Job Description
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 $1.8 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 bolthires 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 are looking for someone to who is committed to developing strong connections in a truly collaborative environment.
Job Description Zuckerman Investment Group is seeking to hire 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. This role requires a strong strategic mindset, broad and deep investment and business knowledge, and a proven ability to understand and meet client needs, all while maintaining a focus on delivering consistent, long-term investment performance.
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