Analyst, Investment Strategy

AARP is looking for an Investment Analyst to join their team in Washington, DC. In this role, you’ll help manage a diverse investment portfolio and conduct research to support investment decisions. You’ll work closely with the investment team and assist in preparing reports and materials for various stakeholders. This is a great opportunity to grow your career in a supportive and mission-driven organization.

What You’ll Do

• Research and analyze investment opportunities across various asset classes
• Prepare investment recommendations based on your findings
• Assist in due diligence by coordinating manager meetings and preparing reports
• Conduct performance and risk analysis on the portfolio
• Prepare materials for Investment Committee and Board members

What You Need

• Bachelor’s degree in Economics, Finance, Business Administration, or related field
• 2+ years of relevant experience
• Proficiency in Microsoft Excel and Office Suite
• Strong communication skills with all levels of management and stakeholders
• Preferred CFA or CFE candidate

What You’ll Love

• Competitive salary and benefits package
• 100% company-funded pension plan
• Flexible hybrid work environment
• Paid time off for various needs including vacation and parental leave

About the Firm

• AARP is the largest nonprofit organization focused on empowering people aged 50 and older
• They advocate for health, financial security, and personal fulfillment
• AARP produces widely circulated publications like AARP The Magazine
• They have a strong commitment to diversity and inclusion in their workforce