Senior Investment Research Analyst, Public Equity

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

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.