Most recent job postings at Zacks Investment Research, Inc.
via LinkedIn posted_at: 30 days agoschedule_type: Full-timework_from_home: 1
Associate Stock Strategist We are seeking an energetic and ambitious individual to help the Director of Research (DoR) in managing the department’s expanding research and content creation functions. This ground-level opportunity will position the right individual to move into investment research or general management career tracks within the firm... Job Description · Communicate and interact with the research analysts · Write articles and Associate Stock Strategist

We are seeking an energetic and ambitious individual to help the Director of Research (DoR) in managing the department’s expanding research and content creation functions. This ground-level opportunity will position the right individual to move into investment research or general management career tracks within the firm...

Job Description

· Communicate and interact with the research analysts

· Write articles and record videos that provide insight into profitable stock trades

· Review research reports and online content

· Write report drafts and create spreadsheets and charts

· Resolve operational issues by interacting with IT and other departments on behalf of DoR

Qualifications

· Passion and aptitude for the investment field, particularly the stock market.

· Previous experience working within the financial services industry preferred, but will consider recently graduated academic high achievers.

· Undergraduate degree with excellent grades (indicate your GPA on the resume).

· Excellent writing and spreadsheet skills (short-listed candidates will be given writing & spreadsheet assignments).

· Understanding of financial, accounting, and economic issues gained through extensive coursework at school (list relevant coursework taken).

· Strong work ethic and the ability to thrive in a fast-paced, deadline-driven environment.

· Energetic and enthusiastic in achieving business goals.

Compensation & Benefits

We are prepared to pay an attractive compensation package to the right person. Let’s make sure it’s a good fit first and then we will ensure that the compensation is correct.

Benefits include:
• Medical, Dental & Vision Plans
• Vacation, Personal and Sick Hours
• 401(k) program
• Employee Assistance Program
• Flexible Spending Medical/Dependent
• Tuition Reimbursement
• Flexible remote work option

About Zacks Investment Research

Our firm was founded in 1978 and is now is one of the most highly regarded companies in the investment industry. We are best known for the Zacks Rank stock picking system which has generated a +25.6% annual return since 1988. We have several business units aimed at serving the myriad of investor types. Zacks.com is the main venue to share our profitable insights with individual investors.

How to Contact Us

Please submit resume with cover letter to Ben Rains at brains@zacks.com. No phone calls or agencies please.

WHO IS ZACKS?

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages $10 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas
Show more details...
via ZipRecruiter schedule_type: Full-time
Vice President - Zacks Investment Management Zacks Investment Management, a wealth management boutique, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research. Zacks Investment Management offers personalized investment portfolios... for our clients through a fee based separately managed Vice President - Zacks Investment Management

Zacks Investment Management, a wealth management boutique, is a leading expert on earnings and using earnings estimates in the investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research. Zacks Investment Management offers personalized investment portfolios... for our clients through a fee based separately managed account structure. We use a disciplined approach designed to meet our clients? needs.

We seek candidates who have established a successful practice with client assets that are primarily fee-based. We are currently hiring in regions across the U.S. in both major and minor metropolitan areas.

Must have a Series 65

-WHY JOIN ZACKS ?

New Business Opportunities Provided
• All RVP?s are provided appointments with qualified prospects who are interested in our managed accounts
• Our associate team calls, qualifies, builds rapport and sets business opportunities for you
• Depending on the territory you can receive upwards of 30 new business opportunities monthly

Focused, Scalable Model
• The RVP position at Zacks is ideal for advisors who want to focus on client service, sales, and business development
• Our headquarters handles the marketing, investment decisions, asset allocations, presentation development, operations, account transfers, compliance and legal issues

Brand Recognition
• Zacks is already an established brand, with a strong internet presence
• Zacks.com generates 118 million impressions monthly
• Proven method and track record that is well received by clients and prospects
• Recently recognized as a ?Manager of the Decade? by PSN Top Guns

Additional Benefits
• RVP?s have flexible and independent schedules
• The ability to build an ongoing income stream
• Full Time Employee including full healthcare, dental coverage and expense account

