Senior Analyst, Investment Manager Research

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

The Opportunity

This 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 (MR2) 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.