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

Dtcc

Associate Director, IT Embedded Risk Blockchain Job at Dtcc

A leading financial services infrastructure provider is seeking an IT Risk Management Associate Director in Coppell, Texas. The successful candidate will support audits and engagements, manage internal controls, and coordinate activities with risk management teams. Minimum...

TIBCO Software

Health Services and Informatics Research Summer Non-Clinical Intern Job at TIBCO Software

 ...Software Development Intern Parkview Health - Health Services and Informatics is looking for a motivated student to help with the development of a mobile application (written in Dart/ Flutter), its backend (PHP-MySQL/ Laravel), and its web management Health, Summer, Clinical... 

City of Manhattan, Kansas

Airport Maintenance Technician I Job at City of Manhattan, Kansas

 ...position, contact Unique Hiram at (***) ***-**** or ****@*****.***. Summary/Objective Contributes to the overall mission of the Airport Department by maintaining Airport infrastructure, facilities, and grounds. Performance of duties include building maintenance,... 

North Dakota State University

Nutrition Lab Manager -Animal Science Job at North Dakota State University

 ...Description & Details: The Department of Animal Science is looking for a dependable and reliable person to manage their Nutrition Laboratory that provides a broad range of support for department of animal sciences nutrition research, teaching, and Extension programs... 

MANTECH

Counterintelligence Requirements Officer Job at MANTECH

 ...MANTECH seeks a motivated, career and customer-oriented Counterintelligence Requirements Officer to join our team in the Springfield, VA. Responsibilities include but are not limited to: Provide CI program management support to the Chief, CI Operations. Provide...