Research Associate

3 weeks ago


Chicago, United States Zuckerman Investment Group Full time

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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