SelectHealth

SelectHealth

Investment Analyst Senior

Key Bank Tower, USA · Senior

Sponsorship not specified$52k-$80kDetected 118 days ago
Financial AnalysisAccountingPatient CareResearchLeadershipCommunicationProblem SolvingCritical ThinkingPublic SpeakingMicrosoft OfficeCFA

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odds of building a lasting career here

37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70

Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

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About the role

  • Conduct quantitative due diligence on external investment managers and assist in evaluating new opportunities relative to existing managers, portfolio needs, and broader investment trends.
  • Execute investment operations processes, including initiating trades and wire transfers (e.g., public equities, mutual funds, commingled trusts, ETFs, capital calls), and supporting reconciliation of performance and transaction data.
  • Demonstrated experience working in investment analysis, or financial management in a role requiring excellent financial analysis skills.

Responsibilities

  • For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles.
  • The Senior Investment Analyst is an investment professional responsible for recurring manager monitoring, portfolio analysis, diligence support, data quality, investment reporting and due diligence investment materials.
  • This position will support the fixed income and hedge fund asset classes.
  • This individual will be a visible member of the team who will play a meaningful role in the research process, and providing support to the senior-level investment staff.
  • Prepare due diligence reports, manager reviews, committee materials, and internal recommendation memos; support development of PowerPoint presentations and quarterly Investment Committee materials.
  • Maintain accurate and up-to-date manager pipeline data, including diligence status, meeting notes, next steps, and supporting documentation across internal systems.
  • Support portfolio construction and management, including commitment pacing, liquidity monitoring, allocation reviews, scenario analysis, and cash management.
  • Lead or support meeting preparation, participate in manager and internal meetings, and ensure follow-up items are clearly documented and executed.

Requirements

  • Demonstrated experience in a role requiring effective verbal, written, and interpersonal communication skills.
  • Review quarterly manager materials and proactively identify performance exceptions, portfolio positioning changes, team developments, risk considerations, compliance items, and required follow-up actions.

Nice to have

  • Bachelor's or Master's degree in Finance, Accounting, or Business preferred.
  • Chartered Financial Analyst (CFA) designation, CFA Level progress or desire to work toward these certifications.
  • Experience with hedge funds, fixed income, or multi-asset institutional portfolios.
  • Physical Requirements
  • Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy.
  • This includes frequent computer use for typing, accessing needed information, etc.
  • May have the same physical requirements as those of clinical or patient care jobs, when the leader takes clinical shifts.

Skills

  • Investments
  • Financial Analysis
  • Fixed Income
  • Hedge Funds
  • Investments Analysis
  • Due Diligence
  • Portfolio Analysis
  • Demonstrated experience using word processing, spreadsheet, database, internet and e-mail, and scheduling applications.
  • Finance

Compensation

  • $52k-$80k

Company info

  • At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience.
  • Frequent interactions with providers, colleagues, customers, patients/clients, and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.

Equal opportunity

  • Intermountain Health is an equal opportunity employer.
  • Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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This listing is sourced directly from SelectHealth's careers page and normalized into a canonical job model.