Senior Investment Analyst — Private Markets & Excel

Medium; Boston (MA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation package

Medical, dental, and vision insurance

401(k) plan with employer contribution

Annual well-being stipend

Job summary

Great Gray is seeking a Senior Investment Analyst to join its Investment team in Boston. This role supports portfolio management, manager research, and client support, requiring advanced Excel skills and a strong background in investment management.

With 6+ years of experience and a CFA designation, you'll be integral in preparing complex models, conducting manager research, and ensuring data integrity across reporting systems.

Qualifications

• 6+ years of experience in investment management, consulting, or financial services.
• Ability to build, audit, and maintain complex Excel models.
• Experience with defined contribution investment structures.

Responsibilities

• Lead preparation of complex Excel models supporting portfolio construction.
• Conduct manager research across public and private markets.
• Maintain data integrity across investment reporting systems.

Skills

Advanced Excel skills

Investment management

Manager research

Client support

Strong communication skills

Education

Bachelor’s degree in Finance, Economics, or Business

CFA designation

Job description

Great Gray is seeking a Senior Investment Analyst to join its Investment team in Boston. This role supports portfolio management, manager research, and client support, requiring advanced Excel skills and a strong background in investment management.

With 6+ years of experience and a CFA designation, you'll be integral in preparing complex models, conducting manager research, and ensuring data integrity across reporting systems.