- Zacks Competitive Advantages -

Unique Philosophy and Process

§ Dynamic strategies based on proven models

§ Multi-Cap, multi-sector strategies designed to outperform

§ Active portfolio management

Independence

§ Unbiased research

§ Decisions solely driven by client objectives

Customization

§ Utilization of separately managed accounts (transparent)

§ Strategic asset allocation created based on the client?s goals, risk tolerance and time horizon

§ Controlled risk (through active management and diversification)

Boutique Investment Firm

§ Ability to move in and out of positions quickly

§ Focus on client communication and service

§ Consistent management team that has withstood the test of time

§ Family owned and operated firm
• We will promptly review your information and contact all qualified candidates
Show more details...
via LinkedIn posted_at: 28 days agoschedule_type: Full-timework_from_home: 1
We are seeking an experienced stock trader and commentator to join our team at Zacks Investment Research in Chicago, IL. The goal is for this person to be a new featured trading expert on our thriving investment website, www.Zacks.com. Job Description... · Write articles and record videos that provide insight into profitable stock trades. · Editor of a stock trading subscription service/newsletter. Make buy, hold, sell decisions for the portfolio We are seeking an experienced stock trader and commentator to join our team at Zacks Investment Research in Chicago, IL. The goal is for this person to be a new featured trading expert on our thriving investment website, www.Zacks.com.

Job Description...

· Write articles and record videos that provide insight into profitable stock trades.

· Editor of a stock trading subscription service/newsletter. Make buy, hold, sell decisions for the portfolio and provide rationale behind the moves.

· Be interviewed by investment media outlets in print and video formats.

Qualifications

· Passion and aptitude for investment field, particularly stock trading.

· Previous experience working within the financial services industry

· Excellent written and verbal communication skills

· Good grasp of investment fundamentals

· Options proficiency a plus

· CFA or CFA Candidate, a plus

· Must be able to thrive in a fast-paced, deadline-driven environment

· Energetic and enthusiastic in achieving business goals.

Compensation

We are prepared to pay an attractive compensation package to the right person. Let’s make sure it’s a good fit first and then we will ensure that the compensation is correct.

WHO IS ZACKS?

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages $10 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas
Show more details...
via ZipRecruiter schedule_type: Full-time
The Business Development position is an Entry Level role and is intended to be a stepping stone providing the opportunity for future advancement in sales. The Business Development position is responsible for identifying and creating new qualified leads for our suite of Analytical & Research tools. The Business Development Representative will handle outbound lead generation, qualify active buying... interest, and develop leads with new prospects which The Business Development position is an Entry Level role and is intended to be a stepping stone providing the opportunity for future advancement in sales.

The Business Development position is responsible for identifying and creating new qualified leads for our suite of Analytical & Research tools. The Business Development Representative will handle outbound lead generation, qualify active buying... interest, and develop leads with new prospects which will set the stage for effective sales follow-up.

The position offers an opportunity to work with our team that has created a suite of highly competitive products in the financial market. We have a great work/life balance, weekly team meetings, and a casual working environment with professional work ethics. Compensation includes base salary plus commission and offers health, vision and dental insurance.

RESPONSIBILITIES:

Interact with prospects via telephone and email

Prospect, qualify, and develop leads through email campaigns and outbound calls to create demos for the team

Learn the suite of Zacks products and our competition to successfully manage and overcome prospect objections

Research accounts, identify key players, generate interest and develop leads to stimulate opportunity

REQUIREMENTS:

Desire and willingness to spend a significant portion of the day prospecting with energy and positive attitude

Good interpersonal skills

A strong and determined work ethic

Good business acumen

Positive and energetic prospecting skills, excellent communication, listening and strong writing skills

Business development and prospecting experience is a big plus

A bachelor's degree in Finance, Business, or Economics is helpful along with a healthy curiosity of the financial markets

This is a remote or a Chicago based position.

If this sounds like a good fit for you - and you meet the requirements - we strongly encourage you to apply with a cover letter and description of your interest in this position.

WHO IS ZACKS?

