Caroline Koontz
Investment Analyst at Strategic Investment Management, LLC
About
Caroline Koontz is an Investment Analyst at Strategic Investment Group in Arlington, VA, where she supports the investment team in managing institutional portfolios and conducting detailed due diligence on various asset classes. Her role includes quantitative analysis, manager research, and the ongoing evaluation of public and private market investments for client portfolios.
Koontz's expertise covers a diverse range of sectors and asset classes, with a focus on institutional investment solutions for endowments, foundations, and pension plans. She leverages strong analytical skills to assess investment performance and help develop allocation strategies aligned with client objectives.
Prior to her current position, Koontz gained experience as an Investment Analyst Intern at Strategic Investment Group and worked as a Certified Personal Trainer at Wake Forest University. She holds a Bachelor of Science in Finance from Wake Forest University, further grounding her expertise in financial analysis and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Strategic Investment Group | Investment Analyst | Jun 2021 to Present | — |
| Wake Forest University | Certified Personal Trainer | Aug 2018 to Apr 2021 | — |
| Strategic Investment Group | Investment Analyst Intern | Jun 2020 to Aug 2020 | — |
| Fleet Feet, Incorporated | Retail Sales Associate | Jun 2019 to Aug 2019 | — |
| Energy Capital Vietnam, LLC | Executive Assistant, Intern | May 2019 to Aug 2019 | — |
| Wake Forest University | Resident Advisor | Jan 2019 to May 2019 | — |
Education
Wake Forest University
Bachelor of Science - BS, Finance
2017 — 2021
Memorial High School
2013 — 2017
Skills & Expertise
Others at Strategic Investment Management, LLC (18)
| Name | Role | Location |
|---|---|---|
 | Analyst | Philadelphia, PA , United States |
 | Associate - Quantitative Research | Washington, DC , United States |
 | Deputy Chief Investment Officer | Washington, DC , United States |
S Stephen Werner | Associate | United States |
 | Analyst | Arlington, VA , United States |
 | Investment Analyst | Notre Dame, IN , United States |
 | Senior Associate | Washington, DC , United States |
 | Associate | Washington, DC , United States |
 | Analyst | Chapel Hill, NC , United States |
 | Senior Analyst | Atlanta, GA , United States |
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