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

Baptist Health

Phlebotomist PT Days Job at Baptist Health

 ...Description: Seeking Patient Service Tech/Phlebotomy! Baptist Health Floyd Southern...  ...area Part-Time, 24 Hours a Week, 3 days a week rotating different hours We...  ...BLS course required, will provide training We offer competitive salaries and... 

ClearanceJobs

TITLE 32 AIRPLANE PILOT Job at ClearanceJobs

 ...National Guard/h2pThis position is located at unit level in the Air National Guard (ANG) Aviation Wing, Operations Group at flying units in the ANG. Its paramount purpose is to pilot a unit-equipped (UE) airplane. In addition to piloting responsibilities, performs... 

Amazon.com Services LLC

Manager, Supply Chain Management, Amazon Robotics Procurement , Robotics Supply Chain - Procurement Job at Amazon.com Services LLC

 ...? Answer yes to any of these and you will fit right in here at Amazon Robotics (AR). We are a smart team of doers that work passionately...  ...support you need to invent with us in ways that are rewarding, fulfilling and fun. The Robotics Supply Chain organization sources a... 

BDJ Trucking Co

CDL-A Team OTR Truck Drivers Job at BDJ Trucking Co

 ...Description **$1000.00 Signing Bonus** The BDJ Commercial Team Driver will manage scheduled freight on a long-haul basis....  ...and retain fuel/toll receipts QUALIFICATIONS CDL-A License Tractor-trailer driving experience of at least... 

Global Medical Response Inc

Helicopter Pilot - HAA Job at Global Medical Response Inc

 ...your passion is flying and you want to work in an environment where every second counts, contact us today! Were hiring a Helicopter Pilot to provide medical air transportation services to Med-Trans customers. Safety isa key pillar of ourservices Salary Range: $105,2...