What you will do: The Investment Analyst will work closely with the Investment Manager, Investor Director, and Seattle Children’s Finance Department on all facets of managing Seattle Children’s, $2.1B investment portfolio. The Investment Analyst position encompasses both operational and investment analysis responsibilities with the goal of assuming increasing investment responsibility over time.
Data Management & Reporting: Ensure the capture of all performance and exposure information from external investment managers. Maintain internal models and performance/exposure reports. Maintain the accuracy and timeliness of performance, risk and CRM systems.
Committee Responsibilities: Assist in the preparation and organization of quarterly investment committee meeting materials. Liaise with external stakeholders and Children’s staff to organize and schedule investment committee meetings.
Investment Management: Participate in meetings and calls with external investment managers. Assist in due diligence of external managers.
Generate, organize, and maintain electronic records to ensure institutional memory.
Employer Offerings: To attract and retain the best workforce, we provide competitive salaries, great benefits and excellent professional development. Those are some of the reasons Those are some of the reasons Becker’s Hospital Review listed us as one of 150 Great Places to Work in Healthcare. Offerings include:
Our community welcomes diverse experiences, backgrounds and thoughts because this is what drives our spirit of inquiry and allows us to better connect with our increasingly diverse patients and families. Each of us is respectfully encouraged to be ourselves within this community, which cultivates and promotes diversity and inclusion at all levels.
- Bachelor’s Degree
- Minimum two years of finance or investment-related work experience, preferably at an endowment, foundation, investment consulting firm, or family office.
- Progress towards the Chartered Financial Analyst designation is strongly preferred.