Providence Health & Services Investments Manager PSJH in California
Providence St. Joseph Health is calling an Investments Manager PSJH to our Providence Finance team. Candidates for this role may reside in Alaska, Washington, Montana, Oregon or California.
To support the functions of the Treasurer and Investment Office in a range of critical financial functions pertaining to long-term assets, cash balance and defined benefit retirement funds, insurance assets, and defined contribution and deferred compensation plans.
The Investment Manager performs complex investment management, measurement, analysis, and reporting of asset class and manager exposures for the various investment pools. Duties involve assisting in the formation of strategic asset allocation; assisting with the communication of relevant performance data and exposures to senior management; and implementing maintaining investment manager due diligence processes across the Plan's liquid asset classes. Works under limited supervision with moderate latitude for initiative and independent judgment. The position reports to the Chief Investment Officer.
In this position you will have the following responsibilities:
Assist with the formulation of strategic asset allocation targets and associated parameters as expressed by the Investment Policy Statements of the various investment pools.
Analyze and direct implementation of asset allocation strategy through cash securities, derivative instruments, exchange-traded funds and external investment managers.
Supervise manager due diligence processes for both existing and prospective investment managers, focusing on strategies within the Plan's liquid asset classes (equities and fixed income), including development, supervision and regular review of the manager roster.
Oversee preparation of investment performance reports and associated information needed for investment decision-making and to ensure that the Treasurer, Chief Investment Officer, Investment Review Committee, internal business partners and other interested parties are informed of investment management operations and results.
Supervise production and maintenance of manager due diligence memos and associated risk and performance reports with a focus on public equity and fixed income managers.
Required qualifications for this position include:
Bachelor's Degree in Finance/Economics.
7 years of qualitative and quantitative investment manager research experience, including equity, fixed income, and hedge fund managers.
Preferred qualifications for this position include:
Master's Degree in Finance/Economics.
5 years of performance and risk modeling of investment portfolios, investment managers, and associated risk exposures.
Chartered Financial Analyst.
About the department you will serve.
Providence Strategic and Management Services provides a variety of functional and system support services for all eight regions of Providence St. Joseph health from Alaska to California. We are focused on supporting our Mission by delivering a robust foundation of services and sharing of specialized expertise.
We offer comprehensive, best-in-class benefits to our caregivers. For more information, visit
As expressions of God’s healing love, witnessed through the ministry of Jesus, we are steadfast in serving all, especially those who are poor and vulnerable.
Providence is a comprehensive not-for-profit network of hospitals, care centers, health plans, physicians, clinics, home health care and services continuing a more than 100-year tradition of serving the poor and vulnerable. Providence is proud to be an Equal Opportunity Employer. Providence does not discriminate on the basis of race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.
Job Category: Non-Clinical Lead/Supervisor/Manager
Other Location(s): Montana, California, Washington, Oregon, Alaska
Req ID: 296786