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

Quality Choice Solutions

Sr/Lead Golang/Python Developer (W2 Only) (Pasadena) Job at Quality Choice Solutions

 ...Title: Sr/Lead Golang/Python Developer Location: Pasadena, CA (Hybrid/Onsite - local candidates preferred) Duration: 6+ Months to support Telephony application requirements. Must Haves: ~4-yr Technical Degree (CS or related) AND ~8 yrs of IT/Engineering AND... 

J.P. Morgan

VP Product, Digital Payments & Blockchain (San Francisco) Job at J.P. Morgan

 ...A leading financial institution is seeking a Product Manager for its blockchain initiatives. The successful candidate will develop innovative payment solutions, managing the end-to-end product life cycle. Applicants must have over 5 years in product management within... 

Philadelphia Housing Authority

Public Safety and Crime Analyst Job at Philadelphia Housing Authority

 ...evaluates data and information to assist in the resolution of criminal investigations and inform strategic decision making for the Philadelphia...  .... Minimum education Bachelors Degree in Criminal Justice, Information Systems, Public Administration, Computer Science... 

Top Level Promotions

Work from Home Office Support Assistant Job at Top Level Promotions

 ...multiple industries. This entry-level position includes full training for qualified candidates. Depending on your skills and interests...  ...remote position ~ Flexible hours (part-time or full-time)~ Paid training included ~ Entry-level position with advancement...