Investment Analyst Senior

Investment Analyst Senior

Position Highlights:

• Location: Evanston, IL/Arlington Heights, IL
• Full Time/Part Time: Full Time
• Hours: Monday-Friday, 8am 5pm
• Required Travel: as needed across sites

Job Summary:

The Endeavor Health Investment Office is headquartered in Evanston, IL and oversees $8+ billion in investment assets, which includes a corporate endowment fund and several defined contribution plans. The Investment Office works closely with the Board of Directors, Investment Committee and internal management and is committed to being an innovative, top-tier investment team among peers.

As the Senior Investment Analyst, you will work closely with senior members of the Endeavor investment team to manage the investment activities within all asset classes, with a particular focus on private equity and co-investments. You will be an integral part of a rapidly growing team that is committed to developing internal talent via close collaboration with the CIO and other investment team members.

What you will do:

• Assist in the management of all asset classes, with a particular focus on private equity, real estate, and infrastructure funds. Support the investment diligence process which drives recommendations to add, hold or remove investment managers. Diligence may include detailed performance analysis with peer benchmarking, performance attribution, market/sector analysis, reference calls, terms review, and team evaluation.
• Pursue new investment themes through market mapping, manager introductions, reference calls, and investment manager pipeline reviews. Participate in and lead diligence trips to conferences or onsite meetings with investment managers to further diligence and industry research
• Analyze co-investment opportunities and assist in the preparation of deal review materials for the Investment Committee
• Monitor existing investments and asset classes through manager update calls, annual meeting attendance, conference attendance, and evaluating quarterly materials and research reports.
• Maintain quantitative and qualitative profiles of investment managers, which includes investment performance, portfolio holdings, investment terms and written assessments. Support portfolio reporting by developing and maintaining portfolio exposure models, commitment pacing models, and investment committee review materials
• Work closely with the internal investment operations diligence team to ensure investment manager operational risks are appropriately assessed and monitored

What you will need:

• Education: Bachelor of Arts or Bachelor of Science required. Preferred fields of study include economics, social sciences, mathematical sciences, engineering, computer science, business, or other relevant discipline. Master of Business Administration (MBA) preferred
• Certification: Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation, or progress toward certification, preferred but not required.
• Experience: Minimum of 2 years of relevant experience required
• Unique or Preferred Skills:
• Most successful candidates will have relevant experience at one or more of the following organizations: fund of funds, endowment/foundation, pension fund, investment management firm, investment consulting/OCIO firm.
• There are no strict requirements regarding the number years of experience. We consider candidates with varying experience levels, with the strongest candidates typically possessing 2-6 years of relevant experience
• Investment manager sourcing and diligencing experience, particularly in private equity and/or co-investments
• Ability to independently develop and defend investment recommendations
• In-depth knowledge of capital markets
• Strong writing, presentation and communication skills
• Ability to effectively multi-task
• Ability to work well independently and within a team environment
• Proficiency in Excel, PowerPoint, Word and Adobe Acrobat
• Experience with third-party database/analysis providers such as eVestment, InvestmentMetrics, Pitchbook and Preqin a plus

Physical Demands: Sedentary work (exerting up to 10 lbs. of force occasionally and involving sitting most of the time with occasional standing and walking);

Benefits (For full time or part time positions):

• Opportunity for annual increases based on performance
• Career Pathways to Promote Professional Growth and Development
• Various Medical, Dental, Pet and Vision options
• Tuition Reimbursement
• Free Parking
• Wellness Program Savings Plan
• Health Savings Account Options
• Retirement Options with Company Match
• Paid Time Off and Holiday Pay
• Community Involvement Opportunities

Endeavor Health is a fully integrated healthcare delivery system committed to providing access to quality, vibrant, community-connected care, serving an area of more than 4.2 million residents across six northeast Illinois counties. Our more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) all recognized as Magnet hospitals for nursing excellence.

When you work for Endeavor Health, you will be part of an organization that encourages its employees to achieve career goals and maximize their professional potential.

Please explore our website to better understand how Endeavor Health delivers on its mission to "help everyone in our communities be their best".

Endeavor Health is committed to working with and providing reasonable accommodation to individuals with disabilities. Please refer to the main career page for more information.

At Endeavor Health, we are united by a shared commitment to working together to create a culture of connection and belongingeach of us bringing different skills and experiences as we deliver safe, seamless, and personal care. Every person, every time. We are committed to fostering an environment where all team members can be their best, learn, and pursue excellence together.

EOE: Race/Color/Sex/Sexual Orientation/ Gender Identity/Religion/National Origin/Disability/Vets, VEVRRA Federal Contractor.