Senior Investment Analyst - Public Markets

Senior Investment Analyst - Public Markets

Location : 1901 Chestnut Ave

Glenview, Illinois, 60025

United States

Category : Investments

Date Needed by : 12 / 15 / 2025

Primary Duties and Responsibilities :

You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Investment Management, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability - and make an impact through your work!

Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.

Wespath, recognized as a 2017-2025 Chicagos Best and Brightest Companies to Work For and a 2018-2025 National Best and Brightest Companies to Work For, has an opportunity for a Senior Investment Analyst - Public Markets that provides analytics and portfolio management support for Wespaths public markets funds. As a member of the Public Markets team, the analyst will generate reports and conduct research as needed to effectively support the management of investment funds. The analyst will work closely with members of the Investment Research and Sustainable Investment teams to support integration of research and ESG factors into the process. The analyst will also support other investments team members by gathering information from external asset managers to analyze positions and produce reports.

More specifically, as a Senior Investment Analyst - Public Markets you will have the following key responsibilities :

• Support the Chief Investment Officer, Investment Management, Sustainable Investment Stewardship, and Institutional Investment Services departments by analyzing, monitoring, and evaluating existing and prospective investment positions.
• Proactively create and lead projects that address the analytics needs of the Investment Management team.
• As a member of the Public Markets team, maintain and update the analytical tools, as necessary.
• Crosstrain with and back-up members of the Analytics team on all reporting and analytics functions.
• Create and distribute a variety of monthly and quarterly financial and investment-related reports.
• Support all Investment Management staff in the hiring and on-going due diligence of external asset management relationships.
• Attend meetings and interact with investment managers.
• Prepare presentations on investment topics and fund / market updates and present them to the Investment Division, the Wespath Investment Committee, and others.
• Respond to various ad hoc requests from the CIO, Investment Management, Sustainable Investment Strategies, and Institutional Investment Services departments.
• Support analytics and investment reporting content and website maintenance for the Wespath websites, as well as the Investment Department intranet and external report filing service.

Senior Investment Analyst - Public Markets Benefits and Compensation :

#LI-CW1 #LI-hybrid

Minimum Requirements / Qualifications :

Bachelors degree in finance, economics,

accounting or equivalent work experience.

Preferred Qualifications

Progress towards Chartered Financial Analyst

designation or MBA degree.

Knowledgeable and conversant about financial

markets.

Experience with or demonstrated aptitude for

learning industry-standard investment analytics software packages such as

Bloomberg, FactSet, Wilshire Compass, Aladdin or eVestment.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring. PDN-a03bfa6b-23e2-4fcd-85f4-31e12a583a32