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

Centerline Drivers

Local Stakebed Class C Driver Job at Centerline Drivers

 ...various components Freight Handling: Forklift, Pallet jack, Hand truck, Strapping Perform pre-and post-trip inspections Keep...  ...preferred Must have Forklift experience Valid driver's license Ability to pass a drug screen No DUI/DWI convictions... 

IP Casino Resort Spa

Security Officer Job at IP Casino Resort Spa

 ...value for our shareholders, our team members and our communities. Job Description Responsible for providing for the safety and security of guests, employees, and property and company assets. Circulate through hotel, casino, and outdoor areas looking for... 

Imprimis Group

Forklift Operator Job at Imprimis Group

 ...Forklift Operator (Certified & Entry-Level) DFW Metroplex Imprimis Group is actively recruiting Forklift Operators for several...  ...Operators: Current OSHA-compliant forklift certification or prior experience operating forklifts. Demonstrated knowledge of warehouse... 

Toll Brothers

2026 Internship Program: Social Media and Public Relations Intern Job at Toll Brothers

 ...well as social media savvy, superb interpersonal skills, strong proofreading skills, and solid organizational skills are required....  ...retaining some of the best professionals in the industry! APPLY ONLINE TODAY! Toll Brothers is committed to ensuring equal employment... 

Clarifi Staffing Solutions

Student Health Nurse (RN) - Elementary | IL Job at Clarifi Staffing Solutions

 ...Elementary School Nurse (RN) | Illinois | Immediate Opening Make a meaningful difference where it matters mostsupporting the health...  ...environment, and the chance to be a vital part of a student-centered school community. As the Elementary School Nurse,...