Senior Investment Analyst

Department:

13563 Enterprise Corporate - Enterprise Investments

Status:

Full time

Benefits Eligible:

Yes

Hours Per Week:

40

Schedule Details/Additional Information:

None

Pay Range

$47.50 - $71.25

As a member of the Public Markets team, 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.  Position is expected to collaborate with other investment team members regarding qualitative and quantitative investment analysis and reporting. 

 

Major Responsibilities: 

 

• Investment Analytics: Perform investment analysis (both qualitative and quantitative) of both individual investment managers and appropriate asset classes. Gather, extract, and aggregate data from Dynamo, Onbase, investment manager inquires, and other sources. Evaluate investment manager performance and summarize relevant developments to the deal team, VPs and SVP-Chief Investment Officer. Utilize and maintain reports detailing the exposures and key developments within the portfolio. 

 

• Investment Manager Evaluation: Continually monitor and evaluate investment manager performance relative to established benchmarks and asset class. Review industry reports and performance commentary to the extent it may impact existing managers. Collect necessary data for risk aggregation. Periodically provide narrative to asset class leads, VPs and SVP-Chief Investment Officer regarding material developments to contribute to portfolio level performance and risk analysis efforts. 

 

• Risk Management: Utilize risk management tools and reports detailing the exposure of investment managers to various metrics of interest, including sectors, regions, market capitalizations, factors, etc. Research any metrics that fall outside of established expectations and recommend appropriate action to manage these risks. 

 

• Due Diligence and Market Research: Monitor global market conditions and the investment activities of investment managers. Actively participate in meetings with existing and