Senior Investment Analyst - Public Markets
Location:
1901 Chestnut Ave
Glenview, Illinois, 60025
United States
Category:
Investments
Date Needed by:
12/15/2025
Primary Duties and Responsibilities:
You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Investment Management, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability – and make an impact through your work!
Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
Wespath, recognized as a 2017-2025 Chicago’s Best and Brightest Companies to Work For® and a 2018-2025 National Best and Brightest Companies to Work For®, has an opportunity for a Senior Investment Analyst – Public Markets that provides analytics and portfolio management support for Wespath’s public markets funds. As a member of the Public Markets team, the analyst will generate reports and conduct research as needed to effectively support the management of investment funds. The analyst will work closely with members of the Investment Research and Sustainable Investment teams to support integration of research and ESG factors into the process. The analyst will also support other investments team members by gathering information from external asset managers to analyze positions and produce reports.
More specifically, as a Senior Investment Analyst – Public Markets you will have the following key responsibilities:
Senior Investment Analyst – Public Markets Benefits and Compensation:
- Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one.
- 8% employer contribution to retirement plan with an additional match up to 2% on day one.
- 22 days of PTO + 12 paid holidays.
- Hybrid working arrangement (two days per week in the office).
- The compensation range for this position is $115,000 - $128,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant’s qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shown.
#LI-CW1 #LI-hybrid
Minimum Requirements/Qualifications:
- Bachelor’s degree in finance, economics, accounting or equivalent work experience.
- 5+ years of analytical experience of investment and financial data.
- Strong PC skills in all Microsoft Office applications.
Preferred Qualifications
- Progress towards Chartered Financial Analyst designation or MBA degree.
- Knowledgeable and conversant about financial markets.
- Experience with or demonstrated aptitude for learning industry-standard investment analytics software packages such as Bloomberg, FactSet, Wilshire Compass, Aladdin or eVestment.
Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.
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