Our current open positions are listed below. To apply, please click on your desired position and click ‘apply here’.

Sales and Marketing Intern

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 sales and marketing intern to join us for Summer 2023. You will gain exposure to all aspects of a wealth management firm by providing support to the sales and marketing 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 sales and marketing role.

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 the firm’s sales and marketing team, shadowing and supporting them as they strategize customized marketing tactics to gain new clientele
  • Introduction to the sales and marketing strategies of a growing wealth management firm, including content distribution and business development tactics
  • Support the execution of day-to-day sales and marketing requests, such as assisting in preparing meeting documents, drafting written content and designing branded imagery
  • Assist in maintaining the firms prospect pipeline and client relationship system by updating information, entering important notes, generating reports, and reviewing the integrity of data
  • Execute projects in sales and marketing 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
  • Experience with Abode Creative Cloud
  • 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.

Trading, Research & Service Associate

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 Trading, Research & Service 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 increasing opportunities for strategic contributions over time. This position has the potential to develop along one of several different career paths, including investment research, portfolio management, client service and business development.

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

Required Qualifications

  • Bachelor’s Degree, major in finance, economics and/or mathematics
  • Unbreachable ethical standards and personal integrity
  • Appropriate balance between confidence and humility
  • Highly organized, extremely detail-oriented, and able to multi-task with time-sensitive items
  • Established history of going “above and beyond” with your work
  • Excellent verbal and written communication skills
  • Insatiable intellectual curiosity and an unrelenting desire to learn and understand “how things work”
  • Proven ability to grasp and comprehend highly complex, widely varied problems and concepts and then communicate them in a simple, straightforward manner
  • Growth and process mindset
  • Proficiency with the Microsoft Office Suite

Preferred Qualifications

  • 1-3 years of work experience, preferably in the financial advisory and/or asset management business
  • Interest in pursuing the CFP or CFA professional designation

*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.

Wealth Management Intern

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.

Finance Associate

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.

Wealth Management Associate

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 – Graduating between Dec 2022-May 2024
  • 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.

Client/Portfolio Management Associate

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.