Investment Analyst

Responsibilities

• Manages the company investment portfolio to support the Outsourced Chief Investment Officer (OCIO) by maintaining compliance with the investment management policy and aligning strategies and key performance metrics with senior management.
• Provides good stewardship and oversight to maintain system controls and practices that are standard to industry guidelines and investment policy.
• Maintains strong relationships with financial institutions, including banks and investment firms.
• Reconciles and tracks capital calls paid by OCIO, outstanding commitments, and retains documentation for audit purposes and year end audit footnote preparation.
• Collaborates with other investment professionals, including OCIO, portfolio managers and analysts, to discuss strategies and market insights and align recommendations.
• Develops and maintains strong relationships with financial institutions, including banks and investment firms.
• Coordinates with OCIO when cash liquidity needs raised to fund extraordinary invoices that need paid through web cash movement.
• Provides detailed valuation reports on stocks, bonds, and other investment assets and develops performance reports that compare to benchmark and historical returns.
• Prepares investment reports, presentations, and presents recommendations to senior management and/or the Finance and Investment Committee.
• Coordinates with the WellSpan Innovation team to track and help manage joint ventures and partnerships issuing Series A, B, C stock purchase agreements and capital call structure.
• Instructs web cash and trade orders in Northern Trust as requested and needed for cash liquidity, rebalancing, or invoice payment purposes if the OCIO cannot perform these tasks and requested and approved by the SVP-Treasury and Finance, or the CFO.
• Maintains documentation for new account offerings, account closures, rebalancing, performance reports, investment manager presentations, and tax documents to ensure proper record retention for audit and tax purposes.
• Coordinates with the OCIO and manages the timely execution of investment manager onboarding documents including subscriptions, redemptions, authorized signers, and KYC to complete with signatures from the SVP-Treasury and Finance and/or CFO. Retains all completed records for audit purposes.
• Manages and tracks investment fee and professional service invoices to request issuance of purchase orders and payments issued through accounts payable or through a bank ACH or wire.
• Provides support and prepares footnotes for the fiscal year end audit and other non-routine audits.

Qualifications

• Minimum Education: Bachelors Degree in finance, accounting, economics, or related field
• Preferred Education: Masters Degree in Business Administration (MBA) or Economics
• Minimum Work Experience: 5 years
• Preferred Work Experience: 5-7 years of experience in a Corporate Treasury or an Investment Banking related role
• Licenses: Chartered Financial Analyst Upon Hire Required
• Knowledge, Skills, And Abilities: Strong analytical and critical thinking skills, Excellent communication and presentation abilities, Proficiency in Microsoft Excel and financial modeling, Strong understanding of financial regulations and compliance issues, Strong knowledge of financial markets, instruments, and Treasury management practices, Ability to work independently as well as part of a team