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

University of Maryland Medical System

Pulmonary Critical Care Physician Job at University of Maryland Medical System

 ...experience, input, and leadership-as a clinician and healthcare expert. We are seeking a Board-Certified or Board-Eligible Pulmonary Critical Care Medicine Physician to join our well-established practice on Maryland's Eastern Shore. Job Description Provide... 

New York Civil Liberties Union Foundation

Bilingual Paralegal (Spanish/English) Job at New York Civil Liberties Union Foundation

 ...Proficiency in Microsoft Office Suite Excellent word-processing, proofreading, verbal and written communication skills. Ability to work...  ...individual with a disability and need assistance applying online, please e-mail . If you are selected for an interview, you will... 

Accel Therapies

Clinical Supervisor, BCBA - Up to 5K Sign on Bonus Job at Accel Therapies

 ...position offers competitive compensation, professional development, and work-life balance in a center-based setting with some remote...  ...Schedule: MondayFriday, 8:00 AM 5:00 PM. Enjoy evenings at home! Work Setting: Center-based Remote/ Work From Home Flexibility... 

Maxion Research

Freelance Product Tester - Up to $790/Week Job at Maxion Research

 ...needed on a wide range of topics such as: Health Issues (Research for cures and new medications to treat ailments) Consumer Products (Your experience with consumer products) Shopping (Shopping experiences) Internet Usage (How you use the internet) Vehicles... 

Goodwin Recruiting

General Manager for Michelin Starred Restaurant JN -022025-154323 Job at Goodwin Recruiting

General Manager for Michelin Starred Restaurant JN -022025-154323 General Manager for Michelin Starred Restaurant JN -022025-154323 1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.To Apply for this Job Click Here...