Strategy Associate - Girls Who Invest

New York, NY (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. To date, over 3,200 GWI Alumni have been educated and trained in just 9 years. Of our Alumni working full time, more than 75% stay 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.

Requirements

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
Comfort 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 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

Benefits

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.

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.

Girls Who Invest

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