Sr. Analyst, Equity Research

$72,000 - $90,000/Yr

The Segal Group - Chicago, IL

Full-time - Entry Level

Chicago, IL

Professional, Scientific, and Technical Services

About the position

The Sr. Analyst will be a key member of the research team at Segal Marco Advisors, focusing on equity investments. This role provides an excellent opportunity to gain insights into the consulting and investment management industry, supporting research efforts through interviews, writing, and data analysis.

Responsibilities

• Support research efforts with a focus on equity investments.
• Interview investment managers and industry leaders.
• Write notes and research papers on equity investments.
• Assist in evaluating investment manager performance.
• Build and maintain a knowledge base of investment managers.
• Rate managers in the proprietary Manager Research & Ranking (MR^2) system.
• Recommend best-in-class investment managers to consultants and clients.
• Attend client meetings and perform essential data collection.
• Run analytics to analyze investment portfolios.

Requirements

• Bachelor's degree in an analytic field such as finance, accounting, or economics.
• Prior experience in a professional environment focusing on equity investments preferred.
• Strong attention to detail with a quantitative background.
• Familiarity with quantitative financial techniques.

Nice-to-haves

• Interest in investments and financial markets.

Benefits

• Salary range of $72,000 to $90,000 plus discretionary performance bonus.
• Non-contributory defined benefit pension plan.
• Matching and discretionary contributions to a 401(k) profit sharing plan.
• Medical and prescription benefits with health savings account contributions.
• Dental benefits.
• Life insurance and 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.