Discretionary Services Analyst-Entry at Segal Advisors, Inc in Chicago, Illinois

Job Description:

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.

Under the supervision of the SVP / Practice Leader, Discretionary Services, the analyst will perform a variety of administrative and client service-related functions to facilitate the execution and implementation of investment decisions made by the Portfolio Management Committee (PMC) with the goal of achieving optimal investment performance for clients' Plans.  The analyst directly supports consultants and clients who subscribe to traditional consulting and Discretionary Services.  This position is a union position and offers a terrific opportunity to gain broad exposure to and understanding of the consulting and investment management industry.

 

Responsibilities include but are not limited to:

 

·         Supporting Discretionary Services team through proactive communication and timely completion of client related deliverables.

·         Review and entry of client and portfolio management committee meeting notes.

·         Identify and prioritize meeting action items.

·         Assist with compliance functions including SEC custody audit and other required filings.

·         Actively monitor new account set up process including attorney document review, maintaining contact with custodian with account updates, identify funding sources, timing of redemptions, among other tasks.

·         Instruct and authorize custodian and/or investment managers on related transactions.  

·         Interface and coordinate with all teams, as necessary (including but not limited to Research, Global Portfolio Solutions, Legal, Compliance, Reporting, Corporate Governance, Finance).

 

Experience/Educational Requirements

 

·         Bachelor’s degree with a concentration in accounting, finance, business, or economics from a strong university program required.

·         Previous related experience or internships.

·         Familiarity with custody, investment consulting, investment management operations would be a distinct advantage

·         Ability to meet frequent tight deadlines in a detailed oriented environment and a willingness to work overtime when required.

 

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.

Job Offer Disclaimer:

 

Be alert to scams involving offers
of a job using our Company name. Please know that Segal does not extend an
offer of employment unless you have interviewed in-person, at one of our
offices, with authorized, current employees of the company and deemed qualified
for the position. Further, offers of employment are extended only by an
authorized, current Segal employee whom you will already know resulting from
the interview process. Contact the Segal HR Representative responsible for this
position if you have questions. 

 

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