4 часа назад
Senior Analyst Investment Strategy (Finance)
90 400 - 124 300$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Analyst Investment Strategy (Finance): Supporting the Investment Office in monitoring existing trust investments, underwriting new investment relationships, and managing analyses across private equity, real estate, fixed income, equities, and hedge fund strategies with an accent on due diligence, portfolio oversight, and investment performance measurement. Focus on synthesizing large datasets, evaluating diverse institutional investment strategies, and delivering reporting and special projects for more than $17 billion in trust assets.
Location: Hybrid, based in Chicago, Illinois, United States; occasional overnight domestic travel may be required.
Annual salary: $90,400–$124,300, plus a 15% annual bonus for eligible positions.
Company
is a Fortune 200 energy company serving more than 10.7 million customers through six energy utilities.
What you will do
- Monitor existing investments across pension, post-retirement healthcare, savings plan, and foundation trusts.
- Support due diligence and underwriting of new investment relationships using internal analyses and third-party research.
- Research and evaluate investment opportunities across private equity, real estate, fixed income, equities, and hedge fund strategies.
- Assist with special projects related to trust asset management and investment implementation.
- Collaborate with Investment Operations on reporting and analysis.
- Work closely with the Managing Director, Chief Investment Officer, and other Investment Office members.
Requirements
- Bachelor’s degree in finance, business administration, or a related field from an accredited four-year university.
- 4–7 years of experience in accounting, finance, or a related field, including at least 2 years in investments or an adjacent finance-related area.
- Working knowledge of institutional investment strategies, investment practices, economic principles, and performance measurement.
- Strong analytical, organizational, written, and verbal communication skills, with attention to detail.
- Advanced Excel skills and proficiency with Microsoft Office applications.
- Ability to work in a hybrid arrangement based in Chicago, Illinois.
Nice to have
- Master’s degree in financial engineering, CFA, or MBA.
- Experience with Aladdin, MSCI Barra, Bloomberg, or Moody’s DB PFaroe.
- Experience with AI and/or Python coding.
Culture & Benefits
- Purpose-driven environment focused on safety, innovation, integrity, inclusion, and community service.
- 401(k) match and annual company contribution.
- Medical, dental, vision, life, and disability insurance.
- Paid vacation, sick time, holidays, maternity and parental leave, and caregiver leave.
- Tuition reimbursement, fitness reimbursement, adoption and surrogacy assistance, wellbeing programs, and employee assistance resources.
- Referral bonus program and opportunities for professional growth.
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