Public Equity Research Senior Analyst – MR2 Ratings

Segal Advisors, Inc; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

Segal Marco Advisors is seeking a Research Senior Analyst II to support our research team. You will help analyze public equity strategies, conduct due diligence, and write research notes that inform client portfolios and investment recommendations.

In this role, you will interview investment managers, participate in performance evaluations, and help maintain our MR2 manager database. You will contribute to delivering insights at client meetings and develop analytics to enhance portfolio analysis.

Qualifications

• Experience in equity research or investment management is preferred.
• Ability to synthesize manager research into concise notes.

Responsibilities

• Support public equity research efforts and perform due diligence on strategies.
• Interview investment managers and industry leaders.
• Write notes and research papers on relevant topics.
• Assist with evaluating manager performance and maintaining the MR2 knowledge base.
• Rate managers in MR2 and recommend top options to consultants and clients.
• Attend client meetings and perform data collection and analytics.

Skills

Equity research

Due diligence

Interviewing managers

Data collection & analytics

Tools

MR2 system

Job description

Segal Marco Advisors is seeking a Research Senior Analyst II to support our research team. You will help analyze public equity strategies, conduct due diligence, and write research notes that inform client portfolios and investment recommendations.

In this role, you will interview investment managers, participate in performance evaluations, and help maintain our MR2 manager database. You will contribute to delivering insights at client meetings and develop analytics to enhance portfolio analysis.