Senior Investment Analyst - Treasury Services - Texas Health Resources

Work Location: Texas Health Corporate, 612 E. Lamar Blvd., Arlington, TX 76011

Work Hours: Full Time Days (8:00am-5:00pm) for 40 hrs/week (remote work allowed at manager's discretion)

Department Highlights:

• Hybrid Position
• Gain a sense of accomplishment by contributing to a teamwork environment.
• Receive excellent mentorship, comprehensive training, and dedicated leadership resources.
• Contribute and work on a cross functional team

What You Will Do:

Prepares System cashflow modeling, periodic investment and accounting reports, presentations, and forecast models for senior management, investment team, investment committee, and other key stakeholders, summarizing findings, analysis and recommendations. 35%
Assists the investment team with various technology related platforms to update and maintain inputs and documentation. Includes monthly reconciliation of custodian reports to reports provided by the investment managers and THR's investment consultant, as well as monthly self-liquidity reporting provided to THR Rating Agencies. 30%
Monitors and tracks the absolute and relative performance of investment managers, benchmarks, and market indices, compiling comprehensive reporting used in the Mid-Year and Year End Investment Reports for the Texas Health Resources(THR) Investment Sub-committee. 15%
Conducts comprehensive economic, market and industry research to identify trends, risks, and investment opportunities. 15%
Prepares additional custom reports and analysis at the direction of department leadership to support the investment program. 5%

What You Need:

Education
Bachelor's Degree Finance or related field Req
Master's Degree Finance or related field Pref

Experience
5 Years Finance or related field Req

Skills
Broad investment industry expertise, knowledgeable in modern portfolio theory and portfolio management. Ability to interpret financial information and understand how it applies in making investment decisions. Chartered Financial Analyst candidate preferred. Strong quantitative and qualitative analytical skills with attention to detail. Excellent written and verbal communication skills. Strong organizational and time management skills. Ability to collaborate effectively in a team-oriented environment. Proficient in Microsoft office products, emphasis on Excel and PowerPoint. Experience with Bloomberg, FactSet, and other investment related technology platforms.

Supervision
Individual Contributor

ADA Requirements
Working Indoors 67% or more

Physical Demands
Sedentary