Investment Analyst

Will serve as the sole investment analyst on the team responsible for the investment of operating, pension, insurance, and foundation assets. Focused primarily on investments, including analysis of investment managers, markets, and asset classes in support of asset allocation, investment manager due diligence, and portfolio structure. Also provides operational support related to the investment portfolios, such as the movement of cash, the month-end closing process, and the year-end audit process.

Responsibilities

• Analyzes investment-related data such as returns, market fundamentals, and portfolio exposure data to support investment manager due diligence, asset allocation, and portfolio structure.
• Assists in the preparation of materials to communicate portfolio strategy and investment results to key stakeholders, such as Corewell Health Management and governance committees.
• Develops analytical tools that leverage data from both internal and external sources so that the investment team can more efficiently identify opportunities and risks within the portfolios, at both the investment manager and asset class level.
• Works with the team to ensure the efficient movement of cash both within and among accounts, such as cash needs for the organization, benefit payments to pensioners, and capital calls for private investments.
• Provides support to Treasury and Finance staff related to month-end closing and year-end audit processes.

Requirements

• Bachelor's Degree or equivalent in Business, Finance, Accounting, or a related field.
• 2 years of relevant experience in an analytical role with a focus on quantitative analysis and familiarity with financial data.

Qualifications

CFA or CAIA certification is not required; however, a desire to pursue those is a plus.

About Corewell Health

As a team member at Corewell Health, you will play an essential role in delivering personalized health care to our patients, members, and communities. We are committed to cultivating and investing in you. Our top-notch teams are comprised of collaborators, leaders, and innovators that continue to build on one shared mission statement: to improve health, instill humanity, and inspire hope. Join a nationally recognized health system with an ambitious vision of continued advancement and excellence.

Benefits

• Comprehensive benefits package to meet your financial, health, and work/life balance goals.
• On-demand pay program powered by Payactiv.
• Discounts directory with deals on restaurants, phone plans, spas, and more.
• Optional identity theft protection, home, and auto insurance.
• Traditional and Roth retirement options with service contribution and match savings.

Schedule

• Full time, Monday to Friday.
• 8 a.m. to 5 p.m.
• 40 hours per week.

Primary Location: 100 Corewell Drive NW, Grand Rapids, Treasury Investments - Corporate.