Careers

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1.3 billion for multi-generational families. We are located in downtown Chicago and provide individuals and families with a complete offering of financial counseling and investment management services.

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

We are looking for a highly motivated and extremely detail-oriented individual to support and enhance the firm’s business development and marketing efforts. By considering Zuckerman Investment Group, you have a passion for sales and marketing and a curiosity about the wealth management industry.  As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm, providing support to senior leaders, and working directly with the Sales & Marketing Associate and CEO. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

• Support the sales and marketing team as they strategize customized tactics to gain new clientele
• Maintain the firm’s sales data to produce and analyze weekly reports
• Assist in managing, writing, designing, and executing the firm’s content calendar
• Support the marketing team with brand management across all platforms
• Maintain an award application calendar and assist in the application process for company and individual advisor awards
• Assist with preparation and execution of all in-person and/or virtual events
• Design, update, and distribute weekly decks for all-company meetings, trainings, and sales meeting
• Support the firm’s day-to-day office needs including preparation for client meetings, company lunches, and product replenishment

Requirements

• Bachelor’s degree (by June 2024) in marketing, sales, communications, PR, or related major
• Previous internship experience
• Highly organized, extremely detail-oriented, and desire and ability to solve complex problems
• Excellent verbal and written communication skills

Preferred Qualifications

• Experience with Adobe Creative Cloud preferred but not required
• Proficient in Microsoft Office Suite
• 1-3 years of professional experience
• GPA of 3.8 or above

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1.3 billion for multi-generational families. We are located in downtown Chicago and provide individuals and families with a complete offering of financial counseling and investment management services.

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

We are looking for a highly motivated and extremely detail-oriented individual to work alongside the firm’s sales and marketing to enhance the firm’s business development efforts. By considering Zuckerman Investment Group, you have a passion for sales and marketing and a curiosity about the wealth management industry.  As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm, providing support to senior leaders, and working directly with the Sales & Marketing Associate and CEO. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

• Research, propose, and execute customized tactics with the sales & marketing team to gain new clientele
• Maintain the firm’s sales data to produce and analyze weekly reports
• Ensure brand consistency across all platforms through highly organized and detail-oriented brand management
• Manage, write, design, and execute the firm’s content calendar
• Maintain an award application calendar and assist in the application process for company and individual advisor awards
• Preparation and execution of all in-person and/or virtual events
• Design, update, and distribute weekly decks for all-company meetings, trainings, and sales meeting
• Support the firm’s day-to-day office needs including preparation for client meetings, company lunches, and product replenishment

Requirements

• Bachelor’s degree in marketing, sales, communications, PR, or related
• 1-5 years of professional experience
• Highly organized, extremely detail-oriented, and desire and ability to solve complex problems
• Excellent verbal and written communication skills

Preferred Qualifications

• Experience with Adobe Creative Cloud preferred but not required
• Proficient in Microsoft Office Suite

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing, independent registered investment advisory firm. From our headquarters in downtown Chicago, we provide a comprehensive offering of asset management, wealth management and estate counseling services to more than 160 multi-generational family groups and manage over $1 billion of assets on their behalf.

We are a results-driven firm with high-achieving, motivated employees who value opportunities to take on complex problems and 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 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. This position is located in Chicago, Illinois with a hybrid home/office work arrangement.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

• Execute, with the guidance of the portfolio manager, all aspects of the equity and fixed income trading process, including security setup, order creation, dealer communication, negotiation, 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, dealers and custodians
• Ensure data integrity throughout the portfolio management and trading processes and complete compliance with the firm’s policies and procedures

Qualifications

• Bachelor’s degree
• 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 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

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 wealth management interns to join us for Summer 2023. You will gain exposure to all aspects of a wealth management firm by providing support to the relationship management, sales, investments, trading, portfolio management, and operations teams. This position is an excellent first step for someone looking to learn more about wealth management.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

• Work closely with experienced client advisors, shadowing and supporting them as they provide personalized financial counseling services to clients
• Introduction to the sales and marketing strategies of a growing wealth management firm, including webinars and content distribution.
• Assist in maintaining the firm’s client relationship and portfolio management systems by updating client information, entering important notes, generating reports, and reviewing the integrity of data
• Support the execution of day-to-day client requests, such as assisting in completing client paperwork utilizing various custodial systems
• Execute projects in investments, operations and compliance to enhance our wealth management capabilities

Qualifications

• Rising Sophomore, Junior or Senior – Graduating between Dec 2023-May 2025
• Minimum GPA: 3.8
• Highly organized, extremely detail-oriented and able to multi-task with time-sensitive items
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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

We are looking for a highly motivated and extremely detail-oriented individual to enhance processes within the firm’s finance, accounting, reporting and compliance functions. By considering Zuckerman Investment Group, you have decided to look beyond the ordinary public accounting firm and enjoy a unique opportunity to participate in the expansion of an established firm. As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm, providing support to senior leaders, and working directly with the head of finance and leadership team. 

