Senior Investment Analyst

About the role

Great Gray Group is seeking a Senior Investment Analyst to join our Investment team. Reporting directly to the Deputy Chief Investment Officer, this role will cover a broad spectrum of responsibilities including portfolio management, manager research, content development, and client support.

Responsibilities

• 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
• Oversee investment commentary, asset class research, and client-facing content for use by sales and relationship management teams
• Support responses to investment-related inquiries from advisors, consultants, and institutional partners, including participation in prospect and client calls
• Aid in discretionary portfolio oversight, rebalancing execution, and coordination with investment operations to ensure accurate and timely trade implementation
• 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

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Business, or a related field
• 6+ years of experience in investment management, consulting, or financial services
• Advanced Excel skills, including the ability to build, audit, and maintain complex models with linked formulas, scenario analysis, and multi-asset allocation logic
• CFA designation
• Experience with defined contribution investment structures, including target-date strategies and stable value
• Familiarity with portfolio construction concepts including asset allocation, glidepath analysis, and rebalancing mechanics
• Exposure to private markets (private equity, private credit, real assets, or hedge funds) through prior professional experience, research, or advanced coursework
• Strong written and verbal communication skills with the ability to produce clear, polished investment content
• High attention to detail and ability to manage recurring deadlines across multiple concurrent workstreams
• Comfortable navigating ambiguity
• Entrepreneurial mindset to bring best practice ideas to the team

Company Background

Great Gray Group, LLC is the leading independent provider of trustee and administrative services to Collective Investment Trusts ("CITs"), with over $370 billion in CIT assets under management, across more than 1,020 funds. We work with over 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment vehicle; they represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but tailored for the institutional retirement market, offering distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront. Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.

Equal Employment Opportunity 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.