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

Tiffany & Co.

Industrial Performance Analyst Job at Tiffany & Co.

The Industrial Performance Analyst at Tiffany & Co. in New York will transform data into actionable insights, supporting strategic priorities across the organization. The role involves developing performance reports, optimizing workflows, and leading cross-functional projects... 

Lallaks Delivery Service

Commercial Driver's License A/B Truck Driver Job at Lallaks Delivery Service

 ...Job Description Job Description We are seeking a skilled and reliable Truck Driver to join our team. The ideal candidate will have experience in various types of truck driving, including but not limited to tractor-trailer, flatbed, and refrigerated trailer operations... 

Royal Caribbean Group

Casino Cashier Job at Royal Caribbean Group

QUALIFICATIONS Two years cash handling experience in a customer contact position within the casino, hotel, banking or related industry . Proven customer service skills to interact appropriately with guests in a considerate, professional and positive manner by showing...

ClearanceJobs

TITLE 32 AIRPLANE PILOT Job at ClearanceJobs

 ...National Guard/h2pThis position is located at unit level in the Air National Guard (ANG) Aviation Wing, Operations Group at flying units in the ANG. Its paramount purpose is to pilot a unit-equipped (UE) airplane. In addition to piloting responsibilities, performs... 

Toolworks

On-Call Job Coach Fluent in American Sign Language (ASL) Job at Toolworks

 ...'s independence and inclusion. Key Responsibilities : Deliver culturally competent job coaching services in fluent American Sign Language (ASL) , tailored to Deaf clients' needs and communication preferences. Apply a strong understanding of Deaf culture and...