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

Johnson & Johnson

Manager, Observational Health Data Analytics Job at Johnson & Johnson

 ...At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex...  ...degree in biostatistics, public health, epidemiology, informatics, computer science, or related disciplines. A graduate degree (... 

Belcan

Mechanical Design Engineer Job at Belcan

 ...Job Description Job Title: Design Engineer II Location: Bethel, CT Zip Code: 06801 Duration: 12 Months Pay Rate: $60.2...  ...practices. Required Qualifications: Bachelor's degree in Mechanical Engineering, Electrical Engineering, or related field. 3-6... 

Sanofi

Global Medical Affairs Director - Oncology Job at Sanofi

 ...Job Title: Global Medical Affairs Director - Oncology Location: Cambridge, MA / Morristown, NJ About the job About us: In order to pursue Sanofis purpose of Chasing the miracles of science to improve peoples lives, Specialty Care Medical Affairs have... 

Law Firm Company

Attorney Job at Law Firm Company

Sacramento/ Roseville (California) area mid-size defense law firm seeks a 6-15+ year attorney. Must be admitted to CA bar. Personal Injury / General Liability Defense experience required. Federal Court experience a plus. The right candidate will be motivated and a self... 

BERING STRAITS GLOBAL INNOVATIONS LLC

Quality Control Manager Job at BERING STRAITS GLOBAL INNOVATIONS LLC

 ..., alarm system monitoring service, plumbing, heating and air conditioning, and other related services: About this position: Quality Control Manager Apra Habor, Guam Bering Straits Global Innovations, a subsidiary of Bering Straits Native Corporation, is currently...