Careers in Wealth Management

About Zuckerman Investment Group

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, business executives and young professionals.

Zuckerman Investment Group offers a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment.

Job Description

Zuckerman Investment Group is looking for a Trading Associate with three to seven years of experience to join our team. This position is a unique opportunity to participate in the expansion of an established wealth management firm and offers great growth potential. You will gain valuable experience and knowledge as you execute across several aspects of the investment and wealth management business with the opportunity to take ownership of, and further develop, this important function within the firm and make increasingly strategic contributions over time.

JOB FUNCTION RESPONSIBILITIES: 

• Execute, with the guidance of the portfolio manager, all aspects of security trading processes, including security setup, order creation, third party trading communication, allocations and trade reconciliation

• Support the portfolio management process and decision making, including data collection, reporting, analysis, individual account management, position sizing and ad hoc special projects

• Work to continually improve the firm’s reporting, portfolio management, trading, allocation and reconciliation capabilities and processes

• Build productive working relationships, both internally with senior leadership, portfolio managers and advisors and externally with brokers, trading partners and custodians

• Ensure data integrity throughout the portfolio management and trading processes and complete compliance with the firm’s policies and procedures

• Assist with due diligence on existing and prospective security holdings, including investigative field research, reading transcripts and financial documents, data collection and analysis and financial modeling

• Prepare materials for client meetings to support the generation of financial recommendations, including data collection and analysis, researching regulatory, tax and estate planning policy, financial modeling and pictorially and verbally communicating counsel

• Prepare and maintain sales and marketing materials and communications, including regular, recurring financial market and economic overviews, commentaries, and non-recurring special projects regarding current and timely financial and economic events

SKILLS & EXPERIENCE: 

• Unbreachable ethical standards and personal integrity

• Highly organized, extremely detail-oriented, and able to multi-task with time-sensitive items

• Comfortable working within, and continually improving, technology-driven and -enabled systems and processes

• Proficiency with Microsoft Office, particularly Microsoft Excel

• Professional experience trading securities preferred, but not required

• Experience with SS&C Advent’s APX and Moxy preferred, but not required

• Experience with Orion, RedBlack preferred, but not required

• Experience with Bloomberg and FactSet preferred, but not required

• Experience with SQL Server preferred, but not required

EDUCATION QUALIFICATIONS: 

• Bachelor’s Degree

• Maintain CFA® designation preferred

• Interest in pursuing the CFA® professional designation

• 3+ years of relevant experience

SALARY AND BENEFITS: 

The base pay range for this position is $75,000 – $125,000 annually. Actual compensation may vary based on factors such as education, experience, and skills.

Please note that salary is only one component of total compensation. We provide industry-competitive salaries and significant incentive plan opportunities, a generous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disability programs, a hybrid work environment and paid-time-off programs and opportunities for growth within the firm.  This role is also eligible for bonus, subject to company policy.

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience.

Visa sponsorship is not available for this position.

Apply Now

About Zuckerman Investment Group

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, business executives and young professionals.

Zuckerman Investment Group offers a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment.

Job Description

Zuckerman Investment Group is looking for a Trading Associate to join our team. This position is a unique opportunity to participate in the expansion of an established wealth management firm and offers great growth potential. You will gain valuable experience and knowledge as you execute across several aspects of the investment and wealth management business with the opportunity to take ownership of, and further develop, this important function within the firm and make increasingly strategic contributions over time.

JOB FUNCTION RESPONSIBILITIES: 

• Execute, with the guidance of the portfolio manager, all aspects of security trading processes, including security setup, order creation, third party trading communication, allocations and trade reconciliation

• Support the portfolio management process and decision making, including data collection, reporting, analysis, individual account management, position sizing and ad hoc special projects

• Work to continually improve the firm’s reporting, portfolio management, trading, allocation and reconciliation capabilities and processes

• Build productive working relationships, both internally with senior leadership, portfolio managers and advisors and externally with brokers, trading partners and custodians

• Ensure data integrity throughout the portfolio management and trading processes and complete compliance with the firm’s policies and procedures

