Experienced Investments Analyst

United States·Usa - Chicagomid

OtherExperienced

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Quick Summary

Key Responsibilities

Supports analytical reporting related to the Public and Private Markets portfolios, including performance, attribution, characteristics,

Requirements Summary

Bachelor's degree or higher in Finance, Accounting, or a related field 3+ years of experience in a Finance, Accounting,

Technical Tools

OtherExperienced

Experienced Investments Analyst

The Boeing Company

The Boeing Company is seeking an Experienced Investments Analyst to join Trust Investments located in Chicago, IL.

Boeing’s Trust Investments provides strategic leadership in managing Boeing’s approximately $125 billion in retirement assets, supporting the financial security of employees and retirees.

The team leads investment decisions, balancing risk and return, and ensuring the long-term sustainability of Boeing’s Defined Benefit and Defined Contribution Plans. As the Investments Analyst, you will support the management of public and private market investments, with a primary focus on Fixed Income, Hedge Funds, and Private Credit. This role offers the opportunity to work closely with experienced investment professionals and gain exposure to complex investment structures within a collaborative and dynamic environment.

Responsibilities

~1 min read

→Supports analytical reporting related to the Public and Private Markets portfolios, including performance, attribution, characteristics, and cash flows at both the portfolio and fund levels
→Monitors global economic, political, and investment trends and contribute insights to staff discussions and asset class reviews
→Supports new and additional fund commitments through the preparation of subscription documents and letters of direction to banking partners
→Follows procedures for Public and Private Markets documentation, due diligence and record retention
→Collaborates within a team environment and reports to the Managing Director of Investments
→Work hybrid schedule in accordance with Treasury policy (i.e., currently Tuesday – Thursday on-site, with optional remote work on Mondays and Fridays)

Requirements

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Bachelor's degree or higher in Finance, Accounting, or a related field
3+ years of experience in a Finance, Accounting, Business or related role
3+ years of experience in both quantitative and qualitative analysis
3+ years of experience using all the following Microsoft Office Applications (Word, Excel and PowerPoint)
Experience managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines in a fast-paced environment
Experience in a role which required strong interpersonal and communication skills

Experience with public and alternative investment strategies and fund structures (private equity, hedge funds, real assets, credit)
Experience or interest in leveraging AI (Artificial Intelligence) tools to automate processes and enhance analytics reporting
Progress towards CFA (Chartered Financial Analyst) and/or MBA (Master of Business Administration) or related master’s degree

Not Applicable

This position must meet U.S. export control compliance requirements. To meet U.S. export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.62 is required. “U.S. Person” includes U.S. Citizen, U.S. National, lawful permanent resident, refugee, or asylee.

Successful candidates for this job must satisfy the Company’s Conflict of Interest (COI) assessment process.

Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

What We Offer

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At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.

The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.

The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Pay is based upon candidate experience and qualifications, as well as market and business considerations.

Summary pay range: $100,300 - $135,700

Bachelor's Degree or Equivalent

Relocation assistance is not a negotiable benefit for this position.

This is not a Safety Sensitive Position.

This position does not require a Security Clearance.

Employer will not sponsor applicants for employment visa status.

This position is not contingent upon program award

Shift 1 (United States of America)