Senior Investment Analyst

Advocate Health

Chicago, IL, US
Base: $47.50 - $71.25 ph; bonus/equity: not specif...
Hybrid
Bachelor's degree in finance or economics
2+ years investment analyst experience
Strong spreadsheet and data analysis skills
The role involves performing rigorous qualitative and quantitative due diligence to validate investment opportunities for Advocate Health's public markets team

Job Summary

  • The role involves performing rigorous qualitative and quantitative due diligence to validate investment opportunities for Advocate Health's public markets team.
  • Employees will monitor global economic conditions and evaluate investment manager performance relative to established benchmarks to manage portfolio risk.
  • Advocate Health offers a comprehensive suite of benefits including health insurance, retirement matching, and educational assistance programs.

Matching Summary

The role involves performing rigorous qualitative and quantitative due diligence to validate investment opportunities for Advocate Health's public markets team.

Salary

Base: $47.50 - $71.25 per hour; Bonus/Equity: Not specified; Benefits: Comprehensive suite including medical, dental, vision, retirement match, and paid time off

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or Economics
  • 2+ years investment analyst experience
  • Strong spreadsheet and data analysis skills
  • Qualitative and quantitative due diligence
  • Experience with Bloomberg terminal

Nice-to-have

  • Willingness to pursue CFA designation
  • Ability to work under stressful conditions
  • Team player with strong communication skills
  • Interest in learning new investment tools
  • Experience with Dynamo or Onbase systems

Key Requirements

  • Bachelor's Degree in Finance, Accounting, or Economics
  • ~5+ years related experience for Senior level
  • CFA designation preferred but not required

Work Rights

Not specified

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