Investment Analyst

Position Title 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. The position is based in Indianapolis, IN. Candidates must reside within a commuting distance from the Indianapolis PulsePoint office. 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. Assists in the monitoring and rebalancing of the benefit plans’ asset allocation in accordance with the investment policy statement. Assists in the compiling of various audit/tax/accounting requests throughout the year. Processes alternative investment capital calls for payment. Minimum Requirements 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, Capabilities and Experiences MBA and/or progress toward CFA preferred. Prior investment experience preferred. Intermediate Excel experience preferred. Job Family AFA > Investments Job Level Non‑Management Exempt Workshift 1st Shift (United States of America) Eligibility & EEO Statement 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 should submit the Accessibility Accommodation Request Form, and a member of the team will be in contact. #J-18808-Ljbffr