Senior Investment Analyst

Role Overview

• As a member of the Public Markets team, 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.
• Position is expected to collaborate with other investment team members regarding qualitative and quantitative investment analysis and reporting.
• Continually monitor and evaluate investment manager performance relative to established benchmarks and asset class.
• Review industry reports and performance commentary to the extent it may impact existing managers. Collect necessary data for risk aggregation.
• Research any metrics that fall outside of established expectations and recommend appropriate action to manage these risks.
• Actively participate in meetings with existing and prospective investment managers and summarize information or proposed action items gleaned from those meetings.
• Thoroughly review offering materials provided by prospective investment managers and summarize key terms, strengths, and prospective issues to deal teams and VPs.

Requirements

• 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
• 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

Benefits

• 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