Senior Analyst, Investment Manager Research

The Segal Group, Inc; Chicago (IL); On-site; USD 84,000 - 105,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Generous PTO (paid time off)

Job summary

The Segal Group, Inc. is seeking a Research Senior Analyst II to join Segal Marco Advisors' research team in Chicago. You will support public equity research, conduct due diligence on managers, and help translate findings into actionable recommendations for clients.

You will interview investment managers, write notes and papers, and contribute to the MR2 rating system, assisting consultants and clients with portfolio analysis and performance evaluation.

Qualifications

• The ideal candidate will have a bachelor’s degree in finance, accounting, or economics with a minimum of 4+ years of experience in a research environment.
• Strong qualitative and quantitative background with attention to detail is essential.
• Familiarity with quantitative financial techniques is desirable; CFA candidate preferred.

Responsibilities

• Support Segal Marco Advisors’ research efforts with a focus on public equity investments.
• Perform due diligence on public equity-based strategies and interview investment managers and industry leaders.
• Write notes and research papers on relevant topics.
• Assist with evaluation of investment manager performance and maintain knowledge base of managers.
• Rate managers in the MR2 system and recommend best-in-class managers to consultants and clients.
• Attend client meetings and contribute to portfolio analysis through data collection and analytics.

Skills

Research

Quantitative analysis

Attention to detail

CFA candidate

Education

Finance/Accounting/Economics degree

Job description

Job Description

SEG00000034

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 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.

Qualifications

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.