Portfolio Manager, Investment Management
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. Key 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. Use your skills to make an impact
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.
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.
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.
Apply tot his job
Apply To this Job
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. Key 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. Use your skills to make an impact
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.
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.
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.
Apply tot his job
Apply To this Job