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Type of Role: InvestmentsResearch

Experience Level: Analyst/Associate

Location: Cleveland, Ohio

Salary: $102K - $146K

Cleveland Clinic is a nonprofit American academic medical center based in Cleveland, Ohio. Owned and operated by the Cleveland Clinic Foundation, an Ohio nonprofit corporation established in 1921, it runs a 170-acre campus in Cleveland, as well as 11 affiliated hospitals, 19 family health centers in Northeast Ohio, and hospitals in Florida and Nevada. Appx. $14bn AUM. Details below.

The Investment Analyst will work with the Chief Investment Officer (CIO) and Managing Directors to support macroeconomic research and investment strategy analytics within CCF Investment Office. The Analyst will apply quantitative skills, experience, and informed market judgment to enhance the Foundation’s asset allocation functions. The Analyst will be responsible for quantitative analysis and qualitative assessments in support of (i) asset allocation analysis, (ii) scenario analysis (iii) analyzing and implementing portfolio tactical trades that maybe undertaken by the Investment staff from time to time, and (v) special projects as assigned by the Managing Director of Research and Chief Investment Officer. The Analyst will also assist in the preparation of quarterly reports and other timely and ad-hoc presentations to CCF stakeholders.
Job Responsibilities:
  • Participates in idea generation, market research and analysis activities that create actionable investments across in multiple asset classes.
  • Performs market and asset class analysis to adequately assess and support the underwriting of investment themes and individual managers from both a risk and return perspective.
  • Compiles market mapping, overviews and assessments of potential equity, fixed income, hedge fund, private capital and real asset managers, as well as economic and market analyses
  • Maintains quantitative and qualitative manager performance activity and holdings within the Clinic’s internal database.
  • Collaborates with the risk management team at the inception of a new investment to develop elevated governance and oversight and agreed to boundaries and exit strategies for individual investments and/or investment themes. Evaluates risk on an ongoing basis for existing investments.
  • Prepares internal monthly and quarterly manager and/or portfolio reports detailing performance, exposures, concentrations and other portfolio characteristics
  • Interfaces with existing and prospective managers, custodian bank and external service providers.
  • Gathers economic data and develop market analyses for the internal team and present contrarian views.
  • Other duties as assigned.


  • Bachelor of Arts or Bachelor of Science in Business, Economics or Mathematical Sciences required.
  • Master of Business Administration or Master of Science in Business, Finance, Economics or Mathematical Sciences with a strong record of academic achievement preferred.


  • Possession or progression toward Chartered Financial Analyst (CFA), Chartered Asset Allocator (CAA), or Chartered Alternative Investment Analyst (CAIA) preferred.

Complexity of Work:

  • Within scope of job, requires critical thinking skills, decisive judgment and the ability to work with minimal supervision.
  • Must be able to work in a stressful environment.
  • Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, Factset, Bloomberg.

Work Experience:

  • Minimum 2 years of relevant professional experience in Investment Banking, Management Consulting, or Asset Management.

Physical Requirements:

  • Ability to communicate and exchange accurate information.
  • Ability to perform work in a stationary position for extended periods.
  • Ability to work with physical records or operate a computer or other office equipment.
  • In some locations, ability to travel throughout the hospital system.
  • In some locations ability to move up to 25 lbs.

Personal Protective Equipment:

  • Follows standard precautions using personal protective equipment.

Pay Range

Minimum hourly: $48.99

Maximum hourly: $74.71

The pay range displayed on this job posting reflects the anticipated range for new hires. While the pay range is displayed as an hourly rate, Cleveland Clinic recruiters will clarify whether the compensation is hourly or salary. A successful candidate’s actual compensation will be determined after taking factors into consideration such as the candidate’s work history, experience, skill set, and education. This is not inclusive of the value of Cleveland Clinic’s benefits package, which includes among other benefits, healthcare/dental/vision and retirement.

The policy of Cleveland Clinic Health System and its system hospitals (Cleveland Clinic Health System) is to provide equal opportunity to all of our caregivers and applicants for employment in our tobacco free and drug free environment. All offers of employment are followed by testing for controlled substance and nicotine. All new caregivers must clear a nicotine test within their 90-day new hire period. Candidates for employment who are impacted by Cleveland Clinic Health System’s Smoking Policy will be permitted to reapply for open positions after one year.
Cleveland Clinic Health System administers an influenza prevention program. You will be required to comply with this program, which will include obtaining an influenza vaccination on an annual basis or obtaining an approved exemption.


Decisions concerning employment, transfers and promotions are made upon the basis of the best qualified candidate without regard to color, race, religion, national origin, age, sex, sexual orientation, marital status, ancestry, status as a disabled or Vietnam era veteran or any other characteristic protected by law. Information provided on this application may be shared with any Cleveland Clinic Health System facility.

Please review the Equal Employment Opportunity poster

Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities