Associate of Investments

• Support Investment Office staff responsible for Public Equities, Hedge Funds, and Fixed Income fund manager allocations
• Conduct quantitative and qualitative fund manager due diligence
• Underwrite investment strategies and fund managers
• Provide actionable insights and recommendations
• Produce investment committee materials
• Perform ongoing internal reporting, including Investment Committee reporting
• Review and ensure compliance with the Investment Policy Statement
• Monitor investment performance and recommend manager selections
• Develop and manage the internal performance monitoring system
• Develop, implement, and evaluate asset allocation strategies to meet or exceed financial goals
• Partner with HR on Defined Contribution plan fund alternatives and manager selections
• Supervise Investment Analysts and Summer Interns
• Oversee account management and operational processes
• Evaluate Investment Consultant performance and advise on optimal Consultant structure
• Ensure safe, compassionate, personalized, and efficient care experiences while adhering to organizational policies and standards
• Support professional development, department goals, mentoring, and other assigned duties

• Bachelor's degree in Finance, Accounting or Economics
• Three (3) to seven (7) years of experience in financial asset management; institutional experience preferred
• Experience in the non-profit investment management space preferred, such as universities, endowments, or healthcare
• Strong analytical capabilities
• Organized, with strong attention to detail and ability to work with diverse teams
• Ability to communicate with and present to C-suite management and the Investment Committee of the Board
• Strong communication, collaboration, organization, and initiative skills

Demonstrates expertise in financial asset management, including quantitative and qualitative fund manager due diligence, investment strategy underwriting, and performance monitoring. Strong ability to communicate insights and recommendations to C-suite management and oversee investment analysts.

• Financial Asset Management
• Fund Manager Due Diligence
• Investment Strategy Underwriting
• Performance Monitoring
• Investment Policy Compliance

• Quantitative Analysis
• Qualitative Analysis
• Asset Allocation Strategies
• Investment Performance Monitoring
• Investment Committee Reporting

• Strong Analytical Capabilities
• Attention to Detail
• Collaboration
• Communication Skills
• Organizational Skills

• Public Equities
• Hedge Funds
• Fixed Income
• Non-Profit Investment Management
• Defined Contribution Plan

• Internal Performance Monitoring System