Investment Analyst - MBA

Zuckerman Investment Group; Chicago (IL); Hybrid; USD 125,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Hybrid work environment

Bonus eligibility

Job summary

Zuckerman Investment Group in Chicago seeks an MBA graduate to join the investment team as an Investment Analyst for Summer 2027. You will work with senior professionals to evaluate businesses, perform in-depth research, develop investment recommendations, and contribute to portfolio management from day one.

The role requires strong analytical and strategic thinking, clear communication, and a long-term perspective focused on delivering outstanding client results.

Qualifications

• MBA degree with 3–5 years in investment management, equity research, consulting, investment banking, private equity, or similar analytical field.
• Demonstrated professionalism, integrity and confidentiality.
• Experience researching software and technology companies preferred but not required.
• Strong passion for financial markets, investing and fundamental analysis.
• Ability to interpret financial statements and identify drivers of performance.
• Excellent written and verbal communication for investment theses.

Responsibilities

• Source, research and recommend new equity ideas within our investment process.
• Build and maintain detailed financial models.
• Write detailed investment memorandums.
• Develop and maintain research relationships with management, industry contacts and vendors.
• Conduct fundamental analysis of companies across sectors.
• Develop actionable insights from diverse information sources.
• Analyze broad market trends and regulatory policies to inform decisions.
• Engage with high-net-worth clients about portfolios.
• Participate in marketing meetings with consultants and clients.
• Identify and mitigate portfolio risks and ensure regulatory compliance.
• Grow into greater responsibility as experience develops.

Skills

MBA degree or equivalent

Strong analytical ability

Excellent communication

Financial markets knowledge

Team collaboration

Strategic thinking

Problem solving

Integrity and confidentiality

Proficiency with MS Office

Familiarity with equity research

Education

MBA or related graduate degree

Tools

FactSet

Bloomberg

Microsoft Office

Job description

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 $2.1 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 seeking to hire an MBA graduate to join our investment team as an Investment Analyst in Summer 2027. We are looking for a highly motivated, intellectually curious, and hardworking individual with a passion for financial markets and rigorous, fundamental investment research.

As an Investment Analyst, you will work closely with senior investment professionals to evaluate businesses, conduct in-depth fundamental research, develop investment recommendations, and contribute to portfolio management. This role provides significant exposure to the investment decision-making process and the opportunity to make meaningful contributions from day one.

The ideal candidate demonstrates strong analytical and strategic thinking, excellent communication skills, sound business judgment, and a commitment to continuous learning. Candidates should be comfortable tackling complex problems, synthesizing information into actionable investment insights, and collaborating in a team-oriented environment while maintaining a long-term perspective focused on delivering outstanding investment results for clients.

In addition to core investment responsibilities, you will have the opportunity to participate in cross-functional projects and strategic initiatives that support the firm’s objectives, adapt to evolving business needs, and contribute your expertise to opportunities that extend beyond traditional investment research and portfolio management.

Job Function and Responsibilities:

• Exemplify the core values of Zuckerman Investment Group.
• Source, research and recommend new equity ideas within our investment process.
• Build and maintain detailed financial models.
• Write detailed investment memorandums.
• Develop and maintain research relationships, including with company management, industry contacts, and research vendors, among others.
• Perform thorough fundamental analysis of companies across all sectors.
• Develop actionable insights by consuming and distilling large quantities of 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 in-depth research and analysis on broad market trends, industry specific developments, economic conditions, and regulatory, fiscal and monetary policy to inform decision-making.
• Speak with high-net-worth clients about their investment portfolios.
• Participate in marketing meetings with consultants, advisors, clients and prospects.
• Leverage a deep understanding of financial markets to provide tailored solutions.
• Identify and mitigate risks in client portfolios, managing exposure to various asset classes and ensuring compliance with regulatory requirements.
• Participate in cross-functional projects and strategic initiatives that support the firm’s objectives, adapt to evolving business needs, and contribute your expertise to opportunities that extend beyond traditional investment research and portfolio management.
• Grow into increasing levels of responsibility as experience and capabilities develop, with opportunities to shape the role based on individual strengths and the firm's evolving needs.

SKILLS & EXPERIENCE:

• MBA degree from a leading business school with 3–5 years of relevant professional experience in investment management, equity research, consulting, investment banking, private equity, or a related analytical field.
• Highest standards of professionalism, integrity, and confidentiality.
• Previous experience researching software and technology companies preferred but not required.
• Demonstrated passion for financial markets, investing, and fundamental business analysis.
• Strong analytical capabilities with the ability to evaluate companies, industries, competitive dynamics, financial statements, and long-term investment opportunities.
• Experience conducting detailed fundamental research and translating insights into actionable investment recommendations.
• Strong business judgment and the ability to identify key drivers of company performance and investment outcomes.
• Excellent written and verbal communication skills, with the ability to clearly articulate investment theses and present ideas to senior investment professionals.
• Intellectual curiosity, attention to detail, and a commitment to continuous learning and professional development.
• Ability to independently manage multiple projects, prioritize responsibilities, and deliver high-quality work in a collaborative, team-oriented environment.
• Strong quantitative, financial modeling, and valuation skills, with proficiency in analyzing company and industry data.
• Ability to think strategically, challenge conventional perspectives, and develop differentiated investment insights.
• High level of integrity, ownership, and accountability with a long-term mindset aligned with the firm’s investment philosophy.
• Demonstrated ability to build strong relationships and communicate clearly and effectively with all members of the firm, including firm leadership and Partners.
• Proficiency with Microsoft Office.
• Proficiency with FactSet and / or Bloomberg.

EDUCATION QUALIFICATIONS:

• Currently pursuing an MBA or other relevant graduate degree, with an expected graduation date in 2027 and availability to begin full-time employment in Summer 2027.
• Strong academic record, including a minimum GPA of 3.5+ (or equivalent preferred), with demonstrated excellence in analytical coursework, finance, accounting, economics, or related disciplines.
• Interest in pursuing the CFA program.

SALARY AND BENEFITS:

The base pay range for this position is $125,000 - $200,000 annually. Actual compensation may vary based on factors such as education, experience, skills, and location.

• industry-competitive salaries and significant incentive plan opportunities
• a generous profit sharing 401(k) retirement plan
• health insurance
• life insurance
• short-term and long-term disability programs
• a hybrid work environment
• paid-time-off programs and opportunities for growth within the firm
• This role is also eligible for bonus, subject to company policy.

Compensation and benefits offered may vary depending on multiple individualized factors, job level,market location,job-related knowledge, skills, individual performance and experience.

Visa sponsorship is not available for this position.