Growth-Focused Senior Investment Analyst: Diversified Assets

Kforce Inc; Ann Arbor (MI); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Diverse investments

Collaborative culture

Professional development

AI-enabled research

Industry conferences travel

Job summary

Kforce Inc. is seeking a Senior Investment Analyst to join a high-performing team in Ann Arbor, MI. You will work across asset classes like private equity, venture capital, real estate, and more, performing research, due diligence, and portfolio analysis to drive investment decisions.

Qualified candidates have 3+ years in investments, strong modeling skills, and CFA/CAIA progress preferred. The role offers growth, collaboration, and professional development within a dynamic firm environment.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related discipline.
• 3+ years in investments, consulting, corporate finance, or related field.
• Experience with financial modeling, investment research, and portfolio analysis.
• Progress toward CFA or CAIA designation preferred.
• Strong analytical, communication, and problem-solving abilities.
• Proficiency with investment-related tools and platforms.
• Interest in leveraging AI to enhance research and workflow.

Responsibilities

• Conduct investment research, financial analysis, and due diligence across multiple strategies.
• Evaluate investment managers and assess private market opportunities.
• Support portfolio construction, monitoring, and performance reporting.
• Develop investment recommendations and present findings to senior stakeholders.
• Monitor portfolio risk, diversification, and overall investment performance.
• Build and maintain relationships with investment managers, advisors, and industry professionals.

Skills

Investment research

Financial analysis

Due diligence

Portfolio analysis

Communication

Analytical thinking

Travel willingness

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Tools

Microsoft Office

Job description

Kforce Inc. is seeking a Senior Investment Analyst to join a high-performing team in Ann Arbor, MI. You will work across asset classes like private equity, venture capital, real estate, and more, performing research, due diligence, and portfolio analysis to drive investment decisions.

Qualified candidates have 3+ years in investments, strong modeling skills, and CFA/CAIA progress preferred. The role offers growth, collaboration, and professional development within a dynamic firm environment.