Company
Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1.4 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 Research Associate to join our investment team. This position is a unique opportunity to participate in the growth of an established wealth management firm and offers great growth potential. This position is located in Chicago, Illinois with a hybrid home/office work arrangement.
This position will be hybrid.
Responsibilities
- Assist with due diligence on existing and prospective equity holdings, including investigative field research, reading transcripts and financial documents, data collection and analysis and financial modeling
- Writing letters and investment reports
- Creating presentation materials
- Support the portfolio management process and decision making, including data collection, reporting, analysis, individual account management, position sizing and ad hoc special projects
- Liaison between investment team and trading and operations team including generating reports
- Build productive working relationships, both internally with senior leadership, portfolio managers and advisors and externally with brokers, dealers and custodians
Qualifications
- Bachelor’s degree
- 3+ years of work experience
- CFA or interest in getting a CFA
- Unbreachable ethical standards and personal integrity
- Highly organized, extremely detail-oriented, and able to multi-task with time-sensitive items
- Thorough understanding of financial modeling and valuation methods
- Excell written and verbal communication skills
- Passion for investing and learning about businesses
- Critical thinking
- 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.