Investment Analyst (Cincinnati, OH)

Thank you for considering a career at Bon Secours Mercy Health!

Scheduled Weekly Hours:

40

Work Shift:

Days/Afternoons (United States of America)

SUMMARY

The Investment Analyst will help support Bon Secours Mercy Health’s (BSMH) Investment Office’s 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 Health’s 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 Health’s 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

Bon Secours Mercy Health is an equal opportunity employer.

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.

Department:

SS Finance - Treasury

It is our policy to abide by all Federal and State laws, as well as, the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). Accordingly, 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 Employer, please email [email protected]. 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 [email protected].