Senior Analyst, Investment Operations (Finance)

For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our independence allows us to provide unbiased consulting services for our clients. Headquartered in New York City, Segal has offices throughout the United States and in Canada. We are a smaller organization that provides a more intense and broader exposure for development purposes within a culture that is highly collegial and team-oriented. You will work with colleagues who are smart, professional, talented and...nice people. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.

The Role:

Segal Marco Advisors seeks an individual with strong analytical skills, interested in both investments and operations, within its Investment Operations Team.  The opportunity is in a fast growing, team-oriented group, and requires an individual who is highly detail oriented, a self-starter, and excels in a collaborative environment.

Responsibilities include but are not limited to:

·   Monitoring/facilitating new account set-up processes

·    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 as directed.

The position is located in our Chicago office, with work on a hybrid 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 skills and/or experience. We offer a dynamic, project-driven work environment that supports professional growth and visibility that includes direct contact with internal consultants and external clients.

Qualifications:  

• Bachelor's degree in business (accounting a plus).
• Minimum of 2-3 years of relevant work experience; familiarity with custody, investment consulting, and investment operations a plus.
• Excellent interpersonal skills and ability to function effectively within a tight deadline environment requiring attention to detail, accuracy, and a high level of quality. 

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 $ $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.

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!  Please apply now.