Senior Investment Analyst (CFA required)

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 existi