Investment Analyst

Employer
Rotary International
Location
Evanston, Illinois
Salary
Compensation will be based on experience
Posted
Jun 14, 2021
Closes
Jul 14, 2021
Ref
Job ID: 893
Job Function
Corporate Finance
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Area: Finance / Office of Investment

Reports to: Investment Officer

Classification: Exempt

 

Organization Overview

Rotary unites people from all continents and cultures who take action to deliver real, long-term solutions to pressing issues facing our communities. Each year, Rotary members invest more than $200 million and 16 million volunteer hours to improve lives and create positive change in the world. In exchange for hard work and dedication in support of Rotary’s clubs and humanitarian initiatives, our employees receive competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. To learn more, visit http://www.rotary.org.

Rotary’s Commitment to Diversity

As a global network that strives to build a world where people unite and take action to create lasting change, Rotary values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.

Overview

Rotary’s office of investment manages the $1.2 billion of assets in various portfolios with different investment objectives and strategies. The portfolios are managed primarily by external investment managers across public and private markets.  The Investment Analyst position provides an opportunity to gain experience in a small investment organization working closely with a senior member of the team.  The ideal candidate will exhibit deep intellectual curiosity, creativity, humility and good judgment.  The candidate must be capable of working independently, willing to ask questions and capable of distilling and communicating information in an efficient, user-friendly manner.  The position will include some travel opportunities. Please submit a cover letter explaining why you wish to work at Rotary. We would also like to know what about investing interests you and what traits you possess that could be additive to our team.

You Will Have

  • Zero-to-five years of relevant experience
  • Undergraduate degree from a reputable institution
  • Understanding of probability and statistics
  • Deep interest in financial markets and investing

You Are Good At

  • Comfortable in unstructured environments with open-ended problems
  • Written and oral communication
  • Exploring new topics and trends
  • Data analysis

You Are Open To

  • Some travel as may be required

You Will Be Responsible For

Research

  • Monitor existing portfolio investments combining quantitative and qualitative analysis
  • Assist with the identification and due diligence of new opportunities

Create

  • Prepare analysis and reports on various financial market topics
  • Draft investment recommendations
  • Develop material for meetings and presentations

Meet

  • Develop and maintain relationships with peer investors and other market participants

Why work for Rotary?

  • Generous medical, dental, and vision benefits package
  • Progressive 401k matching contributions
  • Above market and generous paid time off package
  • Tuition reimbursement
  • Professional development opportunities
  • On-site cafeteria and coffee bar with special pricing for Rotary employees
  • Flextime-several different work schedules to choose from
  • Close to CTA, Metra, a variety of stores, and many food options

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