Senior Investment Analyst, Growth Strategies

Toigo Foundation; Ann Arbor (MI); On-site; USD 90,000 - 160,000; Full time

Job summary

UAW Retiree Medical Benefits Trust (RMBT) seeks a Senior Investment Analyst to help manage a diversified Growth portfolio including private equity, venture, public equities, real estate, energy and infrastructure. You will collaborate with senior professionals to shape investment ideas and risk management.

You will conduct cutting‑edge analysis, develop market‑driven strategies, and present to stakeholders while building relationships with top investment organizations globally.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Progress toward CFA/CAIA designation (or commitment to pursue).
• 3+ years in investment management, consulting, or related roles.

Responsibilities

• Develop portfolio strategy for a $60B AUM organization across multiple asset classes.
• Conduct fundamental and quantitative research to support investment ideas.
• Present findings to stakeholders and refine strategies with feedback.
• Collaborate with global investment managers and institutions.
• Identify private market opportunities and enhance access to best ideas.

Skills

Investment analysis

Analytical skills

Communication skills

Self-starter

AI tools usage

Learning mindset

Education

Bachelor’s degree in Business/Finance

Progress toward CFA/CAIA

Tools

MS Office

Investment tools

AI tools

Job description

Position Summary

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 to 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

Master Investment Manager Diligence:

• 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
• Demonstrated problem‑solving and analytical abilities
• Proficiency in Microsoft Suite and investment tools
• Experience with or demonstrated interest in creatively leveraging AI tools to solve problems, enhance research, and improve investment workflows

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)

Technical Competencies

• 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.