Portfolio Manager, Investment Management

Humana • Washington DC, DC

3d • Hybrid

About The Position

The Portfolio Manager in Investment Management, internally referred to as a Senior M&A Professional, 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. You will report to Director of Investment Management, as part of Strategy and Corporate Development.

Requirements

• Bachelor's degree
• 5 or more years of finance, accounting, or related experience
• Knowledge of general financial and accounting principals
• Experience building and evaluating financial models
• Interest in the venture capital and start-up ecosystem
• Experience delivering executive level presentations and communications

Nice To Haves

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

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

• medical
• dental
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior