Job Description
What We Offer:
Novant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions. The Investment Analyst Sr actively participates in discussions regarding portfolio composition, investment managers, and macroeconomics. Work is collaborative, organized, and requires high attention to detail, working self-directed. The Investment Analyst Sr continues to learn about public markets and risk modeling.
*This position is on-site in Charlotte, NC
What We're Looking For:- Education: 4 Year / Bachelors Degree, required. Bachelor’s Degree (or internationally comparable degree) in – Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field, required. Graduate Degree, preferred. Master’s Degree (or internationally comparable degree) in Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field.
- Experience: Minimum 4 years of relevant experience in public markets at endowment, foundation, pension, fund-of-funds, or asset management firm, required.
- Licensure/Certification: Chartered Financial Analyst (CFA): possess or actively be in the process of earning CFA designation, required.
- Additional Skills (required):
- High attention to detail, solid communication and presentation skills
- Firm understanding of financial markets and portfolio management with a strong desire to learn
- Knowledge in statistical modeling, analytics, and programming (Python)
- Advanced knowledge of FactSet, Bloomberg, custodian systems, etc.
- Proficiency in Excel, PowerPoint, Word, etc.
- Additional Skills (preferred): Willingness to take the CFA certification strongly preferred
Numbers & Facts
| Location | Charlotte, North Carolina |
| Industry | Healthcare Services |
| Company Size | 10,000 employees or more |
| Year Founded | 1997 |
| Website | https://www.novanthealth.org/ |
About Company
We are an integrated system of physician practices, hospitals, outpatient centers, and more – each element committed to delivering a remarkable healthcare experience for you and your family. With world-class technology, personal connections, and care that’s easier to access and understand, Novant Health is with you every step of the way on your journey to health and wellness.
Skills
- Asset Managementunmatched
- Business Administrationunmatched
- Chartered Financial Analyst (CFA)unmatched
- Communication Skillsunmatched
- Computer Scienceunmatched
- Data Analysisunmatched
- Detail Orientedunmatched
- Economicsunmatched
- Fixed Income Investmentsunmatched
- Hedge Fundsunmatched
- Investment Analysisunmatched
- Investment Managementunmatched
- Knowledge Modelingunmatched
- Mathematicsunmatched
- Microsoft Excelunmatched
- Microsoft PowerPointunmatched
- Microsoft Wordunmatched
- Organizational Skillsunmatched
- Presentation/Verbal Skillsunmatched
- Python Programming/Scripting Languageunmatched
- Retirement Fundsunmatched
- Risk Modelingunmatched
- Statistical Modelingunmatched
- Statisticsunmatched
- Stock Marketunmatched
- Strategic Planningunmatched
- Team Playerunmatched
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