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

Toyota of Cleveland

Auto Detailing Job at Toyota of Cleveland

Detailers are responsible for making the interior and exterior of an automobilelook neat and clean using a variety of cleaning equipment and products; these professionals have an eye for cleanliness and inspection.

Ivy Park at Otay Ranch

Concierge Job at Ivy Park at Otay Ranch

 ...benefits: ~ Medical, Dental, and Vision benefits ~ Vacation, Personal Day, Sick Pay, Holidays ~ Complimentary Meals ~ Company...  ...restaurants and Starbucks, right across the street. The Concierge is responsible for greeting visitors, fulfilling resident requests... 

Securitas

Overnight Security Officer Job at Securitas

 ...Overnight Security Officer Wage: $16.00-17.00/ hour Must have weekend availability We help make your world a safer place....  ...culture, help define who we are and guide our actions. No experience necessary! If you have retail, food service or hospitality industry... 

United States Senate Sergeant at Arms

Proctor (Live-In) #652 (Washington) Job at United States Senate Sergeant at Arms

 ...Proctor (LiveIn) #652 United States Senate Sergeant at Arms Target Hiring Range: $61,290$63,000 Department: Page Program Posting Dates: 12/22/2025 1/12/2026 Pay Grade: $61,290$107,311 Work Hours: Shifts 4pm12am, 12am8am, weekends FLSA Status: NonExempt... 

Cascade Contracting & Services, LLC.

Security Guard Job at Cascade Contracting & Services, LLC.

 ...Job Description Cascade Contracting & Services is currently looking to hire a Security Guard on a full time, permanent basis. This position must be performed onsite at Joint Base Pearl Harbor Ford Island in Honolulu, HI and requires the ability to obtain and maintain...