Key Bank Tower
Full time
R180025
Job Description:
Intermountain Health is seeking a Senior Investment Analyst to join its Private Markets team. The Investment Team manages over $26 billion in assets across multiple portfolios with distinct investment objectives, risk parameters, and liquidity needs. The private markets program commits more than $1 billion annually across private equity, private credit, real assets, secondaries, and co-investments.
This role provides meaningful exposure to all phases of the investment process, including manager sourcing, due diligence, underwriting, portfolio construction, performance monitoring, and investment recommendation. The Senior Investment Analyst will support the evaluation of prospective and existing investments through qualitative and quantitative analysis while developing independent investment judgment and market expertise.
Working closely with senior investment professionals, consultants, legal counsel, and external investment managers, the Senior Investment Analyst will contribute to investment research, due diligence reviews, portfolio analytics, and investment committee materials. This position offers a unique opportunity to develop broad private markets investing experience within a large, sophisticated institutional investment program.
Essential Functions
Support qualitative and quantitative due diligence efforts for prospective and existing private markets investments.
Analyze fund investments, co-investments, and secondary investment opportunities through evaluation of investment strategy, management teams, portfolio construction, performance, alignment, and key risk factors.
Develop independent investment perspectives through research, data analysis, and assessment of relevant market trends.
Assist with portfolio analysis, including exposure monitoring, commitment pacing, liquidity planning, and risk assessment across private markets portfolios.
Build and maintain financial models, performance analyses, and other analytical tools used in investment evaluation and portfolio management.
Participate in investment manager meetings, diligence calls, annual meetings, and industry conferences.
Prepare analytical materials supporting Initial Due Diligence Reviews, full Due Diligence Reports, investment memoranda, and investment committee presentations.
Monitor existing investments and evaluate manager performance, portfolio developments, key risks, and emerging opportunities.
Conduct market research and support thematic projects related to private equity, private credit, real assets, secondaries, and co-investment strategies.
Collaborate with internal stakeholders, consultants, legal counsel, and external investment managers throughout the investment evaluation and monitoring process.
Assist in maintaining the manager pipeline, research database, and investment tracking systems.
Support the preparation of quarterly investment monitoring reports, portfolio reviews, and other materials for investment leadership.
Identify opportunities to improve investment processes, workflows, and analytical capabilities through technology, automation, and AI-driven tools.
Maintain the accuracy and consistency of investment data, manager information, and supporting documentation across internal systems.
Support special projects and strategic initiatives as assigned.
Skills
Private Markets Research & Analysis
Due Diligence & Manager Selection
Quantitative Analysis & Financial Modeling
Performance Analysis & Monitoring
Critical Thinking & Problem Solving
Independent Investment Judgment
Written Communication & Investment Writing
Technology, Data Analytics & AI-Enabled Research Tools
Minimum Qualifications
Bachelor's degree in Finance, Economics, Business, Mathematics, Engineering, Statistics, or a related field.
Minimum 2 years of relevant investment experience within institutional investing, investment consulting, investment management, endowments, foundations, pensions, family offices, direct investing, or related environments.
Demonstrated experience conducting investment analysis, financial analysis, research, or due diligence.
Advanced Excel skills including financial modeling, scenario analysis, data analysis, and presentation of investment findings.
Strong PowerPoint, written communication, and presentation skills.
Strong quantitative, analytical, and problem-solving abilities.
Ability to manage multiple priorities while operating effectively both independently and within a team environment.
Demonstrated intellectual curiosity, sound judgment, and a desire to develop as an investment professional.
Experience leveraging technology, data analytics, AI tools, or workflow automation to improve investment research and decision-making processes.
Preferred Qualifications
Advanced degree (MBA, Master of Finance, Master of Economics, Master of Science, or related discipline).
CFA designation or progress toward completion of the CFA Program; CAIA or similar credentials also considered.
Experience evaluating private equity, private credit, real assets, secondaries, co-investments, or other alternative investment strategies.
Experience with institutional investment concepts including performance evaluation, manager research, risk analysis, portfolio monitoring, commitment pacing, liquidity management, and investment due diligence.
Experience with investment technologies and data platforms such as MSCI/Burgiss Private i, Dynamo, PitchBook, eVestment, or similar systems.
With this position, you are eligible to participate in the Annual Pay for Performance (AP4P) Plan. This plan enables Intermountain Health to provide leaders with an additional performance compensation opportunity. The AP4P award opportunities are calculated as a percentage of your base salary. Awards are paid based on attainment of selected Board-approved goals.
Physical Requirements
Ongoing need for employee to see and read information, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
Frequent interactions with providers, colleagues, customers, patients/clients, and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
May have the same physical requirements as those of clinical or patient care jobs, when the leader takes clinical shifts.
For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles.
Location:
Key Bank Tower
Work City:
Salt Lake City
Work State:
Utah
Scheduled Weekly Hours:
40
The hourly range for this position is listed below. Actual hourly rate dependent upon experience.
$51.73 - $79.87
We care about your well-being - mind, body, and spirit - which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.
Learn more about our comprehensive benefits package here (https://intermountainhealthcare.org/careers/benefits) .
By applying for a position with Intermountain, I acknowledge that I will comply with all applicable Intermountain policies and expectations. If applying for a remote or hybrid role, this includes remote work expectations related to confidentiality, information security, work schedules, conflicts of interest, and use of company equipment. I further acknowledge that outside employment or activities may not interfere with job responsibilities or create a conflict of interest with Intermountain. Actual or reasonably perceived conflicts may be grounds for disqualification from consideration or, if hired, corrective action up to and including termination of employment.
Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
At Intermountain Health, we use the artificial intelligence ("AI") platform, HiredScore to improve your job application experience. HiredScore helps match your skills and experiences to the best jobs for you. While HiredScore assists in reviewing applications, all final decisions are made by Intermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.
All positions subject to close without notice.
Headquartered in Utah with locations in six primary states and additional operations across the western U.S., Intermountain Health is a nonprofit system of 34 hospitals, 400+ clinics, a medical group of more than 4,800 employed physicians and advanced care providers, a health plan division called Select Health with more than one million members, and other health services. Helping people live the healthiest lives possible, Intermountain is widely recognized as a leader in clinical quality improvement and efficient healthcare delivery.
Join our world-class team and embark on a career filled with opportunities, strength, innovation, and fulfillment.
To find out more about us, head to our career site here (https://intermountainhealthcare.org/careers/utm source=Workday&utm medium=Redirect&utm campaign=CareerHome workday) .
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Intermountain Health strives to make the application process accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact 1-800-843-7820 or email recruitment@imail.org . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Introduce yourself to our Talent Acquisition team and we will get in touch if there is a role that seems like a good match.
Intermountain Health's PEAK program supports caregivers in the pursuit of their education goals and career aspirations by providing up-front tuition coverage paid directly to the academic institution. The program offers 100+ learning options to choose from, including undergraduate studies, high school diplomas, and professional skills and certificates. Caregivers are eligible to participate in PEAK on day 1 of employment. Learn more. (https://intermountainhealthcare.org/careers/working-for-intermountain/employee-benefits/peak-program/)
The primary intent of this job description is to set a fair and equitable rate of pay for this classification. Only those key duties necessary for proper job evaluation and/or labor market analysis have been included. Other duties may be assigned by the supervisor.
All positions subject to close without notice.
Thanks for your interest in continuing your career with our team!
