Sr. Analyst, Equity Research
Benz Communications - Chicago, IL
posted 3 days ago
About the position
The Sr. Analyst will be a supporting member of the research team. This position offers a terrific opportunity to gain broad exposure to and understanding of the consulting and investment management industry. The Sr. analyst will support Segal Marco Advisors research efforts with a focus on equity investments. This will include interviewing investment managers and industry leaders on the topic, writing notes and research papers, as well as furthering our efforts to direct client investments into these areas. Responsibilities will also include assisting with the evaluation of investment manager performance; building and maintaining knowledge base of investment managers; rating managers in our proprietary Manager Research & Ranking (MR^2) system; recommending best-in-class investment managers to our consultants and clients; attending client meetings; performing essential data collection as well as running analytics to analyze investment portfolios.
Responsibilities
- Support research efforts with a focus on equity investments
- Interview investment managers and industry leaders
- Write notes and research papers
- Assist in directing client investments
- Evaluate investment manager performance
- Build and maintain knowledge base of investment managers
- Rate managers in the MR^2 system
- Recommend best-in-class investment managers to consultants and clients
- Attend client meetings
- Perform essential data collection
- Run analytics to analyze investment portfolios
Requirements
- Bachelor's degree from a four-year college or university 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 and familiarity with quantitative financial techniques
Benefits
- Salary range of $72,000 to $90,000
- Discretionary performance bonus based on company profitability and employee performance
- 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
- 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
