This is an entry level position. The Analyst will be a key supporting member of the research team. This position offers an excellent opportunity to gain broad exposure to the consulting and institutional investment management industry, as well as gain a practitioner26rsquo;s understanding of a variety of asset classes and investment strategies.
The Analyst will support Segal Marco Advisors research efforts with the opportunity to work on teams dedicated to equity investments. Responsibilities include preparing client-ready search books and other materials, writing meeting notes, assisting in the production of research papers and presentations, interviewing investment managers, performing essential data collection and analytics, and providing general client service support. The Analyst will also participate in the evaluation of manager and client portfolio performance, and the ongoing development of our knowledge base of investment managers in accordance with our proprietary Manager Research & Ranking (MR2) system.
The ideal candidate will have Bachelor26#39;s degree from a four-year college or university with a major in an analytic field such as finance, accounting, or economics. The candidate must have a strong attention to detail with a quantitative and a computer background. An interest in investments including a familiarity with quantitative financial techniques is desired.
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.