Description
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.
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.
- 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.
Qualifications
Required:
- 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
Preferred:
- Progress towards the CFA designation or MBA
- Company valuation and modeling experience
Equal Opportunity
Northwestern Medicine is an equal opportunity employer (disability, VETS) and does not discriminate in hiring or employment on the basis of age, sex, race, color, religion, national origin, gender identity, veteran status, disability, sexual orientation or any other protected status.
Background Check
Northwestern Medicine conducts a background check that includes criminal history on newly hired team members and, at times, internal transfers. If you are offered a position with us, you will be required to complete an authorization and disclosure form that gives Northwestern Medicine permission to run the background check. Results are evaluated on a case-by-case basis, and we follow all local, state, and federal laws, including the Illinois Health Care Worker Background Check Act.
Artificial Intelligence Disclosure
Artificial Intelligence (AI) tools may be used in some portions of the candidate review process for this position, however, all employment decisions will be made by a person.
Benefits
We offer a wide range of benefits that provide employees with tools and resources to improve their physical, emotional, and financial well-being while providing protection for unexpected life events. Please visit our Benefits section to learn more.
Sign-on Bonus Eligibility: Internal employees and rehires who left Northwestern Medicine within 1 year are not eligible for the sign on bonus. Exception: New graduate internal employees seeking their first licensed clinical position at NM may be eligible depending upon the job family.
