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Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1.4 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 we 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 looking for an Associate to join our team. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential. You will gain william hill live online casinoexposure to all aspects of a wealth management firm by providing support to the relationship management, investment, portfolio management, compliance and sales teams. This position has the potential to develop into one of several different career paths, including client service, client operations, investment operations, and business development.

This position will be hybrid. 

Responsibilities

• Develop an understanding of the interplay between relationship management, investments & sales
• Support client advisors in the execution of core client processes
• Complete day-to-day client requests, including money movements, new account setup, preparing for client meetings and other projects as needed
• Learn the inner workings of our key technological systems
• Maintain essential relationship management, sales and investment data in our client relationship management system (CRM)
• Coordinate with custodians on items such as client money movements, account openings, post-trade processing, voluntary corporate actions, and tax mailings
• Participate in the reconciliation, allocations & settlements processes
• Assist in various projects to support the investment and portfolio management teams

Qualifications

• Bachelor’s Degree 
• Preferred Majors: Business, Finance, Economics, Accounting, Business Development, Marketing
• Minimum GPA: 3.6
• Highly organized, extremely detail-oriented and able to multi-task with time-sensitive items
• Excellent verbal and written communication skills
• William Hill online betting appProficient in Microsoft Office Suite
• Interest in taking one of the CFP, CPA or CFA exams

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

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 $1.6 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 we 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 looking for a Finance Manager to join our team. This position is unique opportunity to participate in the growth of an established wealth management firm and offers great growth potential. This position is located in Chicago, Illinois with a hybrid home/office work arrangement.  

This position will be hybrid. 

Responsibilities

• Oversee and execute the firm’s financial reporting William Hill online betting appfunction. Responsibilities include maintaining the firm’s books and records, financial reporting packages, cash flow forecasting, annual business filings, budgeting, tax returns coordination with various corporate entities and other projects.   
• Execute the client billing process, which includes management fee calculations, reviewing client invoices, collecting receivables and reconciling billings and cash collections.  
• Manage the firm’s private investment funds, including maintaining books and records, valuations, investor reporting, tax and audit.
• Oversee, execute and verify the firm’s investor reporting process
• Manage relationships with key firm vendors, including CPA firms for tax return preparation and private fund audits and insurance brokers. Oversee contracts and coordinate payments.      
• Other finance related projects

Qualifications

• Bachelor’s Degree in Accounting or Finance 
• 3+ years of experience in a large accounting firm
• Highly organized, extremely detail-oriented and ability to solve complex problems 
• Excellent verbal and written communication skills 

Preferred Qualifications

• Experience with Intuit QuickBooks
• Certified Public Accountant(CPA)

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1.4 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

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 we 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 looking for a Research Associate to join our investment team. This position is a unique opportunity to participate in the growth of an established wealth management firm and offers great growth potential. This position is located in Chicago, Illinois with a hybrid home/office work arrangement. 

This position will be hybrid. 

Responsibilities

• Assist with due diligence on existing and prospective equity holdings, including investigative field research, reading transcripts and financial documents, data collection and analysis and financial modeling 
• william hill live online casinoWriting letters and investment reports 
• Creating presentation materials 
• Support the portfolio management process and decision making, including data collection, reporting, analysis, individual account management, position sizing and ad hoc special projects 
• Liaison between investment team and trading and operations team including generating reports 
• Build productive working relationships, both internally with senior leadership, portfolio managers and advisors and externally with brokers, dealers and custodians  

Qualifications

• Bachelor’s degree 
• 3+ years of work experience 
• CFA or interest in getting a CFA
• Unbreachable ethical standards and personal integrity 
• Highly organized, extremely detail-oriented, and able to multi-task with time-sensitive items 
• Thorough understanding of financial modeling and valuation methods 
• Excell written and verbal communication skills 
• Passion for investing and learning about businesses 
• Critical thinking  
• Comfortable working within, and continually improving, technology-driven and -enabled systems and processes 
• Proficiency with Microsoft Office, particularly Microsoft Excel 
• Professional experience trading equity and fixed income securities preferred, but not required 
• Experience with SS&C Advent’s APX and Moxy preferred, but not required 
• Experience with Bloomberg and FactSet preferred, but not required 

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.