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

Accelerated Growth Studio

SDR Job at Accelerated Growth Studio

 ...Sales Development Representative (SDR) Accelerated Growth Studio We're looking for a highly organized, proactive SDR to help drive revenue by managing outbound pipeline, nurturing warm leads, supporting partnerships, and keeping our sales engine running smoothly.... 

Southeast Aerospace, Inc.

Electronic Assembler Job at Southeast Aerospace, Inc.

JOB DESCRIPTION & REQUIREMENTS:Assemble, test, troubleshoot avionics equipment for...  ...~Ensure the quality of work performed meets FAA data and the manufacturers...  ...serviceable working condition~Assemble electronic components, circuit boards, and wiring harnesses... 

U.S. Bank

Mortgage Loan Originator Job at U.S. Bank

 ...Day One. Job Description Originates mortgage loans in an assigned metropolitan territory...  ...applications, conducts preliminary underwriting reviews, submits loan applications to processing...  ...experience. This role is posted as remote; however, candidates who are located... 

Essentia Health

Registered Nurse (RN) Circulator - Surgery - PRN Job at Essentia Health

 ...tuition reimbursement, and educational programs. To help you thrive both at work and at home, we provide flexible scheduling, generous time off, and wellness resources focused on your physical, mental, and emotional health. Please note that benefit eligibility may vary.... 

Prisma Health

Virtual Social Worker, Hospice, Part Time, Weekends Job at Prisma Health

 ...Job Summary To deliver varied social work services to Hospice patients and their families...  ...residents and patients in CRCF's in their home to offer support. Acts as a patient/...  ...and religious modes. Work Shift Weekend Shift (United States of America) Location...