AARP · 1 day ago
Investment Analyst
Washington, DC
Full-time
Hybrid
Entry, Mid Level
$86K/yr - $95K/yr
2+ years expAARP is the nation's largest nonprofit organization dedicated to empowering people aged 50 and older. The Investment Analyst will assist with managing a diversified portfolio and conduct due diligence on investment opportunities.
ElderlyNon ProfitSocial Impact
No H1B
Responsibilities
Research, analyze, and evaluate investment opportunities in various asset classes leading to preparation of investment recommendations
Assist in due diligence by coordinating manager meetings, preparing relevant reports in advance of investment manager meetings, attending annual meetings or onsite meetings, and documenting meeting notes
Conduct quantitative performance/risk analysis on portfolio and investments
Conduct research on trending topics by gathering and summarizing data, writing whitepapers
Prepare investment materials for Investment Committee members, Board members, and internal/external stakeholders
Act as a liaison between the investment team and external consultants in order to prepare monthly and quarterly data feeds needed by our consultants
Qualification
Required
Bachelor's degree in Economics, Finance, Business Administration, or related field, with 2+ years of relevant experience
Proficiency in Microsoft Excel and Office Suite
Strong communication skills with all levels of management and stakeholders
Regular and reliable job attendance
Effective verbal and written communication skills
Exhibit respect and understanding of others to maintain professional relationships
Independent judgement in evaluation options to make sound decisions
In office/open office environment with the ability to work effectively surrounded by moderate noise
Preferred
CFA or CFE candidate
Benefits
401(k)
100% company-funded pension plan
Health, dental, and vision plans
Life insurance
Paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave
Performance-based and peer-based recognition
Tuition reimbursement
Company
AARP
AARP is leading a revolution in the way people view and live life after 50.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Consumer Technology Association
2019-07-29Grant
Leadership Team
M
Myechia Minter-Jordan
Chief Executive Officer
Andy Miller
SVP, Innovation & Product Development
Recent News
Business – Latest Financial & Stock Market News | New York Post
2025-12-29
2025-12-29
2025-12-16
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