Complete investment analysis activities for public equity, liquid/semi-liquid diversifying strategies, and fixed income for Advocate Health, Inc. and its subsidiaries.
Monitor global economic and market conditions to recognize opportunities for new investments.
Perform rigorous qualitative and quantitative due diligence to validate the attractiveness of investment opportunities and recommend actions to the investment team.
Monitor and continually evaluate investments after the investment decision is implemented with ongoing due diligence activities to include: preparing and analyzing investment reports, monitoring and evaluating investment manager performance, and utilizing risk management tools.
Collaborate with other investment team members regarding qualitative and quantitative investment analysis and reporting.

Bachelor's Degree in Finance, Accounting or Economics
Typically requires ~2+ years of related experience in investments, capital market or finance for investment analyst and ~ 5+ years of related experience for senior investment analyst
Excellent spreadsheet skills (pivot tables, data tables for sensitivities, etc)
Strong analytical skills
Strong communication skills
Exceptional attention to detail
Experience with Bloomberg (or interest in learning)
Must be a team player
Ability to handle confidential information with respect given sensitive nature of the data
Ability to prioritize independently and respond to multiple simultaneous requests
Ability to work in changing environment. Ability to work under stressful conditions and in difficult situations.
Willingness to pursue additional education such as the CFA designation

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short
and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Senior Investment Analyst

Key skills