• Assist with due diligence on existing and prospective security holdings, including investigative field research, reading transcripts and financial documents, data collection and analysis and financial modeling

• Prepare materials for client meetings to support the generation of financial recommendations, including data collection and analysis, researching regulatory, tax and estate planning policy, financial modeling and pictorially and verbally communicating counsel

• Prepare and maintain sales and marketing materials and communications, including regular, recurring financial market and economic overviews, commentaries, and non-recurring special projects regarding current and timely financial and economic events

SKILLS & EXPERIENCE: 

• Unbreachable ethical standards and personal integrity

• Highly organized, extremely detail-oriented, and able to multi-task with time-sensitive items

• Comfortable working within, and continually improving, technology-driven and -enabled systems and processes

• Proficiency with Microsoft Office, particularly Microsoft Excel

• Professional experience trading securities preferred, but not required

• Experience with SS&C Advent’s APX and Moxy preferred, but not required

• Experience with Orion, RedBlack preferred, but not required

• Experience with Bloomberg and FactSet preferred, but not required

• Experience with SQL Server preferred, but not required

EDUCATION QUALIFICATIONS: 

• Bachelor’s Degree
• GPA of 3.5 or above preferred

• Maintain CFA® designation preferred

• Interest in pursuing the CFA® professional designation

SALARY AND BENEFITS: 

The base pay range for this position is $75,000 – $115,000 annually. Actual compensation may vary based on factors such as education, experience, and skills.

Please note that salary is only one component of total compensation. We provide industry-competitive salaries and significant incentive plan opportunities, a generous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disability programs, a hybrid work environment and paid-time-off programs and opportunities for growth within the firm.  This role is also eligible for bonus, subject to company policy.

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience.

Visa sponsorship is not available for this position.

Apply Now

About Zuckerman Investment Group

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, business executives and young professionals.

Zuckerman Investment Group offers a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment.

Job Description

Zuckerman Investment Group is seeking a seasoned professional with 5+ years investment management and portfolio management experience. The ideal candidate will ensure that our investment portfolios align with each client’s objectives, risk tolerance, and regulatory requirements. This role requires a strong strategic mindset, deep investment knowledge, and a proven ability to understand and meet client needs, all while maintaining a focus on delivering consistent, long-term investment performance.

JOB FUNCTION RESPONSIBILITIES: 

• Exemplifies the core values of Zuckerman Investment Group.

• Willingness and ability to speak with high net worth clients.

• Demonstrates a deep understanding of financial markets with the ability to provide tailored investment solutions.

• Ability to consume, distill large quantities of information and develop insights from vast sources of information, including research reports, industry news, daily news publications, company press releases, etc.

• Ability to build and maintain detailed financial models.

• Ability to write detailed investment memorandums.

• Develop and maintain research relationships including company management, industry contacts, and research vendors.  Participate in marketing meetings with consultants, advisors, clients and prospects.

• Performs thorough fundamental analysis of companies across all sectors.

• Generate research and recommend new equity ideas within our investment process.

• Conducts in-depth research and analysis on market trends, economic conditions, and potential investment opportunities to inform decision-making.

• Identifies and mitigates risks associated with client portfolios, ensuring compliance with regulatory requirements, and managing exposure to various asset classes.

SKILLS & EXPERIENCE: 

• 5+ years of related investment and portfolio management experience required.

• Outstanding work ethic, attention to detail and ability to work well on a team and cross functionally.

• Proven ability to grasp and comprehend highly complex, widely varied problems and concepts and then communicate them in a simple, straightforward manner.

• Maintains the highest standard of professionalism, integrity, and confidentiality.

• Maintains strong communication and working relationships with team members.

• Provides clear and efficient communication to leadership team and partners.

• Insatiable intellectual curiosity and an unrelenting desire to learn and understand “how things work”.

• Proficiency with the Microsoft Office Suite .

• Proficiency with FactSet and/or Bloomberg.

EDUCATION QUALIFICATIONS: 

• Bachelor’s Degree

• Master’s in Business Administration (preferred)

• Maintain CFA® designation (preferred)

SALARY AND BENEFITS: 

The base pay range for this position is $125,000 – $200,000 annually. Actual compensation may vary based on factors such as education, experience, skills, and location.

