Senior Investment Analyst

Northwestern Memorial Healthcare • Chicago, IL

1d • $45 - $65

About The Position

The Senior Investment Analyst reflects the mission, vision, and values of Northwestern Medicine, adheres to the organization’s Code of Ethics and Corporate Compliance Program, and complies with all relevant policies, procedures, guidelines and all other regulatory and accreditation standards. The Senior Investment Analyst will be a contributor to the investment staff in the analysis and reporting of data related to NMHC’s diverse $9 billion investment program. The position will contribute to special projects including research and analysis on a wide variety of investment topics related to asset classes and external investment managers. The Senior Investment Analyst will assist in requests from other departments, including accounting, internal/external audit, finance and governance. This individual will report to either an Investment Manager or Investment Director. 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.

Requirements

• 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

Nice To Haves

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees