Analyst, Investments Strategy

Growth Equity Interview Guide; Arlington (VA); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits: health/dental/

Job summary

Strategic Investment Group in Arlington, VA, invites applications for an Analyst, Investments position. This entry-level role offers hands-on exposure to multiple asset classes and collaboration with senior investors to build a solid foundation for a career in investments.

You’ll analyze portfolios, assist in due diligence, and present findings in internal meetings, with a hybrid working model and comprehensive benefits. CFA pursuit supported as you grow.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or Accounting.
• Strong academic credentials (3.5+ GPA preferred).
• Passion for markets, investing, and data-driven decision-making.
• Strong problem-solving, analytical, and communication skills.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Familiarity with Python, SQL, or R is a plus.
• Interest in pursuing the CFA designation.

Responsibilities

• Analyze and monitor institutional client portfolios.
• Participate in due diligence on existing and prospective managers.
• Assist with client presentations and portfolio reviews.
• Track economic and market developments.
• Collaborate with internal teams and external managers.
• Present findings in internal investment meetings.

Skills

Analytical

Communication

Problem-solving

Data-driven

Education

Bachelor's degree (Finance/Economics/Math/Engineering/Accounting)

GPA 3.5+

Pursuing CFA designation

Tools

Excel

PowerPoint

Word

Python/SQL/R

Job description

The Analyst, Investments position at Strategic Investment Group is a fantastic entry-level opportunity for recent graduates. You’ll work closely with senior investors and gain hands-on experience across various asset classes. This role offers a solid foundation for a long-term career in investments, with plenty of opportunities for professional growth and development.

What You’ll Do

• Analyze and monitor institutional client portfolios
• Participate in due diligence on existing and prospective managers
• Assist with client presentations and portfolio reviews
• Track economic and market developments
• Collaborate with internal teams and external managers
• Present findings in internal investment meetings

What You Need

• Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or Accounting
• Strong academic credentials (3.5+ GPA preferred)
• Passion for markets, investing, and data-driven decision-making
• Strong problem-solving, analytical, and communication skills
• Proficiency in Microsoft Excel, PowerPoint, and Word
• Familiarity with Python, SQL, or R is a plus
• Interest in pursuing the CFA designation

What You’ll Love

• Hybrid flexible working model
• Competitive compensation and benefits
• Comprehensive health, dental, vision, and life insurance
• 25 paid vacation days and 10 paid holidays
• Professional development support and training
• Social and networking events

About the Firm

• Strategic Investment Group is an Outsourced Chief Investment Officer firm
• Founded in 1987, providing institutions with investment office capabilities
• Focus on portfolio construction, manager selection, and risk management
• Empowers clients to achieve transformational impact through investing
• Located in Arlington, VA, accessible via Metro