Sr Investment Analyst/Investment Analyst (Public Markets)

The Senior Investment Analyst (Public Markets) 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). Supports efforts related to overall operational management of the Plans (e.g., custodial relationships, internal reporting, transaction processing, timely payment of expenses, cash forecasting, budgeting, etc.), investment performance analysis and analytics development to formalize decision making process.

What We Offer:

Novant Health's Asset Management Company (NAMCO) is hiring a Senior Investment Analyst OR an Investment Analyst!  We welcome candidates with a range of investment experience and will determine the appropriate title and level (Senior Investment Analyst or Investment Analyst) based on the selected candidate’s qualifications and background.

 

The Senior Investment Analyst (Public Markets) 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). 

 

The Investment Analyst supports the management and oversight of the NAMCO’s investment portfolio to help advance the organization’s mission and long-term financial sustainability. This role conducts investment research, monitors portfolio performance, evaluates investment managers, and provides reporting and analysis to support investment decision-making.

 

**This position is on-site in Charlotte, NC

What We're Looking For:

Senior Investment Analyst:

 

• Education: Bachelors 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 - possess or actively be in the process of earning CFA designation. 
• 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. 

 

Investment Analyst:

 

• Education: 4 Year / Bachelors Degree, required. Bachelor’s Degree (or internationally comparable degree) in Economics, Mathematics, Statistics, Computer Science, Business Administration, or other related field preferred. 
• Experience: No experience is required, however, 3 years of relevant experience in Investment Management at an endowment, foundation, pension, fund-of-funds, or asset management firm is preferred.
• Licensure/certification/registration: Chartered Financial Analyst (CFA): will possess or actively be in the process of earning CFA designation, preferred.
• Additional skills required:
  • - Good communication and presentation skills with a firm understanding of the financial markets and investment environment
  • - Proficiency in Excel, PowerPoint, Word, Bloomberg, Risk systems, Custodian system, etc.
  • - Knowledge in statistical modeling, analytical and programming skills (Python, MATLAB).

 

What You'll Do:

Senior Investment Analyst:

• 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. 

Investment Analyst:

• Responsible for reporting, financial modeling, research, market analysis, fee and expense analysis, manager due diligence and various ad hoc projects based on defined investment objectives.
• Supports efforts related to overall operational management of the Plans (e.g., custodial relationships, internal reporting, transaction processing, timely payment of expenses, cash forecasting, budgeting, etc.), investment performance analysis and analytics development to formalize decision making process. 

• Researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions