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Senior Investment Analyst Jobs (NOW HIRING)

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Sr. Investment Analyst

Dallas, TX

Job Posting Title: Sr. Investment Analyst Location: Dallas - Hospital Additional Posting Details: Monday through Friday 8:00am to 5:00pm Posting Summary Prepare investment portfolio and private ...

The University of Chicago

Senior Investment Analyst

Chicago, IL · On-site

$88K - $109K/yr

Job Summary The Office of Investments is seeking a Senior Investment Analyst to join our collaborative investment team, working alongside portfolio managers and fellow analysts who value intellectual ...

NFP Corp

Sr Investment Analyst

Charlotte, NC

$126K - $180K/yr

We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily ...

NFP Corp

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily ...

NFP Corp

Sr Investment Analyst

Charlotte, NC · On-site

$126K - $180K/yr

We are seeking a qualified professional for the position of Senior Investment Analyst. This role acts as a key member of the investment team, serving as an investment subject matter expert, primarily ...

QCR Holdings, Inc.

Senior Investment Analyst

Moline, IL · On-site

$70K/yr

Senior Investment Analyst DEPARTMENT: 993 - QCRH Investment Department JOB SUMMARY: The Senior Investment Analyst is responsible for assisting with the overall investment research function of the ...

Precision Wealth Strategies LLC

Be Seen First

Investment Analyst

Saint Louis, MO · On-site

$50K - $75K/yr

The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a ...

QCR Holdings, Inc.

Senior Investment Analyst

Moline, IL · On-site

$70K/yr

Senior Investment Analyst DEPARTMENT: 993 - QCRH Investment Department JOB SUMMARY: The Senior Investment Analyst is responsible for assisting with the overall investment research function of the ...

Precision Wealth Strategies LLC

Be Seen First

Investment Analyst

Saint Louis, MO · On-site

$50K - $75K/yr

The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a ...

Novant Health

Investment Analyst Senior

Charlotte, NC · On-site

$83K - $103K/yr

The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities ...

STACK Infrastructure

Sr. Investment Analyst

Denver, CO · On-site

$106K - $115K/yr

The Sr. Investment Analyst will report directly to the Director of Finance and will play a central role in portfolio-level financial modeling, performance analysis, and decision support across the ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

The Position Provides financial and analytical support across the investment lifecycle for DPM US ... Experience presenting recommendations to senior leadership and governance boards preferred

Stackinfra

Sr. Investment Analyst

Denver, CO · On-site

$106K - $115K/yr

The Sr. Investment Analyst will report directly to the Director of Finance and will play a central role in portfolio-level financial modeling, performance analysis, and decision support across the ...

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Senior Investment Analyst information

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$53.5K

$109.8K

$142.5K

How much do senior investment analyst jobs pay per year?

As of Aug 15, 2026, the average yearly pay for senior investment analyst in the United States is $109,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,500.00 and $137,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a senior investment analyst, and why are they important?

To thrive as a Senior Investment Analyst, you need advanced financial analysis, portfolio management, and valuation skills, typically supported by a finance degree and often a CFA or MBA. Proficiency with financial modeling software, Bloomberg Terminal, and data analysis tools like Excel is crucial. Strong communication, critical thinking, and presentation abilities help you convey complex insights and collaborate effectively with stakeholders. These competencies ensure sound investment decisions, risk management, and the ability to drive value for clients or organizations.

What does a senior investment analyst do?

A senior investment analyst evaluates investment opportunities, analyzes financial data, and provides recommendations to support investment decisions. They often conduct market research, create financial models, and monitor portfolio performance, typically using tools like Excel and Bloomberg. Strong analytical skills, industry knowledge, and relevant certifications such as CFA are important for this role.

What are the typical career advancement opportunities for a senior investment analyst?

