Analyst, Investment Management

Full-Time Opportunity for 2024 Undergraduate Students

Summer 2024 Start Date

Strategic Investment Group (Strategic) a pioneer in dedicated Outsourced Chief Investment Officer (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for a select group of clients. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. Strategic functions as our clients’ investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core businesses, while we focus on providing the highly specialized portfolio management that clients need to meet their investment goals.

We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service. Our mission is to empower investors through experience, innovation, and excellence. Visit our website at www.strategicgroup.com for more information.

What is the role?

The Investment Analyst is an entry-level position on the investment team of the leading OCIO firm. The Analyst will work directly with the investment and client portfolio management teams and will have the following opportunities and responsibilities:

• Analyze and monitor client portfolios and underling investments across various asset classes (e.g., public equity, fixed income, hedge funds, private equity, real assets and other).
• Assist senior investment team with investment research and analysis.
• Actively participate in due diligence and monitoring of existing and prospective asset managers.
• Attend and participate in meetings with existing and prospective investment managers. developing quantitative and qualitative evaluations of investment opportunities, and analyzing performance data and portfolio characteristics.
• Support Client Portfolio Management by managing and monitoring client investment portfolios.

• Reviewing portfolio performance, attribution, and positioning,
• Preparing client presentations
• Assisting with investment and portfolio analysis
• Responding to ad-hoc client requests.

• Communicate portfolio results externally with investment managers, client representatives, auditors, and custodians.
• Attend and contribute to monthly and quarterly internal investment meetings.
• Conduct other projects related to a broad array of institutional investment areas.

What are we looking for?

• Bachelor’s degree in Finance, Economics, Engineering, Mathematics or Accounting.
• Strong academic credentials and understanding of relevant financial, mathematical, and accounting techniques.
• Minimum 3.25 GPA (preferred).

Which skills do you need?

• Good understanding of financial markets and strong interest in investments.
• Strong problem-solving and analytical skills.
• High degree of attention to detail and solid organizational time-management skills.
• Exceptional verbal and written communication and relationship-building skills.
• Ability to work independently and as part of a team.
• Proven proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• High integrity and ethical values.

It would be a plus if you also possess:

• Experience or familiarity with VBA, SQL, and R.
• Experience working with large data sets.
• Interest in pursuing CFA designation.

What we offer:

• Hybrid flexible working model.
• Generous benefits package, including paid time off, employer-paid health coverage options, a 401(k) plan with employer match and immediate vesting, discretionary profit sharing and pre-tax benefits for transit, health, and dependent care.
• Student loan assistance.
• CFA exam fees and preparation courses.
• Professional development funding and training sessions.
• Social events plus volunteer and philanthropic opportunities.
• A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a diverse workforce.

This job description is not an exhaustive list of all functions that the employee may be required to perform. The employee may be required to perform additional functions. Strategic reserves the right to revise the job description at any time, with or without notice. Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.