The Opportunity
The Research Senior Analyst II will be a supporting member of the research team. This position offers a terrific opportunity to make a meaningful impact on client portfolios while gaining broad exposure to and understanding of the consulting and investment management industry.
The Role
This Research Senior Analyst will support Segal Marco Advisors’ research efforts with a focus on public equity investments. This will include performing due diligence on public equity-based strategies, interviewing investment managers and industry leaders as well as writing notes and research papers on relevant topics. 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 (MR2) system; recommending best-in-class investment managers to our consultants and clients; attending client meetings; performing essential data collection and running analytics to analyze investment portfolios.