The Investment Administrator is integral to supporting the delivery of a broad and diverse range of related investment services to external clients. The role offers an immediate opportunity to step into this entry level (non-exempt) opportunity and participate as a member of the team that supports our investment consulting group.
The incumbent is primarily responsible for client support and write-ups, vendor searches and verifying and disseminating rates of return and other statistical data related to investment portfolio performance. Responsibilities include but are not limited to producing quarterly investment performance evaluation reports that include reconciling performance with investment managers and custodians and comparing these results to various benchmarks and peer groups; analyzing investment portfolio performance, attribution, and characteristics for assigned accounts; maintaining various databases; research and resolve portfolio performance variances; developing and creating client specific performance reports; supporting the consulting group as it pertains to portfolio performance; and participating in other projects and initiatives that are critical to servicing our clients.
The ideal candidate must have strong analytical skills with the ability to synthesize information from a number of sources; experience working in a deadline drive environment; excellent computer skills including Microsoft, Windows, Word, Excel, and PowerPoint are essential; an interest in investments and a minimum of an undergraduate degree in Finance or related discipline is required.
Affirmative Action/Diversity Inclusion at Segal:
At Segal, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their differences. We also engage in good faith efforts to maintain an environment free from discrimination and harassment in strict compliance with applicable laws, and consider all qualified candidates for employment without regard to their race/ethnicity, national origin, color, religion, gender, sexual orientation, gender identity or expression, age, disability or medical condition, protected veteran or military status, criminal record history, marital status, or status in any group or class protected by applicable federal, state or local law. We also engage in affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and protected veterans. Maintaining a diverse and inclusive workforce is a win/win, and provides Segal with the opportunity to leverage our top talent to provide innovative solutions to our clients.