Senior Financial Analyst performing analysis related to budgeting and strategic planning at Intermountain Health. Managing project data and ensuring sound financial operations with effective communication.
About the role
- Investment professional at DTE Trust Investments specialized in asset management strategies. Overseeing $11B in assets including equities, fixed income, and hedge funds.
Responsibilities
- DTE Trust Investments manages over $11B in assets including US/Global equities, fixed income, multi-asset/hedge funds, and private markets.
- Responsible for the investment menu for DTE’s 401(k) plan, there are 5 primary pools of assets Trust Investments has discretionary responsibility for.
- Leads and/or is a key contributor to asset allocation or asset-liability studies.
- Responsible for all aspects of investment sourcing, underwriting, due diligence, and ongoing monitoring for assigned asset classes.
- Participates in the determination of appropriate benchmarks for performance and risk measurement.
- Develops and maintains relationships with investment managers and the institutional investment community.
- Independently leads legal reviews and negotiations of investment management agreements.
- Prepares, presents, and defends compelling recommendations to Senior Management and the Investment Committee.
- Represents the enterprise at investment industry events and with investment organizations.
- Serves as a senior member of the Trust Investments team.
Requirements
- Bachelor's degree in Business, Finance or other business-related or analytical / technical discipline and at least 8 years of experience in business/financial or quantitative analysis, inclusive of at least 6 years of investment experience.
- MBA and at least 6 years’ experience in business/financial or quantitative analysis inclusive of at least 6 years of investment experience.
- CFA/CAIA certification can count towards 2 years of investment experience requirement.
- Experience working with PowerPoint, Excel and Word.
Benefits
- Hybrid Role: This role is hybrid, with an established schedule of in-person work required at an assigned work location.
- Emergency Response: Must be available to perform a primary assignment in support of DTE’s emergency response to storms or other events that impact service to our customers.
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