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Senior Investment Analyst

Audit and Finance


Senior Investment Analyst

  • 494369
  • 9001 ARBORETUM PARKWAY , NORTH CHESTERFIELD, Virginia, United States, 23236
  • Virginia College Savings Plan
  • Audit and Finance
  • Full-Time (Salaried)
  • Closing at: Feb 9 2023 at 23:55 EST
  • Virginia College Savings Plan

Title: Senior Investment Analyst

Hiring Range: $115,000 -$135,000

Agency: Virginia College Savings Plan

Location: Arboretum North Chesterfield

Agency Website: www.virginia529.com

Recruitment Type: General Public - G

Virginia529 is the largest 529 plan in the nation and helps families save for higher education and disability expenses through a variety of investment programs. As an independent state agency, we are focused on our mission to increase financial security and empowerment through the accessible and affordable financial tools and programs offered by Virginia529. If you want to make a difference with us, learn more about working for us by visiting our Careers page.

We are hiring a Senior Investment Analyst who will research and analyze asset allocation and strategies in support of the overall Agency policy and goals for investments. If you have a passion for investments, research, analysis, and writing while making a difference in our community, then this role is for you.

Job Duties

In this position, you will:

• Build models, conduct market research to identify and evaluate investment opportunities across various asset classes; make recommendations to team and Investment Director
• Conduct ongoing and extensive qualitative and quantitative due diligence on existing and new managers including preparing reports, investment memos, and documentation
• With the team, prepare quantitative and qualitative analysis around asset allocation, risk budgeting, scenario analysis, and attribution
• Assist with preparing presentations and reports for the Investment Advisory Committee including asset liability studies, manager recommendations, and portfolio analytics
• Update and maintain internal investment research databases, manager dashboards, and pipeline databases
• Support the investment team in entire due diligence and performance monitoring processes

Minimum Qualifications

• Bachelor’s degree in business, economics, finance or related field
• At least ten years’ experience in investment management, finance or related field
• Investment research experience across various asset classes
• Ability to communicate clearly, concisely, and persuasively, both orally and in writing
• Experience with data analytics and risk modeling
• Ability to build and maintain strong relationships with investment managers, consultants, and any other external providers

Preferred Qualifications:

• Master’s degree, CFA or CAIA certification preferred

Special Instructions: 

You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position.

It is the practice of Virginia529 to conduct in-depth background checks on all candidates identified as a finalist for employment consideration. The type of background checks performed are dependent upon the type of position for which you have been identified as a finalist and may include: reference checks, criminal history including sexual offender registry checks, and degree validation. The results of background checks are made available to Virginia529 employing officials. You will be requested to sign a reference release form, so your past schools and/or employers may be contacted concerning your academic or employment history.

Contact Information:

Name: Alicia Diggs

Email: HR@virginia529.com


In support of the Commonwealth’s commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their Certificate of Disability (COD) provided by a Vocational Rehabilitation Counselor within the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their Certificate of Disability. If you need to get a Certificate of Disability, use this link: Career Pathways for Individuals with Disabilities, or call DARS at 800-552-5019, or DBVI at 800-622-2155.


Each agency within the Commonwealth of Virginia is dedicated to recruiting, supporting, and maintaining a competent and diverse work force. Equal Opportunity Employer

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