Mid Level Investment Analyst Jobs
Mid level investment analyst jobs go to professionals ready to own the full analytical process, lead due diligence workstreams, and present investment recommendations with limited oversight. Hiring runs across Insurance, Hospitality & Tourism, and Healthcare & Medical Services, with a mix of on-site, remote, and hybrid roles, and employers like Novant Health, In-N-Out Burger, and AIG competing for analysts at this level now.
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Showing 5 of 13+ Mid Level Investment Analyst jobs
What We Offer:
Novant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions. The Investment Analyst Sr actively participates in discussions regarding portfolio composition, investment managers, and macroeconomics. Work is collaborative, organized, and requires high attention to detail, working self-directed. The Investment Analyst Sr continues to learn about public markets and risk modeling. This position is on-site in Charlotte, NC.
What We're Looking For:
Education: 4 Year / Bachelors Degree, required. Bachelor’s Degree (or internationally comparable degree) in – Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field, required. Graduate Degree, preferred. Master’s Degree (or internationally comparable degree) in Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field.
Experience: Minimum 4 years of relevant experience in public markets at endowment, foundation, pension, fund-of-funds, or asset management firm, required.
Licensure/Certification: Chartered Financial Analyst (CFA): possess or actively be in the process of earning CFA designation, required.
Additional Skills (required):
- High attention to detail, solid communication and presentation skills
- Firm understanding of financial markets and portfolio management with a strong desire to learn
- Knowledge in statistical modeling, analytics, and programming (Python)
- Advanced knowledge of FactSet, Bloomberg, custodian systems, etc.
- Proficiency in Excel, PowerPoint, Word, etc.
Additional Skills (preferred): Willingness to take the CFA certification strongly preferred.
What We Offer:
Novant Health is seeking a Senior Investment Analyst to join us! The Investment Analyst Senior position is a part of the Novant Asset Management Company’s Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities, Fixed Income and Liquid Alternatives). This role researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, hedging and strategic planning decisions. The Investment Analyst Sr actively participates in discussions regarding portfolio composition, investment managers, and macroeconomics. Work is collaborative, organized, and requires high attention to detail, working self-directed. The Investment Analyst Sr continues to learn about public markets and risk modeling. This position is on-site in Charlotte, NC.
What We're Looking For:
Education: 4 Year / Bachelors Degree, required. Bachelor’s Degree (or internationally comparable degree) in – Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field, required. Graduate Degree, preferred. Master’s Degree (or internationally comparable degree) in Engineering, Mathematics, Computer Science, Economics, Business Administration, or other related field.
Experience: Minimum 4 years of relevant experience in public markets at endowment, foundation, pension, fund-of-funds, or asset management firm, required.
Licensure/Certification: Chartered Financial Analyst (CFA): possess or actively be in the process of earning CFA designation, required.
Additional Skills (required):
- High attention to detail, solid communication and presentation skills
- Firm understanding of financial markets and portfolio management with a strong desire to learn
- Knowledge in statistical modeling, analytics, and programming (Python)
- Advanced knowledge of FactSet, Bloomberg, custodian systems, etc.
- Proficiency in Excel, PowerPoint, Word, etc.
Additional Skills (preferred): Willingness to take the CFA certification strongly preferred.
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Who's Hiring
Top Industries Hiring
- Insurance
- Hospitality & Tourism
- Healthcare & Medical Services
- Banking & Financial Services
- Investment & Asset Management
Mid Level Investment Analyst Jobs: Frequently Asked Questions
How do I get a mid level investment analyst job?
Position yourself around ownership and output, not just task completion. Highlight deals you underwrote from start to finish, models you built independently, and recommendations you defended to senior stakeholders. Employers at this level want analysts who can run a process without constant direction, so lead with specific transactions, asset classes, or portfolio decisions you drove rather than teams you supported.
Which companies hire mid level investment analysts?
Companies hiring mid level investment analysts right now include Novant Health, In-N-Out Burger, and AIG, based on current listings on Migrate Mate as of September 2026. Hiring at this level comes from asset managers, private equity and credit firms, corporate strategy teams, and financial institutions that need analysts who can manage their own workstreams rather than shadow senior staff.
Are there remote mid level investment analyst jobs?
Yes, though availability varies by firm type and asset class. About 56% of mid level investment analyst openings are remote or hybrid as of September 2026, with hybrid arrangements more common at larger institutional employers and fully remote roles found more often at smaller funds and fintech-adjacent firms. On-site roles still dominate in private markets.
How do I move up to a mid level investment analyst role?
The path from entry level to mid level is built on deepening ownership over time. Early in your career, focus on mastering your firm's modeling standards and sector coverage, then actively seek to lead sections of deals or research reports rather than supporting them. Demonstrating measurable impact, such as catching a key risk or improving a valuation approach, signals readiness for the next level.
Which industries hire the most mid level investment analysts?
Mid Level investment analyst roles concentrate in Insurance, Hospitality & Tourism, and Healthcare & Medical Services, based on current listings on Migrate Mate as of September 2026. These sectors drive consistent demand because they require ongoing capital deployment, asset valuation, or portfolio monitoring, all functions that rely on analysts who can work independently across a full deal or research cycle.