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

SYSTEM FREIGHT

CDL-A Driver Job at SYSTEM FREIGHT

System Freight, Inc., a leader in direct-to-store deliveries and fleet outsourcing services, is seeking a skilled CDL-A Driver to join our dedicated team. Our focus is on providing timely and efficient transportation solutions throughout the Northeastern United States.... 

undefined

Plant Maintenance Mechanic Job at undefined

 ...At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our future... were on the path to transforming the beverage industry... 

United Public Employees

Union Business Agent Job at United Public Employees

 ...United Public Employees Union Business Agent Based in Sacramento, CA Annual Salary Range: $69,293.00 $118,481.00 Job...  ...issue campaigns. Assist and train leaders to build stronger locals through internal organizing, and external organizing campaigns.... 

Kroger

DELI/COFFEE SHOP BARISTA Job at Kroger

 ...service standards by providing customers with prompt, quality coffee selection, purchase, and preparation. Demonstrate the company's...  ...experience Ability to complete Initial Store Training and pass barista certification with a score of 90% or better Ability to... 

Ascension Medical Group - Ascension

Pulmonary Disease - Physician Job at Ascension Medical Group - Ascension

 ...Pulmonary Disease - Physician at Ascension Medical Group - Ascension summary: This part-time night shift APP position at Ascension St. Vincent Hospital involves providing critical pulmonary and intensive care, including performing invasive procedures and collaborating...