Equity Research Analyst

4 weeks ago


Chicago, United States Kovitz Full time

JOB DESCRIPTION

The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.

The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and sectors. You will analyze industries and businesses through in-depth fundamental research and conduct financial analysis and modeling in order to estimate business values. You will build investment cases, draft investment memos, and make recommendations to the team.


This is an opportunity to join a team-based business where one can bring meaningful contributions to the investment process and progress professionally within an established and growing wealth management firm.


The position is a hybrid work model, with offices based in Chicago and Deerfield, IL. Compensation is fixed base + discretionary bonus.


To apply please provide a cover letter describing your interest and fit to the position, a resume, and an investment memorandum representative of your best work. Please send your application materials to: coreequityrecruiting@kovitz.com


REQUIRED QUALIFICATIONS

Entrepreneurial, high-integrity, team-oriented individual with strong oral and written communication skills. Passion for long-term value investing. Experience understanding business fundamentals, analyzing management teams, and identifying value-creative ideas. High degree of curiosity and a track record of successful accomplishments in life. Strong academic background.

1-3 years in buy side or financial institutions a plus or multiple years of analytical and investing experience required.


No specific sector expertise required.


Required to demonstrate ability to:


  • Identify key merits and risks with investment ideas and conduct the required research to arrive at portfolio decisions
  • interviews with management and industry representatives
  • detailed financial analyses and modeling to derive assessments of business values
  • communicate conclusions to the team and other stakeholders to build support for investment ideas. Articulate the fundamentals of investment cases.



  • Chicago, United States Kovitz Full time

    The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.  The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and...


  • Chicago, Illinois, United States Kovitz Full time

    The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and sectors. You...

  • Equity Analyst

    1 week ago


    Chicago, United States Trade with Pluto Full time

    Pluto's analysts team is seeking an equity analyst to analyze financial data and public records of companies, and use this analysis to determine the value of the company's stock and to predict the company's future financial picture. This job is focused heavily on research and analysis. Pluto's analysts team is seeking an equity analyst to analyze financial...


  • Chicago, United States Kovitz Full time

    JOB DESCRIPTION The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings. The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps...


  • Chicago, United States Kovitz Full time

    JOB DESCRIPTION The Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings. The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps...


  • Chicago, United States Kovitz Full time

    JOB DESCRIPTIONThe Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and...


  • Chicago, United States Kovitz Full time

    JOB DESCRIPTIONThe Kovitz Core Equity Team utilizes a bottom-up, fundamental, research-driven security selection process and patient decision making to construct a concentrated portfolio of holdings.The analyst will work with senior investment team members to identify and research investment ideas in publicly listed U.S. companies across all market caps and...

  • Research Analyst

    3 weeks ago


    Chicago, Illinois, United States William Blair Full time

    William Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely...


  • Chicago, United States IMC Full time

    IMC is looking for experienced quantitative researchers to develop high-frequency, low-latency equity trading strategies and predictive models.  Candidates will join an effort of combining IMC’s extensive options expertise with signals in the underlying equity market.  Candidates will be responsible for performing large scale data analysis to derive...

  • Research Analyst

    4 weeks ago


    Chicago, United States William Blair Full time

    William Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely...


  • Chicago, Illinois, United States Morningstar Full time

    Job Title: Senior Investment Research Analyst (multiple positions)Responsibilities:Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds' management team, strategy, parent company, performance and expenses (20%).Conduct quantitative and qualitative analysis using our...

  • Research Analyst

    3 weeks ago


    Chicago, United States Benda Infotech Full time

    We are seeking a highly motivated and analytical Research Analyst. In this critical role, you will play a key part in driving strategic decision-making through in-depth research, data analysis, and the generation of actionable insights.Responsibilities:Conduct comprehensive market research to identify industry trends, emerging opportunities, and potential...

  • Research Analyst

    3 weeks ago


    Chicago, United States Benda Infotech Full time

    We are seeking a highly motivated and analytical Research Analyst. In this critical role, you will play a key part in driving strategic decision-making through in-depth research, data analysis, and the generation of actionable insights.Responsibilities:Conduct comprehensive market research to identify industry trends, emerging opportunities, and potential...


  • Chicago, United States Duff & Phelps Investment Management Company Full time

    The senior analyst role will participate as an active contributing member on the water team, in a senior analyst and/or associate portfolio management role. The person in this position must take ownership of a primary research coverage list and actively contribute to the overall investment process, including communicating closely with the Water portfolio...


  • Chicago, United States Morningstar Full time

    Job Title: Senior Investment Research Analyst (multiple positions)Responsibilities:Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds' management team, strategy, parent company, performance and expenses (20%). Conduct quantitative and qualitative analysis using our...


  • Chicago, United States Equity Residential Full time

    Operations Analyst, Operations, Treasury, Analyst, Manufacturing, Property Management


  • Chicago, United States Equity Residential Full time

    Working for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT) headquartered in downtown Chicago, means being part of a community and striving to provide the best in apartment living, speaking boldly about new ideas for innovation, and inspiring creativity in the ways we work together. Our portfolio of high-quality...


  • Chicago, United States Equity Residential Full time

    Working for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT) headquartered in downtown Chicago, means being part of a community and striving to provide the best in apartment living, speaking boldly about new ideas for innovation, and inspiring creativity in the ways we work together. Our portfolio of high-quality...


  • Chicago, United States Equity Residential Full time

    Working for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT) headquartered in downtown Chicago, means being part of a community and striving to provide the best in apartment living, speaking boldly about new ideas for innovation, and inspiring creativity in the ways we work together. Our portfolio of high-quality...


  • Chicago, United States Equity Residential Full time

    Working for Equity Residential (EQR), an industry leading multi-family REIT, means being part of a community and striving to provide the best in apartment living, speaking boldly about new ideas for innovation, and inspiring creativity in the ways we work together. We've got the best people in the business, and our experience shows in our dedication to...