Investment Analyst

Location:
  • IN-INDIANAPOLIS, 220 VIRGINIA AVE, United States of America
  • OH-MASON, 4241 IRWIN SIMPSON RD
Job Reference:
JR137046
Date Posted:
12/17/2024
Anticipated Date Close:
12/23/2024

Location: This position will take part in Elevance Health's hybrid workforce strategy which includes virtual work and 1-2 days in office per week.

**The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with PulsePoint sites used for collaboration, community, and connection.

The Investment Analyst is responsible for providing support for the oversight of the company’s investment portfolios, including insurance, benefit plans and foundation portfolios.

How You Will Make an Impact

Primary duties may include, but are not limited to:

  • Creates investment analysis, including monthly investment performance analysis and attribution for fixed income, equity, and alternative investment strategies.
  • Assists in private equity and real estate investment performance analysis and benchmarking.
  • Coordinates with internal legal department and external investment managers for document negotiation and execution.
  • Compiles documentation of diligence review activities for new alternative investment commitments.
  • Assists in the internal portfolio management and trade settlements.
  • Compiles monthly subsidiary investment reports for subsidiary boards.
  • Assists in the preparation of quarterly retirement committee meeting reports.
  • Assist in the monitoring and rebalancing of the benefit plans’ asset allocation in accordance with the investment policy statement.
  • Assist in the compiling of various audit/tax/accounting requests throughout the year.
  • Processes alternative investment capital calls for payment.

Minimum Requirements:

Requires a BA/BS in Accounting/Finance and a minimum of 2 years of financial experience; or a combination of education and experience which would provide an equivalent background.

Preferred Skills, Capabilities, and Experiences:

  • MBA and/or progress toward CFA preferred. Prior investment experience preferred.

 

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities – and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. Candidates must reside within 50 miles or 1-hour commute each way of a relevant Elevance Health location.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.