What are the responsibilities and job description for the Sr. Analyst, Equity Research position at Segal Marco Advisors?
The Opportunity
The Sr. Analyst will be a supporting member of the research team. This position offers a terrific opportunity to gain broad exposure to and understanding of the consulting and investment management industry.
The Role
The Sr. analyst will support Segal Marco Advisors research efforts with a focus on equity investments. This will include interviewing investment managers and industry leaders on the topic, writing notes and research papers, as well as furthering our efforts to direct client investments into these areas. Responsibilities will also include assisting with the evaluation of investment manager performance; building and maintaining knowledge base of investment managers; rating managers in our proprietary Manager Research & Ranking (MR^2) system; recommending best-in-class investment managers to our consultants and clients; attending client meetings; performing essential data collection as well as running analytics to analyze investment portfolios.
Positions in our Chicago office would be members of the UFCW union.
The Requirements
The ideal candidate will have Bachelor's degree from a four-year college or university with a major in an analytic field such as finance, accounting, or economics. Prior experience working in a professional environment with a focus on equity investments preferred. The candidate must have a strong attention to detail with a quantitative and a computer background. An interest in investments including a familiarity with quantitative financial techniques is desired.
Diversity, Equity & Inclusion At Segal
We recognize that individuals bring a broad range of experience, abilities and reward expectations that may fall outside the stated requirements of this job. If your overall experience and qualifications warrant consideration for this or other similar positions, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.
About Segal And Its Total Rewards Program
Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.
Segal’s total rewards are part of what makes us a special place to work. The current salary range for this position is $72,000 to $90,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.
Please Apply…
Segal is the right size, the right organization and…the right move for you! Please apply now.
#hybrid
Primary Location
US-IL-Chicago
Work Locations
Chicago-Marco
Job
Consulting - Investment Services
Organization
Segal Marco Advisors
Schedule
Regular
Shift
Regular Employee
Employee Status
Entry Level
Job Type
Full-time
Travel
Yes, 10 % of the Time
Job Posting
Sep 23, 2024, 11:00:57 AM
The Sr. Analyst will be a supporting member of the research team. This position offers a terrific opportunity to gain broad exposure to and understanding of the consulting and investment management industry.
The Role
The Sr. analyst will support Segal Marco Advisors research efforts with a focus on equity investments. This will include interviewing investment managers and industry leaders on the topic, writing notes and research papers, as well as furthering our efforts to direct client investments into these areas. Responsibilities will also include assisting with the evaluation of investment manager performance; building and maintaining knowledge base of investment managers; rating managers in our proprietary Manager Research & Ranking (MR^2) system; recommending best-in-class investment managers to our consultants and clients; attending client meetings; performing essential data collection as well as running analytics to analyze investment portfolios.
Positions in our Chicago office would be members of the UFCW union.
The Requirements
The ideal candidate will have Bachelor's degree from a four-year college or university with a major in an analytic field such as finance, accounting, or economics. Prior experience working in a professional environment with a focus on equity investments preferred. The candidate must have a strong attention to detail with a quantitative and a computer background. An interest in investments including a familiarity with quantitative financial techniques is desired.
Diversity, Equity & Inclusion At Segal
We recognize that individuals bring a broad range of experience, abilities and reward expectations that may fall outside the stated requirements of this job. If your overall experience and qualifications warrant consideration for this or other similar positions, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.
About Segal And Its Total Rewards Program
Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.
Segal’s total rewards are part of what makes us a special place to work. The current salary range for this position is $72,000 to $90,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.
Please Apply…
Segal is the right size, the right organization and…the right move for you! Please apply now.
#hybrid
Primary Location
US-IL-Chicago
Work Locations
Chicago-Marco
Job
Consulting - Investment Services
Organization
Segal Marco Advisors
Schedule
Regular
Shift
Regular Employee
Employee Status
Entry Level
Job Type
Full-time
Travel
Yes, 10 % of the Time
Job Posting
Sep 23, 2024, 11:00:57 AM
Salary : $72,000 - $90,000