Senior Investment Analyst jobs in United States
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Northwestern Memorial Hospital · 2 days ago

Senior Investment Analyst

Northwestern Memorial Hospital is a community-focused healthcare organization committed to delivering world-class care. They are seeking a Senior Investment Analyst to contribute to the analysis and reporting of data related to a diverse $9 billion investment program, assist in special projects, and collaborate with various departments within the organization.

Health Care

Responsibilities

Produce investment analysis on a large number and wide variety of current portfolio investments
Lead manager relationships including meeting preparation, manager interviewing, meeting documentation and follow up analysis
Participate in new manager sourcing including prioritizing managers based on investment skill, relevance to the portfolio and quality of their underlying opportunity set
Conduct data analysis associated with quarterly Investment Committee meetings and participate in preparation of meeting materials
Interacts regularly and constructively with NMHC’s banks, custodians and service providers to identify and resolve emerging issues
Assist with special projects as assigned by the Chief Investment Executive. Special projects may entail conducting research and analysis on a wide variety of investment topics
The ideal candidate must have investment experience and should have the ability to develop independent views on individual investments. The ability to think critically and analyze complex situations is absolutely necessary
Qualities like humility, respect and open mindedness to information that differs from their views is vital

Qualification

FinanceEconomicsStatisticsMS ExcelPowerPointMorningstar DirectBloombergCFA designationCompany valuationModeling experience

Required

Bachelor's degree in Business Administration, Finance, or Economics
2-5 years relevant experience
Strong understanding of finance, statistics and economics
Strong MS Excel and PowerPoint skills
Morningstar Direct and Bloomberg experience

Preferred

Progress towards the CFA designation or MBA
Company valuation and modeling experience

Benefits

$10,000 Tuition Reimbursement per year ($5,700 part-time)
$10,000 Student Loan Repayment ($5,000 part-time)
$1,000 Professional Development per year ($500 part-time)
$250 Wellbeing Fund per year ($125 for part-time)
Matching 401(k)
Excellent medical, dental and vision coverage
Life insurance
Annual Employee Salary Increase and Incentive Bonus
Paid time off and Holiday pay

Company

Northwestern Memorial Hospital

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Northwestern Memorial Hospital is an academic medical center.

Funding

Current Stage
Late Stage

Leadership Team

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Lisa Nguyen
Co-Founder of Volunteer Services to Cardiology Department
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Adewumni Sulaiman
ECMO Specialist
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Company data provided by crunchbase