Investment Marketable Analyst

4 months ago

Oak Brook, United States Advocate Health Full time

Supports investment analysis activities for all investments within Advocate Health, Inc. and its subsidiaries. Monitor global economic and market conditions to recognize opportunities for new investments. Perform rigorous qualitative and quantitative due diligence to validate the attractiveness of investment opportunities and recommend actions to the investment team. Monitor and continually evaluate 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.

Major Responsibilities:

  • Due Diligence, Investment Recommendations, and Market Research: Monitor global market conditions and the investment activities of investment managers. Actively participate in meetings with existing and prospective investment managers and summarize information or proposed action items gleaned from those meetings. Identify and communicate key risks and considerations identified during due diligence activities and investment manager meetings.
  • Due Diligence: Actively participate in and lead periodic meetings and calls with both existing and prospective investment managers to gain an understanding of the manager's philosophy, process, and portfolio. Thoroughly review offering materials provided by prospective investment managers and summarize key terms, strengths, and prospective issues to investment team. Compile due diligence data requests lists and seek appropriate information to address diligence matters. Conduct competitive / peer analysis and review track record vs relevant benchmark data for prospective managers. Attend investment managers' annual meetings as necessary. Communicate key information and conclusions from these meetings to the investments team.
  • Investment Meetings: Assist VP-Investments with investment manager meeting preparation and be able to lead meetings in presence of the the VP-Investments.
  • Investment Recommendations: Identify primary strengths and risks for prospective investment managers. Prepare a concise written summary of terms and key diligence items to investment team during various stages of diligence. Recommend appropriate actions based on analysis of information gleaned from meetings, conversations, reference calls, and data.
  • On-Going Monitoring: Read all communications from investment managers and summarize key issues and/or changes to investment team.
  • Market Research: Perform market research for the purpose of industry education, trend identification, and documentation of best practices. Attend relevant local industry events and read pertinent white papers, summarizing findings for members of the investment team.
  • Investment Analytics: Perform investment analysis (both qualitative and quantitative) of both individual investment managers and appropriate asset classes. Evaluate investment manager performance and summarize relevant developments to the investment team. Independently perform performance attribution and summarize findings to the investment team. Develop and maintain reports detailing the exposures and key developments within the portfolio.
  • Investment Manager Evaluation: Continually monitor and evaluate investment manager performance relative to established benchmarks and asset class. Review industry reports and performance commentary to the extent it may impact existing managers. Monitor exposure reports and other risk metrics for the purpose of identifying strategy shifts or other notable trends. Periodically provide narrative to SVP-Investments regarding material developments to contribute to portfolio level performance and risk analysis efforts.
  • Risk Management: Assist in the development and maintenance of risk management tools and reports detailing the exposure of investment managers to various metrics of interest, including sectors, regions, market capitalizations, factors, etc. Research any metrics that fall outside of established expectations and recommend appropriate action to manage these risks
  • Investment Documentation and Reporting: Ensure decisions are appropriately documented and archived within the relevant investment databases and accurately reported to internal stakeholders.
  • Documentation: Work with external counsel, investment consultant and VP-Investments to ensure proper documentation of investment diligence, approval, and sizing decisions. Review and maintain relevant internal databases to ensure accurate investment manager and service provider contact information as well as fees and other key contractual terms. Review manager communications and conduct periodic manager data requests as appropriate.
  • Manager Reporting: Collaborate with Investment Operations team to review accuracy and completeness of manager performance and other reporting data. Ensure accessibility of documents for use by Operations and/or Accounting teams. Utilize appropriate technology to optimize external and internal data request processes.
  • Investment Operations Support: Collaborate and coordinate with members of the investment team across a variety of workflows, specifically investment operations. Investment operations support may include maintenance of internal databases, preparation of direction letters and legal documents, aggregation of portfolio level data, trade planning and cash forecasting.