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages $10 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas
Show more details...
via LinkedIn posted_at: 4 days agoschedule_type: Full-timework_from_home: 1
Zacks Investment Management – Wholesale Division – is hiring a National Accounts Associate- Remote About Zacks Investment Management... Since 1993, Zacks Investment Management has managed assets for pension funds, institutions and the HNW market. In total ZIM manages $9 Billion of domestic equity, international and long /short portfolios. As a noted investment research firm and the #3 largest provider of independent research in the United States, Zacks Investment Management – Wholesale Division – is hiring a National Accounts Associate- Remote

About Zacks Investment Management...

Since 1993, Zacks Investment Management has managed assets for pension funds, institutions and the HNW market. In total ZIM manages $9 Billion of domestic equity, international and long /short portfolios. As a noted investment research firm and the #3 largest provider of independent research in the United States, the parent company Zacks Investment Research was formed in 1978 to compile, analyze, and distribute brokerage research to both institutional and individual investors. The guiding principle behind our work is the belief that earning estimate revisions are among the most potent forces in determining the future direction of stock prices.

The position of National Accounts Associate will promote and develop firm relationships, data-driven sales initiatives, and quarterly RFI requests in support of the Director of National within the wholesale division of Zacks Investment Management.

Day-to-day responsibilities will include:
• Support, develop, and grow firm Turnkey Asset Management Platform (TAMP) relationships and marketing opportunities
• Maintain firm RFI database and complete quarterly requests for ZIM
• Provide data and analytics support to sales team to drive data driven insights in support of the distribution team
• Support home office, regional, and firm research ongoing and quarterly requests for covered firms.
• Schedule meetings/appointments with firm contacts within TAMP coverage.
• Providing support and raise awareness of ZIM with the goal of new product and platform placement
• Attend conferences and provide support to firm where necessary

In summary, you want to raise assets and brand awareness at your covered firms, complete RFI requests by deadlines each quarter in coordination with the RFI team, and leverage firm technology to provide data driven insights in support of the distribution team. The ideal candidate will have a strong work ethic, a passion for sales and building relationships, and continued professional development.

Compensation:
• Base Salary
• Commission

Job Requirements
• 1+ years minimum successful experience in financial services
• A bachelor degree in a business technology related field is strongly recommended
• Strong organizational and writing skills.
• Track record of meeting deadlines and managing multiple projects
• Series 7 (or Series 6), Series 63, Series 65 or Series 66 (preferred)
• A working knowledge and passion for the equity markets
• Proficient computer skills in Microsoft Excel, Office, Salesforce, etc.
• Ability to travel, as needed (<25%)

Base salary plus commissions and full medical, dental and 401K
Show more details...
via ZipRecruiter schedule_type: Full-time
Company Description Company Information... Zacks Investment Research was formed in 1978 to provide independent research and analysis to the both institutional and individual investors. Our Internet Group has been in the forefront of helping individuals become more successful investors with valuable research tools and commentary on our main website: www.Zacks.com. Job Description We are seeking a persuasive direct-marketing web designer with four Company Description

Company Information...

Zacks Investment Research was formed in 1978 to provide independent research and analysis to the both institutional and individual investors. Our Internet Group has been in the forefront of helping individuals become more successful investors with valuable research tools and commentary on our main website: www.Zacks.com.

Job Description

We are seeking a persuasive direct-marketing web designer with four or more years of experience to join our team at Zacks Investment Research. You'd be part of our Zacks.com business unit based in Chicago, IL that is experiencing tremendous growth.

Job Description: Compel intelligent, stock-savvy investors to take immediate action by subscribing to our investment research services via designing online ads, emails, landing pages, and videos that are constantly tested and improved -- where controls are created to be beaten. We will need you to work closely with our copywriters and translate their winning copy into visuals that drive response. You will also be working with the expansive marketing team to ensure messages get out on time. We will rely on your experience and judgment to assist in large marketing campaigns, as well as handling smaller projects that require a quick turnaround. We'll be leaning on your skills to help us meet our goals.

