10222 Advocate Aurora Health Corporate - Investments
Full time
Yes
40
Schedule Details/Additional Information:
This is a remote role; however, living in Chicago or Charlotte is a plus. Advocate may approve remote workers who reside in the following registered states: AL, AK, AR, AZ, DE, FL, GA, IA, ID, IL, IN, LA, KS, KY, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV, WY.
Performs critical investment operations functions for all investment portfolios for Advocate Health, Inc. and related entities, including retirement plans. Oversees the timely and accurate reporting of investment information to both internal and external stakeholders. Acts as a liaison with treasury and accounting departments, maintaining strong working relationships with custodians and auditors. Coordinates investment operations projects and actively participates in the audit process.
Major Responsibilities:
Transaction Execution: Works with external managers and counterparties to complete investment documentation, including subscription agreements, account opening forms, and KYC/AML documentation. Processes trades and wires through the custodian’s systems and books trades in Dynamo.
Investment Analytics: Analyzes investment data and provides timely and accurate investment information to investment staff, accounting staff, internal and external auditors, rating agencies, and governing committees.
Process Improvement and Controls: Identifies, analyzes, and resolves operational challenges from start to finish. Partners with team members to design processes that implement improvements, enhancing efficiency and reducing risks.
Education/Experience Required:
Bachelor’s Degree in Finance, Accounting or related field
2- 5 years of experience in investment operations
Education/Experience Preferred:
Experience with closed-end (private equity, venture capital, credit, real asset) and/or hedge fund accounting
Experience with an institutional allocator (e.g., endowment, foundation, pension, family office, OCIO, fund of funds) or with a fund administrator/custodian
Knowledge, Skills & Abilities Required:
Strong analytical skills
Strong communication skills
Attention to detail
Possess team player mentality
Ability to handle confidential information with respect for sensitive nature of the data
Ability to prioritize independently and respond to multiple simultaneous requests
Ability to work in changing environment. Ability to work under stressful conditions and in difficult situations.
Excellent Excel skills
#LI-Remote
About Advocate Health
Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.