Senior Analyst, Investment Operations

OverviewSegal 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.ResponsibilitiesMonitoring and facilitating new account set-up processesSupporting compliance activities such as SEC custody audits and other relevant filings; leading audit processes for Segal Marco sponsored investment vehiclesImplementing approved asset allocation mixes for each plan as directedThe position is located in our Chicago office, with work on a hybrid schedule (part in-office, part from home). This is an opportunity to apply strong quantitative, analytical and operational skills in a dynamic, project-driven environment with exposure to internal consultants and external clients.QualificationsBachelor’s degree in business (accounting a plus).Minimum of 2-3 years of relevant work experience; familiarity with custody, investment consulting, and investment operations is 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 ProgramSegal 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 including a non-contributory defined benefit pension plan, 401(k) with matching and discretionary contributions, medical and prescription benefits (including contributions to a health savings account for eligible employees), dental, life, disability insurance, Employee Assistance Program, wellness reimbursements, professional credential and tuition reimbursement, and comprehensive paid time off including holidays, vacation, sick leave, paid family leave and sabbaticals.Join SegalIf your qualifications align closely with what we have described, we encourage you to apply. We are committed to a fair and transparent hiring process; if you require accommodation during the interview, please let us know. #J-18808-Ljbffr

Created: 2025-10-06