Emergence Software: Thematic holding acquiring and scaling enterprise software businesses.
1+ YOE1–6+ years investing or relevant startup experience preferred; strong investment judgment in enterprise software, due diligence, deal structuring, and exceptional communication skills.
USI Insurance Services: Insurance brokerage and risk management consulting services.
6+ YOERequires 6+ years of investment performance measurement experience, a bachelor's degree or higher in mathematics, business, finance, or accounting, Series 65, and proficiency in Excel, Morningstar, and investment databases.
Beth Israel Lahey Health: Integrated regional healthcare provider operating hospitals and clinical centers.
Undergraduate degree required; direct investment experience; strong quantitative and qualitative analysis, manager diligence, portfolio construction, and active participation in investment decision-making. Graduate degree or CFA valued.
Sr. Investment Analyst, Investment Management Group
Columbus, Ohio, United States
$58k-$97k/yrHybridFull Time
Nationwide: Provides insurance and financial services for individuals and businesses.
3+ YOEUndergraduate background in business/finance/economics, 3+ years investment management experience, strong analytical and communication skills, knowledge of investment strategies and performance measurement.
State Controller's Office: California's fiscal controller managing state financial operations and assets.
Provide investment analysis and support for sustainability, stewardship, proxy voting, and portfolio strategies; must meet class specification and Investment Officer I exam; background investigation and authorized US work required.
Lauterbach & Amen: Accounting and financial services for governmental and private sectors.
3+ YOEBachelor's degree preferred; 5–7 years investment experience (or 3 years with public funds). Strong investment management, reporting, compliance, and analytical skills; ability to present to boards and supervise staff.
F&GNYSE: FG: Provides annuity and life insurance products for retirement security.
1+ YOEBachelor's in math/economics/investments, 1-3 years investment experience, strong Excel/PowerPoint skills, report automation and data linkage experience; familiarity with SQL, VBA, Bloomberg, FactSet; CFA/ASA preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Access, SQL, VBA, Bloomberg, FactSet, BlackRock Aladdin, Clearwater
Cambridge Associates: Provides investment management and consulting services to institutional clients.
BA/BS required; MBA or CFA preferred. Requires demonstrated investment knowledge and analytical skills, client relationship skills, and experience at an investment firm, institutional investor, or family office. Must be authorized to work in the US without sponsorship.
ImpactAssets: Manages impact investment platforms and philanthropic donor-advised funds.
10+ YOE10+ years relevant experience in impact investing or investment management; 4–5 years direct private markets experience; portfolio construction, due diligence, strong quantitative and communication skills; MBA preferred; CFA/CAIA a plus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Box, Asana
Texas Permanent School Fund: Manages investment assets to fund public education in Texas.
2+ YOEBachelor's in finance/accounting/economics, ~2 years experience in investment banking/finance/consulting/investing, strong financial modeling and Excel skills, proficiency with Bloomberg/PitchBook/Power BI/Tableau, understanding of credit metrics; CFA/CAIA progress preferred.
Bloomberg, PitchBook, Power BI, Tableau, Microsoft Excel, Microsoft PowerPoint
Cambridge Associates: Provides global investment advisory and portfolio management services.
BA/BS required; MBA or CFA strongly preferred. Requires demonstrated investment knowledge and analytical skills from prior work at an investment firm, institutional investor, or family office; strong communication and relationship management; US work authorization without sponsorship.
Memorial Sloan Kettering Cancer Center: Provides cancer treatment, patient care, and oncology research services.
4+ YOE4+ years relevant investment experience, strong analytical and financial modeling skills, Excel and PowerPoint proficiency, familiarity with investment strategies and alternative investments, experience with AI research tools preferred.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
15+ YOEManage complex wealth client relationships, provide investment oversight and risk management, lead local investment practice, strong sales and leadership skills; 15+ years investment experience; MBA/CFA/CFP/CIMA/CPWA/CAIA preferred.
UVIMCO: Manages the University of Virginia's endowment and long-term investments.
0+ YOEUndergraduate degree preferred,0–2 years investment-related experience, strong quantitative and communication skills, willingness to travel domestically and internationally.
Balyasny Asset Management: Global multi-strategy investment firm managing diverse financial assets.
Bachelor’s degree; exceptional attention to detail, communication, scheduling, organization, prioritization, and willingness to learn new software systems in a rigorous investment environment.
Farmers National Banc CorpNASDAQ: FMNB: Financial holding providing banking and investment services.
1+ YOEBachelor's in Business (Finance preferred); Life, Accident & Health license; Series 7; 1+ year sales experience; CD/investment product experience.