Strategy Associate – Girls Who Invest

Clear Light Leadership

ABOUT THE ORGANIZATION:

Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women and non-binary investors, change-makers, and leaders. To date, GWI has reached more than 2,500 people in just eight years, and of our alumni working full-time, 70% have stayed in the industry.

GWI does this through tuition-free education programs for first and second-year college students. Beyond our programs, GWI provides career advisory services, community building, and support for our alumni at all stages in their careers, with a focus on long-term professional development, retention, and advancement. 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, assist with key stakeholder management, and drive content development. This role requires a combination of leadership, project management, data synthesis, 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 create all key materials for communication of strategy, progress, and data trends
  • Manage specific projects resulting from the annual planning process and ensure on-time execution of key deliverables

Content Development

  • Prepare presentations, including data visualization, analytics, and background research for key meetings, conferences, speaking engagements, and concept decks
  • Work with the partnerships and communications teams to contribute to high-quality fundraising pitch materials and key communications such as the Annual Report, creating talking points and analytics

Data Analysis and Management

  • Manage GWI’s quarterly dashboard, including data tracking, analysis, and reporting
  • Lead teams across GWI around data and analysis including establishing and measuring success criteria, identifying and coordinating data collection, and analyzing and presenting data findings

ABOUT THE SUCCESSFUL CANDIDATE:

  • Three to five years of relevant work experience; experience in financial services, management consulting, or corporate strategy preferred
  • Proven experience developing and presenting strategies
  • Demonstrated ability to be proactive, take the initiative, have a strong sense of urgency, and thrive in a fast-paced environment
  • 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 with Google Suite, Excel (including analysis, organizing, and formatting), and PowerPoint; familiarity with CRMs and project management software a plus
  • 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 VALUES

Equity is the core value driving Girls Who Invest — it is the foundation of everything we do.

We believe in:

  • Diversifying investment teams to drive better outcomes and create meaningful impact
  • Welcoming those who self-identify as women and gender non-binary
  • Advocating fiercely for communities that have historically faced barriers to entry and advancement
  • Utilizing ongoing education as a resource to help women thrive in an evolving investment landscape
  • Accelerating careers through the power of community and connection
  • Shaping the investment management industry to look more like the world around it
  • Ensuring all who interact with GWI: scholars, alumni, board members and staff encounter an inclusive, respectful environment that welcomes each other’s unique skills and perspectives.

To apply for this job please visit www.linkedin.com.

To apply for this job please visit www.linkedin.com.

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