Senior Analyst, Investment Operations-(SEG0000002I)Description
We seek aSenior Analystto join the Investment Operations team within Segals Investment Consulting business (dba Segal Marco Advisors). The individual will affiliate with theChicagooffice and work ahybrid work schedule(i.e., partly in-office, partly from home).

This is an ideal opportunity for the qualified candidate who wishes to apply strong quantitative, analytical and operational-oriented skills and/or experience to an investment operations career path within an investments consulting firm. The individual will collaborate with a highly talented team of colleagues, facilitating implementation of investment decisions made by the investment consulting business Discretionary Management Committee (DMC) with the goal of achieving optimal investment performance for external clients. We offer a dynamic, project-driven work environment that supports professional growth and visibility that includes direct contact with consultants and external clients

Key responsibilitiesinclude (but may not be limited to):


Supporting consultants by performing as an adjunct, in-office resource responding directly to external client inquiries.

Monitoring/facilitating new account set-up processes.

Developing action plans in response to client and DMC meeting outcomes.

Supporting compliance activities such as SEC custody audits and other relevant filings; leading audit processes for Segal Marco sponsored investment vehicles.

Implementing approved asset allocation mixes for each plan.

Developing and implementing operational procedures as needed.
Qualifications
Qualifications


Bachelors degree in a quantitative-oriented discipline (e.g., accounting, math, statistics, etc.).

Minimum of 2-3 years of relevant work experience; familiarity with custody, investment consulting, and investment management operations strongly preferred.

Excellent interpersonal and communication (oral/writing) skills and, ability to function effectively within a tight deadline environment requiring attention to detail, accuracy and a high level of quality.


Diversity, Equity & Inclusion at Segal:

We recognize that individuals bring a broad range of experience, abilities and reward expectations that may fall outside the stated requirements of this job. If your overall experience and qualifications warrant consideration for this or other similar positions, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process andthank you for considering Segal.

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.

Segals total rewards are part of what makes us a special place to work. The current salary range for this position is $72,000 to $90,000 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.

Please Apply

Segal is the right size, the right organization andthe right move for you! Please apply now.Primary Location:US-MA-BostonOther Locations:US-IL-ChicagoWork Locations:Boston116 Huntington Avenue, Suite 901Boston02116Job:Consulting - Investment ServicesOrganization:Segal Marco AdvisorsSchedule:RegularRegular EmployeeEmployee Status:Entry LevelJob Type:Full-timeTravel:NoJob Posting:Apr 17, 2024, 12:55:38 PM