What are the responsibilities and job description for the Senior Analyst - Credit position at Cleveland Clinic?
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.
Pay Range
Minimum hourly: $69.21
Maximum hourly: $110.73
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.
Salary : $1,000 - $1,000,000
