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

Pottstown Nursing & Rehab

Paid Nurse Aide Training Job at Pottstown Nursing & Rehab

 ...communities we serve. Responsibilities: Start your health care career and change lives, including your own, and enroll in our Nurse Aide Training Program! The training is free, no experience required, only an interest in a career where you will compassionately care... 

Trinity Health

Nurse Extern - Post Surgical Unit Job at Trinity Health

**Employment Type:**Part time**Shift:**Night Shift**Description:****An Opportunity to Join our Remarkable Care as a Nurse Extern awaits YOU!!!!****_Trinity Health Oakland_** is a 497-bed community teaching hospital, level II trauma center and longtime leader in health... 

Milliman

Senior Healthcare Consultant Job at Milliman

Senior Healthcare Consultant Location Seattle, WA : Job Details Description Milliman's Medicaid Finance and Policy Practice is seeking a Senior...  ...onsite in one of the Milliman offices, the option to work remotely anywhere in the US is available. Compensation The... 

TEKsystems c/o Allegis Group

Mid Level Network Administrator with Security Clearance Job at TEKsystems c/o Allegis Group

This position requires an active DoD Clearance (Secret, Top Secret, Top Secret/SCI) Because an active or interim DoD clearance...  ...AFB, IL. This person will be working on base with other civilian contractors on an active Air Force base. Business Drivers/Customer Impact... 

Community Health Systems

ICU Staff Pharmacist NEW INCREASED PAY RATES Job at Community Health Systems

 ...saving opportunities. Performs other duties as assigned. Complies with all policies and standards. Qualifications ~ Bachelor's Degree in Pharmacy required or ~ Doctor of Pharmacy (PharmD) Doctor of Pharmacy (Pharm.D.) required ~0-1 years of hospital or...