At Memorial Hermann, we pursue a common goal of delivering high quality, efficient care while creating exceptional experiences for every member of our community. When we say every member of our community, that includes our employees. We know that when our employees feel cared for, heard and valued, they are inspired to create moments that exceed expectations, while prioritizing safety, compassion, personalization and efficiency. If you want to advance your career and contribute to our vision of creating healthier communities, now and for generations to come, we want you to be a part of our team.
Job Summary
This position reports either to the Senior Director, Investments or Director, Investments. Works closely with the rest of the investment office to manage the investment portfolios of MHHS. Supports workflow within one of the three investment office verticals – Public Equities, Hedge Funds/Fixed Income, and Private Markets.Job DescriptionMinimum Qualifications
Education: Bachelors Degree required, MBA preferred
Licenses/Certifications: Chartered Financial Analyst (CFA) preferred
Experience / Knowledge / Skills:
- Two (2) years of investment management experience preferred, allocator experience preferred (i.e. conducting investment due diligence on fund managers).
- Experience in the non-profit investment management space preferred (i.e., Universities, Endowments, Healthcare, etc.)
- Organized, strong attention to detail and ability to work with diverse teams
- Effective oral and written communication skills
Principal Accountabilities
- Fund manager due diligence.
- Monitors portfolio of investments and maintains performance monitoring systems.
- Makes recommendations on manager sizing, portfolio construction and asset allocation.
- Partners with Investment Consultant and other relevant investment office vendors, as needed.
- Reviews and ensures compliance with Investment Policy Statement.
- Ongoing internal reporting, including Investment Committee.
- Drives professional development by seeking education to meet skills competency.
- Works with colleagues to ensure high-performing and inclusive environment.
- Ensures safe care to patients, staff and visitors; adheres to all Memorial Hermann policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service.
- Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff.
- Demonstrates commitment to caring for every member of our community by creating compassionate and personalized experiences. Models Memorial Hermann’s service standards by providing safe, caring, personalized and efficient experiences to patients and colleagues.
- Other duties as assigned.
Skills Required
- Bachelor’s degree
- MBA
- Chartered Financial Analyst CFA certification
- Two years of investment management experience
- Allocator experience conducting investment due diligence on fund managers
- Experience in nonprofit investment management, such as universities, endowments, or healthcare organizations
- Strong organization and attention to detail
- Ability to work with diverse teams
- Effective oral and written communication skills
What We Do
At Memorial Hermann, we are all about advancing health. Yours. It begins by redefining healthcare. Our 6,400 affiliated physicians and more than 26,000 employees practice evidence-based medicine with a relentless focus on quality, safety and exceptional service for all patients, consumers and Health Plan members. Our efforts continue to result in national awards and recognition, including for our nationally acclaimed Accountable Care Organization. With a focus on providing enhanced access to care, Memorial Hermann offers Virtual Clinic for digital access and has 300 care delivery sites conveniently located across the Greater Houston area, including our flagship hospital in the world-renowned Texas Medical Center, which serves as the teaching hospital for McGovern Medical School at UTHealth. We have proudly served this community for more than 110 years, and we contribute more than $588 million annually through school-based health centers and other community benefit programs. Because at Memorial Hermann, the health of our community is always at the center of what we do. Learn more about Memorial Hermann Health System.
