Investment Analyst I

Children's Mercy KC • Kansas City, MO

4d • $31 • Hybrid

About The Position

Reporting to the Director of Finance, the Investment Analyst I is responsible for monitoring and reporting on the organization's investment portfolios, including cash equivalents, equities, fixed income, real assets, and alternative investments. This role serves as a key liaison between internal departments and external advisors, such as the Outsourced Chief Investment Officer and board subcommittees. Essential functions are to ensure compliance with internal policies, financial reporting accuracy, monitoring of external advisors, and serve as internal subject matter expert on investments. At Children’s Mercy, we are committed to ensuring that everyone feels welcomed within our walls. A successful candidate for this position will join us as we strive to create a workplace that reflects the community we serve, as well as our core values of kindness, curiosity, inclusion, team and integrity. Additionally, it’s important to us that we remain transparent with all potential job candidates. Because we value the safety of the patients and families we serve, as well as the Children’s Mercy staff, we want to let you know that the seasonal influenza vaccine is a condition of employment for all employees in our organization. New employees must be willing to be vaccinated if found non-immune to measles, mumps, rubella (MMR) and chicken pox (varicella) and/or without evidence of tetanus, diphtheria, acellular pertussis (Tdap) vaccination since 2005. If you are selected for this position, you will be asked to supply your immunization records as proof of vaccination. If you and have any concerns about receiving these vaccines, medical and/or religious exemptions can be further discussed with Human Resources.

Requirements

• Master's Degree Accounting or Finance and No Experience necessary / On-the-Job Training Accounting or Investment experience or Bachelor's Degree Accounting or Finance and 1-2 years experience Accounting or Investment experience or Associate's Degree Accounting or Finance and 3-5 years experience Accounting or Investment experience

Nice To Haves

• Certified Treasury Professional (CTP) or Certified Public Accountant (CPA) Preferred

Responsibilities

• Ensure compliance with all policies regulatory requirements
• Assist and support accounting teams to ensure accurate recording of investment transactions and balances
• Collaborate with external advisors through maintaining advisor relationships and understanding of economic trends.
• Utilize financial data management and visualization tools to support investment oversight and reporting

Benefits

• The benefits plans at Children’s Mercy are one of many reasons we are recognized as one of the best places to work in Kansas City. Our plans are designed to meet the changing needs of our employees and their families. Learn more about Children’s Mercy benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level