Investment Analyst

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.

• Boston, MA
• Wilmington, DE
• Aliso Viejo, CA

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 

• 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