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

Aperion Care

Regional Nurse Consultant (RN) Job at Aperion Care

 ...Regional Nurse Consultant Long-Term Care - Registered Nurse (RN) - Psychiatric experience preferred - 5 years experience in Long-Term Care ROLE DESCRIPTION: The Regional Nurse Consultant (Chicagoland) LTC while supporting and assisting with the implementation... 

ARK Solutions, Inc.

Okta Engineer Job at ARK Solutions, Inc.

 ...Associate Account/Delivery Manager at ARK Solutions, Inc. Washington, DC (Onsite)Job Description:Seeking a Senior System Engineer with OKTA expertise and possess experience on:10+ Years of IT Experience3+ direct years of experience engineering and providing operations... 

Titan Placement Group

Psychiatric Mental Health Nurse Practitioner (PMHNP) Job at Titan Placement Group

 ...Psychiatric Mental Health Nurse Practitioner (PMHNP) A PMHNP is needed in Sharon, PA. Sharon is known for its historical industrial heritage, particularly in steel and manufacturing. The city was a significant player in the steel industry, contributing to... 

NIS EXPRESS

CDL-A Dedicated Drivers | $1,400 Weekly | $0.75 - $0.85 CPM | Weekends Off Job at NIS EXPRESS

 ...Run lift-gate dry van on dedicated RenoElko corridor. Drop & hook + live unload mix. Weekends off, Day-1 pets, and premium CPM for experience. Route & Schedule Base: Stockton, CA terminal Lanes: CA + NV heavy Reno to Elko Home Time: Weekends off with... 

ROME GROUP

Chief People Officer (St. Louis) Job at ROME GROUP

 ...Effective communicators Self-directed Value-adders Have a growth mindset and high EQ Position summary As our Chief People Officer , you are not just leading HR you are the architect of our organizations people experience. Equal parts strategist, culture...