Experienced Investments Analyst

Boeing
Chicago
Workplace: HybridFull timeUSD 100,300 - 135,700 annuallyFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Communication skills","Analytical skills","Project management","Prioritization"]

Support investments analysis for Boeing’s Trust Investments retirement portfolios, working across public and private markets with a focus on fixed income, hedge funds, and private credit. Prepare analytical reporting (performance, attribution, characteristics, cash flows), monitor economic and market trends, and support subscription documents and due diligence/record retention for new fund commitments. Collaborate within a team reporting to the Managing Director of Investments on a hybrid schedule.

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Boeing
Boeing
1 day ago

Experienced Investments Analyst

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Job Summary

Support investments analysis for Boeing’s Trust Investments retirement portfolios, working across public and private markets with a focus on fixed income, hedge funds, and private credit. Prepare analytical reporting (performance, attribution, characteristics, cash flows), monitor economic and market trends, and support subscription documents and due diligence/record retention for new fund commitments. Collaborate within a team reporting to the Managing Director of Investments on a hybrid schedule.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Produce analytical reporting for public and private markets portfolios, including performance, attribution, characteristics, and cash flows at portfolio and fund levels.
  • •Monitor global economic, political, and investment trends and contribute insights to investment discussions and asset class reviews.
  • •Support new/additional fund commitments by preparing subscription documents and letters of direction to banking partners.
  • •Follow procedures for public and private markets documentation, due diligence, and record retention.
  • •Collaborate in a team environment and report to the Managing Director of Investments.

Pay and Benefits

Salary: USD 100,300 - 135,700 annually
Perks:Health InsuranceRetirement SavingsLife InsuranceDisability Insurance

Key Requirements

  • •Bachelor’s degree or higher in Finance, Accounting, or a related field.
  • •3+ years of experience in Finance, Accounting, Business or related roles.
  • •3+ years of combined quantitative and qualitative analysis experience.
  • •3+ years using Microsoft Office applications (Word, Excel, PowerPoint).
  • •Experience managing multiple projects, prioritizing tasks, meeting deadlines, and using strong interpersonal/communication skills.
Experience:3+ yearsRetirementInvestmentsFixed incomeHedge fundsPrivate credit
Education:Bachelor's
Skills:Interpersonal skillsCommunication skillsAnalytical skillsProject managementPrioritization
Certifications:CFA
Tech Stack:Microsoft OfficeWordExcelPowerPointAI tools

Eligibility

Nationality:US National
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Boeing
Designs, manufactures, and services commercial airplanes, defense systems, space vehicles, and related products and services globally. Boeing serves airlines, governments, and commercial customers with aerospace and defense technologies and integrated support solutions.
Industry: Aerospace Manufacturing
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Arlington, United States
Founded: 1916
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