Senior Growth Investment Analyst - Multi-Asset Portfolio

UAW Retiree Medical Benefits Trust; Ann Arbor (MI); On-site; USD 90,000 - 140,000; Full time

Job summary

UAW Retiree Medical Benefits Trust in Ann Arbor, MI seeks a Senior Investment Analyst to drive multi-asset portfolio analysis and strategy. You will engage with seasoned professionals, develop investment ideas, and contribute to monitoring the Trust's $60B AUM across growth and private markets.

The role requires at least 3 years in investment roles, a finance/S business degree, and progress toward CFA/CAIA. Strong analytical and communication skills, plus Excel proficiency, are essential.

Qualifications

• Minimum of 3 years of investment experience in investment management or related roles.
• Bachelor's degree in Business, Finance, or related field; CFA/CAIA progress encouraged.
• Strong analytical and communication skills; able to work with limited supervision.
• Proficiency in Microsoft Excel and investment tools.

Responsibilities

• Conduct investment analysis across multiple asset classes using fundamental and quantitative methods.
• Develop and monitor portfolio strategies aligned with risk/return objectives.
• Present ideas to senior investment professionals and peers for feedback.
• Collaborate with global investment organizations and identify private market opportunities.
• Support development, monitoring, and reporting of portfolio investments.

Skills

Investment analysis

Fundamental analysis

Quantitative analysis

Portfolio management

Communication skills

Financial modeling

Microsoft Excel

Education

Bachelor's degree in Business or Finance

CFA/CAIA progress

Tools

Bloomberg Terminal

Job description

UAW Retiree Medical Benefits Trust in Ann Arbor, MI seeks a Senior Investment Analyst to drive multi-asset portfolio analysis and strategy. You will engage with seasoned professionals, develop investment ideas, and contribute to monitoring the Trust's $60B AUM across growth and private markets.

The role requires at least 3 years in investment roles, a finance/S business degree, and progress toward CFA/CAIA. Strong analytical and communication skills, plus Excel proficiency, are essential.