Strategy Associate – Girls Who Invest

Clear Light Leadership


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


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.


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


  • 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


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.

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