Senior Investment Analyst

2 weeks ago

Glenview, Illinois, United States Wespath Benefits and Investments Full time $115,000 - $128,000 per year

Senior Investment Analyst - Public Markets

Location:

1901 Chestnut Ave

Glenview, Illinois, 60025

United States

Category:

Investments

Date Needed by:

12/15/2025

Primary Duties and Responsibilities:

You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Investment Management, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability – and make an impact through your work

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Wespath, recognized as a Chicago's Best and Brightest Companies to Work For and a National Best and Brightest Companies to Work For, has an opportunity for a Senior Investment Analyst – Public Markets that provides analytics and portfolio management support for Wespath's public markets funds. As a member of the Public Markets team, the analyst will generate reports and conduct research as needed to effectively support the management of investment funds. The analyst will work closely with members of the Investment Research and Sustainable Investment teams to support integration of research and ESG factors into the process. The analyst will also support other investments team members by gathering information from external asset managers to analyze positions and produce reports.

More specifically, as a Senior Investment Analyst – Public Markets you will have the following key responsibilities:

  • Support the Chief Investment Officer, Investment Management, Sustainable Investment Stewardship, and Institutional Investment Services departments by analyzing, monitoring, and evaluating existing and prospective investment positions.
  • Proactively create and lead projects that address the analytics needs of the Investment Management team.
  • As a member of the Public Markets team, maintain and update the analytical tools, as necessary.
  • Crosstrain with and back-up members of the Analytics team on all reporting and analytics functions.
  • Create and distribute a variety of monthly and quarterly financial and investment-related reports.
  • Support all Investment Management staff in the hiring and on-going due diligence of external asset management relationships.
  • Attend meetings and interact with investment managers.
  • Prepare presentations on investment topics and fund/market updates and present them to the Investment Division, the Wespath Investment Committee, and others.
  • Respond to various ad hoc requests from the CIO, Investment Management, Sustainable Investment Strategies, and Institutional Investment Services departments.
  • Support analytics and investment reporting content and website maintenance for the Wespath websites, as well as the Investment Department intranet and external report filing service.

Senior Investment Analyst – Public Markets Benefits and Compensation:

  • Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one.
  • 8% employer contribution to retirement plan with an additional match up to 2% on day one.
  • 22 days of PTO + 12 paid holidays.
  • Hybrid working arrangement (two days per week in the office).
  • The compensation range for this position is $115,000 - $128,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant's qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shown.
LI-CW1 #LI-hybrid

Minimum Requirements/Qualifications:

  • Bachelor's degree in finance, economics, accounting or equivalent work experience.
  • 5+ years of analytical experience of investment and financial data.
  • Strong PC skills in all Microsoft Office applications.

Preferred Qualifications

  • Progress towards Chartered Financial Analyst designation or MBA degree.
  • Knowledgeable and conversant about financial markets.
  • Experience with or demonstrated aptitude for learning industry-standard investment analytics software packages such as Bloomberg, FactSet, Wilshire Compass, Aladdin or eVestment.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.

  • Process and Control Analyst

    17 hours ago

    Glenview, Illinois, United States Wespath Benefits and Investments Full time

    Location:1901 Chestnut AveGlenview, Illinois, 60025United StatesCategory:ComplianceDate Needed by:12/15/2025Primary Duties and Responsibilities:You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at...

  • Senior Compensation Analyst- Broad Based

    2 weeks ago

    Glenview, Illinois, United States ITW Full time $90,000 - $125,000 per year

    Job DescriptionSince its founding more than 100 years ago, ITW has become one of the world's leading diversified manufacturers of specialized industrial equipment, consumables, and related service businesses. We place a high premium on developing innovative solutions–most of which are developed in tandem with our customers. And we continue to ensure that...

  • Sr. Analyst, Marketing

    2 weeks ago

    Glenview, Illinois, United States Kraft Heinz Full time

    Job DescriptionThe Senior Analyst, Marketing – KHI will be responsible for supporting cross-functional business teams in the planning, execution and analysis of various business initiatives related to products, pricing, promotion, and packaging within across core KHI categories (Cheese, Condiments, Confections). This role gains broad exposure to all...

