Investment Analyst - Boston, United States - Beth Israel Lahey Health
Description
**When you join the growing BILH team, you're not just taking a job, youre making a difference in peoples lives.**
**Job Type:**
Regular
**Scheduled Hours:**
40
**Work Shift:**
Day (United States of America)
Job Summary: The Beth Israel Lahey Health Investment Office (BIHIO) manages the long term investment assets for the Beth Israel Lahey hospital system which is a leading healthcare provider in the Boston metro area. The Office also manages a portion of the endowment and foundation assets for Combined Jewish Philanthropies (CJP). An Investment Analyst is an integral contributor to our investment decision making process. We rely upon your curiosity and initiative to shape insightful analysis as we complete diligence on new and existing public and private investment managers.
**Job Description:**
**Essential Responsibilities:**
1. Analyzes a manager's portfolio construction and holdings; reads their investor letters; participates in diligence calls and meetings with the manager; and importantly, actively engages in internal team discussions as we determine whether to make or maintain an investment, and if so, how much capital to invest.
2. Plays an important role in preparing materials for our quarterly meetings with the Board of Managers, and for periodic meetings with our investing partners (BILH, CJP). These materials range in scope, and in the past involved projecting cash needs of our institutions; modeling portfolio risk; updating our investment pipeline and profiling managers of interest; and dissecting performance.
3. Develops proficiency with existing analytical tools (e.g., Caissa, ILPA, Burgiss, etc.) and recommends improvements, either in our analysis or in the software packages we use.
4. Makes meaningful contributions to the continued intellectual growth of the office. These contributions will vary, and will range from active participation in meetings where you will be expected to think independently to leading discussion regarding a book we have selected to read as an Office.
**Required Qualifications:**
1. Bachelor's degree required.
2. 5-8 years related work experience required.
3. Possess strong analytical,writing and communication skills.
4. Pursued interests and/or actual work experience that leads to informed and differentiated decision making regarding specific investments or investment managers.
5. Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint or Access and other web-based applications. May produce complex documents, perform analysis and maintain databases.
**Preferred Qualifications:**
1. CFA or MBA is a plus.
**Competencies:**
1. **Decision Making:** Ability to make decisions that are guided by general instructions and practices requiring some interpretation. May make recommendations for solving problems of moderate complexity and importance.
2. **Problem Solving:** Ability to address problems that are varied, requiring analysis or interpretation of the situation using direct observation, knowledge and skills based on general precedents.
3. **Independence of Action:** Ability to follow precedents and procedures. May set priorities and organize work within general guidelines. Seeks assistance when confronted with difficult and/or unpredictable situations. Work progress is monitored by supervisor/manager.
4. **Written Communications:** Ability to communicate clearly and effectively in written English with internal and external customers.
5. **Oral Communications:** Ability to comprehend and communicate complex verbal information in English to medical center staff, patients, families and external customers.
6. **Knowledge:** Ability to demonstrate full working knowledge of standard concepts, practices, procedures and policies with the ability to use them in varied situations.
7. **Team Work:** Ability to work collaboratively in small teams to improve the operations of immediate work group by offering ideas, identifying issues, and respecting team members.
8. **Customer Service:** Ability to demonstrate a positive attitude and respond to requests in a timely and respectful manner.
**Physical Nature of the Job:**
Sedentary work: Exerting up to 10 pounds of force occasionally in carrying, lifting, pushing, pulling objects. Sitting most of the time, with walking and standing required only occasionally
**FLSA Status:**
Exempt
**As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) and COVID-19 as a condition of employment. Learn more ) about this requirement.**
**More than 35,000 people working together. Nurses, doctors, technicians, therapists, researchers, teachers and more, making a difference in patients' lives. Your skill and compassion can make us even stronger.**
**Equal Opportunity Employer/Veterans/Disabled**