Manager – Corporate Investment Portfolio

Manager – Corporate Investment Portfolio

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or equivalent work experience
• 4+ years experience in investment management or asset/liability management
• 3+ years of experience distilling complex ideas and financial models into clear messages
• 1+ years of experience developing strategy and influencing senior leaders

Responsibilities

• Manages the corporate investment portfolio in accordance with corporate investment policy. Assists in developing strategy in partnership with Treasury leadership. Presents recommendations to corporate investment committee
• Manages relationships with third party asset managers including the selection of asset managers and review of performance
• Develops investment portfolio analytics and produces monthly reporting to senior management on net investment income results and portfolio performance
• Leads asset/liability management process including development of key metrics to assess and model interest rate risk, liquidity risk, and credit risk
• Develops the net investment income strategic plan, annual net investment income budget, as well as quarterly forecasts
• Prepares Investment portfolio and net investment income reporting package for senior management committee as well as Board of Directors
• Assists in the development of overall treasury strategy
• Compliance with all applicable laws and regulations
• Other duties as assigned

Preferred Qualifications

• Prior experience in investment management within an insurance and/or healthcare company preferred
• MBA or similar advanced degree or CFA designation
• Strong analytical, problem-solving, and critical thinking skills to drive actionable results
• Ability to work effectively and efficiently in fast-paced and dynamic environment
• Excellent leadership, teamwork and communication skills