At Cleveland Clinic Health System, we believe in a better future for healthcare. And each of us is responsible for honoring our commitment to excellence, pushing the boundaries and transforming the patient experience, every day.

                        

We all have the power to help, heal and change lives — beginning with our own. That’s the power of the Cleveland Clinic Health System team, and The Power of Every One.

                                    

Job TitleSenior Analyst - Credit

                        

LocationBeachwood

                    

FacilityCC Administrative Campus

                     

DepartmentInvestment Office-Finance

                      

Job CodeT98686

                     

ShiftDays

                       

Schedule8:00am-5:00am

                       

Job Summary

                         

Job Details

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 Senior Investment Analyst will work with the Chief Investment Officer (CIO) and Managing Directors to monitor and shape investments in multiple asset classes, as well as make recommendations on and oversee a small portfolio of managers or a grouping of managers. Working in a fast-paced environment, supports the team in financial modeling, trading and rebalancing the portfolios, performing economic analysis and other projects. This caregiver 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:  

Perform in-depth portfolio and fund-level analyses, offering insights for decision-making. 

Engage in cross-portfolio research, evaluating macroeconomic trends and strategic opportunities (e.g., exploring seed investments in emerging markets). 

Support principals in managing relationships and advancing investment strategies. 

Participate in idea generation, market research and analysis activities that create actionable investments in multiple asset classes. 

Build financial models to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective. 

Make recommendations to add or remove investment managers after significant due diligence and maintain relationship for them once added to the portfolio. 

Maintain quantitative and qualitative manager performance activity and holdings within the Clinic’s internal database. 

Collaborate with the risk management team at the inception of a new investment to develop elevated governance and oversight and agree to boundaries and escape plans for individual investments and/or investment themes.  

Evaluate ongoing risk for existing investments. 

Participate in idea generation, market research and analysis activities that create actionable investments in multiple asset classes as a part of the Investment Office generalist model 

 

Minimum qualifications for the ideal future caregiver include:  

Bachelor’s degree in Economics, Social Sciences, Mathematical Sciences, Engineering, Computer Science, Business, or another related field 

Five years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management  

Can perform complex research and analysis 

Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, FactSet, and Bloomberg 

 

Preferred qualifications for the ideal future caregiver include:  

Master’s degree in Business, Finance, Economics, Mathematical Sciences, Data Analytics, or other related fields 

Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) 

 

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.

                       

The policy of Cleveland Clinic Health System and its system hospitals (Cleveland Clinic Health System) is to provide equal opportunity to all of our caregivers and applicants for employment in our tobacco free and drug free environment. All offers of employment are followed by testing for controlled substance and nicotine. All offers of employment are follwed by testing for controlled substances and nicotine. All new caregivers must clear a nicotine test within their 90-day new hire period. Candidates for employment who are impacted by Cleveland Clinic Health System's Smoking Policy will be permitted to reapply for open positions after one year.

Cleveland Clinic Health System administers an influenza prevention program. You will be required to comply with this program, which will include obtaining an influenza vaccination on an annual basis or obtaining an approved exemption.

Decisions concerning employment, transfers and promotions are made upon the basis of the best qualified candidate without regard to color, race, religion, national origin, age, sex, sexual orientation, marital status, ancestry, status as a disabled or Vietnam era veteran or any other characteristic protected by law. Information provided on this application may be shared with any Cleveland Clinic Health System facility. 

Please review the Equal Employment Opportunity poster. 

                  

Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities