Senior Investment Analyst
Advocate Aurora Health
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Illinois • North Carolina • United States
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Salary
💰 $48 - $71 per hour
Job Level
About the role
- 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.
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
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment analysisqualitative analysisquantitative analysisdue diligencerisk managementspreadsheet skillspivot tablesdata analysis
Soft Skills
analytical skillscommunication skillsattention to detailteam playerability to handle confidential informationability to prioritizeability to work in changing environmentability to work under stress
Certifications
CFA designation