Senior Investment Analyst (CFA required)

Why Great Gray?

At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.

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. This individual will support the full breadth of the team’s responsibilities—spanning portfolio management, manager research, content development, and internal and external client support—with particular emphasis on advanced Excel skills and working knowledge of private markets. The ideal candidate is analytically rigorous, comfortable managing multiple workstreams, and able to communicate complex investment concepts clearly to a range of audiences.

Location

This position will work from one of our office locations listed below. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.

Boston, MA

Wilmington, DE

Aliso Viejo, CA

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Responsibilities

Lead the preparation and maintenance of complex, multi-tab Excel models supporting portfolio construction, quarterly rebalancing, de-risking processes, and target allocation analysis; advanced Excel proficiency is essential for this role

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

Assist with 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—this is a critical requirement for the role

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

Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

Comfortable navigating ambiguity.

Entrepreneurial mindset to bring best practice ideas to the team.

Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Base Pay Range*

$110,000-$140,000

*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.