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Investment Manager
National Healthcare Solutions Group. Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment portfolio analysis, including performance measurement, risk assessment, and asset allocation strategies. Proficient in leveraging analytical tools and Excel for reporting and decision support while ensuring compliance with investment governance and regulatory frameworks.
Highest-signal resume keywords
Investment Portfolio AnalysisPortfolio ConstructionAsset AllocationCFA CertificationExternal Asset Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Risk AnalysisPerformance MeasurementInvestment ReportingAnalytical ToolsData PlatformsExcel ProficiencyPortfolio MonitoringTrade ExecutionReconciliationRecord-Keeping
Soft Skills
Analytical SkillsCritical ThinkingCommunication Skills
Certifications & Qualifications
CFA
Industry Keywords
Investment ManagementAsset Management OversightInvestment StrategiesGovernance FrameworksInvestment Policies
About the role
Key responsibilities & impact- Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives
- Monitor portfolio composition and investment strategies for alignment with risk profiles, benchmarks, product design, and regulatory requirements
- Identify trends, risks, and opportunities and provide insights and recommendations to senior management
- Serve as primary contact with external investment partners, including the external asset management advisor
- Review and challenge investment strategies, performance results, and portfolio positioning
- Coordinate reporting, performance reviews, and periodic investment discussions with external managers
- Ensure investment activities comply with approved mandates, guidelines, and governance frameworks
- Support development and maintenance of investment policies and guidelines
- Monitor Open Architecture individual portfolio performance
- Provide input into Investment Committee discussions and materials
- Oversee and functionally supervise middle office investment operations
- Ensure accurate trade execution, reconciliation, record-keeping, and portfolio updates
- Serve as backup for middle office functions when required
- Prepare investment reports, dashboards, and analysis for senior management, Finance Director, and Investment Committee
- Support financial planning, product development, and actuarial analysis with investment insights
- Leverage Excel and AI-enabled methodologies to improve investment analysis, reporting, and decision support
- Support development of structured prompts or analytical frameworks for portfolio analysis and reporting
- Establish investment governance, performance monitoring, and reporting structures for the Life & Investment Division launch
Requirements
What you’ll need- Bachelor’s degree in Finance, Economics, Investments, or a related field
- 5–8 years of experience in investment management, portfolio analysis, or asset management oversight
- Strong understanding of portfolio construction, asset allocation, and investment risk analysis
- Experience working with external asset managers, advisors, or investment platforms
- Familiarity with investment reporting, performance measurement, and benchmarking
- Advanced proficiency in Excel
- Strong analytical, critical thinking, and communication skills
- Ability to operate at both strategic and operational levels
- CFA or progress toward CFA strongly preferred
- Experience with analytical tools and data platforms preferred
Benefits
Comp & perks- Equal opportunity employer
- Inclusive and diverse work environment
- Minimal to no travel required
- Reasonable accommodation for individuals with disabilities