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

BMOC Inc

Maintenance Technician Job at BMOC Inc

 ...Job Title: Maintenance Technician Location: Madison Down Town Position Type: Full-Time Job Summary: BMOC inc. is seeking a...  ...Maintenance Technician to join our team at our student housing facilities. This role is vital in ensuring a clean, safe, and well-maintained... 

Catch Vibe Voice

Event Staff Job at Catch Vibe Voice

 ...motivated professionals can thrive and build long-term careers. Job Description We are seeking enthusiastic and reliable Event Staff to support the execution of live events, brand activations, and corporate experiences in Birmingham, AL. This role is ideal for... 

Kendo Brands, Inc.

Senior Manager, Social Marketing, NA Fenty (San Francisco) Job at Kendo Brands, Inc.

 ...group. A play on the words can do, Kendo has become the hub of creativity and next generation beauty product development for global Sephora channels and selective retailers outside of Sephora. Through original development, collaborations and acquisitions the Kendo... 

Great Bay Staffing Group

Nurse Anesthetist - CRNA Job at Great Bay Staffing Group

 ...Certified Registered Nurse Anesthetist (CRNA) Geneva, NY | No Call | No Weekends | Excellent Work-Life Balance Join an established anesthesia team in Geneva, New York, and enjoy a rewarding CRNA career in the picturesque Finger Lakes Region. This full-time, direct hire... 

McKinsey & Company

Executive Assistant Job at McKinsey & Company

 ...recruiting team will be celebrating the holidays and there will be no online application support available starting December 19th at 5:00pm...  ...work?related communications platforms ~ Strong typing and proofreading skills; ability to produce typed documents quickly and...