Portfolio Manager, Investment Management

HumanaWashington DC, DC
7dRemote

About The Position

Become a part of our caring community and help us put health first The Portfolio Manager in Investment Management plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building.

Requirements

  • Bachelor's degree
  • 5 or more years of finance, accounting, or related experience
  • Proficiency in Microsoft Excel and PowerPoint applications
  • Strong work ethic, detail orientation and passion for excellence
  • Knowledge of general financial and accounting principals
  • Experience building and evaluating financial models
  • Must be passionate about contributing to an organization focused on continuously improving consumer experiences
  • Interest in the venture capital and start-up ecosystem

Nice To Haves

  • Master's degree
  • Experience at a top consultancy, investment banking, or investment management firm.

Responsibilities

  • Drive execution of portfolio reporting operations & the completion of quarterly portfolio review processes in conjunction with Director of Investment Management
  • Work with internal & external partners to help execute shareholder responsibilities related to portfolio transactions (ex. follow-on investments, IPOs, exits)
  • Prepare portfolio updates for senior management & other business partners
  • Coordinate across Finance / Legal / Business Unit partners to help complete portfolio management objectives
  • Champion continuous improvement by identifying and helping to implement best practices in portfolio operations.
  • Participate in the development and maintenance of portfolio management tools, dashboards, and reporting mechanisms.

Benefits

  • Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
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