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

FedEx Services

Seasonal Package Handler Job at FedEx Services

 ...application or hiring process should contact recruitmentsupport@fedex.com. Applicants have rights under Federal Employment Laws: Know...  ...of Homeland Security U.S. Citizenship and Immigration Services\' E-Verify program (For U.S. applicants and employees only). Please... 

Schneider

Dedicated Nighttime Truck Driver Job at Schneider

 ...Description: Dedicated Nighttime Truck Driver for O'Reilly Auto...  ...: Daily Experience: All CDL holders Join our team and...  ...stop-offs for each load. Drive within MA, ME, NY, and VT; we...  ...MA. Our company offers FREE CDL training programs to help you obtain... 

Prairie Band Construction Inc

Site Safety & Health Officer Job at Prairie Band Construction Inc

 ...Construction, a leader in commercial real estate developments comprising high-rise buildings, shopping centers, and industrial facilities, is seeking a Site Safety & Health Officer to join our team. This pivotal role is dedicated to fostering a safe and secure environment at... 

Northway Industries Inc

3rd Shift Plant Production - Cabinet Assembly / Machine Operator Job at Northway Industries Inc

Job Type Full-time Description Shift: 3rd (10 hrs/day) Monday night - Friday morning 8pm-6am Job Summary: Their duties include placing raw materials or products into manufacturing machines to aid the assembly process, prepares finished products and...

Target

Starbucks Team Leader Job at Target

 ...experience and certifications. In addition to your pay, Target cares about and invests in you as a team member, so that you can take care of yourself and...  ...areas of the store. At Target, we believe in our leaders having meaningful experiences that help them build...