Teams at Great Gray Trust Company

Serve as a core investment team member supporting portfolio management, manager research, private markets evaluation, client-facing content, reporting, and rebalancing. Lead complex multi-tab Excel modeling, maintain data integrity across reporting platforms, support discretionary oversight and trade coordination, and collaborate cross-functionally on investment projects and client deliverables.

Support FP&A for a private equity-backed portfolio company: lead budgeting and forecasting, variance analysis, financial reporting (US GAAP), build models for initiatives and M&A, analyze cash flow and KPIs, provide insights to leadership and investors, and collaborate cross-functionally to drive value and process improvements.

Lead product marketing strategy and execution across Great Gray and RPAG brands. Own positioning, competitive intelligence, GTM playbooks, launch messaging, sales enablement, and proposal narratives while partnering closely with sales, content, brand, and growth teams to drive differentiation and support revenue motion.