Senior Analyst, Investment Manager Research

Segal Marco Advisors; Chicago (IL); On-site; USD 84,000 - 105,000; Full time

Benefits offered by this job

401(k) plan

Health benefits

Pension plan

Paid time off

Job summary

Segal Marco Advisors in Chicago, IL, is seeking a Research Senior Analyst II to join its research team. You will support public equity research, perform due diligence on strategies, and help evaluate and rank investment managers for client portfolios.

You’ll interview managers and industry leaders, write concise notes and papers, and assist with data collection and analytics to analyze portfolios. This role offers exposure to the consulting and investment management industry and meaningful

Qualifications

• Bachelor’s degree in finance, accounting, or economics with 4+ years in a research environment.
• Strong attention to detail with both qualitative and quantitative background.
• CFA candidate preferred.

Responsibilities

• Support public equity research, perform due diligence on equity strategies.
• Interview investment managers and industry leaders.
• Write notes and research papers; evaluate manager performance and rank results.
• Attend client meetings and run analytics on portfolios.

Skills

Research experience

Quantitative analysis

Attention to detail

Finance knowledge

Education

Bachelor's degree in finance/economics

Tools

MR2 system

Job description

The Opportunity

The Research Senior Analyst II will be a supporting member of the research team. This position offers a terrific opportunity to make a meaningful impact on client portfolios while gaining broad exposure to and understanding of the consulting and investment management industry.

The Opportunity

The Research Senior Analyst II will be a supporting member of the research team. This position offers a terrific opportunity to make a meaningful impact on client portfolios while gaining broad exposure to and understanding of the consulting and investment management industry.

The Role

This Research Senior Analyst will support Segal Marco Advisors’ research efforts with a focus on public equity investments. This will include performing due diligence on public equity-based strategies, interviewing investment managers and industry leaders as well as writing notes and research papers on relevant topics. 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 and running analytics to analyze investment portfolios.

The Requirements

The ideal candidate will have bachelor’s degree from a four‑year college or university with a major in a field such as finance, accounting, or economics with a minimum of 4+ years of prior experience working in a research environment. The candidate must have a strong attention to detail with a qualitative and quantitative background. An interest in investments including a familiarity with quantitative financial techniques is desired. CFA candidate preferred.

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 $84,000 to $105,000 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.

Primary Location

US-IL-Chicago

Work Locations

Chicago-Marco

Job

Consulting - Investment Services

Schedule

Regular

Shift

Regular Employee

Employee Status

Entry Level

Job Type

Full-time

Travel

Yes, 10 % of the Time

Job Posting

Oct 22, 2026, 11:55:04 AM