Investment Analyst

The Investment Analyst will provide support for the oversight of the company’s investment portfolios, including insurance, benefit plans, and foundation portfolios. Key responsibilities include:

• Create investment analysis, including monthly performance analysis and attribution for fixed income, equity, and alternative investment strategies.
• Assist in private equity and real estate investment performance analysis and benchmarking.
• Collaborate with internal legal department and external investment managers for document negotiation and execution.
• Compile documentation of diligence review activities for new alternative investment commitments.
• Coordinate with internal portfolio management and trade settlements.
• Prepare monthly subsidiary investment reports for subsidiary boards.
• Support the preparation of quarterly retirement committee meeting reports.
• Maintain and monitor the asset allocation of benefit plans in accordance with the investment policy statement.
• Compile various audit/tax/accounting requests throughout the year.
• Process alternative investment capital calls for payment.

About the Role

This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. Ideal candidates will reside within a commuting distance from our Indianapolis, IN PulsePoint.

Responsibilities

• Develop investment analysis, including monthly performance analysis and attribution for various investment strategies.
• Collaborate with internal legal department and external investment managers for document negotiation and execution.
• Compile documentation of diligence review activities for new alternative investment commitments.
• Coordinate with internal portfolio management and trade settlements.
• Prepare monthly subsidiary investment reports for subsidiary boards.
• Support the preparation of quarterly retirement committee meeting reports.
• Maintain and monitor the asset allocation of benefit plans in accordance with the investment policy statement.
• Compile various audit/tax/accounting requests throughout the year.
• Process alternative investment capital calls for payment.

Requirements

• Requires a BA/BS in Accounting/Finance and a minimum of 2 years of financial experience; or a combination of education and experience which would provide an equivalent background.
• MBA and/or progress toward CFA preferred.
• Prior investment experience preferred.
• Intermediate Excel experience preferred.

Preferred Skills, Capabilities And Experiences

• MBA and/or progress toward CFA preferred.
• Prior investment experience preferred.
• Intermediate Excel experience preferred.

Benefits

At Elevance Health, we offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities – and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

EEO Statement

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws.