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

Jack Link's Protein Snacks

Packaging Engineer Job at Jack Link's Protein Snacks

 ...Jack Links, Lorissas Kitchen, MATADOR Jerky, BiFi and Peperami. Job Description Position Summary We are seeking a Packaging Engineer with a strong technical foundation and a collaborative mindset to support both primary and secondary packaging initiatives.... 

Recruit Right Strategies

Senior Human Resources Manager Job at Recruit Right Strategies

 ...Job Description Senior Human Resources Manager Automotive R&D & Technical Development Location: Novi & Auburn Hills, Michigan, Relocation assistance available Industry: Automotive OEM / R&D / Technical Applications Development Relocation Assistance Available... 

Cargill

Production Operator Job at Cargill

 ...This position is in Cargills protein and salt business, where we provide wholesome, high-quality food products to a wide range of customers, from foodservice operators and grocery stores to manufacturers and exporters. Job Location: Harrisonburg, VA Job... 

CHD Brand

Shared Living Provider Job at CHD Brand

Program OverviewCHDs Shared Living program provides an alternative residential setting to the 24hour group home. This model offers individuals receiving services through the Department of Developmental Services (DDS) an opportunity to live with someone who wants to... 

Pennsylvania Staffing

Patient Care Technician - Emergency Department Job at Pennsylvania Staffing

 ...development? If you're passionate about patient care and looking for a career that offers...  ...time, part-time, and casual patient care technicians (PCT) to support the Emergency Department...  ...Ladder, based on their individual experience and education. Responsibilities...