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

DeliverThat

Independent Catering Delivery Driver Job at DeliverThat

 ...where you're more than just a "number." We're looking for independent contract delivery drivers nationwide to handle same-day catering and other...  ...maximizing your earnings JOB TYPE 1099 Independent Contractor Join DeliverThat and experience a delivery platform... 

Senior Ally Home Care

Caregiver Part Time Easy Client Quick Start 15-20 hours/week Job at Senior Ally Home Care

 ...Job Description Job Description QUICK START! PART TIME! 15 HRS PER WEEK! SET YOUR OWN SCHEDULE! We are looking for a Part Time...  ...near Monee Manhattan Rd and Harlem Avenue. The position is for 15 hours a week, and we can discuss daytime hours and days that work best... 

Actabl

Customer Success Manager Job at Actabl

 ...integrity organization. Delight the Customer : We aim to delight our customers in the...  ...In this role you will: A Customer Success Manager at Actabl Plans and implements outbound...  ...work independently as this is a fully remote position Experience in Excel, Word &... 

Westchester Jewish Community Services

Compliance Officer Job at Westchester Jewish Community Services

 ...Overview: WJCS is seeking a dedicated and experienced Compliance Officer to join our team. This role oversees the implementation and management of the agency-wide Compliance program and provides expert guidance to management on regulatory and operational matters. Reporting... 

WellSpan Health Services

Registered Nurse - Lactation Consultant - Evening/Night Job at WellSpan Health Services

 ...patient and family-centered care based on the nursing process and according to the clinical standards of the hospital. The Lactation Consultant (LC) functions to enhance the normal process of lactation and to assess, prevent, and manage lactation problems. The LC is a...