Education Requirements:

  • Bachelor's Degree in Finance, Accounting or Economics

Experience Requirements:

  • Typically requires 5+ years of related experience in finance, capital markets or investments

Knowledge, Skills & Abilities Required:

  • Excellent spreadsheet skills
  • Strong analytical skills
  • Strong communication skills
  • Strong attention to detail
  • Must be a team player
  • 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.
  • Willingness to pursue additional education such as the CFA designation


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.

  • Senior Investment Operations Analyst

    3 weeks ago

    Oak Brook, United States Advocate Aurora Health Full time

    Performs critical investment operations functions for all investment portfolios for Advocate Health, Inc. and related entities, including retirement plans. Oversees the timely and accurate reporting of investment information to both internal and exte Operations Analyst, Investment, Operations, Analyst, Auditor, Accounting, Healthcare, Manufacturing

  • Senior Digital Marketing Analyst

    3 weeks ago

    Oak Brook, Illinois, United States Ace Hardware Corporation Full time

    About This RoleThe Senior Digital Marketing Analyst position is responsible for providing analytical support and strategic guidance to the Digital Marketing team. This role will work cross-functionally with internal business partners to leverage data and insights to aid in developing strategic digital marketing campaigns to drive traffic and profitable sales...

  • Senior Investment Operations Analyst

    4 weeks ago

    Oak Brook, United States Advocate Health Full time

    Performs critical investment operations functions for all investment portfolios for Advocate Health, Inc. and related entities, including retirement plans. Oversees the timely and accurate reporting of investment information to both internal and external stakeholders. Acts as a liaison with treasury and accounting departments, maintaining strong working...

  • Financial Analyst

    6 hours ago

    Oak Brook, Illinois, United States Inland Group Full time

    Job Title: Financial AnalystThe Inland Group is seeking a highly skilled Financial Analyst to join our team. As a key member of our Alternative Asset Fund, you will be responsible for financial calculations and analysis to support our investment decisions.Key Responsibilities:Perform complex financial modeling and analysis to support investment...

  • Financial Analyst

    2 weeks ago

    Oak Brook, Illinois, United States Inland Group Full time

    Job Title: Financial AnalystThe Inland Group is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in the financial calculations and analysis for our Alternative Asset Fund.Key Responsibilities:Perform complex financial modeling and analysis to support the monthly NAV calculation.Work with asset...

  • Financial Analyst

    2 weeks ago

    Oak Brook, Illinois, United States Inland Group Full time

    Job Title: Financial AnalystThe Inland Group is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in the Alternative Asset Fund's financial calculations and analysis.Key Responsibilities:Perform complex financial modeling and analysis to support the monthly NAV calculation.Work with asset...

  • Financial Analyst

    1 day ago

    Oak Brook, Illinois, United States Inspira Financial Full time

    Financial Analyst Role at Inspira FinancialAt Inspira Financial, we're seeking a skilled Financial Analyst to join our Finance Department. As a key member of our team, you'll play a vital role in performing various activities related to monthly and ad hoc financial reporting and analysis, budgeting, forecasting, and projections.Key Responsibilities:Analyzing...

  • Asset Management Analyst

    2 weeks ago

    Oak Brook, United States Clear Height Properties Full time

    Job DescriptionJob DescriptionIf you want to know about the requirements for this role, read on for all the relevant information.Kick a$$ people only – if you're not, just keep scrolling!About Us: Clear Height Properties, headquartered in Oak Brook, IL, is leading the way in creating value in both buildings and relationships. Specializing in Industrial and...

  • Asset Management Analyst

    2 weeks ago

    Oak Brook, United States Clear Height Properties Full time

    Job DescriptionJob DescriptionIf you want to know about the requirements for this role, read on for all the relevant information.Kick a$$ people only – if you're not, just keep scrolling!About Us: Clear Height Properties, headquartered in Oak Brook, IL, is leading the way in creating value in both buildings and relationships. Specializing in Industrial and...

