This is a Remote/Work from Home position. The preference would be someone local to our Cincinnati market, or someone driving distance (OH, KY, IL, IN, etc.).
ABOUT US
As a faith-based and patient-focused organization, Bon Secours Mercy Health exists to enhance the health and well-being of all people in mind, body and spirit through exceptional patient care. Success in this goal requires a culture of compassion, collaboration, excellence and respect. Bon Secours Mercy Health seeks people that are committed to our values of compassion, human dignity, integrity, service and stewardship to create an environment where associates want to work and help communities thrive.
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
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