What are the responsibilities and job description for the Investment Analyst position at Strategic Investment Group?
ANALYST, INVESTMENTS
Strategic Investment Group – Arlington, VA
About Strategic
Strategic Investment Group® (Strategic) is an Outsourced Chief Investment Officer (OCIO) firm that provides institutions with the capabilities of a full investment office. Acting as a seamless extension of our clients' investment teams, we deliver portfolio construction, manager selection, and ongoing risk management within a structured fiduciary framework so organizations can remain focused on their core mission. Founded in 1987, Strategic was built to give institutions access to the investment office they would build if they had the time, the people, and the scale to do so internally.
Our mission is to empower clients to achieve transformational impact through inspired investing. To learn more, visit www.strategicgroup.com.
Why Become an Analyst at Strategic?
This is more than a first job. It’s a launchpad for a long-term career in investments:
We are seeking graduating seniors who are:
Our analysts are not just building careers—they’re shaping the future of institutional investing. You’ll join a cohort of bright, ambitious professionals and become part of an alumni network that spans top firms and graduate schools.
Location: Arlington, VA (Metro accessible, minutes from Washington, DC)
Learn more: www.strategicgroup.com
Apply Now: Become part of the next generation of investment leaders.
This job description is not an exhaustive list of all functions that the employee may be required to perform. The employee may be required to perform additional functions. Strategic reserves the right to revise the job description at any time, with or without notice. Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.
Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.
Strategic Investment Group – Arlington, VA
About Strategic
Strategic Investment Group® (Strategic) is an Outsourced Chief Investment Officer (OCIO) firm that provides institutions with the capabilities of a full investment office. Acting as a seamless extension of our clients' investment teams, we deliver portfolio construction, manager selection, and ongoing risk management within a structured fiduciary framework so organizations can remain focused on their core mission. Founded in 1987, Strategic was built to give institutions access to the investment office they would build if they had the time, the people, and the scale to do so internally.
Our mission is to empower clients to achieve transformational impact through inspired investing. To learn more, visit www.strategicgroup.com.
Why Become an Analyst at Strategic?
This is more than a first job. It’s a launchpad for a long-term career in investments:
- Immediate Impact: Collaborate directly with senior investors and client portfolio managers on live portfolios.
- Broad Exposure: Gain hands-on experience across public equity, fixed income, hedge funds, private equity, and real assets.
- Rigorous Training& Mentorship: Develop technical, analytical, and presentation skills through structured onboarding, continuous learning, and mentorship from seasoned professionals.
- Career Pathway: Analysts have advanced internally or gone on to top graduate programs, hedge funds, private equity, and global asset managers.
- Collaborative Culture: Join a team that values intellectual curiosity, innovation, and professional growth.
- Portfolio Management: Analyze and monitor institutional client portfolios, reviewing performance, attribution, and positioning.
- Investment Research: Participate in due diligence on existing and prospective managers, evaluating strategies across asset classes.
- Client Engagement: Assist with presentations, respond to client requests, and contribute to portfolio reviews.
- Market Analysis: Track economic and market developments, support risk management, and evaluate investment opportunities.
- Collaboration: Partner with internal teams and engage with external managers, auditors, and custodians.
- Professional Development: Present findings in internal investment meetings and contribute to firm-wide discussions.
We are seeking graduating seniors who are:
- Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or Accounting
- Strong academic credentials (3.5 GPA preferred).
- Passion for markets, investing, and data-driven decision-making.
- Strong problem-solving, analytical, and communication skills.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Familiarity with Python, SQL, or R.
- Experience working with large datasets.
- Interest in pursuing the CFA designation.
- Hybrid flexible working model.
- Competitive compensation and benefits, including base salary, profit sharing, and immediate 401(k) employer match.
- Comprehensive health, dental, vision, and life insurance.
- Student loan assistance.
- Paid time off and holidays.
- Professional development support, including training sessions and funding for certifications.
- Social and networking events, plus opportunities to engage with colleagues outside of day-to-day work.
Our analysts are not just building careers—they’re shaping the future of institutional investing. You’ll join a cohort of bright, ambitious professionals and become part of an alumni network that spans top firms and graduate schools.
Location: Arlington, VA (Metro accessible, minutes from Washington, DC)
Learn more: www.strategicgroup.com
Apply Now: Become part of the next generation of investment leaders.
This job description is not an exhaustive list of all functions that the employee may be required to perform. The employee may be required to perform additional functions. Strategic reserves the right to revise the job description at any time, with or without notice. Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.
Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.