To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.
The Treasury Department, a department of the Yale New Haven Health System, is responsible for the prudent investment of the investable assets of the System as directed by the System's Investment Committee of the Board of Trustees. As of October 2019, assets under management totaled in excess of $3.0 billion including ERISA and operating portfolios. The Investment Analyst is a member of the team responsible for identifying, researching, evaluating, and selecting investment managers to manage portions of the System's investment portfolios and contributing to the development and implementation of strategy for those portfolios. To meet that responsibility, the Analyst is responsible for the daily operations of the investment portfolios including calculating and validating investment performance, communicating with various external partners and coordinating the development and production of materials for the System's Board Committees.
Bachelor's degree preferred, focus on hard sciences (i.e., mathematics, finance, computer science, physics) preferred but any discipline will be considered. Equivalent relevant experience and progress towards a degree/associate?s degree will be considered.
Two to seven years of experience working in the investment function of an investment management firm, foundation/endowment, pension plan, or investment advisory firm preferred. Other relevant buy-side investment experience will be considered as well as any other relevant analytical, reporting, and/or accounting experience.
Willingness to study towards obtaining investment qualification (i.e., CFA, CAIA, FSA, FRM, CIPM) with a preference for obtaining the Investment Foundations from CFA Institute within two years.
The Investment Analyst will have excellent communication, interpersonal and organizational skills. He/she will have a demonstrated knowledge of economics, finance, accounting, capital markets and investment markets. A qualified candidate will be a disciplined thinker with strong conceptual abilities, will be articulate and skilled at presenting and defending his/her ideas, and will have strong business writing skills.