Segal Marco Advisors is one of the largest U.S.-based investment consultancies, with offices in Canada and Republic of Ireland, with combined advisory assets exceeding 24500 billion. Our expertise, research and technology help clients achieve their investment objectives. Our senior professionals average more than 20 years of experience, and have invested through all types of market conditions.
The Role
Under the supervision of the SVP / Practice Leader, Discretionary Services, perform a variety of administrative and client service-related functions to facilitate the execution and implementation of investment decisions made by the Discretionary Management Committee (DMC) with the goal of achieving optimal investment performance for clients26#39; Plans. The Sr. Analyst directly supports consultants and clients who subscribe to traditional consulting and Discretionary Services and supports traditional consulting clients who subscribe to the Investment Administration Services. The Sr. Analyst works with all levels on the team to support implementation of investment decisions made by the Board of Trustees of traditional consulting clients with guidance from the Consultant on the account.
Essential Job Functions include but are not limited to:
Experience/Educational Requirements
Affirmative Action/Diversity Inclusion at Segal
At Segal, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their differences. We also engage in good faith efforts to maintain an environment free from discrimination and harassment in strict compliance with applicable laws, and consider all qualified candidates for employment without regard to their race/ethnicity, national origin, color, religion, gender, sexual orientation, gender identity or expression, age, disability or medical condition, protected veteran or military status, criminal record history, marital status, or status in any group or class protected by applicable federal, state or local law. We also engage in affirmative action to employ and advance in employment qualified women, minorities, disabled individuals and protected veterans. Maintaining a diverse and inclusive workforce is a win/win, and provides Segal with the opportunity to leverage our top talent to provide innovative solutions to our clients.