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Senior Investment Analyst - Public Markets

Wespath

Glenview, IL

Senior Investment Analyst - Public Markets

Wespath

Glenview, IL

Oct 30, 2025

Accounting

Job Description

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:
Support the Chief Investment Officer, Investment Management, Sustainable Investment Stewardship, and Institutional Investment Services departments by analyzing, monitoring, and evaluating existing and prospective investment positions.
Proactively create and lead projects that address the analytics needs of the Investment Management team.
As a member of the Public Markets team, maintain and update the analytical tools, as necessary.
Crosstrain with and back-up members of the Analytics team on all reporting and analytics functions.
Create and distribute a variety of monthly and quarterly financial and investment-related reports.
Support all Investment Management staff in the hiring and on-going due diligence of external asset management relationships.
Attend meetings and interact with investment managers.
Prepare presentations on investment topics and fund/market updates and present them to the Investment Division, the Wespath Investment Committee, and others.
Respond to various ad hoc requests from the CIO, Investment Management, Sustainable Investment Strategies, and Institutional Investment Services departments.
Support analytics and investment reporting content and website maintenance for the Wespath websites, as well as the Investment Department intranet and external report filing service.

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.

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:
Support the Chief Investment Officer, Investment Management, Sustainable Investment Stewardship, and Institutional Investment Services departments by analyzing, monitoring, and evaluating existing and prospective investment positions.
Proactively create and lead projects that address the analytics needs of the Investment Management team.
As a member of the Public Markets team, maintain and update the analytical tools, as necessary.
Crosstrain with and back-up members of the Analytics team on all reporting and analytics functions.
Create and distribute a variety of monthly and quarterly financial and investment-related reports.
Support all Investment Management staff in the hiring and on-going due diligence of external asset management relationships.
Attend meetings and interact with investment managers.
Prepare presentations on investment topics and fund/market updates and present them to the Investment Division, the Wespath Investment Committee, and others.
Respond to various ad hoc requests from the CIO, Investment Management, Sustainable Investment Strategies, and Institutional Investment Services departments.
Support analytics and investment reporting content and website maintenance for the Wespath websites, as well as the Investment Department intranet and external report filing service.

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.

About Wespath

About Wespath
Wespath Benefits and Investments has been serving The United Methodist Church for over 100 years. We are the largest reporting faith-based pension fund in the United States, serving more than 100,000 active and retired clergy and lay employees of the Church. As a sustainable investor, Wespath incorporates consideration of environmental, social, and governance (ESG) factors in our investment decision-making and aspires to make a positive impact on the environment and society.

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Senior Investment Analyst - Public Markets

Wespath

Glenview, IL

Oct 30, 2025

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