Job Description

About CI Segall Bryant & Hamill Asset Management

CI Segall Bryant & Hamill Asset Management is headquartered in Chicago, with offices in Denver, Philadelphia, New York, and St. Louis. The firm had over $29 billion in assets under management as of December 31, 2024. CI SBH offers a range of investment strategies and customized solutions for institutional and intermediary clients, including domestic, international, and global equity, in addition to fixed income and alternatives. CI SBH is a subsidiary of CI Financial Corp.

About All Cap Core Thematic

All Cap Core Thematic is a flexible, thematic, and risk-managed domestic equity strategy that is benchmarked to the Russell 3000. The ACCT team seeks to capitalize on themes, or secular forces that cut across economic sectors. Individual securities are selected based on the team’s assessment of potential risk and reward, underpinned by fundamental analysis. Risk management is accomplished via diversification and the flexibility to hedge when deemed appropriate. It has been led or co-led by Jason Benowitz, Senior Portfolio Manager, since 2017. The ACCT team managed over $1.6 billion in assets as of December 31, 2024.

Responsibilities

CI SBH is seeking a Senior Equity Analyst to join the ACCT team. The Senior Equity Analyst will conduct fundamental research on large and mid-cap U.S. equities for the purpose of initiating new positions as well as evaluating existing positions held in the strategy. The analyst will contribute to the ACCT team’s thematic research, portfolio construction, and risk management. And he or she will directly manage certain customized client portfolios. Over time the successful analyst will assume greater responsibilities which may include contributing to marketing materials, representing the team in client meetings, supporting SBH sales as they interact with institutions and intermediary channels, and managing customized portfolios for some of the team’s largest clients. The Senior Equity Analyst will work directly with Senior Portfolio Manager Jason Benowitz and the ACCT team, and will collaborate across CI SBH and other divisions of its parent CI Financial Corp. The position is based in Manhattan; some business travel may be required.

Qualifications

The candidate should have at least 5 years of relevant experience, including some exposure to the buy side. Analyst experience across the buy side (long-only or hedge fund), sell-side equity research, investment banking, management consulting, and/or private equity is of interest. The candidate should have experience analyzing companies in different industries, as ACCT is a team of generalists. He or she should have quantitative skills, a firm grasp of financial accounting, and the ability to construct valuation models. An understanding of geopolitics, macroeconomics, and the global capital markets is also valued, due to the strategy’s risk management component. A bachelor’s degree with strong academics is required, and an MBA degree and/or CFA designation is preferred.

Skills and Characteristics

We seek someone who is: passionate about investing in the U.S. equity markets; intellectually curious, thinks independently, and will work proactively in a self-directed manner; humble, patient, flexible, and continuously works toward self-improvement; an effective communicator both orally and in writing; able to work collaboratively as part of a small team as well as within a broader organization; and at all times guided by integrity and intellectual honesty.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $170,000– $215,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Segall Bryant & Hamill is an investment firm with locations in Chicago, Denver, St. Louis, and Philadelphia. For more than a quarter century, SBH has been helping investors realize their long-term investment objectives through a time-tested, disciplined process. We offer a wide range of investment strategies and aim to build long-lasting relationships with our clients in the Advisor Solutions and Institutional channels.

Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

WHAT WE OFFER:

• SBH offers a culture defined by a core set of values which guide the advice we provide, the strategies we recommend, the way we manage client portfolios and the way we treat our employees. These values are Integrity, Trust, Humility, Curiosity, and Inclusion.
• SBH offers a diverse and inclusive work environment where individuals from varied backgrounds are brought together, treated with respect, supported and valued so that the firm and its employees, clients and community will benefit from a strong culture, diversity of thought and more robust decision making.
• SBH offers autonomy and accountability.
• SBH offers benefits and work/life balance to meet each employee at their stage in life
• SBH offers programs so employees can take an active role in the communities where they live & work.
• SBH offers a performance management program and a dedicated Compensation Committee to ensure competitive compensation packages

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