Senior Investment Analyst, Growth Strategies

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

Are you ready to embark on an exhilarating journey in the world of investments? Join our dynamic team as a Senior Investment Analyst and become a key player in building and monitoring our Trust's portfolio. This is your chance to make a significant impact across multiple asset classes and work with seasoned investment professionals to help you grow and develop your own investment acumen.

Or

Are you passionate about making a real difference in people's lives while pursuing a rewarding career in finance? Join the UAW Retiree Medical Benefits Trust (RMBT) as a Senior Investment Analyst and be part of a mission that goes beyond numbers – we're investing in the health and well-being of our retirees

Why Join Us?

• Be part of a generalist model that exposes you to multiple asset classes. Primarily focusing on the Trust’s Growth portfolio which includes private equity, venture, public equities, real estate, energy and infrastructure
• Work alongside industry experts and learn from highly experienced investment professionals
• Enjoy a collaborative team environment that values your unique perspective
• Shape the future of our Trust's investment strategies
• Opportunities for professional growth and advancement and an annual dollar commitment towards professional development opportunities and/or professional licensing

What You'll Do

Develop Skills and Ideas Related for Portfolio Strategy for a $60B AUM Investment Organization:

• Conduct cutting-edge investment analysis using both fundamental and statistical methods
• Research and develop innovative strategies that align with our Trust's risk and return objectives
• Present your ideas to seasoned investment professionals, where you will get feedback and grow as an investment professional
• Collaborate with top-tier investment organizations worldwide
• Identify and explore exciting private market investment opportunities
• Build a network of industry leaders and gain unparalleled insights

Develop your own investment themes and ideas while searching for and uncovering the best investment managers

Perform in-depth quantitative and qualitative analysis to support your findings

Present your ideas and analysis to key stakeholders, influencing crucial investment decisions

• Develop value-added relationships with institutional quality investment organizations to maximize access to best ideas with goal of enhancing the Trust’s investment strategies and processes in the future

Monitor and Optimize Portfolios:

Evaluate portfolio diversification across geographies, sectors, and investment styles

Utilize cutting-edge portfolio management systems to track performance and risk

Develop innovative monitoring processes to enhance our investment strategies

Assists with the development, monitoring, and reporting of portfolio investments

What You Bring to the Table

• Minimum of 3 years of investment experience, preferably in investment management, consulting, and / or other relevant roles

A demonstrated passion for continuous learning

A bachelor's degree in Business, Finance, or a related field

Progress towards CFA/CAIA designation (or a commitment to pursue it)

Exceptional analytical and communication skills

A self-starter attitude with the ability to thrive with limited supervisory oversight

Proficiency in Microsoft Suite and investment tools

Working Conditions and Physical Effort

The physical requirements of this position are typical of office work

Some travel to industry conferences and manager offices

Some travel between Trust sites (Ann Arbor and Detroit)

• Financial modeling (developing integrated and complex financial models), data management, research and analysis of historical financial data
• Asset class experience preferred but not required

Personal Effectiveness Competencies

All employees of the Trust are expected to demonstrate relevant personal effectiveness competencies as specified in the Trust’s competency definitions.