Description
About Zuckerman Investment Group
Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, business executives and young professionals.
Zuckerman Investment Group offers a holistic spectrum of services, including comprehensive wealth management, proprietary asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.
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 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 seeking to hire a seasoned investment professional with 5+ years of investment research and portfolio management experience. The ideal candidate is a driven, hardworking continuous learner passionate about financial markets and detailed, in-depth fundamental investment research. This role requires a strong strategic mindset, broad and deep investment and business knowledge, and a proven ability to understand and meet client needs, all while maintaining a focus on delivering consistent, long-term investment performance.
Requirements
JOB FUNCTION RESPONSIBILITIES:
- Exemplify the core values of Zuckerman Investment Group.
- Source, research and recommend new equity ideas within our investment process.
- Build and maintain detailed financial models.
- Write detailed investment memorandums.
- Develop and maintain research relationships, including with company management, industry contacts, and research vendors, among others.
- Perform thorough fundamental analysis of companies across all sectors.
- Develop actionable insights by consuming and distilling large quantities of information from a variety of sources, including, but not limited to, research reports, industry news, news publications, company press releases and presentations, social media, primary sources, subject matter experts, etc.
- Conduct in-depth research and analysis on broad market trends, industry specific developments, economic conditions, and regulatory, fiscal and monetary policy to inform decision-making.
- Speak with high net worth clients about their investment portfolios.
- Participate in marketing meetings with consultants, advisors, clients and prospects.
- Leverage a deep understanding of financial markets to provide tailored solutions.
- Identify and mitigate risks in client portfolios, managing exposure to various asset classes and ensuring compliance with regulatory requirements.
SKILLS & EXPERIENCE:
- 5+ years of related investment research and portfolio management experience required.
- Previous experience researching software and technology companies preferred but not required.
- Highest standards of professionalism, integrity, and confidentiality.
- Outstanding work ethic, attention to detail and ability to work well on a team and cross functionally.
- Proven ability to grasp and comprehend highly complex, widely varied problems and concepts and then communicate them in a simple, straightforward manner.
- Insatiable intellectual curiosity and an unrelenting desire to learn and understand “how things work.”
- Demonstrated ability to build strong relationships and communicate clearly and effectively with all members of the firm, including firm leadership and Partners.
- Proficiency with Microsoft Office.
- Proficiency with FactSet and / or Bloomberg.
EDUCATION QUALIFICATIONS:
- Bachelor's Degree
- Master’s in Business Administration (preferred)
- CFA® Charterholder (preferred)
