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Sr Investment Analyst Jobs (NOW HIRING)

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Sr. Investment Analyst

Dallas, TX · On-site

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 ...

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 ...

New

Aon

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 ...

New

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 ...

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Sr Investment Analyst information

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$35K

$85.8K

$133K

How much do sr investment analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for sr investment analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Sr Investment Analyst?

To thrive as a Sr Investment Analyst, you need strong analytical and quantitative skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field—often supported by a CFA designation. Proficiency with financial modeling tools, Bloomberg Terminal, Excel, and investment management software is essential. Excellent communication, critical thinking, and attention to detail help distinguish top performers in this role. These skills and qualities are crucial for making sound investment recommendations, managing risks, and effectively communicating insights to stakeholders.

How does a Sr Investment Analyst typically collaborate with portfolio managers and other team members?

As a Sr Investment Analyst, you will work closely with portfolio managers to provide research-driven recommendations and support investment decision-making. This collaboration often involves presenting analysis on market trends, asset classes, and individual securities, as well as participating in strategy meetings. You’ll also coordinate with junior analysts, risk managers, and compliance professionals, ensuring all investment decisions align with organizational objectives and regulatory requirements. Strong communication and teamwork skills are essential for integrating your insights into the broader investment process.

What does a Sr Investment Analyst do?

A Sr Investment Analyst is responsible for researching and analyzing financial data to guide investment decisions for their organization or clients. They evaluate market trends, assess the performance of stocks, bonds, and other assets, and provide recommendations to portfolio managers or senior executives. In addition to conducting quantitative analysis, they may also prepare reports, create financial models, and help develop investment strategies. Their expertise helps ensure that investments align with financial goals and risk tolerance.

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

AspectSr Investment AnalystInvestment Analyst
Required CredentialsBachelor's degree, CFA or similar certifications often preferredBachelor's degree, CFA optional but advantageous
Work EnvironmentFinancial firms, asset management, investment banksFinancial firms, asset management, investment banks
ResponsibilitiesAdvanced financial analysis, portfolio management support, mentoringFinancial analysis, research, supporting senior staff

The main difference between a Sr Investment Analyst and an Investment Analyst lies in experience, responsibilities, and level of expertise. Sr Investment Analysts typically handle more complex analysis, support portfolio decisions, and may mentor junior staff, whereas Investment Analysts focus on research and data gathering. Both roles are common in financial firms and require similar credentials, but the senior role demands more experience and advanced skills.

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Sr Investment Analyst jobs near you
Infographic showing various Sr Investment Analyst job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Sr. Investment Analyst

Texas Scottish Rite Hospital for Children

Dallas, TX • On-site

Full-time

Re-posted 6 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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