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Investment Consultant Sr. - In...

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Job Summary

Company
Anthem
Location
Indianapolis, IN
Industries
Other/Not Classified
Job Type
Full Time
Employee
Career Level
Experienced (Non-Manager)
Job Reference Code
4298_PS3963

Investment Consultant Sr. - Indianapolis, Indiana (PS3963 KT)

About the Job

Description
Anthem, Inc. is one of the nation's leading health benefits companies and a Fortune Top 50 company. At Anthem, Inc., we are working together to transform health care with trusted and caring solutions.
Bring your expertise to our innovative culture where you will have the opportunity to make a difference in people's lives, and to take your career further than you can imagine.

'Please Note: This position may be filled at either the Investment Analyst Sr. or Investment Consultant Sr. Manager will determine level based upon the selected applicant's skillset relative to the qualifications listed for this position.'

Investment Analyst Sr.
Responsible for providing support for the oversight of investment analysis, performance attribution, external management and periodic ad-hoc analyses of the company's investments, including insurance, pension and foundation portfolios.
Essential duties to include, but are not limited to:
  • Coordinates with legal and managers for document reviews.
  • Assists in the internal portfolio management and trade settlements.
  • Runs the monthly management reports and prepares the CFO monthly presentation.
  • Runs the manager's performance report and reconciles the performance with managers.
  • Assists in the retirement asset management and prepares committee meeting reports.
  • Assists in venture funds reviews and venture capital reporting.
  • Works closely with the Treasury Accounting group to replace statutory deposits.
  • Assists auditing and accounting departments in obtaining documentation on investments for audits.
  • Files documentations and works on ad-hoc projects.

Investment Consultant Sr.
Responsible for the oversight of investment analysis, performance attribution, external management and periodic ad-hoc analyses of the companys investments, including insurance, pension and foundation portfolios.
Essential duties to include, but are not limited to:
  • Manages external investment managers through policy/guideline implementation, strategic asset allocation and by conducting performance attribution and analysis.
  • Conducts ad-hoc portfolio analysis, such as mean-variance efficient frontier studies, risk budgeting and benchmarking. Performs budgeting and forecasting for insurance portfolio net investment income.
  • Conducts manager search and comparison analyses in Pension and Insurance portfolios.
  • Prepares and presents investment presentations and reports to senior management and Pension Investment Committee members.
Location of Position
Monument Circle Building 120 Monument Circle Indianapolis, Indiana 46204

Anthem, Inc. is ranked as one of America's Most Admired Companies among health insurers by Fortune magazine, and is a 2014 DiversityInc magazine Top 50 Company for Diversity. To learn more about our company please visit us at antheminc.com/careers. EOE. M/F/Disability/Veteran.
Qualifications

Investment Analyst Sr.

Requires

BS/BA in Accounting/Finance;

minimum 3 - 5 years of financial experience;

or a combination of education and experience which would provide an equivalent background.


Preferred

MBA

Progress toward CFA

Prior investment experience preferred.


Investment Consultant Sr.

Requires

BS/BA in Finance, Business or Economics;

5 years of investment experience;

or any combination of education and experience which would provide an equivalent background.


Preferred
Experience working with external investment managers
MBA
CFA (or progress towards).
 

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