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

Safety Partners

Consulting Safety Officer - EHS Project Specialist Job at Safety Partners

 ...Job Description Safety Partners is a Bedford-based Environmental Health & Safety (EHS) consulting company specializing in supporting life science and biotech companies. As a Consulting Safety Officer (CSO), you will have the continual opportunity to create, implement... 

Amartha

Team Leader Tenggarong Job at Amartha

 ...Kami mencari Business Manager (Team Leader) yang berpengalaman untuk memimpin dan mengawasi pekerjaan karyawan di perusahaan kami. Tugas...  ...tim marketing/business partner dalam hal kinerja dan pencapaian target Melakukan market review dan menjalankan strategi untuk... 

Eddy County

SAFETY OFFICER Job at Eddy County

 ...BRIEF DESCRIPTION: Under direct supervision of the Office of Emergency Management Director, Safety Officer is responsible for ensuring the safety of personnel and property by managing a comprehensive safety program, including safety policy development, accident investigations... 

Flourish Culture

Well-paid ESL Teacher Job at Flourish Culture

 ...teaching facilitiesInteractive teaching materials ready What We Offer:13000-22000rmb monthly total salary after tax or more Monthly housing allowance or free furnished apartmentAirfare bonusPaid professional trainingFree hotelFree insurance Free visa help

Garver

GIS Analyst Job at Garver

Careers GIS Analyst Fayetteville, Arkansas Job Description The Garver Geospatial Solutions Team is looking for a GIS Analyst to join our Fayetteville,AR based team. This role will support the team and existing clients to provide a wide variety of GIS and mapping...