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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Orlando, Florida

Salary: $63K - $94K

Joining AdventHealth is about being part of something bigger. It’s about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better. Details below.

The value that you bring to the team:

· Perform administrative duties necessary to implement the AH allocation to private markets.

· Engage with management to assist in executing commitment plan.

· Update cash flow models related to investment pacing.

· Interact with investment consultants to execute due diligence plan.

· Review GP capital statements and quarterly reports.

· Reconcile data from GP submissions with data in portfolio management systems.

· Reconcile data between private markets portfolio management system and risk management software.

· Coordinate all capital calls and distributions with the middle office department.

· Communicate all capital calls and distributions to the portfolio management team.

· Oversee ongoing data collection from GP relationships.

· Maintain forward calendar to fulfill commitment schedule.

Work with internal & external stakeholders, as directed.

The expertise and experiences you’ll need to succeed :

· 10 year’s work experience with increasing responsibility in asset allocation, investment strategy, risk management, and investment manager due diligence.

· College degree – Finance/Mathematics/Economics

Preferred qualifications:

· Master’s degree – Finance/Math/Economics

· Chartered Financial Analyst (CFA)

· Chartered Asset Allocator (CAA)

· Chartered Alternative Investment Analyst (CAIA)

· Financial Risk Manager (FRM)

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances.