Senior Investment Analyst — Pension Fund & Private Markets

CFA Institute; Washington (District of Columbia); On-site; USD 140,000 - 220,000; Full time

Job summary

DC Retirement Board in Washington, DC seeks a Principal Investment Analyst to contribute to all phases of the investment process, including asset allocation, manager selection, and portfolio monitoring. The role offers exposure to a broad investment program and growth within a small, collaborative team.

The ideal candidate has 6–9 years in institutional investment management, strong analytical skills, and the ability to communicate complex financial concepts to senior leaders.

Qualifications

• Six to nine years of progressively responsible experience in institutional investment management or related field.
• Experience evaluating and monitoring externally managed investment portfolios across asset classes.
• Experience presenting investment materials to governance bodies (investment committees or boards) preferred.

Responsibilities

• Assist with strategic asset allocation and risk exposure across public and private asset classes.
• Lead or co-lead investment manager due diligence and negotiations on terms.
• Prepare investment reports, quarterly performance summaries, and board materials.
• Mentor junior team members and interns, fostering learning and development.

Skills

Modern portfolio theory

Institutional investing

Risk management

Investment research

Asset allocation

Due diligence

Communication skills

Education

Bachelor’s degree

CFA

CAIA

Job description

DC Retirement Board in Washington, DC seeks a Principal Investment Analyst to contribute to all phases of the investment process, including asset allocation, manager selection, and portfolio monitoring. The role offers exposure to a broad investment program and growth within a small, collaborative team.

The ideal candidate has 6–9 years in institutional investment management, strong analytical skills, and the ability to communicate complex financial concepts to senior leaders.