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 $2.1 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

We are seeking a highly motivated, exceptionally detail-oriented professional with 2-3 years of professional experience to join our team and help manage and enhance the firm’s finance, accounting, reporting, and compliance functions. This role offers a unique opportunity to gain broad exposure to all aspects of a growing wealth management firm while partnering closely with senior leadership and working directly with the Senior Finance Associate. The ideal candidate is proactive, organized, and eager to contribute to a collaborative environment where continuous improvement, operational excellence, and innovation are valued.

Through this role, you will play a key part in maintaining the firm’s financial integrity, supporting regulatory and operational requirements, and driving process enhancements across the finance function. You will also have the opportunity to participate in cross-functional projects and strategic initiatives that support firm objectives, adapt to evolving business needs, and contribute your expertise to opportunities that extend beyond core finance responsibilities.

JOB FUNCTION AND 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

• Participates in cross-functional projects and strategic initiatives that support firm objectives, adapting to evolving business needs, and contributing expertise to opportunities that extend beyond core responsibilities.

SKILLS & EXPERIENCE:

• Demonstrates the highest standards of professionalism, integrity, and confidentiality.

• Strong interest in accounting and finance, with a passion for working with numbers and financial analysis.

• Strong work ethic with exceptional attention to detail and a commitment to accuracy.

• Highly organized with the ability to manage multiple priorities, solve complex problems, and deliver high-quality work in a fast-paced environment.

• Excellent verbal and written communication skills, with the ability to communicate effectively across all levels of the organization.

• Proven ability to work both independently and collaboratively in a team-oriented environment.

• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.

• Familiarity with accounting, finance, and payroll systems such as QuickBooks Online or Rippling is preferred.

EDUCATION QUALIFICATIONS: 

• Bachelor’s degree in accounting required.
• MBA candidates preferred.

• Certified Public Accountant (CPA) designation or a strong desire to pursue the CPA credential within two years of hire date.

• 2–3 years of professional experience in accounting, finance, or a related field.

• Strong academic record, including a minimum GPA of 3.5+ or equivalent preferred.

SALARY AND BENEFITS:

The anticipated base salary range for this position is $65,000 – $90,000 annually. Actual compensation will be determined based on factors such as education, experience, skills, job-related knowledge, geographic location, and other business considerations.

Base salary is only one component of our total rewards package. Eligible employees may participate in a competitive benefits program that includes health insurance, life insurance, short- and long-term disability coverage, paid time off, a profit-sharing 401(k) retirement plan (when eligible), opportunities for professional growth, and, where applicable, discretionary bonus opportunities subject to company policy and individual and/or company performance.

Visa sponsorship is not available for this position.

Click here to apply.

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 $2.1 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 to hire an MBA graduate to join our investment team as an Investment Analyst in Summer 2027. We are looking for a highly motivated, intellectually curious, and hardworking individual with a passion for financial markets and rigorous, fundamental investment research.

As an Investment Analyst, you will work closely with senior investment professionals to evaluate businesses, conduct in-depth fundamental research, develop investment recommendations, and contribute to portfolio management. This role provides significant exposure to the investment decision-making process and the opportunity to make meaningful contributions from day one.

The ideal candidate demonstrates strong analytical and strategic thinking, excellent communication skills, sound business judgment, and a commitment to continuous learning. Candidates should be comfortable tackling complex problems, synthesizing information into actionable investment insights, and collaborating in a team-oriented environment while maintaining a long-term perspective focused on delivering outstanding investment results for clients.

In addition to core investment responsibilities, you will have the opportunity to participate in cross-functional projects and strategic initiatives that support the firm’s objectives, adapt to evolving business needs, and contribute your expertise to opportunities that extend beyond traditional investment research and portfolio management.

Job Function and Responsibilities: 

• Exemplify the core values of Zuckerman Investment Group.

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

• Build and maintain detailed financial models.

• Write detailed investment memorandums.

• Develop and maintain research relationships, including with company management, industry contacts, and research vendors, among others.

• Perform thorough fundamental analysis of companies across all sectors.

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

• Speak with high-net-worth clients about their investment portfolios.

• Participate in marketing meetings with consultants, advisors, clients and prospects.

• Leverage a deep understanding of financial markets to provide tailored solutions.

• Identify and mitigate risks in client portfolios, managing exposure to various asset classes and ensuring compliance with regulatory requirements.

• Participate in cross-functional projects and strategic initiatives that support the firm’s objectives, adapt to evolving business needs, and contribute your expertise to opportunities that extend beyond traditional investment research and portfolio management.
• Grow into increasing levels of responsibility as experience and capabilities develop, with opportunities to shape the role based on individual strengths and the firm’s evolving needs.

SKILLS & EXPERIENCE: 

• MBA degree from a leading business school with 3–5 years of relevant professional experience in investment management, equity research, consulting, investment banking, private equity, or a related analytical field.

• Highest standards of professionalism, integrity, and confidentiality.

• Previous experience researching software and technology companies preferred but not required.
• Demonstrated passion for financial markets, investing, and fundamental business analysis.

• Strong analytical capabilities with the ability to evaluate companies, industries, competitive dynamics, financial statements, and long-term investment opportunities.

• Experience conducting detailed fundamental research and translating insights into actionable investment recommendations.

• Strong business judgment and the ability to identify key drivers of company performance and investment outcomes.

• Excellent written and verbal communication skills, with the ability to clearly articulate investment theses and present ideas to senior investment professionals.

• Intellectual curiosity, attention to detail, and a commitment to continuous learning and professional development.

• Ability to independently manage multiple projects, prioritize responsibilities, and deliver high-quality work in a collaborative, team-oriented environment.

• Strong quantitative, financial modeling, and valuation skills, with proficiency in analyzing company and industry data.

• Ability to think strategically, challenge conventional perspectives, and develop differentiated investment insights.

• High level of integrity, ownership, and accountability with a long-term mindset aligned with the firm’s investment philosophy.

• 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.

• Proficiency with FactSet and / or Bloomberg.

EDUCATION QUALIFICATIONS: 

• Currently pursuing an MBA or other relevant graduate degree, with an expected graduation date in 2027 and availability to begin full-time employment in Summer 2027.

• Strong academic record, including a minimum GPA of 3.5+ (or equivalent preferred), with demonstrated excellence in analytical coursework, finance, accounting, economics, or related disciplines.

• Interest in pursuing the CFA program.

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.

Click here to apply. 

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 $2.1 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 AND 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: 

• 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 Master’s degree, such as an MBA, MS in Finance, or MS in Economics.

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

• Pursuing or interest in pursuing CFA® Charter holder (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.

Click here to apply.