Investment Analyst ( Hybrid )

Requisition #: 13544
# of openings: 1
Fund: 1199SEIU Benefit and Pension Funds
Department: Investments
Position Status: Permanent
Employment Type: Full time
Category: Non-Bargaining
Location: New York, NY
Pay Range: $68,000-$80,000
Work Hours: M - F, 9:00 a.m. to 5:00 p.m.
Workplace Arrangement:


What We Are Seeking

We are seeking a highly motivated candidate interested in a career in asset management to join our Investment Team.  The Investment Team is comprised of accomplished professionals from top investment houses and Wall Street firms.  This is a position with a firm focused on asset allocation across a broad array of asset classes and asset manager selection, it is not a trading-oriented or security selection position.


Position Description

This represents an excellent opportunity to:

  • Develop expertise in manager analysis and selection
  • Interface with some of the most successful asset management firms in the world


Responsibilities include:

  • Prepare and analyze investment performance, risk, and attribution reports
  • Work with team members to research, due diligence and monitor external asset managers and prospective managers
  • Build and maintain sophisticated Excel-based databases for the purposes of analyzing asset managers
  • Ensure integrity of data being utilized for the purposes of analyzing asset managers
  • Assist in maintaining and improving modeling and reporting templates, validating results with back-tests, and incorporating them in overall analytics and reporting package
  • Management and coordination of Investment Committee presentation materials
  • Management of investment cash movements and monitoring cash positions
  • Perform ad-hoc research as requested


  • High attention to detail
  • Strong work ethic, independent problem-solving capabilities, effective communicator
  • Intellectual curiosity with an interest in developing a career in asset management
  • Collegial, team player
  • Ability and willingness to adapt to hybrid and flexible work schedules
  • Bachelor’s degree (preferably in Finance, Economics, or another quantitative discipline) with outstanding academic performance that demonstrates strong analytical background and quantitative skills
  • CFA Level l is highly preferred
  • 0 to 3 years of relevant investment-related work experience with institutional investor such as an endowment, foundation, or pension fund
  • Advanced skills in Excel and PowerPoint
  • Prior experience with investment software such as MPI Stylus, FactSet and Blackrock Aladdin Risk is highly preferred


Summary of 1199SEIU Funds

The 1199SEIU Funds provide pension and health benefits to over 200,000 working and retired union employees of leading private, not-for-profit healthcare organizations such as Montefiore Medical Center, Mount Sinai Medical Center, New York Presbyterian Hospital, and NYU Langone Hospital.  With approximately $17 billion of assets under management, we are one of the largest providers of union pension and health benefits in the nation.

The Fund is an equal opportunity employer.  We offer a competitive compensation and benefits package and a collegial team environment.  Interested candidates should attach a  cover letter (explaining why this position is appealing and how you meet our required qualifications).


As a condition of employment, we require staff to be fully vaccinated against Covid-19 and to provide documentation of receiving the Covid-19 Vaccine.  We will consider reasonable accommodation requests for medical and religious reasons as required by applicable law.


Previous Applicants:

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