Investment Analyst

Investment Analyst Location: 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. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Investment Analyst will be responsible for providing support for the oversight of the company's investment portfolios, including insurance, benefit plans and foundation portfolios. Responsibilities Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies. Assists in private equity and real estate investment performance analysis and benchmarking. Coordinates with internal legal department and external investment managers for document negotiation and execution. Compiles documentation of diligence review activities for new alternative investment commitments. Assists in the internal portfolio management and trade settlements. Compiles monthly subsidiary investment reports for subsidiary boards. Assists in the preparation of quarterly retirement committee meeting reports. Assist in the monitoring and rebalancing of the benefit plans' asset allocation in accordance with the investment policy statement. Assist in the compiling of various audit, tax, and accounting requests throughout the year. Processes alternative investment capital calls for payment. Minimum 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. Preferred Skills MBA and/or progress toward CFA preferred. Prior investment experience preferred. Intermediate Excel experience preferred. 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. Applicants who require accommodation to participate in the job application process may contact View email address on click.appcast.io for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration. #J-18808-Ljbffr Elevance Health