Senior Investment Analyst - Treasury Services - Texas Health Resources

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

Full-time, hybrid position (remote work allowed at manager's discretion). 40 hours per week, Monday–Friday, 8:00 AM–5:00 PM.

About the Role

• 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.

Responsibilities

• 35% 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.
• 30% 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.
• 15% 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.
• 5% Prepares additional custom reports and analysis at the direction of department leadership to support the investment program.

Requirements

• Bachelor’s degree in Finance or related field (required).
• Master’s degree in Finance or related field (preferred).
• 5+ years of experience in Finance or related field.

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 (CFA) 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, with emphasis on Excel and PowerPoint.
• Experience with Bloomberg, FactSet, and other investment-related technology platforms.

Work Environment

• Primarily sedentary role, working indoors 67% or more of the time.
• Individual contributor position.