Careers

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 finance intern for Summer 2023, with the option to start earlier and continue into the school year. You will gain exposure to all aspects of a wealth management firm by providing support to the finance team. This position is an excellent first step for someone looking to learn what it is like to work at a wealth management firm in a finance position.

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

Responsibilities

• Assist in maintaining the firm’s books and records and producing monthly financial statements
• Update, gather and distribute data related to the firm’s private funds
• Support the firm’s client billing process by performing quarterly reconciliation checks to assist in calculating, processing, and reconciling quarterly fees and client statements
• Support the firm’s accounts payable and receivable functions
• Execute various projects within the finance function to enhance processes and reporting needs

Requirements

• Rising Junior or Senior – graduating between May 2023 – May 2024
• 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
• Accounting Major or Minor
• GPA of 3.8 or above
• Desire to pursue Certified Public Accountant (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. 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.

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 firm to facilitate the preparation of our company tax returns
• Perform reconciliation and quality control procedures to ensure the accuracy of account performance records, cost basis, composites, and portfolio valuations
• Update, gather and distribute data related to clients’ tax and estate reporting needs
• Support the firm’s client billing process by calculating, processing, and reconciling quarterly fees
• Manage relationships with the firm’s banks and vendors
• Assist with the preparation of annual business filings and insurance renewals

Qualifications

• Bachelor’s Degree in Accounting  – Graduating between Dec 2022-May 2024
• Minimum GPA: 3.5
• Passion for numbers and desire to pursue Certified Public Accountant (CPA) credential
• Highly organized, extremely detail-oriented and desire and ability to solve complex problems
• Excellent verbal and written communication skills
• Experience with Intuit QuickBooks 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 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.