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

Corner Bakery

Restaurant Shift Supervisor Job at Corner Bakery

 ...Job Description Restaurant Shift Supervisor Corner Bakery Caf $21/Hr Lead the shift. Support the team. Deliver great guest experiences. Corner Bakery Caf is hiring a Restaurant Shift Supervisor to help run daily restaurant operations, coach team members,... 

Farm Job Search

Dairy Farm Herdsman Job at Farm Job Search

 ...Dairy Farm Herdsman (6125) Location: Iowa JobNumber: 6125 Herdsman Position available on a 500 cow, family-owned, modern dairy farm in East Central Iowa. Responsibilities include herd heath-detection and treatment of fresh, sick and mastitic cows, assisting with... 

GardaWorld Security Services U.S.

Surveillance Truck Gate Officer Job at GardaWorld Security Services U.S.

Job Description: GardaWorld Security Services is Now Hiring a Surveillance Security Ambassador! ($500.00 bonus offered for applicants with a Valid IL PERC Card) Ready to suit up as a Surveillance Security Guard? What matters most about a role like this is your...

Mass Markets

Call Center Representative (Blended) Job at Mass Markets

 ...-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries....  ...prizes ranging from electronics to dream vacations and sometimes even cars! Health Benefits:Full-time employees are eligible for... 

Family Dollar

Pest Services Manager Job at Family Dollar

Job Description Summary of Position Responsible for: Managing all store pest programs including scheduled, on-demand, and exclusion services. Principal Duties and Responsibilities Partner with Operations, Legal, Compliance and other stakeholders as...