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:
To apply please provide a resume, and an investment memorandum representative of your best work to coreequityrecruiting@kovitz.com
ADDITIONAL ROLE INFORMATION
...scheduling, and managing interviews as well as travel and accommodation arrangements when needed. Making sure everyone is in the right place at the right time. Using Ashby (our ATS) and relevant recruiting tools to keep organized and help keep our busy team on track. Our...
...Job Description Job Description We are looking for an experienced Quality Control Manager to oversee construction projects and ensure they meet strict quality standards and specifications. Based in Norfolk, Virginia, this role involves monitoring all phases of construction...
...Boiler Operator Syracuse, New York Full Time The candidate will be responsible for operating complicated machinery and electrical components. The core hours are 6:00 am to 2:30 pm. What you'll do: Plan and perform all required operations to install, maintain and repair...
...projects forward? Do you enjoy leading teams to accomplish meaningful goals? If so, we are looking for you to join our team as a Case Manager . WHO WE ARE: Our mission-driven organization focuses on doing meaningful and impactful work in the world. We believe...
...Experience required. Decorate cakes of all colors and designs. Come up with new and innovative designs to help increase cake sales. Flexible hours. 24-30 hours needed per week. Dairy Queen (DQ) franchisees, employees and crew members have been focused on creating...