Senior Investment Analyst, Growth Strategies

Position Summary

Are 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 retirees.

Why 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 infrastructure
• Work alongside industry experts and learn from highly experienced investment professionals
• Enjoy a collaborative team environment that values your unique perspective
• Shape the future of our Trust's investment strategies
• Opportunities for professional growth and advancement and an annual dollar commitment towards professional development opportunities and/or professional licensing

What You'll Do

Develop Skills and Ideas Related to Portfolio Strategy for a $60B AUM Investment Organization:

• Conduct cutting-edge investment analysis using both fundamental and statistical methods
• Research and develop innovative strategies that align with our Trust's risk and return objectives
• Present your ideas to seasoned investment professionals, where you will get feedback and grow as an investment professional
• Collaborate with top-tier investment organizations worldwide
• Identify and explore exciting private market investment opportunities
• Build 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 decisions
• Develop 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 future

Monitor 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 investments

What You Bring to the Table

• Minimum 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 tools
• Experience with or demonstrated interest in creatively leveraging AI tools to solve problems, enhance research, and improve investment workflows

Working 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 Competencies

• Financial modeling (developing integrated and complex financial models), data management, research and analysis of historical financial data
• Asset class experience preferred but not required

Personal Effectiveness Competencies

All employees of the Trust are expected to demonstrate relevant personal effectiveness competencies as specified in the Trust’s competency definitions.