Senior Associate, Investments – Public Markets

About Us

Strategic Investment Group specializes in Outsourced CIO (OCIO) solutions, managing customized portfolios for institutional investors since 1987. Our investment process integrates active portfolio management, rigorous risk management, and open-architecture manager selection to serve as an extension of our clients’ investment teams.

We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world-class client service. Our mission is to empower investors through experience, innovation, and excellence.

To learn more, visit: www.strategicgroup.com

Position Overview

The Senior Associate, Public Markets plays a key role in managing a broad and diverse global public markets portfolio, covering public equities and fixed income—which represent the majority of our firm’s assets under management. This position focuses on manager research, investment strategy evaluation, portfolio analytics, and direct engagement with investment managers.

The primary responsibilities of the Senior Associate include external manager sourcing, evaluation, extensive due diligence, recommendation, and subsequent monitoring. The Senior Associate will also be responsible for overall portfolio analysis and implementation considerations. The role requires strong Excel modeling skills, deep knowledge of investment theory, and the ability to work independently.

Key Responsibilities

• Manager Research & Selection – Proactively identify, evaluate, conduct due diligence, and recommend external investment managers in line with Public Markets strategic objectives.
• Portfolio Analytics – Conduct quantitative and qualitative analyses to assess manager strategies, portfolio construction, and risk exposures.
• Manager Relationships – Maintain direct engagement with existing and prospective managers, lead regular on-going meetings, and monitor performance, portfolio exposures, and organizational changes.
• Investment Recommendations – Prepare and present manager and strategy recommendations to the Investment Committee.
• Cross-Team Coordination – Work with legal, compliance, and operations teams to support manager diligence and onboarding.
• Asset Class Reviews – Prepare and present asset class reviews for internal and external meetings.
• Client Engagement – Prepare materials for client meetings and participate in client discussions.
• Market Research – Conduct research on asset classes, market trends, and investment strategies to enhance portfolio decision-making.
• Mentorship – Guide and develop investment analysts by providing direction and performance feedback.
• Industry Engagement – Attend conferences and maintain market intelligence on investment opportunities.

Required Qualifications:

• 4-6 years of experience in public markets investing, manager research, or fund selection.
• Direct experience managing relationships with investment firms, including hiring, negotiating terms, and terminations.
• Strong knowledge of global equity markets, fixed income, and capital markets.
• Undergraduate degree required (Finance, Economics, or Mathematics preferred) with a strong academic record.
• Superior proficiency in Microsoft Excel (modeling, analytics); experience with SQL, Bloomberg, FactSet, or Nasdaq preferred.
• Proven quantitative skills, with the ability to analyze large datasets and investment metrics.
• Ability to travel 20-30%.

Preferred Qualifications:

• MBA and/or CFA preferred.
• Deep understanding of institutional investment management, particularly for endowments, foundations, and pension funds.
• Strong organizational skills, attention to detail, and ability to manage multiple projects under tight deadlines.
• Effective communicator with strong written and verbal skills for presenting investment ideas and research.
• Collaborative mindset, with the ability to thrive in a team-oriented environment while working independently when needed.
• High integrity, professional judgment, and analytical curiosity.

Why Join Us?

• Broad Market Exposure – Work across diverse investment strategies and asset classes.
• Direct Impact – Influence portfolio decisions and engage with top-tier managers.
• Career Growth – Gain expertise in OCIO investing and institutional portfolio management.
• Collaborative Culture – Work in a collegial, team-driven environment with mentorship opportunities.
• If you are passionate about public market investing and thrive in an analytical, high-impact role, we’d love to hear from you!

This job description is not an exhaustive list of all the 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. Employees 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.

We are committed to the full utilization of all human resources and 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.