Investment Analyst – MBA Internship

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.