Current jobs related to Investment Analyst - Cincinnati - Bon Secours Mercy Health

  • Credit Analyst

    4 weeks ago

    Cincinnati, Ohio, United States Fort Washington Investment Advisors, Inc. Full time

    About the RoleWe are seeking a skilled Credit Analyst to join our team at Fort Washington Investment Advisors, Inc. As a key member of our investment research team, you will be responsible for analyzing and evaluating credit sectors, identifying trends and opportunities, and providing recommendations to our portfolio managers.Key ResponsibilitiesConduct...

  • Senior Credit Analyst

    4 weeks ago

    Cincinnati, Ohio, United States Fort Washington Investment Advisors, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Credit Analyst to join our team at Fort Washington Investment Advisors, Inc. As a Senior Credit Analyst, you will be responsible for the ongoing analysis of assigned sectors within our corporate bond and loan portfolios.Key ResponsibilitiesConduct in-depth research and analysis of credit sectors,...

  • Senior Portfolio Analyst

    2 weeks ago

    Cincinnati, Ohio, United States Fort Washington Investment Advisors, Inc. Full time

    Job SummaryWestern & Southern Financial Group is seeking a highly skilled Senior Portfolio Analyst to join our Portfolio & Risk Analysis group. As a key member of the investment team, you will be responsible for working closely with operations to increase efficiency and data accuracy through improved reporting and dynamic portfolio analysis.This is a unique...

  • Investment Manager

    2 weeks ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    Job Title: AVP/Senior Investment ManagerOverview:The AVP/Senior Investment Manager is a key member of the Private Equity team at Western & Southern Life, responsible for leading deal teams and overseeing investment analysts on various projects. This role requires strong analytical and communication skills, with the ability to work independently and make...

  • Senior Credit Analyst

    3 months ago

    Cincinnati, United States Fort Washington Investment Advisors, Inc. Full time

    Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination. 135 years of operating history;Born as a modest,...

  • Senior Investment Manager

    4 weeks ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    Job Title: AVP Sr Investment ManagerOverview:The AVP/Senior Investment Manager is a key member of the Private Equity team, responsible for leading deal teams and overseeing investment analysts on various projects. This role requires strong analytical and communication skills, with the ability to effectively interact with internal and external...

  • Credit Analyst

    2 months ago

    Cincinnati, United States Fort Washington Investment Advisors, Inc. Full time

    Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination. 135 years of operating history;Born as a modest,...

  • Senior Investment Manager

    2 weeks ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    Job SummaryThe Senior Investment Manager is a key member of the Private Equity team at Western & Southern Life, responsible for leading deal teams and overseeing investment analysts on various projects. This role requires strong analytical and communication skills, with the ability to effectively interact with all levels of staff and management.Key...

  • Senior Financial Analyst

    2 weeks ago

    cincinnati, United States Hirewell Full time

    Position Title: Senior Financial AnalystReports To: Chief Commercial OfficerOverviewThe Senior Financial Analyst will manage data analysis and develop complex financial models to support decision-making processes. As part of the Commercial team, the analyst will work closely with both internal stakeholders and external customers, partners, and suppliers.Core...

  • Senior Financial Analyst

    2 weeks ago

    Cincinnati, United States Hirewell Full time

    Position Title: Senior Financial AnalystReports To: Chief Commercial OfficerOverviewThe Senior Financial Analyst will manage data analysis and develop complex financial models to support decision-making processes. As part of the Commercial team, the analyst will work closely with both internal stakeholders and external customers, partners, and suppliers.Core...

  • Senior Financial Analyst

    2 weeks ago

    Cincinnati, Ohio, United States Hirewell Full time

    Job Title: Senior Financial AnalystReports To: Chief Commercial OfficerOverviewThe Senior Financial Analyst will be responsible for managing data analysis and developing complex financial models to support decision-making processes. As part of the Commercial team, the analyst will work closely with both internal stakeholders and external customers, partners,...

  • Investment Operations Associate

    1 week ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Investment Operations AssociateJob Summary:Bartlett Wealth Management is seeking an Investment Operations Associate to join our team. As a key member of our Operations department, you will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system.Responsibilities:* Maintain and...

  • Outreach & Compliance Analyst

    4 weeks ago

    Cincinnati, United States Federal Home Loan Bank Full time

    Outreach & Compliance Analyst General Summary The Housing Compliance and Outreach Analyst will evaluate the compliance of projects funded by the Affordable Housing Program. In addition, the position will provide support and outreach for all housing and community investment programs. This role provides critical processing, monitoring, marketing and customer...

  • Investment Operations Associate

    2 weeks ago

    Cincinnati, United States Bartlett Wealth Management Full time

    Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual...

