Senior Associate, Client Development

Strategic Investment Group (“Strategic”), a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive investment and service platform providing customized solutions for foundations, endowments, defined benefit plans, and family offices. Our proprietary process combines active portfolio management implemented through an open architecture platform and rigorous risk management. 

Strategic functions as our clients’ investment office and co-fiduciary, effectively becoming an extension of their resources. Strategic strives to build enduring partnerships with their clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world-class client service. Strategic’s mission is to help our clients have a transformational impact on those they serve through inspired investing. For more information on Strategic’s business, mission, vision, and core values, visit our website:  https://www.strategicgroup.com/about-us

Strategic Investment Group has provided Outsourced CIO (OCIO) services since 1987, offering tailored investment solutions to foundations, endowments, pension plans, and family offices. We manage investments with an open-architecture platform that combines active portfolio management with risk controls. Our goal is to support clients' missions through strong partnerships and sound investment strategies.

We’re hiring a Senior Associate to strengthen our Client Development team. This hybrid role requires 3 days per week in the Arlington, VA office. You’ll produce high-quality RFPs, RFIs, and presentations to support business growth. You’ll manage and enhance our RFP content library, working with internal experts to ensure timely, accurate, and effective responses. You'll report to the Co-Heads of Global Client Development.

Key Responsibilities

• Collaborate with the Client Development and Marketing teams to create compelling client acquisition documents (RFPs, RFIs, DDQs).
• Organize and maintain RFP content, leveraging AI tools for efficiency.
• Craft and update presentations that highlight our unique strengths and market position.
• Build and nurture cross-departmental relationships to ensure accurate, up-to-date investment content.
• Oversee the full RFP process, managing input from various teams and tracking deadlines.
• Deliver regular reports on RFP metrics and performance insights.
• Continuously optimize RFP workflows, content structure, and data access.
• Develop and maintain the RFP policy and training manual.
• Analyze market trends to provide recommendations to streamline the process.

Tangible Requirements

• Bachelor’s degree in Finance, Accounting, Business, Marketing, Economics, or a related field.
• 5 years of experience in institutional investment management, consulting, or investment banking.
• Direct experience managing RFPs, RFIs, DDQs, and similar processes.
• Hands-on experience with AI-based tools for organizing and accessing RFP data.
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).

Preferred Qualifications

• Strong understanding of asset management, financial markets, and investment strategies.
• Excellent project management skills—capable of juggling multiple priorities and meeting deadlines.
• Superior organizational and time management abilities, focusing on accuracy and detail.
• Clear and engaging communication skills (both written and verbal) that effectively convey complex concepts concisely.
• Collaborative mindset with experience working across teams to achieve business objectives.
• Creativity and initiative to continuously improve processes and presentations.

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 essentials functions of the job, absent undue hardship. 

We are committed to the full utilization of all human resources and 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, marital status, sexual orientation, gender identity, national origin, disability, age, Veteran status or any other characteristic prohibited by federal, state or local law.