Investment Analyst - Public Equities

The Power of Every One

Job Title: Investment Analyst - Public Equities

Location: Beachwood

Facility: Cleveland Clinic Administrative Campus

Department: Investment Office-Finance

Shift: Days

Schedule: 8:00am-5:00pm

Job Summary:

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 in this role works days from 8:00 a.m. -- 5:00 p.m.

This is a hybrid position, requiring onsite presence at CCAC three to five days per week.

A caregiver who excels in this role will:

• Participate in idea generation, market research and analysis activities that create actionable investments across multiple asset classes.
• 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.
• Maintain quantitative and qualitative manager performance activity and holdings within the Clinic's internal database.
• Collaborate with the risk management team at the inception of a new investment to develop elevated governance and oversight and agree to boundaries and exit strategies for individual investments and/or investment themes.
• Evaluate risk on an ongoing basis for existing investments.
• Prepare internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations and other portfolio characteristics.
• Interface with existing and prospective managers, custodian bank and external service providers.
• Gather economic data and develop market analyses for the internal team and present contrarian views.

Minimum qualifications for the ideal future caregiver include:

• Bachelor of Arts or Bachelor of Science in Business, Economics or Mathematical Sciences
• Two years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management
• Proficient in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg

Preferred qualifications for the ideal future caregiver include:

• Master of Business Administration or Master of Science in Business, Finance, Economics or Mathematical Sciences with a strong record of academic achievement or degree in progress, with eligibility for promotion to Senior Analyst within 18 months.
• Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA).
• Knowledge of artificial intelligence (AI) concepts and applications.

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.

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