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Investment Analyst

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 ImpactPrimary 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 AreElevance 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 WorkAt 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.
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What You Should Know About Investment Analyst, Elevance Health

Joining Elevance Health as an Investment Analyst is your chance to make a real impact! Situated in Mason, OH, this role supports the oversight of our diverse investment portfolios, including insurance and benefit plans. You'll play a crucial part in creating insightful investment analyses, diving into monthly performance metrics for various investment strategies, and assisting with private equity evaluations. If numbers and investments excite you, this position is perfect for leveraging your financial acumen! You’ll collaborate closely with our internal legal team and external managers, ensuring meticulous documentation for new commitments and trade settlements. Additionally, you'll compile essential reports for subsidiary boards and contribute to quarterly retirement committee meetings. The ideal candidate holds a BA/BS in Accounting or Finance with at least two years of relevant experience. If you have an MBA or are working towards your CFA, that would be just the cherry on top! We’re proud of our hybrid workplace model, allowing for flexible virtual work along with 1-2 days in-office collaboration. If you’re passionate about improving lives through effective financial practices and enjoy being part of a caring company culture at Elevance Health, this role might be your next big step!

Frequently Asked Questions (FAQs) for Investment Analyst Role at Elevance Health
What are the main responsibilities of the Investment Analyst at Elevance Health?

The primary responsibilities of the Investment Analyst at Elevance Health include creating detailed investment analyses, performing monthly performance evaluations, coordinating with internal legal departments, and compiling crucial reports for different boards. You'll also assist in monitoring asset allocations and processing essential documentation for new investment commitments.

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What qualifications do I need to apply for the Investment Analyst position at Elevance Health?

To apply for the Investment Analyst role at Elevance Health, you should have a BA/BS in Accounting or Finance along with a minimum of 2 years of financial experience. An MBA or progress towards a CFA is preferred, along with prior investment experience to enhance your application.

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How does the hybrid workforce strategy work for the Investment Analyst role at Elevance Health?

The hybrid workforce strategy at Elevance Health allows Investment Analysts to work virtually while being required to be in the office 1-2 days a week. This model fosters collaboration and connection among the team, while providing flexibility in work arrangements.

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What types of investment portfolios will I manage as an Investment Analyst at Elevance Health?

As an Investment Analyst at Elevance Health, you'll oversee various investment portfolios that include insurance, employee benefit plans, and foundation portfolios. This role involves performance analysis across fixed income, equity, and alternative investment strategies.

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What opportunities for growth can I expect as an Investment Analyst at Elevance Health?

Elevance Health is committed to the professional development of its associates. As an Investment Analyst, you will have access to learning resources, mentorship opportunities, and growth pathways, along with a supportive culture aimed at advancing your career.

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Common Interview Questions for Investment Analyst
Can you describe your experience with investment portfolio analysis?

When discussing your experience with investment portfolio analysis, share specific examples of past portfolios you've analyzed. Highlight any tools or methodologies you used, the outcomes of your analyses, and how your insights contributed to decision-making processes.

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How do you stay updated on market trends and investment strategies?

Show your commitment to continuous learning by mentioning reputable financial news sources, investment journals, and professional networks you follow. Discuss how you apply this knowledge to your work to make informed investment decisions.

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What approaches do you take for asset allocation and rebalancing?

Explain your understanding of asset allocation principles and describe a systematic approach you would use. Discuss how you consider factors like market conditions, risk tolerance, and investment objectives when recommending rebalancing.

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How do you prioritize tasks when handling multiple investment projects?

Display your organizational skills by describing a prioritization method you use, such as setting deadlines or categorizing tasks based on urgency and importance. Share how effective communication with your team helps ensure timely delivery.

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What has been your most challenging investment project, and how did you overcome it?

Highlight a specific investment project that tested your skills. Walk through the challenges you faced, the solutions you implemented, and the positive outcomes that resulted from your efforts, showcasing your problem-solving abilities.

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Can you detail your experience with financial modeling?

Discuss the types of financial models you have built, the tools and software you utilized, and how those models impacted investment decisions. Providing examples of how your financial modeling improved analysis will greatly strengthen your response.

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How do you ensure compliance with investment regulations?

Explain your understanding of investment regulations and how you stay compliant. Discuss any processes or checks you have in place to monitor compliance and how you keep the team informed of regulatory changes.

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Describe a time when you had to work with a difficult stakeholder. How did you handle it?

Address this question with an example where you successfully navigated challenges with a stakeholder. Highlight your communication skills, empathy, and the outcome that resulted from your strategic engagement.

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What methods do you use to evaluate the performance of alternative investments?

Talk about the metrics and benchmarks you utilize to assess alternative investments. Elaborate on how you draw conclusions from data and how those insights guide future investment decisions.

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How can you contribute to the team culture at Elevance Health?

Discuss your values and how they align with Elevance Health's mission. Share your ideas on collaboration, support, and fostering an environment that encourages innovation and professional growth within the team.

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Our mission is to improve lives and communities. Simplify healthcare. Expect more.

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Full-time, hybrid
DATE POSTED
December 19, 2024

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