Strategy Associate

28 Dec, 2021


Strategy Associate

Girls Who Invest
New York, NY


Girls Who Invest (GWI) is a non-profit organization dedicated to increasing gender diversity and inclusion in investment management with a focus on growing the pipeline of women in frontline investing positions. Our vision is for 30% of the world’s investable capital to be managed by women by 2030. The organization accomplishes this through education, mentoring, internships, and a supportive community. In just six years, Girls Who Invest has experienced catalytic growth and has over 1,400 alumni. As Girls Who Invest continues to flourish and scale, the organization is at an inflection point to expand existing programs and to develop new initiatives.

Read more and see us in action at


We are looking for a passionate, self-starter to work directly with the CEO and COO to support strategic planning, operational planning, and key stakeholder management. This role requires a combination of leadership and project management skills to advance GWI’s near- and mid-term priorities. The successful candidate will be analytical, a strong communicator, and skilled in working in a fast-paced, adaptive environment.

This position will report to the Chief Executive Officer in the near-term and will work across all GWI teams.


Strategy and Planning

  • Support GWI’s multi-year strategic planning and bring to light the most critical opportunities and issues facing GWI and its stakeholders

  • Create concept decks to vet various strategic options to solve for these opportunities/issues and pitch new areas of growth for GWI

  • Work with COO to inform budgets and staffing models to align with proposed strategies/annual plans

  • Develop and manage a team workplan to ensure cross-GWI coordination

Project Management and Measurement

  • 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

  • Coordinate GWI’s data collection and measurement priorities

  • Build scalable, repeatable, and measurable processes to maximize efficiency within the role and GWI

    • Build core competencies and playbooks that can be efficiently deployed across several projects. Not everything needs to (or should) start from scratch

    • Establish and measure success criteria

  • Ensure on-time execution of key deliverables, balancing the fulfillment of team goals with the professional growth and satisfaction of individuals

  • Attend key meetings, where appropriate, and analyze and present back findings

Content Development

  • Prepare presentations, including data visualization, analytics, and background research for key meetings, conferences, speaking engagements, etc.

  • Work with partnerships team to contribute to high-quality fundraising pitch materials in a timely and accurate manner

  • Develop knowledge of industry trends and competitive landscape

  • Manage GWI’s quarterly dashboard, including data tracking, analysis, and reporting

  • Coordinate with internal teams across the firm to create talking points and analytics on market or business-related issues


  • Consulting and/or experience in asset management preferred

  • Proven experience developing and presenting strategies

  • Strong communication and interpersonal skills with a customer service-oriented approach

  • Excellent organizational and project management skills

  • Strong experience with Google Suite, Excel (including organizing and formatting), PowerPoint, project management systems, data collection and reporting

  • Adaptability to take on additional projects as needed by GWI staff

  • Comfortable with remote technology

  • Ability to work independently and in both an in-person and virtual setting

  • Ability to analyze, evaluate, form independent judgments, and think creatively

  • Ability to self-direct and manage projects and interact and build relationships across the team at different levels of seniority

  • Highly detail-oriented and strong organizational skills


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.


Girls Who Invest is an Equal Opportunity Employer and encourages candidates of all backgrounds to apply for this position.

Job posted: 2021-12-28