Investment Operations Analyst
Position Summary
Reporting to the Director of Investment Operations, the Investment Operations Analyst supports the various members of the Mother Cabrini Health Foundation (MCHF) Investment team in day-to-day investment operations and reporting. Responsibilities will include all aspects of investment operations across an increasingly complex portfolio. The Investment team currently consists of ten professionals under the direction of Chief Investment Officer, Colin Ambrose. The Investment team is responsible for managing the Foundation’s $3.5 billion global portfolio and seeks to partner with the best fund managers across asset classes. This is a full-time position with a current weekly hybrid schedule of 2 days remote/3 days working in the Foundation’s headquarters in New York City.
Essential Duties and Responsibilities
- Research and resolve investment operations and accounting issues in a timely and accurate way
- Ensure the integrity of performance and benchmark data
- Process investment cash flows and develop cash forecasts
- Reconcile portfolio analytics information regarding exposures, transactions, market values, and commitment information
- Prepare materials for quarterly Investment Committee meetings
- Respond to internal (Investment team, Finance/Accounting/Tax team, Compliance team) and external (custodian bank, portfolio analytics provider, external audit, investment manager) data and documentation requests
- Assist with investment manager onboarding/termination
- Confirm investment manager fee calculations
- Support the ongoing development of operational policies and procedures
- Undertake special projects as requested
Qualifications
The successful candidate must have strong organizational skills, attention to detail, and a demonstrated track record of academic and professional success. Additional qualifications include:
- Bachelor’s degree required, preferably in finance, accounting, economics, mathematics, or business administration, as well as a minimum of 3 years of relevant experience.
- Long-term career interest in investment operations
- Ability to set goals, prioritize tasks, and manage simultaneous projects
- Track record of collaboration, working on a small team
- Highest level of integrity, intellectual capability, honesty, and personal responsibility
- Ability to travel occasionally within the United States and overseas
- Enthusiasm for being part of the foundation and contributing to its mission
Salary and Benefits
The Mother Cabrini Health Foundation expects to pay a salary in the range of $125,000 – $175,000 for this role, commensurate with experience. In addition to this base compensation, MCHF currently offers a benefits package that includes 100%-paid health care, dental, vision, and life insurance; retirement plan with up to a 12% employer contribution; employer health savings account contribution; gender neutral paid parental leave; and a minimum of six weeks paid time off plus all Federal holidays.
Conditions and Requirements
MCHF will provide any reasonable accommodation(s) required to perform the essential duties of this role.
- Work is primarily conducted in person in a high-rise office environment in Manhattan, during the work week, and on sporadic evenings and weekends work as job duties demand.
- Employees of the MCHF are required to be fully vaccinated against COVID-19 as a condition of employment unless a medical or religious exemption is approved. Being fully vaccinated means that an individual is at least two weeks past their final dose of an authorized COVID-19 vaccine regimen. Final candidates must be fully vaccinated as of their first day of employment.
- All offers of employment at MCHF are contingent upon clear results of a thorough background check.
EEO and Diversity Statements
The Mother Cabrini Health Foundation is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind. MCHF is committed to the principle of equal employment opportunity for all employees and applicants for employment and to providing employees with a work environment free of discrimination and harassment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, discipline, terminations, layoff, leaves of absence, wage and salary administration, benefits, and training. All employment decisions at MCHF are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, family or parental status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. MCHF will not tolerate discrimination or harassment based on any of these characteristics.
The Mother Cabrini Health Foundation is committed to diversity and encourages applicants of all ages and backgrounds. Members of underrepresented communities are especially encouraged to apply. MCHF is also committed to the full inclusion of all qualified individuals. As part of this commitment, MCHF will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources at hr@cabrinihealth.org.
About the Foundation
The Mother Cabrini Health Foundation was formed in 2018, by the sale of the Legacy Fidelis New York Medicaid Health Plan. MCHF is organized as a New York not-for-profit corporation and as a 501(c)(3) private foundation under the Internal Revenue Code. MCHF has an asset base of approximately $3.5 billion and an operating budget that includes approximately $150 million in annual grant awards to promote and support programs which seek to improve the health of underserved New Yorkers, bolster the health outcomes of diverse communities, and enhance access to affordable healthcare and healthcare-related services across New York State. Although MCHF operates in accordance with the ethical principles, tenets, and teachings of the Roman Catholic faith, it exists to help New Yorkers of all faiths or no faith at all. For more information, visit: https://cabrinihealth.org
