Join our Talent Network
Skip to main content
Indiana University Health

Investment Officer

System Services
Date Posted
12 April, 2024
Schedule & Shift
Full Time
Requisition Number
370666
Save Job Saved
Share: share to e-mail

Investment Officer

This job posting is no longer active.

Job Description

Overview

IU Health’s Investment team believes strongly in performing the work of a top tier investment office, the IU Health way. This is done through the values that are at the core of who we are and the work we do:

Purpose...we work to do good in the lives of all others
Excellence...we do our best at all times and in new ways
Compassion...we treat all people with respect, kindness and empathy
Team...we count on and care for each other

The Investment Officer (“IO”) will be responsible for driving the selection, evaluation and ongoing assessment of external partners and investment opportunities within the Absolute Return portfolio, which is sized at 14% of the IU Health portfolio (> $1Bn capacity). In addition, the IO will independently monitor and report on industry trends, all while reporting to and working with the Deputy Chief Investment Officer (“Deputy CIO”) The Absolute Return program’s purpose is to generate attractive risk-adjusted real returns over the long-term that are largely independent from broader market moves. The Absolute Return program plays a significant role in the overall IU Health portfolio as an engine of Alpha. In addition to supporting the Absolute Return allocation, the IO will also collaborate with colleagues across the entire Investment team and with various other departments (e.g. Operations, Tax, and Legal).

Responsibilities

In consultation and collaboration with the Deputy CIO, the IO will assist in the establishment of risk and asset class guidelines for external managers and the recommendation of investment partners. This includes assisting in the sourcing, researching, evaluation, negotiating, structuring and ongoing assessment of these investments. In addition, the IO will also perform related industry, strategy, and market research, to find opportunities that offer prospectively attractive risk adjusted returns. Finally, the IO will assist in the preparation of reports and presentations to stakeholders as well as working with teams to ensure seamless monitoring of the portfolio regarding performance data, exposures, risk, legal and operations.

The ideal IO candidate will have demonstrated Absolute Return investment expertise, with a proven ability to think methodically, strategically, analytically, and critically all while collaborating with the Investment team. 

Travel

Select domestic and international travel

  • Bachelor's Degree is required. Master's Degree is preferred.
  • Requires 5-7 years of relevant experience.
  • CFA charterholder, CAIA designee or equivalent experience required.
  • Proficiency using Microsoft applications required. Bloomberg system experience a plus.
  • Experience in managing equity, credit, real assets or diversifiers required.

 

We are an equal opportunity employer and value diversity and inclusion at IU Health. IU Health does not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Job Page Content image

Indiana University Health is Indiana’s most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. Our partnership with the Indiana University School of Medicine gives our team members access to the very latest science and the very best training, advancing care for all. We’re looking for team members who share the things that matter most to us. People who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day. People who are always ready to apply themselves.

Related Jobs in the Area

Project Manager-Sustainability

Indianapolis, IN, United States
System Services

Certified Spanish Medical Interpreter - Riley Children's Hospital

Indianapolis, IN, United States
Riley Hospital

Coordinator-Administrative - Methodist - Fulltime

Indianapolis, IN, United States
System Services

Practice Manager- Endocrinology

Indianapolis, IN, United States
IU Health Physicians Support Services

Practice Manager- Endocrinology

Indianapolis, IN, United States
IU Health Physicians Support Services

Practice Manager- Endocrinology

Indianapolis, IN, United States
IU Health Physicians Support Services

Administrative Coordinator - Pediatric Gastroenterology - Full Time

Indianapolis, IN, United States
IU Health Physicians Support Services

Coordinator-Administrative

Indianapolis, IN, United States
IU Health Physicians Support Services

Quality Improvement Consultant

Indianapolis, IN, United States
Riley Hospital

Project Coordinator-PRN - Comm Med Gateway Plaza

Indianapolis, IN, United States
IU Health Physicians Support Services

Project Coordinator-PRN - Comm Med Gateway Plaza

Indianapolis, IN, United States
IU Health Physicians Support Services

Quality Improvement Consultant- Part Time

Indianapolis, IN, United States
Riley Hospital

Practice Manager - Pain Management Division

Indianapolis, IN, United States
IU Health Physicians Support Services

Improvement Leader- Operational Excellence (Adult Academic Health Center)

Indianapolis, IN, United States
Methodist Hospital

Project Coordinator - Full-Time - Day Shift - Methodist Hospital

Indianapolis, IN, United States
Methodist Hospital

Coordinator-Administrative

Indianapolis, IN, United States
System Services

Fellow - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Fellow - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Fellow - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Fellow - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Resident - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Resident - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Resident - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Resident - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Resident - Chaplaincy-Flat Rate (FT - Rotating - Methodist)

Indianapolis, IN, United States
System Services

Interested in working for IU Health?
Take the first step by joining our Talent Network today!

Join our Talent Network