Associate, Investments – Public Markets

About Us

Strategic Investment Group® (Strategic) is an Outsourced Chief Investment Officer (OCIO) firm that provides institutions with the capabilities of a full investment office. Acting as a seamless extension of our clients' investment teams, we deliver portfolio construction, manager selection, and ongoing risk management within a structured fiduciary framework so organizations can remain focused on their core mission. Founded in 1987, Strategic was built to give institutions access to the investment office they would build if they had the time, the people, and the scale to do so internally.

Our mission is to empower clients to achieve transformational impact through inspired investing.

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 Associate include external manager sourcing, evaluation, extensive due diligence, recommendation, and subsequent monitoring. The Associate will also be responsible for overall portfolio analysis and implementation considerations. The role requires strong technical skills, deep knowledge of investment theory, and the ability to work independently. The Associate will report to the Co-Heads of Public Markets.

• 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 manager and strategy recommendations for 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.

• 3–5 years of investment experience, including a minimum of 2 years as part of an allocator team, performing manager research and diligence within public markets, and evaluating investment strategies across both fixed income and equity markets.
• Direct experience managing relationships with investment firms, including participating in 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, Fact Set, or Nasdaq preferred.
• Proven quantitative skills, with the ability to analyze large datasets and investment metrics.
• Ability to travel 20–30 %.

• Progress toward CFA designation.
• 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…