Strategy Associate - Girls Who Invest

Employment Type: Full time

Location: New York City office, (Hybrid - in office 3-5 days per week)

ABOUT THE ORGANIZATION:

Girls Who Invest (GWI) is a powerful community dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders.

GWI supports first- and second-year college students through tuition-free education programs, while also providing career advisory services, community-building initiatives, and lifelong alumni support. Our comprehensive approach focuses on fostering long-term professional development, retention, and advancement.

The GWI community is made up of thousands of investors, industry leaders, supporters, and 130 Partner firms dedicated to advancing and retaining talent.  At our core are over 3,200 GWI Alumni educated and trained in just 9 years, with more than 75% staying in the industry. To learn more, visit GirlsWhoInvest.org.

ABOUT THE OPPORTUNITY:

The Strategy Associate will be a passionate self-starter and work directly with the CEO to support strategic planning and execution, lead and drive content development, and assist with key stakeholder management. This role requires a combination of strong leadership, strategic and critical thinking, project management, data synthesis, content development, and communication skills to advance GWI’s near- and mid-term priorities.

This position will report to the Chief Executive Officer in the near-term and will work across all GWI teams.

KEY RESPONSIBILITIES:

Strategy, Planning, and Project Management:

  • Project manage GWI’s multi-year strategic planning and bring to light the most critical opportunities and issues facing GWI and its stakeholders 

  • Partnering with the CEO, develop a strategic viewpoint for GWI Board updates and quarterly meetings, and serve as primary creator of all key materials and decks for communication of strategy, progress, and data trends.

  • Manage specific projects resulting from the annual planning process:

    • Contribute a well-rounded and diverse sense of what’s possible for each project. Push content ideas to be modern and distinct, but always with the end beneficiary in mind  

  • Ensure on-time execution of key deliverables, balancing the fulfillment of team goals with the professional growth and satisfaction of individuals 

  • Create concept decks to vet various strategic options to solve for these opportunities/issues and pitch new areas of growth for GWI 

Content Development:

  • Prepare presentations, including data visualization, analytics, and background research for key meetings, conferences, speaking engagements, etc.

    Work with the partnerships and communications teams to contribute to high-quality fundraising pitch materials and key communications, such as the Annual Report

    Utilize extensive knowledge of industry trends and the competitive landscape to inform strategic planning and key organizational messaging

    Coordinate with internal teams across the firm to create talking points and analytics on market or business-related issues

    Build core competencies and playbooks that can be efficiently deployed across several projects; Not everything needs to (or should) start from scratch

Data Analysis and Management:

  • Manage GWI’s quarterly dashboard, including data tracking, analysis, and reporting

  • Support the Manager, Evaluation, Data, and Technology around data and analysis

  • Curate, analyze, and present data findings to inform strategy and assess impact

  • Attend key meetings and analyze and present back findings

ABOUT THE SUCCESSFUL CANDIDATE:

Professional Experience:

  • Three to five years of relevant work experience in financial services, management consulting, or corporate strategy     

  • Proven experience developing and presenting strategies, including synthesizing large amounts of information into high-level concepts and key points

  • Comfortable working with large sets of data, including data collection, analysis, and reporting

  • Excellent organizational and project management skills and demonstrated ability to prioritize and manage numerous projects at once as they evolve and change 

  • Strong communication skills (verbal and written) and experience translating complex ideas into clear, easy-to-understand concepts

  • Significant experience and expertise with Google Suite, Excel (including analysis, organizing, and formatting), and PowerPoint

  • Familiarity working with project management systems, Salesforce, or another CRM is a plus

Personal Experience:

  • Analytical and strategic with the ability to evaluate, form independent judgments, and think critically and creatively 

  • Demonstrated ability to be proactive, take the initiative, have a strong sense of urgency, and thrive in a fast-paced environment

  • Strong interpersonal skills and able to build relationships and collaborate across the organization at all levels of seniority 

  • Adaptable and self-directed with the flexibility to take on additional projects as needed by GWI staff 

  • Strong commitment to GWI’s mission with intellectual curiosity around investment management, market trends, and advancing women

Education: Bachelor’s degree required

GIRLS WHO INVEST’S PRINCIPLES:

  • Performance: Building investment teams to drive better outcomes and create meaningful impact

  • Innovation: Always innovating to create the best programs for our participants and partners to help individuals stay and thrive in an evolving investment landscape

  • Community: Accelerating careers through the power of community and connection

  • Respect: Ensuring all who interact with GWI encounter an inclusive, respectful environment that welcomes each other’s unique skills and perspectives

COMPENSATION: Current compensation range expected: $90,000 - $100,000 per year. The starting pay will depend on a variety of factors that may include but are not limited to experience, education, training, and certification. GWI offers a strong and competitive benefits package.

TO APPLY: Please <<click here>> to apply with a resume and cover letter. 

Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.