The Investment Principal will work with the Chief Investment Officer (CIO), Managing Directors and Directors to monitor and shape investments in multiple asset classes, as well as make recommendations on and oversee a medium portfolio of managers or a grouping of managers. Working in a fast-paced environment, supports the team in financial modeling, trading and rebalancing the portfolios, performing economic analysis, and other projects. Ongoing responsibilities will primarily be to support and advise the investment team in researching investment views and specific assignments and mentor investment analysts and junior team members. **Responsibilities:** + Leads idea generation, market research and analysis activities that create actionable investments in multiple complex asset classes as a part of the Investment Office generalist model. + Builds complex financial models to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective. + Leads the due diligence process, or re-underwriting process, that results in the recommendations to add, hold or remove investment managers, as well as maintain the relationship for the manager once added to the portfolio. + Compiles 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. + Maintains complex quantitative and qualitative manager performance activity and holdings within the Clinic's internal database. + Takes the lead role as a skeptic on a proposed investment decision, bringing the most pertinent considerations, counterpoints and alternative actions to the investment process. + Onboards new managers to the portfolio, including managing the legal due diligence process, bank custody and administrative documentation. + Organizes and leads due diligence trips to investigate new themes, or review existing or potential managers. + Collaborates with the risk management team at the inception of a new investment to develop elevated governance and oversight and agreed to boundaries and exit strategies for individual investments and/or investment themes. Evaluate risk on an ongoing basis for existing investments. + Prepares internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations and other portfolio characteristics. + Creates and maintains presentations summarizing changes in the securities markets across asset classes. + Collects and prepares data related to current portfolio positioning and asset class valuations in support of monthly portfolio rebalancing discussions. + Monitors asset class valuations and data for further research into potential new investment opportunities. + Supports Research/Strategy Team to develop, shape and monitor investment themes. + Prepares and presents reports for CCF executive team and other CCF stakeholders. + Supports annual detailed analysis of portfolio changes, asset class reviews and investment decisions. + Other duties as assigned. **Education:** + Bachelor of Arts or Bachelor of Science in Economics, Social Sciences, Mathematical Sciences, Engineering, Computer Science, Business or other related field required. + Master's of Business Administration or Master's of Science in Business, Finance, Economics or Mathematical Sciences, Data Analytics or other related filed required. + Strong record of academic achievement preferred. **Certifications:** + Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) preferred. **Complexity of Work:** + Within scope of job, requires critical thinking skills, decisive judgment and the ability to work with minimal supervision. + Must be able to work in a stressful environment. + Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg. **Work Experience:** + Minimum 9 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management. **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. Pay Range Minimum hourly: $87.24 Maximum hourly: $172.29 The pay range displayed on this job posting reflects the anticipated range for new hires. While the pay range is displayed as an hourly rate, Cleveland Clinic recruiters will clarify whether the compensation is hourly or salary. A successful candidate's actual compensation will be determined after taking factors into consideration such as the candidate's work history, experience, skill set, and education. This is not inclusive of the value of Cleveland Clinic's benefits package, which includes among other benefits, healthcare/dental/vision and retirement. Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities