Analyst, Trading & Portfolio Management

Job Description

Strategic Investment Group (“Strategic”), a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional and private investors. Strategic’s mission is to empower clients to achieve transformational impact through inspired investing.

For more information on Strategic’s business and mission, visit our website:

Strategic is seeking a highly motivated, detail-oriented Analyst who will support the implementation, monitoring, and trading of a broad, comprehensive, diverse, and fully discretionary multi-asset investment program, implemented across external active managers and internal directly traded exposures for multiple client accounts. The position will be a part of the Portfolio Management group.

Key Responsibilities

Monitor portfolio allocations relative to targets and investment guidelines and effectuating trades/rebalancing/execution as needed, including daily data quality checking and troubleshooting

Design, develop and maintain robust pipelines by integrating SQL-based queries with financial APIs to extract, transform, and load large-scale financial datasets for downstream analytics, modeling, and reporting

Evaluate and execute trades across client portfolios, asset classes and strategies, including directly traded government bonds and market exposure instruments. Security and strategy types traded include derivatives (e.g. listed futures contracts, forwards), onshore and offshore commingled investment funds (e.g. mutual funds, investment trusts, private partnerships), currency/cash & cash equivalents, U.S. government bonds/bills and exchange traded funds

Manage daily and strategic liquidity across portfolios, ensuring sufficient cash availability for redemptions, rebalancing, and investment opportunities

Ensure adherence to regulatory requirements, internal risk limits, and client-specific investment guidelines, proactively identifying and escalating relevant issues

Liaise with investment teams, operations, compliance, and client service to ensure seamless execution and alignment of portfolio objectives.

Contribute to firm wide initiatives to improve proprietary tools essential to the portfolio management process

Participate in servicing large, high profile client relationships

Qualifications/Requirements

Bachelor’s degree required (Preferably in Quantitative Finance, Finance, Economics or another related field)

Progress toward CFA designation preferred

Minimum of 1–3 years of experience in financial services preferred, preferably in asset management, investment operations, or trading

Familiarity with portfolio construction, asset allocation, and investment products across asset classes

Experience with trade execution, order management systems and market operations preferred

Working understanding of financial markets, macroeconomic indicators, and regulatory frameworks

Strong understanding of relevant financial analysis and accounting techniques

Strong organizational skills, attention to detail, ability to multi-task and independently manage projects and meet deadlines

Proven proficiency in utilizing spreadsheets and presentation software

Strategic offers all employees a collaborative work environment with an uplifting team culture and a flat hierarchy. Our firm is characterized by several key elements that foster innovation, productivity, and employee satisfaction.

Cultural Fit & Personal Attributes

Strategic fosters a high-performing, inclusive, and collaborative environment where innovation and integrity are paramount. The successful candidate will demonstrate:

Intellectual curiosity and a strong desire to learn.

Ability to collaborate across departments and build trust-based relationships.

Flexibility to pivot strategies based on market feedback or organizational priorities.

A commitment to excellence, professionalism, and ethical conduct.

Firm Culture

Strategic is proud of its flat organizational structure and collegial team environment. Our workplace is characterized by:

Collective Excellence, providing teams with a broad range of skills, backgrounds and experiences, a culture where all voices are valued.

Cross-functional collaboration, where diverse teams work together to achieve shared goals.

Transparency and open communication, ensuring alignment and trust across the organization.

Empowerment and autonomy, encouraging team members to take initiative and contribute meaningfully.

Continuous innovation, enabled by agility and a commitment to excellence in all we do.

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. 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 essential functions of the job, absent undue hardship.

Strategic is committed 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, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age, or veteran status.

Full-time