Great Gray

Senior Investment Analyst (CFA

Aliso Viejo, CA · Senior

No sponsorship$100k-$130kDetected 15 days ago

AccessibilityExcelResearchCommunication

About the role

Great Gray is looking to add a Senior Investment Analyst to our Investment team.
The Senior Investment Analyst will serve as a core member of the investment team, reporting directly to the Deputy Chief Investment Officer.
The ideal candidate is analytically rigorous, comfortable managing multiple workstreams, and able to communicate complex investment concepts clearly to a range of audiences.

Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis
Conduct ongoing manager research and due diligence across public and private market strategies, including participation in calls, meetings, and webinars, and support evaluation of private equity, private credit, and other alternative investments
Support responses to investment-related inquiries from advisors, consultants, and institutional partners, including participation in prospect and client calls
Maintain data integrity across investment reporting systems and platforms, and support quarterly and ad-hoc reporting needs for internal and external stakeholders
Collaborate cross-functionally with sales, operations, legal, and technology teams on investment-related projects, platform enhancements, and client deliverables
Advanced Excel skills, including the ability to build, audit, and maintain complex models with linked formulas, scenario analysis, and multi-asset allocation logic-this is a critical requirement for the role
High attention to detail and ability to manage recurring deadlines across multiple concurrent workstreams
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
Madison Dearborn Partners ("MDP") purchased Great Gray from Wilmington Trust in April 2023.

advanced Excel proficiency is essential for this role
Bachelor's degree in Finance, Economics, Business, or a related field
6+ years of experience in investment management, consulting, or financial services
Experience with defined contribution investment structures, including target-date strategies and stable value
Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

$100,000-$130,000
This base pay range is subject to change and may be modified in the future.
The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.
Individual compensation within this range, or that may warrant a provision for pay beyond this range, depends on multiple factors, including, but not limited to, candidate's prior education and relevant work experience and training as well as position location and local market demands.
Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the 'Base Pay Range' noted above.
Base Pay Range*

We have a comprehensive and competitive benefits package at Great Gray.
Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the 'Base Pay Range' noted above.

Policy Great Gray Group, LLC is an Equal Opportunity Employer.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
Accommodation Statement Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.
If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com

Visa sponsorship or transfer of an existing visa is not available for this position.

This listing is sourced directly from Great Gray's careers page and normalized into a canonical job model.