Senior Analyst, Investments (Hybrid)

Memorial Hermann Health System; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Memorial Hermann Health System in Houston is seeking an Investment Professional to join the Investments office. The role supports portfolio management across Public Equities, Fixed Income, and Private Markets, performing due diligence on fund managers and monitoring portfolio performance.

You will collaborate with senior leaders, ensure compliance with Investment Policy, and contribute to department goals while advancing professional growth in a values-driven healthcare system.

Qualifications

• Two years of investment management experience preferred.
• Allocator experience preferred.
• Experience in the non-profit investment management space preferred (e.g., Universities, Endowments, Healthcare).
• Organized, strong attention to detail and ability to work with diverse teams.
• Effective oral and written communication skills.

Responsibilities

• Fund manager due diligence.
• Monitors portfolio of investments and maintains performance monitoring systems.
• Makes recommendations on manager sizing, portfolio construction and asset allocation.
• Partners with Investment Consultant and other relevant investment office vendors as needed.
• Reviews and ensures compliance with Investment Policy Statement.
• Ongoing internal reporting, including Investment Committee.
• Drives professional development by seeking education to meet skills competency.
• Works with colleagues to ensure high-performing and inclusive environment.
• Ensures safe care to patients, staff and visitors; adheres to Memorial Hermann policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service.
• Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff.
• Demonstrates commitment to caring for every member of our community by creating compassionate and personalized experiences. Models Memorial Hermann’s service standards by providing safe, caring, personalized and efficient experiences to patients and colleagues.
• Other duties as assigned.

Skills

Investment management

Due diligence

Non-profit investments

Attention to detail

Communication

Team collaboration

Education

Bachelor's Degree

MBA (preferred)

Job description

At Memorial Hermann, we pursue a common goal of delivering high quality, efficient care while creating exceptional experiences for every member of our community. When we say every member of our community, that includes our employees. We know that when our employees feel cared for, heard and valued, they are inspired to create moments that exceed expectations, while prioritizing safety, compassion, personalization and efficiency. If you want to advance your career and contribute to our vision of creating healthier communities, now and for generations to come, we want you to be a part of our team.

Job Summary

This position reports either to the Senior Director, Investments or Director, Investments. Works closely with the rest of the investment office to manage the investment portfolios of MHHS. Supports workflow within one of the three investment office verticals – Public Equities, Hedge Funds/Fixed Income, and Private Markets.

Job Description

Minimum Qualifications

Education: Bachelors Degree required, MBA preferred

Licenses/Certifications: Chartered Financial Analyst (CFA) preferred

Experience / Knowledge / Skills

• Two (2) years of investment management experience preferred, allocator experience preferred (i.e. conducting investment due diligence on fund managers).
• Experience in the non-profit investment management space preferred (i.e., Universities, Endowments, Healthcare, etc.).
• Organized, strong attention to detail and ability to work with diverse teams
• Effective oral and written communication skills

Principal Accountabilities

• Fund manager due diligence.
• Monitors portfolio of investments and maintains performance monitoring systems.
• Makes recommendations on manager sizing, portfolio construction and asset allocation.
• Partners with Investment Consultant and other relevant investment office vendors, as needed.
• Reviews and ensures compliance with Investment Policy Statement.
• Ongoing internal reporting, including Investment Committee.
• Drives professional development by seeking education to meet skills competency.
• Works with colleagues to ensure high-performing and inclusive environment.
• Ensures safe care to patients, staff and visitors; adheres to all Memorial Hermann policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service.
• Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff.
• Demonstrates commitment to caring for every member of our community by creating compassionate and personalized experiences. Models Memorial Hermann’s service standards by providing safe, caring, personalized and efficient experiences to patients and colleagues.
• Other duties as assigned.