Senior Investment Analyst Growth Strategies

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

Responsibilities

Kforce has a client that is seeking a Senior Investment Analyst Growth Strategies in Ann Arbor, MI. Summary: Our client is seeking a Senior Investment Analyst to join a high-performing investment team supporting a large and diversified portfolio. This is an excellent opportunity for an investment professional looking to gain exposure across a broad range of asset classes, including private equity, venture capital, public equities, real estate, energy, and infrastructure.

Key Responsibilities

• Conduct investment research, financial analysis, and due diligence activities across multiple investment strategies
• Evaluate investment managers and assess private market investment opportunities
• Support portfolio construction, monitoring, and performance reporting initiatives
• 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

What Our Client Offers

• Exposure to a diverse range of investment strategies and asset classes
• Opportunity to work alongside experienced investment professionals
• Collaborative, team-oriented culture
• Professional development support, including training and certification opportunities
• Meaningful involvement in investment strategy development and decision-making

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related discipline
• 3+ years of experience in investments, consulting, corporate finance, or a related field
• Experience with financial modeling, investment research, and portfolio analysis
• Progress toward a CFA or CAIA designation is preferred
• Strong analytical, communication, and problem-solving abilities
• Proficiency with Microsoft Office and investment-related tools and platforms
• Interest in leveraging AI and technology to enhance research capabilities and workflow efficiency
• Ability to work independently and thrive in a fast-paced environment
• Some travel may be required for industry conferences, investment manager meetings, and collaboration with team members

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.