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 Title

Investment Analyst - Public Equities

                        

Location

Beachwood

                    

Facility

Cleveland Clinic Administrative Campus

                     

Department

Investment Office-Finance

                      

Job Code

T98687

                     

Shift

Days

                       

Schedule

8:00am-5:00pm

                       

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 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 in 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.

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