Investment Strategy Analyst

2 weeks ago

Beachwood, Ohio, United States Cleveland Clinic Full time


The Financial Investment Analyst will collaborate closely with the Chief Investment Officer (CIO) and Managing Directors to facilitate macroeconomic research and investment strategy analytics within the Cleveland Clinic Investment Office.

The Analyst will leverage quantitative skills, experience, and informed market judgment to enhance the Foundation's asset allocation processes.

The Analyst will be tasked with conducting quantitative analysis and qualitative evaluations in support of (i) asset allocation assessments, (ii) scenario evaluations, (iii) analyzing and executing portfolio tactical trades as directed by the Investment team, and (iv) special projects as assigned by the Managing Director of Research and the Chief Investment Officer.

Additionally, the Analyst will assist in the creation of quarterly reports and other timely presentations for Cleveland Clinic stakeholders.


Key Responsibilities:
Engages in idea generation, market research, and analysis activities that yield actionable investment opportunities across various asset classes.

Conducts thorough market and asset class evaluations to adequately assess and support the underwriting of investment themes and individual managers, focusing on both risk and return profiles. This includes market mapping, overviews, and assessments of potential equity, fixed income, hedge fund, private capital, and real asset managers, alongside economic and market analyses. Maintains both quantitative and qualitative performance metrics and holdings within the Clinic's internal database.

Works in conjunction with the risk management team at the inception of new investments to establish elevated governance, oversight, and agreed-upon boundaries and exit strategies for individual investments and/or investment themes. Continuously evaluates risk for existing investments.

Prepares internal monthly and quarterly reports detailing manager and/or portfolio performance, exposures, concentrations, and other portfolio characteristics. Interfaces with existing and prospective managers, custodian banks, and external service providers.

Collects economic data and develops market analyses for the internal team, presenting contrarian views.
Other duties as assigned.

Education Requirements:
A Bachelor of Arts or Bachelor of Science in Business, Economics, or Mathematical Sciences is required.

A Master of Business Administration or Master of Science in Business, Finance, Economics, or Mathematical Sciences with a strong academic record is preferred.


Certifications:


Possession or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) is preferred.


Complexity of Work:
This role requires critical thinking skills, decisive judgment, and the ability to work with minimal supervision. The Analyst must be capable of functioning in a high-pressure environment.
Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, Factset, and Bloomberg is essential.

Work Experience:
A minimum of 2 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management is required.

Physical Requirements:
Ability to communicate and exchange accurate information. Ability to perform work in a stationary position for extended periods.

Ability to work with physical records or operate a computer or other office equipment. Ability to travel as needed and lift up to 25 lbs.


Personal Protective Equipment:
Adheres to standard precautions using personal protective equipment.

Compensation:
Minimum hourly rate: $48.99
Maximum hourly rate: $74.71. The displayed pay range reflects the anticipated range for new hires. Actual compensation will be determined based on factors such as work history, experience, skill set, and education. This does not include the value of Cleveland Clinic's benefits package, which includes healthcare, dental, vision, and retirement options.

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