Responsibilities
• Creating fantastic ads, emails, landing pages, videos, and other marketing materials that beat our controls.
• Working directly with our team of copywriters and marketing managers to produce awesome marketing collateral in a timely fashion.
• Generating new ideas and innovations based on sound research, best practices, and measurable tests
• Producing and expanding existing campaigns, while maintaining the core creative
• Being compelling and persuasive

Job Qualifications
• Excellent persuasive design skills with professional appeal.
• Responsive web design
• Ability to hand-code, standards-compliant HTML and CSS.
• Proficiency with standard design software.
• Understanding of browser compatibility issues, web design constraints, and email deliverability.
• Deliver projects on-time
• Detail oriented.
• Generate creative ideas in a highly-interactive environment.
• Ability to manage multiple projects and timelines
• Excel in a team environment and be able to communicate clearly with your peers.
• Formal design training.
• Familiarity with basic concepts of investing and finances
• Familiarity with direct response marketing.

Education and Experience

BA/BFA (or equivalent experience) in graphic design/commercial art.

4+ years related professional experience in design and marketing.

Personal URL/Portfolio required.

Compensation: Salary and bonus plan will be offered commensurate with experience.

Qualifications

BA/BFA (or equivalent experience) in graphic design/commercial art.

4+ years related professional experience in design and marketing.

Responsive web design

Ability to hand-code, standards-compliant HTML and CSS.

Personal URL/Portfolio required.

Additional Information

All your information will be kept confidential according to EEO guidelines
Show more details...
via ZipRecruiter schedule_type: Full-time
Company Description The Zacks Group of companies consists of Zacks Investment Research (ZIR ), Zacks Investment Management (ZIM ), and Zacks Trade... ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of Company Description

The Zacks Group of companies consists of Zacks Investment Research (ZIR ), Zacks Investment Management (ZIM ), and Zacks Trade...

ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web and provides active self-directed individual investors with research and investment tools designed to help them become more successful traders and investors.

ZIM, our wealth management firm, is an SEC registered RIA that manages over $5 Billion for high net worth individuals and institutions interested in long term value creation.

Zacks Trade (our broker dealer) provides discount brokerage services, Zacks Research, and Model Portfolios to both active individual traders and long term investors.

Job Description

Zacks is looking for a Director of Marketing for Zacks Trade, our newly formed and fast growing discount brokerage firm. We are looking for a Marketing Manager with deep experience using all avenues of digital and social media marketing to acquire funded accounts in a highly competitive internet environment. We prefer someone who has done exactly this job and lives in Chicago (or is willing to relocate to Chicago).

Compensation: We are prepared to pay an attractive compensation package to the right person. Let's make sure it's a good fit first and then we will ensure that the compensation is correct.

PLEASE DO NOT RESPOND TO THIS JOB UNLESS YOU HAVE BEEN INVOLVED IN LEAD GEN MARKETING CAMPAIGNS TO ACQUIRE FUNDED ACCOUNTS FOR A DISCOUNT BROKERAGE FIRM

Qualifications
• Must have deep experience marketing for discount brokerage firms.
• Must have been involved in Lead Gen Marketing Campaigns to acquire funded accounts for a discount brokerage firm.

Additional Information

All your information will be kept confidential according to EEO guidelines
Show more details...
via LinkedIn posted_at: 28 days agoschedule_type: Full-time
Zacks Investment Management is hiring a Salesforce Business Analyst Zacks Investment Management is looking for a Salesforce administrator who is responsible for maintaining the integrity of a customer relationship management (CRM) system. The individual will ensure that all data is accurate and up to date, monitor performance metrics, and troubleshoot any issues that may arise with the software... or hardware used by their company. List of responsibilities: • Zacks Investment Management is hiring a Salesforce Business Analyst

Zacks Investment Management is looking for a Salesforce administrator who is responsible for maintaining the integrity of a customer relationship management (CRM) system. The individual will ensure that all data is accurate and up to date, monitor performance metrics, and troubleshoot any issues that may arise with the software... or hardware used by their company.

