Analyst, Investment Operations

CVS Health•Hartford, CT

21h•Onsite

About The Position

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Conducts financial analysis, researches investment opportunities, and makes recommendations to support strategic investment decisions. Analyzes market trends, evaluates financial data, assesses risk factors, and contributes to portfolio management. Applies expertise in finance, investment principles, and valuation techniques to maximize returns and mitigate risks for the organization.

Requirements

Experience within FP&A, GAAP, P&L
Minimum 2 years of experience with Microsoft Excel.

Nice To Haves

SQL
Strong attention to detail, analytical skills, and verbal and written communication skills
Demonstrated ability to create partnerships across large enterprises and across different levels of the organization.
Self-motivated with ability to work independently in a fast-paced organization under tight deadlines
Experience synthesizing and analyzing large sets of data

Responsibilities

Supports the operational aspects of investment activities and ensures the smooth execution of investment operations and member decisions.
Processes investment trades accurately and efficiently by verifying trade details, ensuring compliance with established guidelines, and executing trades in a timely manner.
Performs regular portfolio reconciliations to ensure the accuracy and integrity of investment portfolios.
Ensures the accuracy, integrity, and completeness of investment data by monitoring data feeds, performing data validation and cleansing, and addressing data quality issues.
Assists in preparing investment reports and performance analysis by gathering and analyzing investment data, generating reports, and contributing to the production of performance reports, risk reports, and other investment-related reports.
Supports the monitoring of investment activities for compliance with regulatory requirements, investment guidelines, and internal policies.
Identifies opportunities to improve operational efficiency within Investment operations by analyzing existing processes, workflows, and systems to identify areas for improvement or automation.
Contributes to risk assessments, assists in the implementation of Investment risk management frameworks and controls, and participates in risk reporting and monitoring processes.
Monitors industry developments, participates in training programs or industry forums, and contributes to the organization's understanding of evolving regulations and industry standards.