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, Equity Research position at Segal Marco Advisors is designed for individuals looking to gain extensive exposure to the consulting and investment management industry. The role involves supporting research efforts focused on equity investments, engaging with investment managers, and contributing to the evaluation and recommendation of investment strategies to clients.

Responsibilities

• Support Segal Marco Advisors' research efforts with a focus on equity investments.
• Interview investment managers and industry leaders to gather insights.
• 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 to discuss investment strategies.
• Perform essential data collection and 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 is preferred.
• Strong attention to detail with a quantitative and computer background.
• Interest in investments and familiarity with quantitative financial techniques.

Nice-to-haves

• Experience in investment management or consulting environments.
• Advanced analytical skills and proficiency in financial modeling.

Benefits

• Non-contributory defined benefit pension plan.
• Matching and discretionary contributions to a 401(k) profit sharing plan.
• Medical and prescription benefits with 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.