List of responsibilities:
• Perform system administrator function of the Salesforce.com CRM application
• Maintain and enhance visual layout, workflow rules and business logic layer to streamline and enhance business processes and improve user experience
• Implement and integrate third-party products / applications on the force.com platform
• Work with IT and Salesforce.com and other 3rd party vendors to maintain smooth operation and performance of the platform
• Coordinate and lead user acceptance tests with the business units and end users against business requirements
• Prepare CRM management reports
• Extract data from various electronic systems and record
• Respond to adhoc queries from Senior management and account managers
• Assisting Management with Power Point presentations when needed
• Ensure system availability and stability by administering and maintaining applications which support firm operations
• Provided assistance to sales team, while resolving issues by communicating with other departments within the company as needed

WHO IS ZACKS?

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages $10 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas
Show more details...
via Talent.com posted_at: 3 days agoschedule_type: Full-time
Alternative Data Sales Zacks Investment Research Zacks Investment Research, the 2nd largest provider of Independent US Equity Research is expanding its services and is looking for an experienced salesperson who has successfully sold investment information, equity research, web hosting services, or alt data to on line trading firms and investment web sites... Exceptional candidates with experience outside of the Market Data industry will be considered Alternative Data Sales Zacks Investment Research

Zacks Investment Research, the 2nd largest provider of Independent US Equity Research is expanding its services and is looking for an experienced salesperson who has successfully sold investment information, equity research, web hosting services, or alt data to on line trading firms and investment web sites...

Exceptional candidates with experience outside of the Market Data industry will be considered but the ideal candidate has likely worked in a sales or sales manager role for Refinitiv, Thomson Reuters, Factset, Bloomberg, S&P Cap IQ, Morningstar or similar or predecessor or market data provider.

The position offers an opportunity to work with our team that has created a suite of highly competitive products in the financial market.

We have a great work / life balance, weekly team meetings, and a casual working environment with professional work ethics.

Compensation includes base salary plus commission and offers health, vision and dental insurance

Who is Zacks

The Zacks Group of companies consists of Zacks Investment Research (ZIR ), Zacks Investment Management (ZIM ), and Zacks Trade.

ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors.

The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web and provides active self-directed individual investors with research and investment tools designed to help them become more successful traders and investors.

ZIM, our wealth management firm, is an SEC registered RIA that manages over $5 Billion for high net worth individuals and institutions interested in long term value creation.

Last updated : 2023-03-15
Show more details...
via LinkedIn posted_at: 30 days agoschedule_type: Full-time
Provide excellent service and support to Zacks Investment Management (ZIM) clients by furnishing account information, performance reports, and various forms required to accomplish a clients requested task. Conduct daily in depth conversations with clients regarding market conditions, asset allocations, and offer prudent advice to clients to assist them in achieving their financial... objectives. Produces reports necessary to support sales efforts, Provide excellent service and support to Zacks Investment Management (ZIM) clients by furnishing account information, performance reports, and various forms required to accomplish a clients requested task. Conduct daily in depth conversations with clients regarding market conditions, asset allocations, and offer prudent advice to clients to assist them in achieving their financial... objectives.

Produces reports necessary to support sales efforts, while maintaining files to meet regulatory requirements.

Job Duties and Responsibilities

• Establishing and cultivating relationships with new clients and proactively helping to resolve issues and concerns.

• Independently improving and streamlining the service model and operational procedures

• Learning the business and products used to educate and accurate advice to clients.

• Providing excellent telephone coverage, including ability to manage priorities; handling urgent calls with professionalism and good judgment

• Navigating ZIM effectively and efficiently by interfacing with various departments on behalf of team to collect information, respond to requests and coordinate meetings

• Participating in ongoing learning and development to enhance client support needs

• Administrative duties such as handling telephones, mailing, processing forms, completing travel and expenses reports, as needed

• Comply with all industry rules and regulations and firm policies

Job Requirements

• Bachelor’s Degree with 2-4 years of prior financial services industry experience in sales and support

• Must be Series 63/65 licensed

• Proficient in Salesforce CRM, MS Excel, Word, Outlook and PowerPoint, Experience in related technology, software planning tools and presentations a plus

• Knowledge of investment concepts, practices and procedures used in the securities and insurance industries

• Exemplary communication, presentation, time-management and organizational skills.

• Successful completion of background check and pre-employment assessments.

• To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.

WHO IS ZACKS?

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages $10 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas
Show more details...