Investment Market Analyst

hace 4 semanas


San Juan, San Juan, Puerto Rico Advocate Health A tiempo completo
Job Title: Investment Market Analyst

Supports investment analysis activities for all investments within Advocate Health, Inc. and its subsidiaries. Monitors global economic and market conditions to recognize opportunities for new investments. Performs rigorous qualitative and quantitative due diligence to validate the attractiveness of investment opportunities and recommends actions to the investment team. Monitors and continually evaluates investments after the investment decision is implemented with ongoing due diligence activities to include: preparing and analyzing investment reports, monitoring and evaluating investment manager performance, and utilizing risk management tools. Position is expected to collaborate with other investment team members regarding qualitative and quantitative investment analysis and reporting.

Key Responsibilities:
  • Due Diligence: Actively participates in and leads periodic meetings and calls with both existing and prospective investment managers to gain an understanding of the manager's philosophy, process, and portfolio. Thoroughly reviews offering materials provided by prospective investment managers and summarizes key terms, strengths, and prospective issues to investment team.
  • Investment Meetings: Assists VP-Investments with investment manager meeting preparation and leads meetings in presence of the VP-Investments.
  • Investment Recommendations: Identifies primary strengths and risks for prospective investment managers. Prepares a concise written summary of terms and key diligence items to investment team during various stages of diligence.
  • On-Going Monitoring: Reads all communications from investment managers and summarizes key issues and/or changes to investment team.
  • Market Research: Performs market research for the purpose of industry education, trend identification, and documentation of best practices.
Requirements:
  • Bachelor's Degree in Finance, Accounting, or Economics
  • Typically requires 5+ years of related experience in finance, capital markets, or investments
  • Excellent spreadsheet skills
  • Strong analytical skills
  • Strong communication skills
  • Strong attention to detail
  • Ability to handle confidential information with respect for sensitive nature of the data
  • Ability to prioritize independently and respond to multiple simultaneous requests
  • Ability to work in changing environment
  • Ability to work under stressful conditions and in difficult situations

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.


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