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