Senior Investment Analyst (Remote)

Resp & Qualifications

PURPOSE :

The senior investment management specialist is responsible for providing proposals, research, and analytical support on a variety of investment strategies and products.

The incumbent supports the Company-wide Investment Risk, Portfolio and Accounting functions as well as Banking and Cash Management functions.

The incumbent supports a proactive approach to cash flow management for the entire organization ensuring the corporation meets its financial and operational obligations while maximizing investment returns and income;

supports regulatory reporting requirements, including all investment portfolio and liquidity reporting. Responsible for continuous data collection and interpretation, such as company financial statements, price developments, currency adjustments and yield fluctuations.

ESSENTIAL FUNCTIONS :

• Responsible for supporting the entire Investment Portfolio oversight which includes asset allocation, credit quality, investment selection, and compliance, monitoring of performance and investment manager selection for the externally managed Corporate and Retirement (Pension and 401(k)) assets including domestic equity, international equity, emerging market equities, core fixed income, TIPS, real assets, and private real estate.
• Maintain investment reporting to ensure the accuracy and compliance of all investment portfolios. Support the Plan and forecast the organization's Investment Income and Capital Gains using portfolio growth and yield modeling.
• Support all treasury management functions for investment accounting, banking, cash applications, debt covenant compliance and investment reconciliation.

Provide support of all investment schedules for quarterly and annual submissions to regulatory agencies, including related audits.

Support the Statutory and GAAP footnotes as it relates to gain / loss, maturity and concentration schedules. Act as a back-up and secondary authorizer for the entire cash management process.

Invest cash to maximize investment returns. Support bank management relationships including establishing and maintaining effective and productive working relationships with banks, bank RFPs, new banking services, and the resolution of banking service issues for the organization.

Provide support of the Cashier's office ensuring the timely and accurate deposit of all corporate cash receipts for all entities.

Provides support (creation of Board / Committee packages) for various Boards and Committees including the Retirement Committee, Finance Committee of the Board, and CareFirst Holdings Board.

Support routine and ad hoc reporting for senior management, internal / external auditors, and regulators including investment quality, investment portfolio total return and strategies, investment and retirement subcommittee reporting packages and cash, portfolio and risk impact analyses as requested.

Responsible for all aspects of credit research including analyzing companies, maintaining credit files, maintaining relative value spreadsheets, and individual company conference calls.

SUPERVISORY RESPONSIBILITY :

Position does not have direct reports but is expected to assist in guiding and mentoring less experienced staff. May lead a team of matrixed resources.

QUALIFICATIONS :

Education Level : Bachelor's Degree in Finance, Accounting, Business or related field OR in lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.

Experience : 5 years related experience with a solid understanding of investment management and / or related functions.

Knowledge, Skills and Abilities (KSAs)

• Knowledge of financial reporting under GAAP.
• Strong understanding of systems, analytical tools, financial modeling, and data management.
• Skill in collecting and analyzing complex data.

Licenses / Certifications :

Chartered Financial Analyst (CFA) Preferred.

Salary Range : $79,488 - $157,872

Salary Range Disclaimer

The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the work is being performed.

This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilites of the position, the candidate's work experience, education / training, internal peer equity, and market and business consideration.

It is not typical for an individual to be hired at the top of the range, as compensation decisions depend on each case's facts and circumstances, including but not limited to experience, internal equity, and location.

In addition to your compensation, CareFirst offers a comprehensive benefits package, various incentive programs / plans, and 401k contribution programs / plans (all benefits / incentives are subject to eligibility requirements).

Department

Treasury and Investments

Equal Employment Opportunity

CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Where To Apply

Please visit our website to apply :

Federal Disc / Physical Demand

Note : The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him / her ineligible to perform work directly or indirectly on Federal health care programs.

PHYSICAL DEMANDS :

The associate is primarily seated while performing the duties of the position. Occasional walking or standing is required.

The hands are regularly used to write, type, key and handle or feel small controls and objects. The associate must frequently talk and hear.

Weights up to 25 pounds are occasionally lifted.

Sponsorship in US

Must be eligible to work in the U.S. without Sponsorship.

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