Investment Analyst

at  Cleveland Clinic

Join the Cleveland Clinic team where you will work alongside dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world.
The Investment Analyst will work with the Chief Investment Officer (CIO) and Managing Directors to monitor and research investments in multiple asset classes. Working in a fast-paced environment, this caregiver supports the team in financial modeling, trading, and rebalancing the portfolios, performing economic analysis, and other projects.

A caregiver who excels in this role will:

• Conduct initial research and data gathering, including downloading reports, maintaining databases, and preparing Excel files.
• Manage intake of investment proposals, vet submissions, and track global strategies.
• Assist senior team members by providing foundational data and insights.
• Perform market and asset class analysis to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective.
• Compile market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital, and real asset managers, as well as economic and market analyses
• Collaborate with the risk management team at the inception of a new investment to develop elevated governance and oversight and agreed to boundaries and withdrawal plans for individual investments and/or investment themes.
• Evaluate ongoing risk for existing investments.
• Prepare internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations, and other portfolio characteristics
• Gather economic data and develop market analyses for the internal team and present contrarian views.

Minimum qualifications for the ideal future caregiver include:

• Bachelor’s degree in Business, Economics or Mathematical Sciences
• Two years of relevant professional experience in Investment Banking, Management Consulting or Asset Management.
• Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, FactSet, Bloomberg

Preferred qualifications for the ideal future caregiver include:

• Master’s degree in Business, Finance, Economics or Mathematical Sciences with a strong record of academic achievement
• Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA)

Our caregivers continue to create the best outcomes for our patients across each of our facilities. Click the link and see how we’re dedicated to providing what matters most to you: https://jobs.clevelandclinic.org/benefits-2/

PHYSICAL REQUIREMENTS:

• Ability to communicate and exchange accurate information.
• Ability to perform work in a stationary position for extended periods.
• Ability to work with physical records or operate a computer or other office equipment.
• In some locations, ability to travel throughout the hospital system.
• In some locations ability to move up to 25 lbs.

• Conduct initial research and data gathering, including downloading reports, maintaining databases, and preparing Excel files.
• Manage intake of investment proposals, vet submissions, and track global strategies.
• Assist senior team members by providing foundational data and insights.
• Perform market and asset class analysis to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective.
• Compile market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital, and real asset managers, as well as economic and market analyses
• Collaborate with the risk management team at the inception of a new investment to develop elevated governance and oversight and agreed to boundaries and withdrawal plans for individual investments and/or investment themes.
• Evaluate ongoing risk for existing investments.
• Prepare internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations, and other portfolio characteristics
• Gather economic data and develop market analyses for the internal team and present contrarian views