Trading Associate

Zuckerman Investment Group is a family-owned and independent wealth management firm based in Chicago, IL. We are looking for a Trading Associate to join our team and participate in the expansion of our firm.

Requirements

• Execute, with the guidance of the portfolio manager, all aspects of security trading processes
• Support the portfolio management process and decision making
• Work to continually improve the firm's reporting, portfolio management, trading, allocation and reconciliation capabilities and processes
• Assist with due diligence on existing and prospective security holdings
• Prepare materials for client meetings to support the generation of financial recommendations
• Prepare and maintain sales and marketing materials and communications

Benefits

• Industry-competitive salaries
• Significant incentive plan opportunities
• Generous profit sharing 401(k) retirement plan
• Health insurance
• Life insurance
• Short-term and long-term disability programs
• Paid-time-off programs