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

Capital Senior Living

Activities Director Job at Capital Senior Living

 ...paid training for career advancement***Benefit eligibility dependent on employment status**Eligibility based on locationActivities Director Responsibilities include:Planning, scheduling, and implementing activities for a weekly calendar, considering resident... 

Ron Sunshine Associates LLC

Medical Technologist or Medical Laboratory Technician (ASCP) Job at Ron Sunshine Associates LLC

 ...TITLE: Medical Laboratory Tech Location: Columbus, OH Would you like to work in a facility that will allow you to have work/life balance? Would you be interested in working at a small community hospital and have impact on outcomes and not be just an employee of... 

Whole Foods Market

In-Store Shopper (Online Orders) - Part Time Job at Whole Foods Market

 ...than just the work you do- it's about your personal growth and creating meaningful change....  ...great time to join #TeamWFM.As an In-Store Shopper, youll work on the Store Support team...  ...mobile) device to fulfill orders Fulfills online orders efficiently, accurately and with a... 

Katalyst HealthCares & Life Sciences

Sr.Clinical Data Manager Job at Katalyst HealthCares & Life Sciences

 ...Job Title Responsibilities: Provide leadership, strategic planning, direction and implementation of clinical systems for data collection which may include vendor selection, budgeting, resource planning, vendor oversight, EDC build and study timelines, etc. Perform or... 

Jay Hatfield Auto Group

Motorsports Service Advisor Job at Jay Hatfield Auto Group

Our established business is opening a new store in your area and our service department is in need of a Service Advisor to help keep up with the fast pace, daily demands of our great customers.As a Service Advisor, you will own our customers experience in the service...