Senior Investment Analyst, Income Strategies

The Senior Investment Analyst position at UAW Retiree Medical Benefits Trust is a great opportunity for someone with a few years of investment experience. You’ll be involved in analyzing investment opportunities and supporting the investment team in various tasks. This role offers a chance to work in a collaborative environment and gain exposure to different asset classes while contributing to the financial well-being of retirees.

What You’ll Do

• Analyze investment opportunities and monitor portfolio performance.
• Create reports and presentations to communicate findings.
• Assist in due diligence for investment managers.
• Support the investment team with data and operational tasks.
• Maintain clear and accurate spreadsheets and reports.
• Help with scheduling and communication within the team.
• Contribute to the overall investment strategy and decision-making.

What You Need

• At least 3 years of experience in investment management or related fields.
• Bachelor’s degree in Business, Finance, or a related area.
• Strong analytical and quantitative skills.
• Proficiency in Microsoft Office and investment tools.
• Interest in pursuing a Chartered Financial Analyst designation.
• Ability to work independently and as part of a team.
• High attention to detail and problem-solving skills.
• Good interpersonal skills and a positive attitude.

What You’ll Love

• Collaborative work environment with hands-on training.
• Opportunity to gain experience across various asset classes.
• Mentorship from senior investment staff.
• Engaging in meaningful work that impacts retirees’ health benefits.
• Access to professional development and growth opportunities.
• Supportive culture that values teamwork and communication.

About the Firm

• The UAW Retiree Medical Benefits Trust focuses on managing healthcare benefits for retirees.
• They have a collaborative and supportive work culture.
• The Trust employs a generalist investment model, allowing for diverse experiences.
• They are committed to achieving strong investment returns for their beneficiaries.
• Located in Ann Arbor, MI, they offer a dynamic work environment.