Senior Investment Strategy Analyst

About the Role

We are seeking a Senior Investment Strategy Analyst to drive portfolio strategy, financial modeling, and investment analysis for institutional clients and global investment portfolios. This role is designed for a professional who thrives at the intersection of finance, strategy, and market analysis, providing insights that shape investment decisions at the enterprise level.

The Senior Investment Strategy Analyst will collaborate closely with portfolio managers, executive leadership, and investment committees to analyze opportunities, optimize asset allocation, and evaluate risk-reward trade-offs. This position offers exposure to multi-asset portfolios, private equity, and alternative investments, combining analytical rigor with strategic insight to drive measurable business outcomes.

Essential Duties and Responsibilities

• Conduct in-depth investment analysis, including valuation modeling, financial forecasting, and scenario planning

• Support portfolio managers in developing strategic investment recommendations

• Prepare executive-level reports, presentations, and dashboards for investment committees and clients

• Monitor portfolio performance, market trends, and macroeconomic indicators to inform strategic decisions

• Collaborate with cross-functional teams, including risk, operations, and finance, to ensure alignment and accurate reporting

• Participate in due diligence for new investment opportunities, including private equity, real estate, and alternative assets

• Develop quantitative models and tools to support investment strategy and decision-making

• Identify opportunities to optimize portfolio allocation, risk management, and performance metrics

Job Qualifications and Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA, CFA, or advanced degree preferred)

• 5+ years of experience in investment strategy, portfolio analysis, private equity, or asset management

• Strong proficiency in financial modeling, valuation techniques, and investment analytics

• Familiarity with capital markets, alternative investments, and multi-asset portfolio strategies

• Experience preparing investment recommendations and presenting to executive committees

• Proficiency with analytical tools such as Excel, Bloomberg, FactSet, or similar platforms

Personal Capabilities and Qualifications

• Strategic thinker with strong analytical and problem-solving skills

• Detail-oriented with a high degree of accuracy and rigor in financial analysis

• Excellent communicator capable of distilling complex investment concepts for stakeholders

• Collaborative and team-oriented with the ability to work across multiple functions

• Self-motivated and proactive in identifying investment opportunities and risks

• Resilient and adaptable in fast-paced, market-driven environments

Strategic Support

As a Senior Investment Strategy Analyst, you will provide strategic support by:

• Advising portfolio managers and executives on strategic asset allocation and investment decisions

• Supporting long-term planning for multi-billion-dollar investment portfolios

• Delivering actionable insights to optimize portfolio performance and risk management

• Contributing to due diligence, strategic initiatives, and market research to inform growth opportunities

Working Conditions

• Hybrid or flexible remote work environment

• High-level interaction with portfolio managers, investment committees, and senior leadership

• Fast-paced, data-driven environment with exposure to global markets

• Occasional travel for client meetings, investment due diligence, or industry conferences

Job Function

• Investment Strategy & Portfolio Analysis

• Financial Modeling & Valuation

• Risk & Performance Management

Compensation & Benefits

Total Compensation Range: $110,000 – $226,000 USD annually

Package includes:

• Competitive base salary aligned with market benchmarks

• Performance-based annual bonus or incentive plan

• Comprehensive health, dental, and vision coverage

• Retirement savings plans with employer contributions

• Paid time off, holidays, and wellness programs

• Professional development, mentorship, and CFA support

Why Join Us

• Drive strategic investment decisions for multi-billion-dollar portfolios

• Collaborate with top-tier portfolio managers, executives, and investment committees

• Exposure to alternative investments, private equity, and multi-asset strategies

• Influence portfolio allocation, risk management, and enterprise-level investment decisions

• Build a career with growth, mentorship, and competitive compensation in a globally recognized investment organization