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The Segal Group
Cleveland, Ohio (US)
$72,000 to $125,000
Closing date
Jun 17, 2023

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Job Function
Investment Advisor/Consultant
Industry Sector
Consulting Firm
Employment Type

Job Details

The Consultant will provide critical operations and consulting support to a significant and growing traditional Investment Consulting and full fiduciary alternative investment practice (private equity, infrastructure, real estate and hedge funds).  This position offers a terrific opportunity to gain broad exposure to investment consulting. 

The Role:

The Consultant will be primarily responsible for providing investment operations and consulting support.  Responsibilities will include working with members of consulting, research, legal and compliance in the ongoing development, coordination and implementation of firm wide best practices.  The Consultant will document and oversee adherence with client specific guidelines, regulatory and contractual requirements while assisting the consulting and research teams with client communication, compliance and reporting oversight. The Consultant will also have direct client responsibilities, including attending client meetings with Senior Consultants, and at times, cover client meetings when necessary. 

The Requirements:

The ideal candidate will have an undergraduate degree in business, finance, or mathematics and a minimum of 6 years investment industry experience.  Higher education credentials, including CFA Charter participation and / or an MBA can offset less experience. Experience in accounting, compliance, and general investments are desired.  The candidate must have strong attention to detail with good time-management, communication, and computer skills.  Familiarity with quantitative financial techniques is required.

Diversity, Equity & Inclusion at Segal:

We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals, including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

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 $125,000 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.

Please Apply:

Segal is the right size, the right organization and…the right move for you!  Please apply now.



Segal Rogerscasey (, a member of The Segal Group, is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for 45 years and is one of the largest U.S.-based investment consultants. Clients include corporations, non-profit organizations, endowments, foundations, state and local governments and joint boards of trustees administering benefit plans under the Taft-Hartley Act. The firm works with financial services firms through Rogerscasey, a Division of Segal Advisors, and with Canadian clients through Segal Rogerscasey Canada. The firm is also a founding member of the Global Investment Research Alliance. On October 15, 2014, The Segal Group celebrated the 75th anniversary of its founding by Martin E. Segal (
Find Us
333 W. 34th Street
New York

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