Investment Analyst

Job Summary

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; however will also provide operational support related to the investment portfolios such as the movement of cash the month-end closing process and the year-end audit process.

Essential Functions

• Analyzes investment-related data such as returns market fundamentals & portfolio exposure data to support investment manager due diligence asset allocation & 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 & external sources so that the investment team can more efficiently identify opportunities & risks within the portfolios at both the investment manager & asset class level.
• Works with the team to ensure the efficient movement of cash both within & among accounts such as cash needs for the organization benefit payments to pensioners & capital calls for private investments.
• Provides support to Treasury & Finance staff related to month-end closing & year-end audit processes.

Qualifications

Required

• Bachelors Degree or equivalent Business Finance Accounting or a related field

• 2 years of relevant experience Analytical role w/ a focus on quantitative analysis & familiarity w/ financial data.

Preferred

• CFA/CAIA 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 our 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.

#CorewellHealthCareers

• Comprehensive benefits package to meet your financial health and work/life balance goals. Learn more here.
• On-demand pay program powered by Payactiv
• Discounts directory with deals on the things that matter to you like 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
• Eligibility for benefits is determined by employment type and status

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Corewell Health is committed to providing a safe environment for our team members patients visitors and community. We require a drug-free workplace and require team members to comply with the MMR Varicella Tdap and Influenza vaccine requirement if in an on-site or hybrid workplace category. We are committed to supporting prospective team members who require reasonable accommodations to participate in the job application process to perform the essential functions of a job or to enjoy equal benefits and privileges of employment due to a disability pregnancy or sincerely held religious belief.

Corewell Health grants equal employment opportunity to all qualified persons without regard to race color national origin sex disability age religion genetic information marital status height weight gender pregnancy sexual orientation gender identity or expression veteran status or any other legally protected category.

An interconnected collaborative culture where all are encouraged to bring their whole selves to work is vital to the health of our organization. As a health system we advocate for equity as we care for our patients our communities and each other. From workshops that develop cultural intelligence to our inclusion resource groups for people to find community and empowerment at work we are dedicated to ongoing resources that advance our values of diversity equity and inclusion in all that we do. We invite those that share in our commitment to join our team.

You may request assistance in completing the application process by calling 616.486.7447.