Research Associate
Chicago, IL, United States
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 $1.5 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 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.
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
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
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