Investment Analyst Senior

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.

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