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 Investment Administrator is integral to supporting the delivery of a broad and diverse range of related investment services to external clients. The role offers an immediate opportunity to become an effective professional and participate as a member of the team that supports our investment consulting group.
The incumbent is primarily responsible for client support and write-ups, vendor searches and verifying and disseminating rates of return and other statistical data related to investment portfolio performance. Responsibilities include but are not limited to producing quarterly investment performance evaluation reports that include reconciling performance with investment managers and custodians and comparing these results to various benchmarks and peer groups; analyzing investment portfolio performance, attribution, and characteristics for assigned accounts; maintaining various databases; research and resolve portfolio performance variances; developing and creating client specific performance reports; supporting the consulting group as it pertains to portfolio performance; and participating in other projects and initiatives that are critical to servicing our clients
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New York City, United States