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Great Gray Group

Senior Investment Analyst (CFA required)

Salary$110k – $140k
LocationAliso Viejo, CA
Work modeon-site
Typefull-time
DepartmentOperations
Company size1,001–5,000 people
First seen2mo ago
Last seen9h ago
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.
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Boston, MA
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Wilmington, DE
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Aliso Viejo, CA
Legal
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
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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
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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
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Oversee investment commentary, asset class research, and client-facing content for use by sales and relationship management teams
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Support responses to investment-related inquiries from advisors, consultants, and institutional partners, including participation in prospect and client calls
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Assist with discretionary portfolio oversight, rebalancing execution, and coordination with investment operations to ensure accurate and timely trade implementation
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Maintain data integrity across investment reporting systems and platforms, and support quarterly and ad-hoc reporting needs for internal and external stakeholders
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Collaborate cross-functionally with sales, operations, legal, and technology teams on investment-related projects, platform enhancements, and client deliverables
Qualifications & Experience
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Bachelor’s degree in Finance, Economics, Business, or a related field
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6+ years of experience in investment management, consulting, or financial services
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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
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CFA designation
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Experience with defined contribution investment structures, including target-date strategies and stable value
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Familiarity with portfolio construction concepts including asset allocation, glidepath analysis, and rebalancing mechanics
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Exposure to private markets (private equity, private credit, real assets, or hedge funds) through prior professional experience, research, or advanced coursework
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Strong written and verbal communication skills with the ability to produce clear, polished investment content
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High attention to detail and ability to manage recurring deadlines across multiple concurrent workstreams
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Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
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Comfortable navigating ambiguity.
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Entrepreneurial mindset to bring best practice ideas to the team.
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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.
Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
· 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
Company Background
Great Gray 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 proudly work with more than 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, because they are tailored for the institutional retirement market, they can offer 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.
Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
Investor Background
MDP is a leading private equity investment firm based in Chicago. Since MDP’s formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.
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.
Accommodation Statement
Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: [email protected]
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