Senior Investment Analyst — Hybrid with Excel Expertise

Medium; Wilmington (DE); Híbrido; USD 100 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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Resumo da oferta

Great Gray Group, LLC is seeking a Senior Investment Analyst to join the Investment team in a hybrid role. You will support portfolio construction, manager research, and client-facing content, with a strong emphasis on advanced Excel and private markets knowledge.

The ideal candidate has 6+ years in investment management, CFA designation, and a track record of delivering clear, detailed analyses. This position offers a base pay range of $100,000–$130,000 with annual incentive bonus eligibility

Qualificações

• 6+ years of experience in investment management, consulting, or financial services.
• Advanced Excel skills with linked formulas, scenario analysis, and multi-asset allocation logic.
• CFA designation and related financial analysis expertise.
• Experience with private markets or related coursework.

Responsabilidades

• Lead building and maintaining complex Excel models for portfolio construction and rebalancing.
• Conduct manager research and due diligence across public and private market strategies.
• Oversee investment commentary, asset class research, and client-facing content.
• Support responses to investment inquiries from advisors and institutional partners.
• Assist with discretionary portfolio oversight and trade coordination.

Conhecimentos

Advanced Excel

Portfolio management

Manager research

Content development

Communication

Attention to detail

Multi‑tasking

Private markets knowledge

Formação académica

Bachelor's degree in Finance/Economics/Business

CFA designation

Ferramentas

Excel (advanced)

Descrição da oferta de emprego

Great Gray Group, LLC is seeking a Senior Investment Analyst to join the Investment team in a hybrid role. You will support portfolio construction, manager research, and client-facing content, with a strong emphasis on advanced Excel and private markets knowledge.

The ideal candidate has 6+ years in investment management, CFA designation, and a track record of delivering clear, detailed analyses. This position offers a base pay range of $100,000–$130,000 with annual incentive bonus eligibility