Senior Investment Analyst, Growth Strategies

Position SummaryAre you ready to embark on an exhilarating journey in the world of investments? Join our dynamic team as a Senior Investment Analyst and become a key player in building and monitoring our Trust's portfolio. This is your chance to make a significant impact across multiple asset classes and work with seasoned investment professionals to help you grow and develop your own investment acumen. OrAre you passionate about making a real difference in people's lives while pursuing a rewarding career in finance? Join the UAW Retiree Medical Benefits Trust (RMBT) as a Senior Investment Analyst and be part of a mission that goes beyond numbers – we're investing in the health and well-being of our retireesWhy Join Us?Be part of a generalist model that exposes you to multiple asset classes. Primarily focusing on the Trust’s Growth portfolio which includes private equity, venture, public equities, real estate, energy and infrastructureWork alongside industry experts and learn from highly experienced investment professionalsEnjoy a collaborative team environment that values your unique perspectiveShape the future of our Trust's investment strategiesOpportunities for professional growth and advancement and an annual dollar commitment towards professional development opportunities and/or professional licensingWhat You'll DoDevelop Skills and Ideas Related for Portfolio Strategy for a $60B AUM Investment Organization:Conduct cutting-edge investment analysis using both fundamental and statistical methodsResearch and develop innovative strategies that align with our Trust's risk and return objectivesPresent your ideas to seasoned investment professionals, where you will get feedback and grow as an investment professional Collaborate with top-tier investment organizations worldwideIdentify and explore exciting private market investment opportunitiesBuild a network of industry leaders and gain unparalleled insights Master Investment Manager Diligence:· Develop your own investment themes and ideas while searching for and uncovering the best investment managers· Perform in-depth quantitative and qualitative analysis to support your findings· Present your ideas and analysis to key stakeholders, influencing crucial investment decisionsDevelop value-added relationships with institutional quality investment organizations to maximize access to best ideas with goal of enhancing the Trust’s investment strategies and processes in the futureMonitor and Optimize Portfolios:· Evaluate portfolio diversification across geographies, sectors, and investment styles· Utilize cutting-edge portfolio management systems to track performance and risk· Develop innovative monitoring processes to enhance our investment strategies· Assists with the development, monitoring, and reporting of portfolio investmentsWhat You Bring to the TableMinimum of 3 years of investment experience, preferably in investment management, consulting, and / or other relevant roles · A demonstrated passion for continuous learning· A bachelor's degree in Business, Finance, or a related field· Progress towards CFA/CAIA designation (or a commitment to pursue it)· Exceptional analytical and communication skills· A self-starter attitude with the ability to thrive with limited supervisory oversight Demonstrated problem-solving and analytical abilities · Proficiency in Microsoft Suite and investment toolsWorking Conditions and Physical Effort· The physical requirements of this position are typical of office work· Some travel to industry conferences and manager offices · Some travel between Trust sites (Ann Arbor and Detroit) Technical CompetenciesFinancial modeling (developing integrated and complex financial models), data management, research and analysis of historical financial dataAsset class experience preferred but not requiredPersonal Effectiveness CompetenciesAll employees of the Trust are expected to demonstrate relevant personal effectiveness competencies as specified in the Trust’s competency definitions.