  • Digital Marketing Analyst

    4 weeks ago

    Cincinnati, Ohio, United States AAA Mid Atlantic Full time

    Job Title: Digital Marketing AnalystAt AAA Club Alliance, we are seeking a highly skilled Digital Marketing Analyst to join our team. As a Digital Marketing Analyst, you will play a critical role in driving business growth by analyzing and interpreting complex data sets to inform marketing strategies.Key Responsibilities:Develop and implement data-driven...

  • Investment Operations Specialist

    7 days ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job SummaryBartlett Wealth Management is seeking a highly skilled Investment Operations Associate to join our team. As a key member of our Operations department, you will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system.Key ResponsibilitiesMaintain and support back-office reporting...

  • Senior Financial Analyst

    2 weeks ago

    Cincinnati, Ohio, United States NECCO Full time

    Senior Financial AnalystNecco is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in driving business growth and success through data-driven insights and strategic recommendations.Key Responsibilities:Lead financial planning, budgeting, and forecasting processes to...

  • Senior Financial Analyst

    2 weeks ago

    Cincinnati, Ohio, United States NECCO Full time

    Senior Financial AnalystNecco is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in driving business growth and success through data-driven insights and strategic recommendations.Key Responsibilities:Lead financial planning, budgeting, and forecasting processes to...

  • Financial Analyst Senior

    2 weeks ago

    Cincinnati, Ohio, United States Rainmaker Resources, LLC Full time

    About the RoleWe are seeking a highly skilled Financial Analyst Senior to join our team at Rainmaker Resources, LLC. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesPerform technical analysis to determine present and future financial performance.Gather, analyze, prepare and...

  • Workday and Integration Business Analyst

    1 week ago

    Cincinnati, Ohio, United States Kao Corporation Full time

    Job Summary:The HR Business Analyst role is a techno-functional business-facing position that establishes and maintains the value-driven relationship between EIS and Human Resources. This role supports alignment between EIS and assigned functional areas, balancing expectations, priorities, service levels, and investment. The Business Analyst recommends...

Investment Analyst

3 months ago

Cincinnati, United States Bon Secours Mercy Health Full time

At Bon Secours Mercy Health, we are dedicated to continually improving health care quality, safety and cost effectiveness. Our hospitals, care sites and clinicians are recognized for clinical and operational excellence.

**SUMMARY**

The Investment Analyst will help support Bon Secours Mercy Healths (BSMH) Investment Offices portfolio management, investment and market research, and manager due diligence efforts. In addition, the Investment Analyst will assist the team with other related tasks such as reporting, SRI/ESG investing and operations.

**ESSENTIAL JOB FUNCTIONS**

+ Play an active role in manager due diligence. This includes but is not limited to: Attending manager due diligence meetings, supporting alternative asset class due diligence and manager selection (private capital, hedge funds, real estate), quantitative analysis, manager monitoring, drafting and distributing manager meeting notes, staying informed on industry trends and investment manager activity. Opportunity for due diligence related travel.

+ Develop, research and recommend asset allocation and investment strategies for team approval

+ Prepare reoccurring performance, holdings and risk reports

+ Support Bon Secours Mercy Healths Innovation Investment program

+ Coordinate legal review and completion of legal documents

+ Assist in capital markets research

+ Research potential SRI/ESG strategies and support Bon Secours Mercy Healths SRI program

+ Assist with the preparation of quarterly reports for the Finance and Investment Committee

+ Provide operational support for the investment function within the Treasury team, including working with the Operations Manager and Analyst and managing the monthly accounting close process.

This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job related duties as required by their supervisor, subject to reasonable accommodation.

**EMPLOYMENT QUALIFICATIONS**

**Required Minimum Education:**

4 year/ Bachelors Degree

Specialty/Major: Finance, Economics or related field

**Licensure/Certification Required:**

Completion or willingness to participate in CFA and/or CAIA program required

**Minimum Years and Type of Experience:**

1-5 years of investment experience

**Other Knowledge, Skills and Abilities** **Required:**

Bloomberg terminal and eVestment experience preferred. Ability to prioritize and coordinate multiple projects simultaneously. Investment operations experience preferred.

**Other Knowledge, Skills and Abilities** **Preferred:**

Strong work ethic and team-oriented work ethic desired

Many of our opportunities reward* your hard work with:

Comprehensive, affordable medical, dental and vision plans

Prescription drug coverage

Flexible spending accounts

Life insurance w/AD&D

Employer contributions to retirement savings plan when eligible

Paid time off

Educational Assistance

And much more

*Benefits offerings vary according to employment status

All applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, or protected veteran status, and will not be discriminated against on the basis of disability. If you'd like to view a copy of the affirmative action plan or policy statement for Mercy Health Youngstown, Ohio or Bon Secours Franklin, Virginia; Petersburg, Virginia; and Emporia, Virginia, which are Affirmative Action and Equal Opportunity Employers, please email recruitment@mercy.com . If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact The Talent Acquisition Team at recruitment@mercy.com