Analyst, Investment Manager Research jobs in United States
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Segal Marco Advisors ยท 1 day ago

Analyst, Investment Manager Research

positionChicago, IL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$62K/yr - $75K/yr

Segal Marco Advisors is a leading North American employee benefit, human resources and investment management consulting firm. The Analyst will support the research team by creating search books, attending manager meetings, and assisting with the evaluation of investment manager performance.

Financial Services

Responsibilities

Support Segal Marco Advisors research efforts broadly including creating search books
Attending manager meetings and writing meeting notes
Assisting with the evaluation of investment manager performance
Building and maintaining knowledge base of investment managers
Learning cash flow analysis among other responsibilities

Qualification

Bachelor's degreeAnalytic field knowledgeQuantitative backgroundInvestmentsAttention to detail

Required

Bachelor's degree from a four-year college or university with a major in an analytic field such as finance, accounting, or economics
Prior experience working in a professional environment with a focus on equity investments preferred
Strong attention to detail
Quantitative and computer background
Interest in investments including a familiarity with quantitative financial techniques

Benefits

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
Employee Assistance Program
Wellness benefit reimbursements and rewards
Professional credential and tuition reimbursement
Comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals

Company

Segal Marco Advisors

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Segal Marco Advisors is a global investment solutions firm.
dateFounded in 1968
location
New York, New York, USA
people-size51-200 employees
web-link
http://segalmarco.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Julian M Regan
Senior Vice President & Public Sector Market Leader
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Michael D. Joyce
Senior Vice President/Senior Consultant
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Recent News

PR Newswire
BridgePort and Segal Marco Advisors Bring Digital Innovation to Private Investment Diligence and Advisory Solutions for the Wealth Channel
2025-12-02
Company data provided by crunchbase