Investment Analyst
- Employer
- Rotary International
- Location
- Evanston, Illinois
- Salary
- Compensation will be based on experience
- Closing date
- Jul 14, 2021
View more
- 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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