The CICA

Cleveland Clinic – Senior Investment Research Analyst – Beachwood, Ohio

SENIOR INVESTMENT RESEARCH ANALYST

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REQ #: 46668
LOCATION: BEACHWOOD, OH
FACILITY: CC ADMINISTRATIVE CAMPUS
PROFESSIONAL AREA: FINANCE
DEPARTMENT: INVESTMENT OFFICE-FINANCE
JOBCODE: T98686
SCHEDULE: FULL TIME
SHIFT: 08:00AM-05:00PM
JOB DETAILS
JOB SUMMARY:
The Senior Investment Analyst will work with the Chief Investment Officer (CIO) and Managing Directors to monitor and shape investments in multiple asset classes, as well as make recommendations on and oversee a small portfolio of managers or a grouping of managers. Working in a fast-paced environment, supports the team in financial modeling, trading and rebalancing the portfolios, performing economic analysis, and other projects. Ongoing responsibilities will primarily be to support the investment team in researching investment views and specific assignments and mentor junior team members.
RESPONSIBILITIES:
Participate in idea generation, market research and analysis activities that create actionable investments in multiple asset classes.
Build financial models to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective.
Make recommendations to add or remove investment managers after significant due diligence, as well as maintain relationship for the manager once added to the portfolio.
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 agreed 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.
Maintenance of presentations summarizing changes in the securities markets across asset classes
Collection and preparation of data related to current portfolio positioning and asset class valuations in support of monthly portfolio rebalancing discussions
Monitoring of asset class valuations and data for further research into potential new investment opportunities
Support Research/Strategy Team to develop, shape and monitor investment themes
Preparation of quarterly reports and presentations for CCF executive team and other CCF stakeholders
Support annual detailed analysis of portfolio changes and investment decisions
Participate in idea generation, market research and analysis activities that create actionable investments in multiple asset classes as a part of the Investment Office generalist model
Other duties as assigned.
EDUCATION:
Bachelor of Arts or Bachelor of Science in Economics, Social Sciences, Mathematical Sciences, Engineering, Computer Science, Business or other related field required.
Masters of Business Administration or Master of Science in Business, Finance, Economics or Mathematical Sciences, Data Analytics or other related filed required.
Strong record of academic achievement preferred.
CERTIFICATIONS:
Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) preferred.
COMPLEXITY OF WORK:
Within scope of job, requires critical thinking skills, decisive judgment and the ability to work with minimal supervision.
Must be able to work in a stressful environment.
Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg.
WORK EXPERIENCE:
Minimum 5 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management.
PHYSICAL REQUIREMENTS:
Requires the ability to sit and be stationary for prolonged periods of time, normal or corrected vision and manual dexterity sufficient to perform work on a personal computer.
Requires the ability to walk to various locations throughout the Clinic and to function in a stressful environment.
PERSONAL PROTECTIVE EQUIPMENT:
Follows standard precautions using personal protective equipment.
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The policy of Cleveland Clinic and its system hospitals (Cleveland Clinic) is to provide equal opportunity to all of our employees 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. Job offers will be rescinded for candidates for employment who test positive for nicotine. Candidates for employment who are impacted by Cleveland Clinic’s Smoking Policy will be permitted to reapply for open positions after 90 days. 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 facility.
Cleveland Clinic is pleased to be an equal employment employer: Women/Minorities/Veterans/Individuals with Disabilities

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