Investment Analyst Intern

About Zuckerman Investment Group

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$2.1billionin AUM, spanning over 300 families and individuals across multiple generations. The firm best serves the unique needs of multi-generational families, business owners, businessexecutivesand 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 withhighachieving, 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 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 isseekingmotivated and intellectually curious graduate interns with a strong interest in investment research and financial markets. The ideal candidate is a driven, hardworking continuous learner who is passionate about in-depth fundamental analysis and understanding how businesses and marketsoperate. 

This internship offers hands-on exposure to equity research and portfolio management. Interns will develop strategic thinking, investment and business knowledge, and analytical skills while working closely with experienced investment professionals. 

JOB FUNCTION RESPONSIBILITIES:  

• Exemplify the core values of Zuckerman Investment Group.  

• Assistin sourcing, researching, and evaluating new equity investment ideas within the firm’s investment process. 

• Support the development and maintenance of detailed financial models, including company forecasts and valuation analyses 

• Contribute to the preparation of investment memorandums and internal research materials. 

• Helpmaintainand develop research relationships byassistingwith interactions with company management, industry contacts, and research vendors. 

• Perform fundamental analysis of companies across a variety of sectors under the guidance of senior investment professionals. 

• Develop actionable insights by consuming and distillinglarge quantitiesof 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 research and analysis on broad market trends, industry specific developments, economic conditions, and regulatory,fiscaland monetary policy to inform decision-making.  

• Gain exposure to client portfolio discussions, includingobservingorassistingin communications with high-net-worth clientsregardingtheir investment portfolios. 

• Participate in marketing meetings with consultants, advisors,clientsand prospects under the guidance of senior investment professionals. 

• Build foundational knowledge of financial markets andassistin developing tailored investment insights and solutions.  

• Support risk analysis efforts in client portfolios, managing exposure to various assetclassesand ensuring compliance with regulatory requirements.  

SKILLS & EXPERIENCE: 

• Demonstrated interest in investment research, financial markets, and portfolio management through coursework, internships, academic projects, or personal investing. 

• Exposure toresearchingcompanies, including financial analysis, valuation, or industry research. 

• Previousexperience researching software and technology companies preferred but notrequired. 

• Highest standards of professionalism, integrity, and confidentiality.  

• Outstanding work ethic, attention to detail and ability to work well on a team and cross functionally.  

• Proven ability to grasp andcomprehendhighly complex, widely varied problems and concepts and then communicate them in a simple, straightforward manner.   

• Insatiable intellectual curiosity and an unrelenting desire to learn and understand “how things work.”  

• Demonstrated ability to build strong relationships and communicate clearly and effectively with all members of the firm, including firm leadership and Partners.  

• Proficiencywith Microsoft Office.  

• Familiarity with financial data platforms such as FactSet and/or Bloombergpreferred, butnot required; willingness and ability to learn is essential. 

EDUCATION QUALIFICATIONS:  

• Currently pursuing or recentlycompletedaMaster'sdegree, such as an MBA, MS in Finance, or MS in Economics.

• MinimumGPA of 3.5 on a 4.0 scalerequired(overall or major GPA); academic excellencestronglypreferred. 

• Pursuing or interest in pursuing CFA®Charter holder(preferred).

COMPENSATION:

The salary range for this position is $10,000 to $15,000 per month, depending on factors such as relevant experience, skills, job-related knowledge, individual performance, job level, and market location. Actual compensation offered may vary based on these factors. 

Visa sponsorship is not available for this position.