Investment Manager

Hackensack Meridian Health • Edison, NJ

403d

About The Position

The Investment Manager at Hackensack Meridian Health is responsible for sourcing and maintaining a pipeline of investment opportunities and funds, conducting thorough due diligence, and monitoring existing manager relationships. This role involves collaborating with various teams to identify top-tier investment partners globally, ensuring adherence to investment policy guidelines, and optimizing investment returns through strategic analysis and performance monitoring.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• Minimum of 8-10 years of experience in financial markets and the investment industry.
• Strong background in risk management, asset allocation, investment strategy, and/or financial systems.
• Advanced skills in Excel (VBA a plus), Microsoft Office, and Google Workspace.
• Strong understanding of all major asset classes and investment strategies.
• Outstanding research, analytical, and intellectual capabilities.
• Excellent written and verbal communication skills.
• Ability to juggle multiple assignments and execute effectively and efficiently.
• Self-starter who is highly motivated and independent.
• Strong attention to detail.

Nice To Haves

• Master of Business Administration (MBA); Chartered Financial Analyst (CFA); and/or progress toward advanced degree.
• Working knowledge of Bloomberg and/or other data services.

Responsibilities

• Assist in sourcing, evaluating, and recommending investment partners across a broad range of asset classes.
• Develop a pipeline of investment opportunities and funds in collaboration with IO leaders.
• Complete a comprehensive diligence process and prepare investment memos with other IO teams.
• Support quantitative frameworks for portfolio construction and asset allocation processes.
• Conduct research related to HMH's portfolio and emerging investment areas.
• Attend meetings with existing and prospective managers, running analysis and organizing preparation materials.
• Negotiate fee agreements and legal documents with investment partners in partnership with the IO Risk and Ops team.
• Support the onboarding of new managers to ensure accurate inclusion in internal systems.
• Monitor and evaluate current external investment managers.
• Prepare investment performance reports and fund information for the Investment Committee and other audiences.
• Conduct ad hoc studies and projects as needed.
• Prepare position papers on various asset classes and investment strategies for the Investment Committee.
• Maintain a network with leading investment practitioners and attend conferences to exchange ideas.

Benefits

• Competitive salary
• Comprehensive health benefits
• Retirement savings plan
• Professional development opportunities
• Supportive work culture

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Hospitals
• Education Level: Bachelor's degree