Investment Risk and Performance Analyst

Join the Cleveland Clinic team where you will work alongside dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world.

In this role you will be responsible for critical investment support functions of the Cleveland Clinic Investment Office in one or more of the following areas : a) portfolio risk management and investment performance reporting, b) investment analytics and data governance and c) investment operations and operational due diligence. This role provides practical, hands-on experience across essential areas of portfolio risk management and quantitative analysis, offering a strong foundation for professional growth and success in the investment management industry.

A caregiver in this position works days from 8 : 00 a.m. 5 : 00 p.m.

This is a hybrid role and caregivers must reside in the Cleveland area to work three days on-site at the Beachwood CCAC location.

A caregiver who excels in this role will :

Risk Reporting : Assist in the production of monthly and quarterly risk reports, providing analysis of exposures, factor sensitivities, portfolio concentrations, and stress tests across multiple time horizons. Generate new portfolio risk metrics using a variety of tools including but not limited to Aladdin, Albourne, custodian system, Bloomberg, and eVestment.

Quantitative Research : Support advanced analysis for portfolio construction, scenario modeling, and manager oversight, including performance persistence, factor alignment, and exposure overlap.

Macro Research : Conduct research to support portfolio asset allocation decisions, including analysis of market regimes, factor drivers, and cross-asset relationships.

Aladdin Maintenance & Analytics : Help manage and maintain the Aladdin risk system, including data quality checks, reporting enhancements, and day-to-day system support for investment decision-making.

Portfolio Monitoring : Conduct ongoing monitoring of asset allocation, risk / return characteristics, and adherence to investment guidelines.

Manager Oversight : Contribute to quantitative due diligence of external managers, supporting the evaluation of risk profiles and alignment with portfolio objectives.

Cross-Team Collaboration : Work closely with investment, operations, and analytics teams to deliver timely and accurate risk insights to stakeholders.

Minimum qualifications for the ideal future caregiver include :

Bachelor's degree in quantitative subjects such as Finance, Statistics, Engineering, Mathematics, Physics, Data Analytics, Computer Science, Quantitative Economics, etc.

Two years of highly analytical and quantitative experience in custodian bank, asset management firm, investment consultant, investment office, and financial institution

OR three years of public accounting experience auditing financial institutions

Strong interpersonal skills and can prioritize in a fast-paced environment

Proficient with Excel and managing large amounts of data

Preferred qualifications for the ideal future caregiver include :

Master's degree

Pursuit of Chartered Financial Analyst (CFA) / Chartered Alternative Investment Analyst (CAIA) / Financial Risk Manager (FRM) designation

Strong analytical and quantitative skills

Familiar with Python and SQL

Interest in Portfolio risk management and Investment research

Our caregivers continue to create the best outcomes for our patients across each of our facilities. Click the link and see how we're dedicated to providing what matters most to you :

Physical Requirements :

Ability to communicate and exchange accurate information.

Ability to perform work in a stationary position for extended periods.

Ability to work with physical records or operate a computer or other office equipment.

In some locations, ability to travel throughout the hospital system.

In some locations ability to move up to 25 lbs.

Personal Protective Equipment :

• Follows standard precautions using personal protective equipment as required.

Pay Range

Minimum Annual Salary : $69,600.00

Maximum Annual Salary : $106,132.50

The pay range displayed on this job posting reflects the anticipated range for new hires. A successful candidate's actual compensation will be determined after taking factors into consideration such as the candidate's work history, experience, skill set and education. The pay range displayed does not include any applicable pay practices (e.g., shift differentials, overtime, etc.). The pay range does not include the value of Cleveland Clinic's benefits package (e.g., healthcare, dental and vision benefits, retirement savings account contributions, etc.).

Cleveland Clinic Health System is pleased to be an equal employment employer : Women / Minorities / Veterans / Individuals with Disabilities