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Segal Marco Advisors · 1 day ago

Senior Analyst, Investment Operations

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$72K/yr - $90K/yr

2+ years exp

Segal Marco Advisors is a leading North American employee benefit, human resources and investment management consulting firm. They are seeking a Senior Analyst for their Investment Operations Team, responsible for monitoring account setups, supporting compliance activities, and implementing asset allocations.

Financial Services

Responsibilities

Monitoring/facilitating new account set-up processes

Supporting compliance activities such as SEC custody audits and other relevant filings; leading audit processes for Segal Marco sponsored investment vehicles

Implementing approved asset allocation mixes for each plan as directed

Qualification

Investment operationsAnalytical skillsInterpersonal skillsAttention to detailBachelor’s degree

Required

Bachelor's degree in business (accounting a plus)

Minimum of 2-3 years of relevant work experience; familiarity with custody, investment consulting, and investment operations a plus

Excellent interpersonal skills and ability to function effectively within a tight deadline environment requiring attention to detail, accuracy, and a high level of quality