Investment Portfolio Manager
4 days ago
Job Summary:
We are seeking an experienced Investment Consultant to join our team at Elevance Health. The successful candidate will be responsible for maintaining oversight of external investment managers, creating portfolio risk analysis, and preparing investment performance reports.
Key Responsibilities:
- Assist in external manager searches and evaluations to ensure alignment with our investment objectives.
- Develop and maintain portfolio risk analysis, including key portfolio metrics and statistics, interest rate sensitivities, and scenario analysis.
- Prepare and present investment performance reports to senior management, highlighting analysis of investment results, exposures, and income variance analysis.
- Recommend internal trading strategies and support the liquidity investment program to optimize portfolio performance.
- Construct and produce monthly new money yield analysis and report, as well as support investment portfolio ESG reporting and analysis.
Requirements:
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Five (5) years of experience working in related occupation(s), with a focus on fixed-income investment management.
- Proven experience utilizing Bloomberg tools and analytics, as well as working in the oversight of third-party fixed-income managers.
- Strong analytical and problem-solving skills, with the ability to calculate and analyze investment portfolio metrics.
- Chartered Financial Analyst (CFA) Certification is required.
What We Offer:
Elevance Health is a health company dedicated to improving lives and communities. We offer a range of market-competitive total rewards, including merit increases, paid holidays, and incentive bonus programs. Our Hybrid Workforce Strategy allows for flexibility and work-life balance. We are an Equal Employment Opportunity employer and welcome applicants from diverse backgrounds.
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