Senior Investment Analyst: Growth Strategies & Impact

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

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.