16 days old

Investment Analyst

Rotary International
Evanston, IL 60201
Job Title:           Investment Analyst

Area:                  Finance - Office of Investment

Reports to:        Investment Officer


Organization Overview

Rotary unites people from all continents and cultures who take action to deliver real, long-term solutions to pressing issues facing our communities. Each year, Rotary members invest more than $200 million and 16 million volunteer hours to improve lives and create positive change in the world. In exchange for hard work and dedication in support of Rotarys clubs and humanitarian initiatives, our employees receive competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. To learn more, visit http://www.rotary.org.


Rotarys Commitment to Diversity

As a global network that strives to build a world where people unite and take action to create lasting change, Rotary values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.


General Overview

Rotarys office of investment manages the $1.2 billion of assets in various portfolios with different investment objectives and strategies.  The Investment Analyst position provides an opportunity to gain experience in a small, flat investment organization.  The Investment Analyst position is intended to be a [two-year role] to provide experience in finance and investments, research and analysis of investment managers and strategies, and portfolio construction and portfolio management prior to the candidates pursuit of a graduate degree or other professional opportunity.  The ideal candidate will exhibit intellectual curiosity, attention to detail, creativity, and good judgment.  The candidate must be capable of working independently, willing to ask questions and capable of distilling and communicating information in an efficient, user-friendly manner.  The position will include limited travel opportunities.


You Will Have

  • Two-to-five years of relevant experience

  • Undergraduate degree from a reputable institution

  • Understanding of probability and statistics

  • Deep interest in financial markets and investing


You Are Good At

  • Comfortable in unstructured environments with open-ended problems

  • Written and oral communication

  • Exploring new topics and trends

  • Data analysis


You Are Open To

  • Some travel as may be required


You Will Be Responsible For


  • Monitor existing portfolio investments combining quantitative and qualitative analysis

  • Assist with the identification and due diligence of new opportunities


  • Prepare analysis and reports on various financial market topics

  • Draft investment recommendations

  • Develop material for meetings and presentations


  • Develop and maintain relationships with peer investors and other market participants


Why work for Rotary?

  • Generous medical, dental, and vision benefits package

  • Progressive 401k matching contributions

  • Above market and generous paid time off package

  • Tuition reimbursement

  • Professional development opportunities

  • On-site cafeteria and coffee bar with special pricing for Rotary employees

  • Flextime-several different work schedules to choose from

  • Close to CTA, Metra, a variety of stores, and many food options


Posted: 2021-04-01 Expires: 2021-05-01

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Investment Analyst

Rotary International
Evanston, IL 60201

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