Join the Cleveland Clinic team where you will work alongside dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world. The Investment Principal works with the Chief Investment Officer (CIO), Managing Directors and Directors to monitor and shape investments in multiple asset classes, as well as make recommendations on and oversee a medium portfolio of managers or a grouping of managers. This position supports our investment functions across diverse teams, including credit, equity, and venture investments. You will become part of a structured growth continuum designed to foster long-term career progression. A caregiver who excels in this role will: + Own key partner relationships, oversee a portfolio of investment managers, and identify new investment opportunities. + Drive strategic initiatives, propose innovative ideas, and lead special projects. + Act as a bridge between analysts and directors, ensuring smooth portfolio management and relationship alignment. + Lead idea generation, market research and analysis activities that create actionable investments in multiple complex asset classes as a part of the Investment Office generalist model. + Build complex financial models to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective. + Compile market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital, and real asset managers, as well as economic and market analyses. + Maintain complex quantitative and qualitative manager performance activity and holdings within the Clinic's internal database. + Organize and lead due diligence trips to investigate new themes or review existing or potential managers. + Collaborate with the risk management team at the inception of a new investment to develop elevated governance and oversight and agreed to boundaries and exit strategies for individual investments and/or investment themes. + Support Research/Strategy Team to develop, shape and monitor investment themes. + Prepare and present reports for Cleveland Clinic executive team and other stakeholders. + Support annual detailed analysis of portfolio changes, asset class reviews and investment decisions. Minimum qualifications for the ideal future caregiver include: + Master's of Business Administration or Master's of Science in Business, Finance, Economics, Mathematical Sciences, Data Analytics, or other related fields + Nine years of investment experience, including portfolio oversight and partner relationship management + Strong leadership, communication, and strategic thinking skills + Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, FactSet, and Bloomberg Preferred qualifications for the ideal future caregiver include: + Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) + Strong record of academic achievement + Commitment to diversity and bringing unique perspectives to the team + Can adapt to a non-profit context, with a preference for candidates transitioning from for-profit sectors Our caregivers continue to create the best outcomes for our patients across each of our facilities. Click the link and see how we're dedicated to providing what matters most to you: https://jobs.clevelandclinic.org/benefits-2/ **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. + In some locations, ability to travel throughout the hospital system. + In some locations ability to move up to 25 lbs. **Personal Protective Equipment:** + Follows standard precautions using personal protective equipment. Pay Range Minimum hourly: $87.24 Maximum hourly: $172.29 The pay range displayed on this job posting reflects the anticipated range for new hires. While the pay range is displayed as an hourly rate, Cleveland Clinic recruiters will clarify whether the compensation is hourly or salary. A successful candidate's actual compensation will be determined after taking factors into consideration such as the candidate's work history, experience, skill set, and education. This is not inclusive of the value of Cleveland Clinic's benefits package, which includes among other benefits, healthcare/dental/vision and retirement. Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities