Associate

The Role:
As an Associate in the Investment Consulting group, primary responsibilities will include the assessment and generation of analytical quarterly reports including portfolio data collection and analysis, delivering accurate portfolio accounting information, collecting manager data on asset classes, and analyzing information using tools such as PARis and Bloomberg. This person will assume full responsibility for quality, accurate quarterly reports and meeting deadlines. In addition, this position will include some administrative responsibilities, including but not limited to, editing reports, entering meeting notes and client correspondence into our client management system and maintaining client files. The Associate will also contribute to the management and completion of client projects including asset allocation and structure reviews and coordinating rebalancing directives.

The Requirements:

The candidate will have an undergraduate degree in business, finance, or mathematics. Coursework or experience in basic accounting, bookkeeping or portfolio accounting is preferred. 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.

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! Please apply now.