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    Research Associate - Chicago, United States - Zuckerman Investment Group

    Zuckerman Investment Group
    Zuckerman Investment Group Chicago, United States

    3 weeks ago

    Default job background
    Full time
    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
      • 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

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