Investment Officer

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.