Analyst, Private Markets

The Opportunity This is an entry level opportunity. The 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. This position is available in New York City or Chicago. In Chicago, this position will be a a member of the United Food and Commercial Workers Union Local 881 The Role The analyst will support Segal Marco Advisors research efforts with a focus on private market 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. The Opportunity This is an entry level opportunity. The 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. This position is available in New York City or Chicago. In Chicago, this position will be a a member of the United Food and Commercial Workers Union Local 881 The Role The analyst will support Segal Marco Advisors research efforts with a focus on private market 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. The Requirements The ideal candidate will have Bachelor's degree from a four-year college or university with a major in an analytic field such as finance, accounting, or economics with a minimum of 2 plus years of prior experience working in a research environment. 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. CFA candidate preferred. About Segal and its Total Rewards Program… Segal is a privately owned , leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others. Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $62,500-75,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a 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 for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals. Join Segal: If your qualifications align closely with what we have described, we encourage you to apply. Your unique background and skills matter because at Segal, we believe that different experiences and perspectives drive innovation and excellence. We are committed to creating a fair and transparent hiring process and all hiring decisions will be merit-driven. If you require accommodation during the interview, please let us know. Thank you for considering Segal. We are excited to learn more about you! Please Apply: Segal is the right size, the right organization and…the right move for you! #LI-Hybrid The Requirements The ideal candidate will have Bachelor's degree from a four-year college or university with a major in an analytic field such as finance, accounting, or economics with a minimum of 2 plus years of prior experience working in a research environment. 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. CFA candidate preferred. About Segal and its Total Rewards Program… Segal is a privately owned , leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others. Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $62,500-75,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a 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 for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals. Join Segal: If your qualifications align closely with what we have described, we encourage you to apply. Your unique background and skills matter because at Segal, we believe that different experiences and perspectives drive innovation and excellence. We are committed to creating a fair and transparent hiring process and all hiring decisions will be merit-driven. If you require accommodation during the interview, please let us know. Thank you for considering Segal. We are excited to learn more about you! Please Apply: Segal is the right size, the right organization and…the right move for you! #LI-Hybrid

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