Please note that salary is only one component of total compensation. We provide industry-competitive salaries and significant incentive plan opportunities, a generous profit sharing 401(k) retirement plan, health insurance, life insurance, short-term and long-term disability programs, a hybrid work environment and paid-time-off programs and opportunities for growth within the firm.  This role is also eligible for bonus, subject to company policy.

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience.

Visa sponsorship is not available for this position.

Apply Now

About Zuckerman Investment Group 

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, business executives and young professionals.

Zuckerman Investment Group offers a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally and are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment.

JOB DESCRIPTION:

Zuckerman Investment Group is seeking motivated and intellectually curious graduate interns with a strong interest in investment research and financial markets. The ideal candidate is a driven, hardworking continuous learner who is passionate about in-depth fundamental analysis and understanding how businesses and markets operate.

This internship offers hands-on exposure to equity research and portfolio management. Interns will develop strategic thinking, investment and business knowledge, and analytical skills while working closely with experienced investment professionals.

JOB FUNCTION RESPONSIBILITIES: 

• Exemplify the core values of Zuckerman Investment Group.

• Assist in sourcing, researching, and evaluating new equity investment ideas within the firm’s investment process.

• Support the development and maintenance of detailed financial models, including company forecasts and valuation analyses

• Contribute to the preparation of investment memorandums and internal research materials.

• Help maintain and develop research relationships by assisting with interactions with company management, industry contacts, and research vendors.

• Perform fundamental analysis of companies across a variety of sectors under the guidance of senior investment professionals.

• Develop actionable insights by consuming and distilling large quantities of information from a variety of sources, including, but not limited to, research reports, industry news, news publications, company press releases and presentations, social media, primary sources, subject matter experts, etc.

• Conduct research and analysis on broad market trends, industry specific developments, economic conditions, and regulatory, fiscal and monetary policy to inform decision-making.

• Gain exposure to client portfolio discussions, including observing or assisting in communications with high-net-worth clients regarding their investment portfolios.

• Participate in marketing meetings with consultants, advisors, clients and prospects under the guidance of senior investment professionals.

• Build foundational knowledge of financial markets and assist in developing tailored investment insights and solutions.
• Support risk analysis efforts in client portfolios, managing exposure to various asset classes and ensuring compliance with regulatory requirements.

SKILLS & EXPERIENCE: 

• Currently pursuing a Master’s degree in Finance, Economics, Accounting, Business, or a related field.

• Demonstrated interest in investment research, financial markets, and portfolio management through coursework, internships, academic projects, or personal investing.

• Exposure to researching companies, including financial analysis, valuation, or industry research.

• Previous experience researching software and technology companies preferred but not required.

• Highest standards of professionalism, integrity, and confidentiality.

• Outstanding work ethic, attention to detail and ability to work well on a team and cross functionally.

• Proven ability to grasp and comprehend highly complex, widely varied problems and concepts and then communicate them in a simple, straightforward manner.

• Insatiable intellectual curiosity and an unrelenting desire to learn and understand “how things work.”

• Demonstrated ability to build strong relationships and communicate clearly and effectively with all members of the firm, including firm leadership and Partners.

• Proficiency with Microsoft Office.
• Familiarity with financial data platforms such as FactSet and/or Bloomberg preferred, but not required; willingness and ability to learn is essential.

EDUCATION QUALIFICATIONS: 

• Currently pursuing or recently completed a Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.

• Minimum GPA of 3.5 on a 4.0 scale required (overall or major GPA); academic excellence strongly preferred.

• Enrollment in or pursuit of a Master’s degree (e.g., MBA, MS in Finance or Economics) is preferred but not required.

• Pursuing or interest in pursuing CFA® Charterholder (preferred)

COMPENSATION:

The salary range for this position is $10,000 to $15,000 per month, depending on factors such as relevant experience, skills, job-related knowledge, individual performance, job level, and market location. Actual compensation offered may vary based on these factors.

Visa sponsorship is not available for this position.

Apply Now