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Investment Analyst

WellSpan Health · York, Pennsylvania, US

General Summary Responsible for managing the reporting of the company's investment portfolios aligning financial strategy with investment policy and current...

Job description

General Summary Responsible for managing the reporting of the company's investment portfolios aligning financial strategy with investment policy and current market conditions. Recommends cost-saving and investment growth opportunities maintaining compliance with department and audit standards to optimize performance and the protection of the company's investment and pension assets. Duties and Responsibilities: Essential Functions: - Manages the company investment portfolio to support the Outsourced Chief Investment Officer (OCIO) by maintaining compliance with the investment management policy and aligning strategies and key performance metrics with senior management. - Provides good stewardship and oversight to maintain system controls and practices that are standard to industry guidelines and investment policy. - Monitors market conditions and recommend changes to investment strategies to minimize risk and maximize returns. - Monitors the investment portfolios to ensure they align with the investment policy allocation guidelines and reports variances or observed trends to senior management and OCIO. - Collaborate with other investment professionals, including OCIO, portfolio manag...