Senior Investment Analyst - Treasury Services - Texas Health Resources

Texas Health Resources • Arlington, TX

2d • Hybrid

About The Position

Texas Health Resources is seeking a Senior Investment Analyst to join their Treasury Services team. This role involves preparing financial reports, modeling cash flows, and conducting market research to support investment decisions. The analyst will work with a cross-functional team, receive mentorship and training, and contribute to a collaborative environment. The position is full-time, hybrid, with remote work allowed at the manager's discretion.

Requirements

• Bachelor's Degree Finance or related field Req
• 5 Years Finance or related field Req
• 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.
• 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, emphasis on Excel and PowerPoint.
• Experience with Bloomberg, FactSet, and other investment related technology platforms.

Nice To Haves

• Master's Degree Finance or related field Pref
• Chartered Financial Analyst candidate preferred.

Responsibilities

• 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.
• 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.
• 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.
• Conducts comprehensive economic, market and industry research to identify trends, risks, and investment opportunities.
• Prepares additional custom reports and analysis at the direction of department leadership to support the investment program.

What This Job Offers

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