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Resp & Qualifications
Under the general direction of the Senior Director of Investments, the incumbent's accountabilities include, but are not limited to, the following:
Responsible for supporting the entire Investment Portfolio oversight which includes: Asset allocation, credit quality, investment selection, and compliance for over $750 Million internally managed Fixed Income investment portfolio; Monitoring of performance and investment manager selection for over $2.5 Billion in 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.
Support the development of a centralized investment strategy which coordinates financial statement, cash flow, regulatory, investment policy and market constraints for CareFirst. Additionally, support the development of the corporate, pension and 401(k) investment policies and resolutions. 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.
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. Participate in various ad hoc projects as assigned by the Senior Director of Investments.
Responsible for all aspects of credit research including analyzing companies, maintaining credit files, maintaining relative value spreadsheets, and individual company conference calls. This requires significant due diligence and financial analysis.
Required: Position requires a Bachelor's degree in Accounting or Finance, or relevant technical training/experience, and a minimum of 7+ years of related experience. This position requires a solid understanding of investment management and/or related functions.
Abilities/ Skills: Thorough knowledge of regulations and corporate policies and procedures. Must be self-motivated individual with excellent organizational work habits. Proficiency in PC skills including advanced skill level with Microsoft Excel, Word, PowerPoint, and Adobe. Must be able to handle various tasks simultaneously under time constraints. The ability to interact with all levels within the organization is critical. The incumbent must possess excellent, proven analytical skills. Also required are excellent negotiation and problem solving skills, excellent written and oral communication skills, presentation and organizational skills.
Preferred: A CFA, CPA or MBA
Must be able to effectively work in a fast paced environment with frequently changing priorities, deadlines, and workloads that can be variable for long periods of time. Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging.
Department: Treasury - 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: www.carefirst.com/careers
Please apply before: 7/13/2018
Federal Disc/Physical Demand
Internal applicants: Please visit PeopleSoft/Employee Self Service/CareFirst Careers
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.
The employee 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 employee must frequently talk and hear. Weights of up to 25 pounds are occasionally lifted.
The physical demands described here are representative of those that must be met by an employee to perform the essential duties and responsibilities of the position successfully. Requirements may be modified to accommodate individuals with disabilities.
Sponsorship in US
Must be eligible to work in the U.S. without Sponsorship