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.
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.
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