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

• Maintain the firm’s books and records to produce and analyze monthly financial statements
• Coordinate with third-party accounting firms to facilitate the preparation of our company tax returns and annual private fund audit
• Update, gather and distribute data related to the firm’s private funds
• Support the firm’s client billing process by calculating, processing, and reconciling quarterly fees and client statements
• Support the firm’s accounts payable and receivable functions
• Manage relationships with the firm’s banks and vendors  
• Assist with the preparation of annual business filings and insurance renewals
• Assist in annual and quarterly regulatory filings and compliance reviews
• Execute various projects within the finance function to enhance processes and reporting needs

Requirements

• Bachelor’s Degree in Accounting
• 0 – 5 years of professional experience
• Passion for numbers
• Highly organized, extremely detail-oriented and desire and ability to solve complex problems
• Excellent verbal and written communication skills

Preferred Qualifications

• Experience with Intuit QuickBooks preferred but not required
• Certified Public Account (CPA) or desire to pursue CPA credential

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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

We are looking for a highly motivated and extremely detail-oriented individual to enhance processes within the firm’s family office function. By considering Zuckerman Investment Group, you have decided to look beyond the ordinary public accounting firm and enjoy a unique opportunity to participate in the expansion of an established firm. As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm, providing support to senior leaders, and working directly with the head of family office.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

• Coordinate with third-party accounting firms to complete the family office tax returns
• Facilitate tax operations for clients, including generating quarterly gain/loss projections, distributing 1099s, and managing relationships with client accountants
• Complete day-to-day operations for family office clients, including money movements, new account setup, preparing for review meetings and other projects as needed
• Perform reconciliation and quality control procedures to ensure the accuracy cost basis
• Maintain and review account performance records and portfolio valuations
• Assist in tax planning and strategic planning for family office clients
• Execute various projects within the family office function to enhance processes and reporting needs

Requirements

• 1 – 5 years of professional experience
• Passion for numbers
• Highly organized, extremely detail-oriented and desire and ability to solve complex problems
• Excellent verbal and written communication skills

Preferred Qualifications

• Experience in high net worth tax services, estate planning, or family office preferred
• Certified Public Account (CPA) or desire to pursue CPA credential

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 an Associate to join our team. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential. You will gain exposure to all aspects of a wealth management firm by providing support to the relationship management, investment, portfolio management, compliance and sales teams. This position has the potential to develop into one of several different career paths, including client service, client operations, investment operations, and business development.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19. 

Responsibilities

• Develop an understanding of the interplay between relationship management, investments & sales
• Support client advisors in the execution of core client processes
• Complete day-to-day client requests, including money movements, new account setup, preparing for client meetings and other projects as needed
• Learn the inner workings of our key technological systems
• Maintain essential relationship management, sales and investment data in our client relationship management system (CRM)
• Coordinate with custodians on items such as client money movements, account openings, post-trade processing, voluntary corporate actions, and tax mailings
• Participate in the reconciliation, allocations & settlements processes
• Assist in various projects to support the investment and portfolio management teams

Qualifications

• Bachelor’s Degree
• Preferred Majors: Business, Finance, Economics, Accounting, Business Development, Marketing
• Minimum GPA: 3.6
• Highly organized, extremely detail-oriented and able to multi-task with time-sensitive items
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite
• Interest in taking one of the CFP, CPA or CFA exams

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 Client/PM Associate to join our team. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential. You will gain exposure to all aspects of a wealth management firm by providing support to the relationship management, trading, investment, portfolio management, and operations teams. 

Responsibilities

Zuckerman Investment Group is looking to add an experienced investment analyst to our investment team. The Client/PM Associate is responsible for:

• Establish and cultivate trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies
• Monitor current portfolio positions and relevant market developments, peer activity and industry news
• Prepare performance reports and other data for clients, that may involve evaluating account performance, analyzing investment portfolios, and generating quarterly investment performance monitors
• Support the investment team in identifying and researching investment ideas
• Understand our data packaging and synthesis the information
• Prepare detailed investment memorandums/reports and present them to the investment team
• Own the PM Implementation process; run reports, analyze data and review strategies

Qualifications

• Bachelor’s Degree – Graduating between Dec 2022-May 2024
• 2 years of experience in investment analysis and research with a proven track record
• A deeply-held belief in value investing
• A passion for in-depth, fundamental bottoms-up company analysis and research
• Highly-developed accounting, due diligence and valuation skills with a strong attention to detail
• Excellent oral and written communication skills
• An ability to work both independently and as part of a small, high-performing team

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.