  • Senior Inside Sales Manager

    2 weeks ago

    Glenview, Illinois, United States Wesco Full time $80,000 - $150,000 per year

    DescriptionThe Senior Inside Sales Manager is responsible for leading Inside Sales Managers (ISMs) and/or partnering with Customer Service Managers (CSMs) to provide strategic direction and drive accountability across the Inside Sales staff.  The Senior Inside Sales Manager will work collectively with branch leadership to drive standardization and identify...

  • Senior Manufacturing Automation Design Engineer

    2 weeks ago

    Glenview, Illinois, United States ITW Full time $125,000 - $140,000 per year

    Job DescriptionJoin ITW Construction's Mechanical Fastening team as aSenior Manufacturing Design Engineer, where you'll lead the development of automated manufacturing machinery, drive process and product improvements, and support new product implementations. This role offers the opportunity to work on high-impact projects that shape the future of our...

  • Lead OnBase Application Developer

    1 week ago

    Glenview, Illinois, United States Guarantee Trust Life Insurance Group Full time

    The world isn't standing still, and neither is GTL We're moving quickly, continually evaluating our business practices and taking steps to better serve customers' evolving needs and now is an ideal time to join our team. You will find challenge and reward in a culture of innovation, support, and balance. We'll give you the tools you need to bring your vision...

  • Senior Investment Analyst

    3 weeks ago

    Glenview, United States Wespath Benefits and Investments Full time

    Senior Investment Analyst - Public Markets Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Investments Date Needed by: 12/15/2025 Primary Duties and Responsibilities: You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are...

  • Senior Investment Analyst

    5 days ago

    Glenview, IL, United States Wespath Benefits and Investments Full time

    Senior Investment Analyst - Public Markets Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Investments Date Needed by: 12/15/2025 Primary Duties and Responsibilities: You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you...

  • Senior Investment Analyst

    5 days ago

    Glenview, IL, United States Wespath Benefits and Investments Full time

    Senior Investment Analyst - Public Markets Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Investments Date Needed by: 12/15/2025 Primary Duties and Responsibilities: You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you...

  • Senior Investment Analyst

    1 week ago

    Glenview, IL, United States Wespath Benefits and Investments Full time

    Senior Investment Analyst - Public Markets Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Investments Date Needed by: 12/15/2025 Primary Duties and Responsibilities: You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you...

  • Senior Financial Accounting Analyst

    3 weeks ago

    Glenview, United States Wespath Full time

    Senior Financial Accounting Analyst Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Accounting and Finance Date Needed by: 12/15/2025 Primary Duties and Responsibilities: You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you...

  • Senior Analyst

    3 weeks ago

    Glenview, United States Veterans Staffing Full time

    Senior Analyst - SourcingAs a Senior Analyst - Sourcing you will be responsible for leading sourcing events, identifying and developing sourcing strategies in collaboration with commercial leaders and negotiation with our supplier partners. You will collaborate with commercial leaders and the implementation teams during new business implementation and...

  • Senior Director of Financial Planning

    3 weeks ago

    Glenview, United States CFS Full time

    Senior Director of Financial Planning & Analysis Join to apply for the Senior Director of Financial Planning & Analysis role at CFS This range is provided by CFS. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200,000.00/yr - $230,000.00/yr Senior Director of Financial Planning &...

  • Senior Analyst

    6 days ago

    Glenview, IL, United States WESCO International Full time

    Job Description As a Senior Analyst - Sourcing you will be responsible for leading sourcing events, identifying and developing sourcing strategies in collaboration with commercial leaders and negotiation with our supplier partners. You will collaborate with commercial leaders and the implementation teams during new business implementation and existing...

  • Senior Analyst

    5 days ago

    Glenview, IL, United States WESCO International Full time

    Job Description As a Senior Analyst - Sourcing you will be responsible for leading sourcing events, identifying and developing sourcing strategies in collaboration with commercial leaders and negotiation with our supplier partners. You will collaborate with commercial leaders and the implementation teams during new business implementation and existing...

  • Senior Analyst

    2 weeks ago

    Glenview, IL, United States WESCO International Full time

    Job Description As a Senior Analyst - Sourcing you will be responsible for leading sourcing events, identifying and developing sourcing strategies in collaboration with commercial leaders and negotiation with our supplier partners. You will collaborate with commercial leaders and the implementation teams during new business implementation and existing...