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

Neal R Gross & Co

Transcript Processing Specialist Job at Neal R Gross & Co

 ...Description Job Description Job Title: Transcript Processing Specialist Neal R. Gross...  ...experience in a legal transcription, medical transcription or court reporting agency...  ...having tenure of 10+ years ~ Occasional remote work opportunities ~ A dynamic work environment... 

CyberCoders

Sales Director- Midwest Engineering Services - PES (Hiring Immediately) Job at CyberCoders

 ...Sales Director- Midwest Engineering Services - PES Sales Director- Midwest Engineering Services - PES 6 days ago Be among the first 25 applicants This range is provided by CyberCoders. Your actual pay will be based on your skills and experience talk with your recruiter... 

The University of Virginia

Housekeepers/Hotel Staff Job at The University of Virginia

 ...Housekeepers perform basic indoor and outdoor housekeeping duties including, but not limited to, dusting, vacuuming, mopping, cleaning bathrooms, and removing trash. They often work in teams to provide neat and safe environments for residents, staff, Housekeeper, Hotel... 

PandoLogic

Behavior Therapist For Autism (ABA) - Sign on Bonus Job at PandoLogic

 ...attainable, pre-set metrics at every level Join Our Team! Accel Therapies is looking for passionate and highly driven individuals to join...  ...of Associate Behavior Therapists! We're not your average ABA provider. Were a team of change-makers helping kids with... 

Manpower

Fulfillment Associate Chippewa Falls Job at Manpower

 ...3rd shift Base pay of $16 and $24 after 28 hours each week? $.50 increase in pay after 500 hours worked Entry level, no experience necessary Open to long-term or short-term candidates Safe work environment Multiple Shift Options!1st (Mon-Fri 7am-2...