At Cleveland Clinic Health System, we believe in a better future for healthcare. And each of us is responsible for honoring our commitment to excellence, pushing the boundaries and transforming the patient experience, every day.

                        

We all have the power to help, heal and change lives — beginning with our own. That’s the power of the Cleveland Clinic Health System team, and The Power of Every One.

                                    

Job TitleInvestment Analyst

                        

LocationBeachwood

                    

FacilityCC Administrative Campus

                     

DepartmentInvestment Office-Finance

                      

Job CodeT98687

                     

ShiftDays

                       

Schedule8:30am-5:30pm

                       

Job Summary

                         

Job Details

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.

Personal Protective Equipment:

Follows standard precautions using personal protective equipment.

                       

The policy of Cleveland Clinic Health System and its system hospitals (Cleveland Clinic Health System) is to provide equal opportunity to all of our caregivers and applicants for employment in our tobacco free and drug free environment. All offers of employment are followed by testing for controlled substance and nicotine. All offers of employment are follwed by testing for controlled substances and nicotine. All new caregivers must clear a nicotine test within their 90-day new hire period. Candidates for employment who are impacted by Cleveland Clinic Health System's Smoking Policy will be permitted to reapply for open positions after one year.

Cleveland Clinic Health System administers an influenza prevention program. You will be required to comply with this program, which will include obtaining an influenza vaccination on an annual basis or obtaining an approved exemption.

Decisions concerning employment, transfers and promotions are made upon the basis of the best qualified candidate without regard to color, race, religion, national origin, age, sex, sexual orientation, marital status, ancestry, status as a disabled or Vietnam era veteran or any other characteristic protected by law. Information provided on this application may be shared with any Cleveland Clinic Health System facility. 

Please review the Equal Employment Opportunity poster. 

                  

Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities