JOB DESCRIPTION
The Kovitz Global Investment Committee evaluates investment managers and asset classes in the context of managing client portfolios. Our approach more closely resembles an endowment approach than a typical wealth manager.
The analyst will work with senior investment team members to identify and research investment managers focused on both public and private investments. The research process emphasizes both qualitative and quantitative analysis. You will be speaking with investment managers, former manager employees, peer asset allocators, and other professionals relevant to building an investment thesis. Effective communication will be critical as you build an investment case, draft investment memos, and make recommendations to the team.
This is an opportunity to join a team where one can bring meaningful contributions to the investment process and progress professionally within an established and growing wealth management firm.
REQUIRED QUALIFICATIONS
Entrepreneurial, high-integrity, team-oriented individual with strong oral and written communication skills. Passion for long-term, research-oriented, 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. 3-5 years of analytical and investing experience required.
Required ability to:
To apply please provide a resume, and an investment memorandum representative of your best work to coreequityrecruiting@kovitz.com
ADDITIONAL ROLE INFORMATION
Overview: About the Team Made up of Sales, Funding, and Underwriting teams, Originations is at the forefront of ACAs business success... ...all relevant underwriting information to assess risk levels and determine appropriate premiums for acceptable risks. The role...
Every employee with Bob Boyte Honda is absolutely critical to its success. Bob Boyte Honda is the only Honda dealership who has consecutively won the Honda Presidents Award 20 years in a row. Our rapid growth and fast-paced environment make this an awesome place to work...
...quickly and experience a variety of earning opportunities with a clear pay model that ensures you know your minimum earnings upfront. The role requires a valid driver's license and provides instant cash flow with daily pay options. Why Deliver with DoorDash?...
Join our Talent NetworkSenior Cyber Security EngineerMelbourne, FLAre you ready to enhance... ...technology and take your career to the next level!SummaryWe deliver essential... ...strengths to do their best work every day. From entry-level employees to senior leaders, we...
*Premium pay offered for those that have open availability with prior experience. **Wages for 14 and 15 year old Team Members differ from Team Members that are available to work more hours during the week. At Chick-fil-A, we are always keeping an eye out for applicants...