Senior Investment Analyst

Great Gray • Boston, MA

2d • Hybrid

About The Position

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.

Requirements

• 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.

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

Benefits

• Be an integral part of a high-growth organization!
• Competitive compensation package
• Group medical, dental and vision insurance
• Employer-paid life and disability insurance
• Annual well-being stipend
• Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

What This Job Offers

• Job Type: Full-time
• Career Level: Senior