Senior Investment Analyst

About the role

The Investment Team at Intermountain Health manages over $26 billion in assets across various private markets portfolios. This role offers significant exposure to the entire investment lifecycle, from manager sourcing to investment recommendation.

Responsibilities

• Support qualitative and quantitative due diligence efforts for prospective and existing private markets investments.
• Analyze fund investments, co-investments, and secondary investment opportunities through evaluation of investment strategy, management teams, portfolio construction, performance, alignment, and key risk factors.
• Develop independent investment perspectives through research, data analysis, and assessment of relevant market trends.
• Aid in portfolio analysis, including exposure monitoring, commitment pacing, liquidity planning, and risk assessment across private markets portfolios.
• Build and maintain financial models, performance analyses, and other analytical tools used in investment evaluation and portfolio management.
• Participate in investment manager meetings, diligence calls, annual meetings, and industry conferences.
• Prepare analytical materials supporting Initial Due Diligence Reviews, full Due Diligence Reports, investment memoranda, and investment committee presentations.
• Maintain the accuracy and consistency of investment data, manager information, and supporting documentation across internal systems.
• Support the preparation of quarterly investment monitoring reports, portfolio reviews, and other materials for investment leadership.
• Identify opportunities to improve investment processes, workflows, and analytical capabilities through technology, automation, and AI-driven tools.
• Collaborate with internal stakeholders, consultants, legal counsel, and external investment managers throughout the investment evaluation and monitoring process.
• Assist in maintaining the manager pipeline, research database, and investment tracking systems.
• Support special projects and strategic initiatives as assigned.

Requirements

• Bachelor's degree in Finance, Economics, Business, Mathematics, Engineering, Statistics, or a related field.
• Minimum 2 years of relevant investment experience within institutional investing, investment consulting, investment management, endowments, foundations, pensions, family offices, direct investing, or related environments.
• Demonstrated experience conducting investment analysis, financial analysis, research, or due diligence.
• Advanced Excel skills including financial modeling, scenario analysis, data analysis, and presentation of investment findings.
• Strong PowerPoint, written communication, and presentation skills.
• Strong quantitative, analytical, and problem-solving abilities.
• Ability to manage multiple priorities while operating effectively both independently and within a team environment.
• Demonstrated intellectual curiosity, sound judgment, and a desire to develop as an investment professional.
• Experience leveraging technology, data analytics, AI tools, or workflow automation to improve investment research and decision-making processes.

Preferred Qualifications

• Advanced degree (MBA, Master of Finance, Master of Economics, Master of Science, or related discipline).
• CFA designation or progress toward completion of the CFA Program; CAIA or similar credentials also considered.
• Experience evaluating private equity, private credit, real assets, secondaries, co-investments, or other alternative investment strategies.
• Experience with institutional investment concepts including performance evaluation, manager research, risk analysis, portfolio monitoring, commitment pacing, liquidity management, and investment due diligence.
• Experience with investment technologies and data platforms such as MSCI/Burgiss Private i, Dynamo, PitchBook, eVestment, or similar systems.