Financial Operations Manager overseeing commission reconciliation and payments at We Insure Group. Leading a team to ensure timely operations and financial accuracy in a hybrid setting.
About the role
- Senior Investment Analyst performing investment analysis for public equity and fixed income for Advocate Health, Inc. Collaborating with investment teams and evaluating market conditions with a focus on strategic investment opportunities.
Responsibilities
- 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.
- 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.
- Research any metrics that fall outside of established expectations and recommend appropriate action to manage these risks.
- Actively participate in meetings with existing and prospective investment managers and summarize information or proposed action items gleaned from those meetings.
- Thoroughly review offering materials provided by prospective investment managers and summarize key terms, strengths, and prospective issues to deal teams and VPs.
Requirements
- Bachelor's Degree in Finance, Accounting or Economics
- Typically requires ~2+ years of related experience in investments, capital market or finance for investment analyst and ~ 5+ years of related experience for senior investment analyst
- Excellent spreadsheet skills (pivot tables, data tables for sensitivities, etc)
- Strong analytical skills
- Exceptional attention to detail
- Experience with Bloomberg (or interest in learning)
- Must be a team player
- Ability to handle confidential information with respect given sensitive nature of the data
- Ability to prioritize independently and respond to multiple simultaneous requests
- Ability to work in changing environment. Ability to work under stressful conditions and in difficult situations.
- Willingness to pursue additional education such as the CFA designation
Benefits
- Paid Time Off programs
- Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
- Flexible Spending Accounts for eligible health care and dependent care expenses
- Family benefits such as adoption assistance and paid parental leave
- Defined contribution retirement plans with employer match and other financial wellness programs
- Educational Assistance Program
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