen, respected, valued and heard. Tinker Federal Credit Union's Real Estate Lending department has an immediate opening for a Mortgage Servicer I position! This is an exciting opportunity to join... 

Core Staffing

Travel Hospital Pharmacist Job at Core Staffing

 ...Job Description Core Staffing is seeking a travel Hospital Pharmacist for a travel job in Medford, Wisconsin. Job Description & Requirements ~ Specialty: Hospital Pharmacist ~ Discipline: Allied Health Professional ~ Start Date: ASAP ~ Duration: 13 weeks... 

DHL Express

Part Time Dockworker- Van Nuys Job at DHL Express

 ...What makes DHL great? Our People! We know each employees individual contributions make us the #1 Delivery and Logistics Company in the world. Distinguished as No. 1 Worlds Best Workplace by Great Place to Work and Fortune Magazine DHL is committed to maintaining... 

Toolworks

On-Call Job Coach Fluent in American Sign Language (ASL) Job at Toolworks

 ...'s independence and inclusion. Key Responsibilities : Deliver culturally competent job coaching services in fluent American Sign Language (ASL) , tailored to Deaf clients' needs and communication preferences. Apply a strong understanding of Deaf culture and... 

Farm Job Search

Farm Manager Job at Farm Job Search

 ...Farm Manager (6515) Location: Voorhees, New Jersey JobNumber: 6515 We are searching for a hands-on Farm Manager with good business sense to join our team. The Farm Managers responsibilities include developing a new crop establishment plan, monitoring staff,...