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Great Gray Group

Senior Investment Analyst (CFA required)

Great Gray Group · Aliso Viejo, CA

Posted about 3 months ago · $110,000-$140,000

or apply directly on Great Gray Group's site. We never take the application ourselves.

Is this posting real?

This role has been open
81 days
Great Gray Group's roles stay open a median of 80 days
Reposted
No
Salary listed
Yes
83% of Great Gray Group's roles list one
Ghost-job risk at Great Gray Group
high
16 stale, 0 reposted of 18 open
Hiring momentum
23 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-25

Measured from postings appearing on and disappearing from Great Gray Group's own lever board since 2026-08-04. Full hiring picture for Great Gray Group.

About this role

The Senior Investment Analyst at Great Gray will be a key member of the investment team, focusing on portfolio management, manager research, and client support. The role requires advanced Excel skills to manage complex financial models and a solid understanding of private markets. The analyst will also be involved in producing investment content and collaborating across various teams to enhance investment-related projects.

Our read on this posting3.4out of 5
benefits
3/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Great Gray Group as an employer.

What you need

  • Bachelor's degree in Finance, Economics, Business, or a related field
  • 6+ years of experience in investment management, consulting, or financial services
  • Advanced Excel skills, including the ability to build, audit, and maintain complex models
  • CFA designation
  • Experience with defined contribution investment structures
  • Familiarity with portfolio construction concepts

What you get

  • Competitive compensation package
  • Group medical, dental and vision insurance
  • Employer-paid life and disability insurance
  • Annual well-being stipend
  • 401(k) plan with advantageous employer contribution model

Worth weighing

  • No remote work flexibility beyond 1 day per week
  • CFA is a strict requirement
  • The base pay range may change in the future
  • Role involves managing multiple workstreams which may be demanding

Summarised from Great Gray Group's posting. Read the full original.

Listed by Great Gray Group on their lever job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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