Investment Analyst - MBA Internship

About the role

Zuckerman Investment Group is seeking motivated 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 markets operate.

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 and Responsibilities

• Exemplify the core values of Zuckerman Investment Group.
• Assist in 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.
• Help maintain and develop research relationships by assisting with 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 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 research and analysis on broad market trends, industry specific developments, economic conditions, and regulatory, fiscal and monetary policy to inform decision-making.
• Gain exposure to client portfolio discussions, including observing or assisting in communications with high-net-worth clients regarding their investment portfolios.
• Participate in marketing meetings with consultants, advisors, clients and prospects under the guidance of senior investment professionals.
• Build foundational knowledge of financial markets and assist in developing tailored investment insights and solutions.
• Support risk analysis efforts in client portfolios, managing exposure to various asset classes and 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 to researching companies, including financial analysis, valuation, or industry research.
• Previous experience researching software and technology companies preferred but not required.
• 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 and comprehend highly 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.
• Proficiency with Microsoft Office.
• Familiarity with financial data platforms such as FactSet and/or Bloomberg preferred, but not required; willingness and ability to learn is essential.

Education Qualifications

• Currently pursuing or recently completed a Master's degree, such as an MBA, MS in Finance, or MS in Economics.
• Minimum GPA of 3.5 on a 4.0 scale required (overall or major GPA); academic excellence strongly preferred.
• 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.