Senior Investment Analyst, Growth Strategies UAW

NASP; Ann Arbor (MI); Hybride; USD 120 000 - 160 000; Plein temps

Résumé du poste

UAW Retiree Medical Benefits Trust (RMBT) in Ann Arbor, MI, seeks a Senior Investment Analyst for Growth Strategies to help shape portfolio strategies across a broad asset mix in a $60B organization.

You will conduct cutting-edge investment analysis, present ideas to senior colleagues, and collaborate with global investment teams, while supporting monitoring and optimization of portfolios with occasional travel to industry events and between Trust sites.

Qualifications

• Minimum of 3 years of investment experience
• Bachelor’s degree in Business, Finance, or related field
• Progress toward CFA/CAIA designation or commitment to pursue it
• Exceptional analytical and communication skills
• Self-starter with limited supervision
• Proficiency in Microsoft Suite and investment tools
• Experience leveraging AI tools to improve research and workflows

Responsabilités

• Conduct cutting-edge investment analysis using fundamental and statistical methods
• Research and develop innovative strategies aligned with risk and return objectives
• Present ideas to seasoned investment professionals and receive feedback
• Collaborate with top-tier investment organizations worldwide
• Identify and explore private market investment opportunities
• Build a network of industry leaders and gain insights
• Develop investment themes and identify best managers
• Perform quantitative and qualitative analysis to support findings
• Present ideas to stakeholders influencing investment decisions
• Monitor and optimize portfolios across geographies and styles

Connaissances

Investment analysis

Financial modeling

Communication

Self-motivation

AI in research

Formation

Bachelor's degree in Business/Finance

Progress toward CFA/CAIA

Outils

Microsoft Excel

Investment tools

AI tooling

Description du poste

Position Description

• Title: Senior Investment Analyst, Growth Strategies
• Division: Investments
• Department: Investments
• Reports To: Senior Investment Manager, Growth Strategies

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 2 Revision Date 08/2026
• 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 toward 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.