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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Remote, Remote

Salary: $97K - $119K

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Candidates hired for remote positions must reside in Oregon, Washington, Utah, Idaho, Arizona, Nevada, Texas, Montana, or Wisconsin.

Job TitleInvestment Analyst
Exemption StatusExempt
DepartmentFinance
Manager TitleVice President and Controller
Direct Reportsn/a
Requisition #23805
Pay and BenefitsEstimated hiring range $96,950 – $117,315 / year, 5% bonus target, full benefits. To learn more about our benefits, please visit www.careoregon.org/about-us/careers/benefits

Job Summary

The Investment Analyst is a financial professional who conducts research, creates financial models, and produces analytical reports in support of investment portfolio management and provides recommendations to senior management in selecting a variety of investment opportunities for CareOregon and all subsidiary entities.

Essential Responsibilities

Investment Analysis

  • Perform independent investment research on assigned areas, researching companies and investment opportunities.
  • Conduct in-depth investment research on active portfolios and assess the long-term profit-loss trajectory.
  • Develop and maintain analytical tools and framework to assess potential investments to support the investment selection process.
  • Synthesize results of investment screening and due diligence into reporting that helps senior management make key investment decisions.

Investment Portfolio Oversight

  • Manage relationship with investment advisory firm and partner with the firm to engage with selected fund managers.
  • Develop and maintain relationships with industry participants, including fund managers and industry professionals.
  • Maintain up-to-date documentation of all investment relationships.
  • Suggest recommendations for improvement of investment portfolios.
  • Keep abreast of financial press and new trends and opportunities, as well as potential risks.
  • Reduce financial risk based on current and forecasted market trends and financial data.
  • Contribute to the development and maintenance of investment policies, procedures, and controls.

Other Responsibilities

  • Maintain investment reporting software for analytical and financial reporting.
  • Support accounting month-end and year-end journal entry and reconciliation process.
  • Coordinate investment specific financial disclosures.
  • Prepare annual investment roll forward and other external audit workpapers.
  • Other ad hoc duties as assigned.

Organizational Responsibilities

  • Perform work in alignment with the organization’s mission, vision and values.
  • Support the organization’s commitment to equity, diversity and inclusion by fostering a culture of open mindedness, cultural awareness, compassion and respect for all individuals.
  • Strive to meet annual business goals in support of the organization’s strategic goals.
  • Adhere to the organization’s policies, procedures and other relevant compliance needs.
  • Perform other duties as needed.

Experience and/or Education

Required

  • Minimum 5 years’ experience in an investment analyst position or similar role
  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Preferred

  • Charted Financial Analyst (CFA)

Knowledge, Skills and Abilities Required

Knowledge

  • Strong understanding of accounting principles, financial instruments, and investment products
  • Knowledge of private equity industry, market participants, investment structures and current trends
  • Sound understanding of economic and investment theory and practices

Skills and Abilities

  • Strong analytical skills, including high proficiency in Excel
  • Excellent verbal and written communication skills, including proficiency in Word and PowerPoint
  • Effective presentation and advance critical thinking skills
  • Ability to work independently

Working Conditions

Work Environment(s):        ☒ Indoor/Office    ☐ Community      ☐ Facilities/Security     ☐ Outdoor Exposure

Member/Patient Facing:    ☒ No                          ☐ Telephonic        ☐ In Person

         Hazards:  May include, but not limited to, physical and ergonomic hazards.

Equipment:  General office equipment

Travel:  May include occasional required or optional travel outside of the workplace; the employee’s personal vehicle, local transit or other means of transportation may be used.

#Li-Remote #MULTI

Candidates of color are strongly encouraged to apply. CareOregon is committed to building a linguistically and culturally diverse and inclusive work environment

Veterans are strongly encouraged to apply. 

Equal opportunity employer.  This company considers all candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.