Investment Operations Analyst I

Cleveland Clinic Health System

Beachwood, Ohio, United States
Not specified; not specified; not specified
Hybrid (3 days onsite, 2 days remote)
Portfolio risk metrics generation
Aladdin and bloomberg tool proficiency
Data reconciliation across systems
Cleveland Clinic Health System is seeking an Investment Operations Analyst I to support its Investment Office through portfolio risk and performance reporting as well as investment analytics. The ideal candidate will have a quantitative degree and relevant experience in investment operations or financial institutions, with a preference for candidates residing in the Northeast Ohio area

Job Summary

  • This role supports the Cleveland Clinic Investment Office by preparing stakeholder reporting and presentation materials for staff and board meetings.
  • Candidates will interact with strategic vendors to resolve issues and ensure efficient data flows between investment management information systems.
  • The position offers a hybrid work schedule with three days in the office and two days remote at the Beachwood, OH campus.

Matching Summary

Match Score: 85

Cleveland Clinic Health System is seeking an Investment Operations Analyst I to support its Investment Office through portfolio risk and performance reporting as well as investment analytics. The ideal candidate will have a quantitative degree and relevant experience in investment operations or financial institutions, with a preference for candidates residing in the Northeast Ohio area.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Portfolio risk metrics generation
  • Aladdin and Bloomberg tool proficiency
  • Data reconciliation across systems
  • Executive report preparation
  • Internal controls and audit support

Nice-to-have

  • Tableau dashboard implementation skills
  • AI and quantitative modeling experience
  • Strong vendor relationship management
  • Collaborative team environment
  • Interest in healthcare finance mission

Key Requirements

  • Bachelor's degree in quantitative subjects
  • Two years of analytical experience in finance or accounting
  • Proficiency with large data management

Work Rights

Not specified

Tailored Resume

Cover Letter