Senior Analyst, Investments

Memorial Hermann Health System

. Report to the Senior Director, Investments or Director, Investments .

Posted 9/28/2026full-timeHouston • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment management, including portfolio construction, asset allocation, and fund manager due diligence, while fostering a collaborative and inclusive environment. Committed to compliance with investment policies and ongoing education to enhance skills competency.

Highest-signal resume keywords

Investment Management ExperienceFund Manager Due DiligencePortfolio ConstructionChartered Financial Analyst (CFA)Non-Profit Investment Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio ManagementAsset AllocationPerformance MonitoringInvestment Policy ComplianceDue Diligence

Soft Skills

Attention to DetailEffective CommunicationTeam CollaborationMentoring

Certifications & Qualifications

Bachelor's DegreeMBAChartered Financial Analyst (CFA)

Industry Keywords

Public EquitiesHedge FundsFixed IncomePrivate MarketsHealthcare Investment Management

About the role

Key responsibilities & impact

Report to the Senior Director, Investments or Director, Investments
Work closely with the investment office to manage MHHS investment portfolios
Support workflow within Public Equities, Hedge Funds/Fixed Income, or Private Markets
Conduct fund manager due diligence
Monitor investment portfolios and maintain performance monitoring systems
Make recommendations on manager sizing, portfolio construction, and asset allocation
Partner with the Investment Consultant and other relevant investment office vendors
Review and ensure compliance with the Investment Policy Statement
Prepare ongoing internal reporting, including for the Investment Committee
Seek education to meet skills competency
Work with colleagues to support a high-performing and inclusive environment
Ensure safe care for patients, staff, and visitors while adhering to Memorial Hermann policies, procedures, standards, budget, time management, supply management, productivity, and quality of service requirements
Support department-based goals and serve as a preceptor, mentor, and resource to less experienced staff
Create compassionate and personalized experiences for every member of the community
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree required
MBA preferred
Chartered Financial Analyst (CFA) preferred
Two (2) years of investment management experience preferred
Allocator experience preferred, including conducting investment due diligence on fund managers
Experience in the non-profit investment management space preferred, such as universities, endowments, or healthcare
Organized with strong attention to detail
Ability to work with diverse teams
Effective oral and written communication skills
Commitment to mandatory/continuing education and skills competency

Benefits

Comp & perks

Professional development and continuing education opportunities
Mandatory/continuing education and skills competency support