As a Senior Investment Analyst, you often have a clear pathway to roles such as Portfolio Manager, Senior Portfolio Analyst, or even Director of Investments. Advancement is usually based on a proven track record of strong analytical performance, leadership capabilities, and the ability to generate actionable investment strategies. Many organizations support professional growth through mentorship, additional training, and opportunities to lead larger projects or teams. Building strong relationships with stakeholders and demonstrating initiative are key factors in progressing to higher-level investment roles.

What is a senior investment analyst?

Senior Investment Analysts are experienced financial professionals who evaluate investment opportunities, analyze financial data, and make recommendations to help organizations or clients maximize returns and manage risk. They often specialize in particular sectors or asset classes and may lead teams of junior analysts. Their duties include conducting detailed market research, building financial models, and presenting findings to stakeholders or investment committees. Senior Investment Analysts typically possess advanced degrees and several years of experience in finance or investment analysis.

What is the difference between Senior Investment Analyst vs Investment Analyst?

AspectSenior Investment AnalystInvestment Analyst
Required CredentialsTypically requires CFA certification, bachelor's degree, and relevant experienceUsually requires a bachelor's degree, CFA is preferred but not mandatory
Work EnvironmentWorks in investment firms, asset management companies, or financial institutions, often with more responsibilityEntry to mid-level roles in similar environments, focusing on research and analysis
Employer & Industry UsageCommonly used in asset management, hedge funds, and investment banksUsed across financial services, including smaller firms and research departments

The main difference between a Senior Investment Analyst and an Investment Analyst lies in experience, responsibilities, and qualifications. Senior Investment Analysts typically have more experience, hold certifications like CFA, and take on higher-level analysis and decision-making roles. Investment Analysts are often earlier in their careers, focusing on research and supporting senior staff. Both roles are vital in investment firms, but the senior position involves greater responsibility and expertise.

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Senior Investment Analyst jobs near you
Infographic showing various Senior Investment Analyst job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $109,846 per year, or $52.8 per hour.

Sr. Investment Analyst

Texas Scottish Rite Hospital for Children

Dallas, TX

Full-time

Re-posted 14 days ago

Job description

Our patients are our number one priority! We're committed to giving children back their childhood!

Job Posting Title:

Sr. Investment Analyst

Location:

Dallas - Hospital

Additional Posting Details:

Monday through Friday 8:00am to 5:00pm

Job Description:

Posting Summary

Prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. The position has broad exposure to the workings of an institutional investment office. Finance or related degree with five years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of portfolio optimization, investment management databases is required. A commitment to humility, excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.

Duties/Responsibilities
  • Conduct extensive data gathering, documentation, and reporting on the private investment holdings, including private equity, private credit, and hedge funds.
  • Prepare private investment analysis at a portfolio and fund level, including liquidity, exposures, benchmark comparisons (including peers), and related guideline analysis.
  • Provide constituents relevant, accurate and consistent performance information for investment oversight.
  • Prepare portfolio exposures and risk decomposition for the monitoring and management of the various investment portfolios.
  • Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.
  • Monitor and prepare portfolio guideline compliance analysis.
  • Participate in manager searches by preparing quantitative and qualitative analyses of prospective managers.
  • Conduct portfolio optimization and stochastic modeling using asset allocation parameters.
  • Prepare special analysis, ad hoc reporting and other duties as assigned. SRC reserves the right to revise or change job duties as business requirement dictate.
Required Skills/Abilities
  • Bachelor's degree with five years of directly related experience. Bachelor's degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience. The experience should be in an institutional investment office such as an endowment, foundation, or pension plan.
  • Strong background in investment analysis, portfolio analysis, and performance measurement methodologies.
  • Working knowledge of Zephyr/PSN, Evest, Wilshire Compass or other portfolio optimization software
  • Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data and summarize complex sets of financial information.
  • Ability to manage and prioritize multiple projects and deliver results within deadlines.
  • Ability to work both autonomously and collaboratively
  • Commitment to integrity and desire to work for a mission-driven non-profit organization
  • Ability to think critically, relentless life-long learner, sense of intellectual curiosity, humor, and humility

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