OMNI Human Resource Management

Investment Analyst

Job ID
2022-3611
Client
Health Forward Foundation
Job Location(s)
US-MO-Kansas City
Industry
Services - NON-PROFIT/SOCIAL SERVICES
Position Category
Finance/Accounting

Overview

Health Forward Foundation Logo

 

“Every day, we work to support and build inclusive, powerful, and healthy communities characterized by racial equity and economically just systems.”  With this as our purpose and reason for being, Health Forward Foundation is building the future of our region by grasping the issues that cause disparate health outcomes at their roots.  Health Forward Foundation’s mission is to achieve health equity and secure a fair and just region through leadership, advocacy, and resources. We support direct services and drive systems change for healthy people, community power, and equitable and just places. We support and partner with community-based and cross-sector organizations to improve health on all fronts, from providing vital health services, to working to advance safe and affordable housing, to amplifying the power that exists in our communities through civic engagement on matters that influence heath.

 

Health Forward Foundation was created in 2003 with an original endowment of $440 million from the sale of Health Midwest, a nonprofit hospital system, to Hospital Corporation of America (HCA), a for-profit hospital management company. Health Forward’s service area encompasses Kansas City, Missouri, and Jackson, Cass, and Lafayette counties in Missouri, and Johnson, Wyandotte, and Allen counties in Kansas. Our history in these communities predates the foundation, as these were the places served by Health Midwest, which after the hospital’s sale evolved to form Health Forward. The foundation is governed by a 21-member board of directors and is managed by a professional staff of 26 employees. As of December 2021, the approximate net market value of the foundation’s investment portfolio was $950 million. With nearly two decades of history, Health Forward has invested more than $340 million to improve health throughout its service area. 
 
Health Forward is committed to the process and the outcome of equity, inclusion, and anti-racism in its investments in services and systems change, employment practices, talent management, investments, vendor selection, and governance. Health Forward views equity as a fundamental element of social justice and integral in our purpose and to our mission. 

 

Health Forward is currently seeking an Investment Analyst who will play a critical role in ensuring the organization’s investment portfolio supports the equally important financial and purpose objectives. The Investment Analyst will assist in the day-to-day management of the Foundation’s investment portfolio and will be involved in all aspects of the investment process, including due diligence, data preparation and analysis, operational functions, investment manager interactions, investment committee meetings, and interfacing with the investment custodian and advisors. This role will also uniquely support Health Forward’s objective to integrate its Purpose into its capital allocation efforts.   

 

The ideal candidate for the position will be comfortable overseeing and/or supporting a variety of investment and financial tasks, projects, and initiatives, and will demonstrate a genuine passion for advancing racial equity and economically just systems. 

Responsibilities

  • Perform investment manager screening, research, analysis, and ongoing due diligence across public and private assets. Perform ongoing analysis including rigorous quantitative/risk assessment, reviewing manager reports and letters, meeting with managers, attending annual meetings, and preparing data-driven investment recommendations.
  • Conduct manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows.
  • Research, prepare, and write investment memos which explore market trends, analyze the foundation’s portfolio, and formulate a view on the risks and opportunities related to specific investments.
  • Maintain careful organization of documents and infrastructure pertaining to the investment process, development of related reports/analysis, and other administrative tasks.
  • Network with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities particularly those that advance Health Forward’s Purpose.
  • Engage and liaise with a range of external service providers who support the administration of and reporting on the investment assets.
  • Support investment-related administration and accounting activities.
  • Assist with preparation and review materials for, and participate in, quarterly Board meetings.
  • Be proactive in collaborating with colleagues across the Foundation to advance understanding about and employment of capital to advance the Purpose.
  • Other projects and duties as assigned.

Relationships

  • The Investment Analyst is a team oriented individual contributor who stewards’ relationships internally and externally. The Investment Analyst reports to the Chief Administrative, Financial, and Investment Officer, and is organized within a department which manages all those responsibilities.
  • The successful contributor possesses a clear understanding of Health Forward’s ecosystem, purpose plan, and intended impacts. It also leverages and shares best and promising practices from the investment community, foundations and philanthropy serving organizations in the execution of its work.

Qualifications

  • A bachelor’s degree is required. An advanced degree in Finance, Economics, Business, or a related field and/or the CFA designation or work towards the designation is preferred.
  • Exceptional organizational skills and demonstrated success with managing multiple tasks including attention to detail and follow through
  • Project management skills
  • Excellent communication and interpersonal skills. Ability to work independently and as a member of the team.
  • Highly proficient with Microsoft Excel and general experience with other relevant software.
  • Minimum 6-8 years of combined education and/or related work experience
  • Vaccination for COVID-19 is a requirement for this position, requests for medical or religious accommodation will be considered

Personal Qualities

Alignment with Health Forward values of Trust, Partnership, Learning, Stewardship, Equity, Inclusion and Anti-racism.

 

Compensation

The anticipated hiring salary range for this position is $80,000 - $100,000. The package will be determined by the experience level, credentials and personal characteristics of the candidate offered. Health Forward Foundation offers its employees a comprehensive benefits package including medical, dental and vision insurance, a retirement plan, group life insurance, paid time off and a hybrid work environment.

 

 

Health Forward Foundation firmly supports the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, sexual orientation, creed, national origin, disability, veteran status, or any other protected category pursuant to applicable federal, state, or local law.

 

OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

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