Investment Analyst

Elevance Health • Indianapolis, IN

1d • Hybrid

About The Position

The Investment Analyst will be responsible for providing support for the oversight of the company’s investment portfolios, including insurance, benefit plans and foundation portfolios.

Requirements

• Requires a BA/BS in Accounting/Finance and a minimum of 2 years of financial experience; or a combination of education and experience which would provide an equivalent background.

Nice To Haves

• MBA and/or progress toward CFA preferred.
• Prior investment experience preferred.
• Intermediate Excel experience preferred.

Responsibilities

• Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies.
• Assists in private equity and real estate investment performance analysis and benchmarking.
• Coordinates with internal legal department and external investment managers for document negotiation and execution.
• Compiles documentation of diligence review activities for new alternative investment commitments.
• Assists in the internal portfolio management and trade settlements.
• Compiles monthly subsidiary investment reports for subsidiary boards.
• Assists in the preparation of quarterly retirement committee meeting reports.
• Assist in the monitoring and rebalancing of the benefit plans’ asset allocation in accordance with the investment policy statement.
• Assist in the compiling of various audit/tax/accounting requests throughout the year.
• Processes alternative investment capital calls for payment.

Benefits

• merit increases
• paid holidays
• Paid Time Off
• incentive bonus programs
• medical
• dental
• vision
• short and long term disability benefits
• 401(k) +match
• stock purchase plan
• life insurance
• wellness programs
• financial education resources

What This Job Offers

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