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. This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.

Requirements

• Requires a BA/BS in Accounting/Finance
• A minimum of 2 years of financial experience
• 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