Investment Analyst Senior

Job Description:

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.

Essential Functions

• Own ongoing monitoring of assigned investment managers, portfolios, and asset classes, including performance, benchmark-relative results, exposures, risk metrics, and key qualitative developments. Maintain supporting dashboards and reporting tools.
• Conduct quantitative due diligence on external investment managers and assist in evaluating new opportunities relative to existing managers, portfolio needs, and broader investment trends.
• Review quarterly manager materials and proactively identify performance exceptions, portfolio positioning changes, team developments, risk considerations, compliance items, and required follow-up actions.
• 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.
• 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.
• Maintain and validate data across systems (e.g., performance and risk tools), ensuring completeness, accuracy, and consistency of portfolio activity, cash flows, exposures, and manager reporting.
• Lead or support meeting preparation, participate in manager and internal meetings, and ensure follow-up items are clearly documented and executed.
• Leverage AI-enabled tools to improve efficiency in report review, document summarization, meeting notes, and draft materials, while applying independent judgment and validating outputs.

Skills

• Investments
• Financial Analysis
• Fixed Income
• Hedge Funds
• Finance
• Investments Analysis
• Due Diligence
• Portfolio Analysis

Required Qualifications

• Demonstrated experience working in investment analysis, or financial management in a role requiring excellent financial analysis skills.
• Demonstrated experience requiring application of higher-level judgement and business skills including critical thinking and problem solving, professional judgement, leadership and teamwork and time management.
• Demonstrated experience using word processing, spreadsheet, database, internet and e-mail, and scheduling applications.
• Demonstrated experience in a role requiring effective verbal, written, and interpersonal communication skills.

      Preferred Qualifications

• 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

• Ongoing need for employee to see and read information, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
• 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.
• 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.
• For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles.

Location:

Key Bank Tower

Work City:

Salt Lake City

Work State:

Utah

Scheduled Weekly Hours:

40

The hourly range for this position is listed below. Actual hourly rate dependent upon experience. 

$51.73 - $79.87

We care about your well-being – mind, body, and spirit – which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.

Learn more about our comprehensive benefits package here.

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.

At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.

All positions subject to close without notice.