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

UT Health East Texas

Patient Transporter Job at UT Health East Texas

Overview: Join our team as a day shift, full-time, Patient Care Technician in Tyler, TX. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better Thrive: We empower our team with career growth opportunities, tuition assistance, and resources... 

Caesars Entertainment

Cage Cashier Job at Caesars Entertainment

Job Posting At Caesars Entertainment, Inc., our Team Members create the extraordinary. We are the largest casino-entertainment company in the U.S. and one of the world's most diversified casino-entertainment provider. Our Caesars family is driven by our Mission, ...

bet365

Responsible Gaming Deputy Manager Job at bet365

 ...Founded by Denise Coates CBE, we now employ over 9,000 people and serve over 100 million customers in 27 languages. Our focus on In-Play betting has solidified our market-leading position, offering an unmatched experience across 96 sports and 700,000 streaming events. With... 

Pratt Industries

Material Handler for Paper Production Job at Pratt Industries

 ...Handler] As a Material Handler at Pratt Industries, you'll: Be responsible for staging the baled and loose raw materials for the paper mill; Operate intermittently Forklifts, Front End Loaders, and/or Bobcat mobile equipment; Operate various types of small to medium-sized... 

Memorial Health

Certified Registered Nurse Anesthetist (CRNA) (62674) Job at Memorial Health

 ...Overview Certified Registered Nurse Anesthetist (CRNA) Springfield Memorial Hospital - Springfield, IL ** $60,000 sign-on bonus for experienced CRNAs who commit to a one-year term. Additional $15,000 incentive for CRNAs with cardiac anesthesia experience. 8...