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Investment Specialist

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POST DATE 9/14/2016
END DATE 7/19/2017

Northwestern Memorial Healthcare Chicago, IL

Chicago, IL
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
Bachelors Degree


The Investment Specialist provides broad operational, administrative, and investment support to the Office of Investments. Investment Operations: Daily management and organization of the Investment Office email inbox, which includes forwarding emails to appropriate team members and the saving of investment documents (statements, manager letters, exposure reports, etc.) into NMHCs internal database. Updating reports for weekly Staff meeting. Weekly processing of the organizations cash flows through the custodians online system and subsequent recording into NMHCs internal database. Weekly online processing of invoices and subsequent recording into NMHCs internal database. Monthly recording of market values for investments into NMHCs internal database. Backing up the Investment Operations Analyst, specifically around performance reporting. Coordinating the annual projects of the Office that are centered around ongoing due diligence, audit, tax, pension and others as assigned. Administrative: Preparing presentation materials (PowerPoint). Spearheading Board Member communications. Coordinating the deliverables for the quarterly Investment Subcommittee Meetings. Managing the Office of Investments internal calendar and conference room. Assisting the CIO with minor administrative needs (calendar, phone and miscellaneous). Investment Analysis: Entry-level investment support and data retrieval, Excel-based spreadsheet work. EOE including Disabled and Veterans.

Required: Bachelors Degree in a finance related field. Advanced Excel and PowerPoint skills. Desired: A minimum of 2 years of relevant experience.