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Research Associate

Employer
Zuckerman Investment Group
Location
Chicago, Illinois
Salary
Compensation based on experience.
Closing date
Jun 7, 2024

View more

Job Function
Investment Advisor/Consultant
Industry Sector
Private Wealth Management Firm
Employment Type
Full Time
Education
Bachelors

Job Details

Zuckerman Investment Group is looking for a Research Associate to join our investment team. This position is a unique opportunity to participate in the growth of an established wealth management firm and offers great growth potential. This position is located in Chicago, Illinois with a hybrid home/office work arrangement. 

Responsibilities 

  • Assist with due diligence on existing and prospective equity holdings, including investigative field research, reading transcripts and financial documents, data collection and analysis and financial modeling 
  • Writing letters and investment reports 
  • Creating presentation materials 
  • Support the portfolio management process and decision making, including data collection, reporting, analysis, individual account management, position sizing and ad hoc special projects 
  • Liaison between investment team and trading and operations team including generating reports 
  • Build productive working relationships, both internally with senior leadership, portfolio managers and advisors and externally with brokers, dealers and custodians  

 

Qualifications 

  • Bachelor’s degree 
  • 3+ years of work experience 
  • CFA or interest in getting a CFA
  • Unbreachable ethical standards and personal integrity 
  • Highly organized, extremely detail-oriented, and able to multi-task with time-sensitive items 
  • Thorough understanding of financial modeling and valuation methods 
  • Excell written and verbal communication skills 
  • Passion for investing and learning about businesses 
  • Critical thinking  
  • Comfortable working within, and continually improving, technology-driven and -enabled systems and processes 
  • Proficiency with Microsoft Office, particularly Microsoft Excel 
  • Professional experience trading equity and fixed income securities preferred, but not required 
  • Experience with SS&C Advent’s APX and Moxy preferred, but not required 
  • Experience with Bloomberg and FactSet preferred, but not required 

Company

Zuckerman Investment Group is an independent investment management firm located in downtown Chicago that provides individuals and families with a complete offering of financial counseling and investment management services.

The firm was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman, following Sherwin’s distinguished, 30-year career as an early partner at Harris Associates L.P. Sherwin and Daniel created and built the firm to ensure that families can continue to benefit, across multiple generations and for many decades to come, from our firm’s time-tested and proven approach to family wealth management.

Today, Zuckerman Investment Group provides trusted financial counsel to more than 100 families, managing more than $950 million on their behalf.

 

Company info
Website
Telephone
3129488000
Location
155 North Wacker Drive
SUITE 1700
Chicago
IL
60606
US

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