  • Asset Management Analyst

    2 weeks ago

    Oak Brook, United States Clear Height Properties Full time

    Job DescriptionJob DescriptionKick a$$ people only – if you're not, just keep scrolling!About Us: Clear Height Properties, headquartered in Oak Brook, IL, is leading the way in creating value in both buildings and relationships. Specializing in Industrial and Suburban Office Real Estate opportunities, CHP is committed to value-add, opportunistic, and...

  • Financial Analyst

    3 weeks ago

    Oak Brook, Illinois, United States Inland Group Full time

    Financial Analyst Job DescriptionThe Inland Group is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in the Alternative Asset Fund's financial calculations and analysis.Key Responsibilities:Perform complex financial modeling and analysis to support the monthly NAV calculation.Work closely...

  • Financial Analyst

    3 weeks ago

    Oak Brook, Illinois, United States Inspira Financial Full time

    Job Title: Financial AnalystAt Inspira Financial, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting the Finance Department by performing various activities related to monthly and ad hoc financial reporting and analysis, budgeting, forecasting, and projections.Key...

  • Financial Analyst

    3 weeks ago

    Oak Brook, Illinois, United States Inspira Financial Full time

    Financial Analyst Job DescriptionAt Inspira Financial, we're seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance Department, you'll play a crucial role in performing various activities related to monthly and ad hoc financial reporting and analysis, budgeting, forecasting, and projections.Key Responsibilities:Perform...

  • Marketing Manager

    4 weeks ago

    Oak Brook, United States The Drake Oak Brook, Autograph Collection Full time

    The benefits… Insurance enrollment available from DAY 1! Paid time off available from DAY 1! Holiday pay available from DAY 1! 401(k) enrollment after 30 days! Hotel and travel discounts at worldwide destinations! Professional development and promotion opportunities! About this job…As a key member of the Drake Oak Brook, Autograph Collection Sales &...

  • Sr Treasury Analyst

    1 month ago

    Oak Brook, United States TreeHouse Foods Full time

    Employee Type:Full timeLocation:IL Oak BrookJob Type:Finance TreasuryJob Posting Title:Sr Treasury Analyst About Us : TreeHouse Foods (NYSE: THS) is a leading manufacturer of private label packaged foods and beverages, operating a network of more than two dozen production facilities and several corporate offices across the United States and Canada. At...

  • Senior Financial Analyst

    1 month ago

    Oak Brook, Illinois, United States Chamberlain Group Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Chamberlain Group. As a key member of our Residential Business Unit, you will be responsible for providing financial decision support, building strong partnerships with Sales & Marketing, and driving compliance to policies and controls.Key ResponsibilitiesDevelop and...

  • Inventory Analyst

    2 weeks ago

    Oak Brook, Illinois, United States The Chamberlain Group Inc Full time

    Job SummaryAs a Sr. Analyst Inventory / Supply Planner at The Chamberlain Group Inc, you will lead cross-functional teams to drive decision-making and alignment on monthly and long-term Supply forecasts. You will work with the Inventory and Purchasing teams to set key target levels across the entire supply chain, assessing safety stock needs, customer...

  • Senior Financial Analyst

    3 weeks ago

    Oak Brook, Illinois, United States Chamberlain Group Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Chamberlain Group. As a key member of our Residential Business Unit, you will be responsible for providing financial decision support, building strong partnerships with Sales & Marketing, and driving compliance to policies and controls.Key ResponsibilitiesDevelop and...

  • Senior Financial Advisor

    3 weeks ago

    Oak Brook, Illinois, United States Claire Myers Consulting Full time

    Job Title: Sr Lead AdvisorCompensation: $95,000 - $120,000+ base salary with bonus structure. Overall compensation: $150,000-200,000+Claire Myers Consulting is seeking a dynamic and experienced Sr Lead Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with...

  • Senior Financial Advisor

    2 weeks ago

    Oak Brook, Illinois, United States Claire Myers Consulting Full time

    Job Title: Sr Lead Financial AdvisorCompensation: $95,000 - $120,000+ base salary with bonus structure. Overall compensation: $150,000-200,000+Claire Myers Consulting is seeking a dynamic and experienced Sr Lead Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong...