Cleveland Clinic
Join the Cleveland Clinic team as an
Investment Analyst - Credit . You will work alongside dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world. The Investment Analyst will work with the Chief Investment Officer (CIO) and Managing Directors to monitor and research investments in multiple asset classes. This role supports the team in financial modeling, trading, and rebalancing the portfolios, performing economic analysis, and other projects. A caregiver in this role works days from 8:00 a.m. - 5:00 p.m. and is required to be onsite at CCAC three to five days per week. Responsibilities
Participate in idea generation, market research, and analysis activities that create actionable investments across multiple asset classes. Perform market and asset class analysis to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective. 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 to develop elevated governance and oversight and agree 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. Interface with existing and prospective managers, custodian bank, and external service providers. Gather economic data and develop market analyses for the internal team and present contrarian views. Minimum Qualifications
Bachelor of Arts or Bachelor of Science in Business, Economics, or Mathematical Sciences. Two years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management. Exposure to the investment universe. Preferred Qualifications
Master of Business Administration or Master of Science in Business, Finance, Economics, or Mathematical Sciences with a strong record of academic achievement. Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA). Prior experience in finance/investing. AI experience. Risk management and project involvement experience. Proficient in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg. Physical Requirements
Ability to communicate and exchange accurate information. Ability to perform work in a stationary position for extended periods. Ability to work with physical records or operate a computer or other office equipment. In some locations, ability to travel throughout the hospital system. In some locations, ability to move up to 25 lbs. Personal Protective Equipment
Follows standard precautions using personal protective equipment. Pay Range
Minimum hourly: $48.99, Maximum hourly: $74.71. Cleveland Clinic is an equal opportunity employer.
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Investment Analyst - Credit . You will work alongside dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world. The Investment Analyst will work with the Chief Investment Officer (CIO) and Managing Directors to monitor and research investments in multiple asset classes. This role supports the team in financial modeling, trading, and rebalancing the portfolios, performing economic analysis, and other projects. A caregiver in this role works days from 8:00 a.m. - 5:00 p.m. and is required to be onsite at CCAC three to five days per week. Responsibilities
Participate in idea generation, market research, and analysis activities that create actionable investments across multiple asset classes. Perform market and asset class analysis to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective. 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 to develop elevated governance and oversight and agree 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. Interface with existing and prospective managers, custodian bank, and external service providers. Gather economic data and develop market analyses for the internal team and present contrarian views. Minimum Qualifications
Bachelor of Arts or Bachelor of Science in Business, Economics, or Mathematical Sciences. Two years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management. Exposure to the investment universe. Preferred Qualifications
Master of Business Administration or Master of Science in Business, Finance, Economics, or Mathematical Sciences with a strong record of academic achievement. Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA). Prior experience in finance/investing. AI experience. Risk management and project involvement experience. Proficient in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg. Physical Requirements
Ability to communicate and exchange accurate information. Ability to perform work in a stationary position for extended periods. Ability to work with physical records or operate a computer or other office equipment. In some locations, ability to travel throughout the hospital system. In some locations, ability to move up to 25 lbs. Personal Protective Equipment
Follows standard precautions using personal protective equipment. Pay Range
Minimum hourly: $48.99, Maximum hourly: $74.71. Cleveland Clinic is an equal opportunity employer.
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