Strategy Associate

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, ea