Investment Analyst

Zuckerman Investment Group is seeking 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.

Requirements

• 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.

Benefits

• Generous profit sharing 401(k) retirement plan
• Health insurance
• Life insurance
• Short-term and long-term disability programs
• Paid-time-off programs
• Hybrid work environment