Portfolio Analyst

Description:
Could you be our next Portfolio Analyst in Radnor, PA (Hybrid)?

Position: Portfolio Analyst
Shift: Day shift. In-office presence: 1-2 days per month.

Why work as a Portfolio Analyst with Main Line Health?

• Make an Impact! As a Portfolio Analyst, you will facilitate investment and debt operations, provide reporting and analysis of the overall portfolio, and reports on portfolio performance. Collaborate with the Treasure Analyst and Sr. Treasury Analyst on the access to the Treasury systems and functions as a treasury liaison for other Main Line Health departments.
  
  
• Develop and Grow your Career! Invest in furthering your education through seeking certifications or advanced degrees by taking advantage of our Tuition Reimbursement! This position is eligible for up to $6,000 per year based upon your Full or Part Time status.
  
  
• Join the Team! Like our patients, the Main Line Health Family encompasses a wide range of backgrounds and abilities. Just as each of our patients requires a personalized care plan, each of our employees, physicians, and volunteers, bring distinctive talents to Main Line Health. Regardless of our unique design, we all share a purpose: providing superior service and care.
  
  
• Position-Specific Benefits include: You are eligible for up to 200 hours of paid time off per year based on your Full or Part Time status. We also offer a number of employee discounts to various activities, services, and vendors... And employee parking is always free!

Essential Accountabilities:

• Oversight of the investment portfolio for the System including obtaining regular reporting on the transactional activity occurring within the investments and their related performance.
• Assist with the management of relationships with the OCIOS, investment managers, trustees, custodians, etc., in coordination with the Director of Treasury.
• Oversight of the debt portfolio including maintaining amortization schedules, auditing invoices, and monitoring associates rates for variable rated debt.
• Reporting and analysis of the pension and 403(b) investment portfolios.
• Assist with the credit rating agency meeting preparations and data requests.
• Analyze, confirm, and report on the fees for all debt and investment activity and confirm timely payment.
• Act as a Treasury liaison for MLH in setting up new investment arrangements, refinancing, bond offerings, etc.
• Maintain the Treasury System controls in conjunction with the Treasury Analyst and the Sr. Treasury Analyst.
• Review and initiate electronic transfers in compliance with policies and internal controls.
• Assist other departments (i.e.,Audit, Accounting, Human Resources, Development) with regular and ad-hoc requests.

Additional Accountabilities:

• Oversees the timely and accurate resolution of Treasury-related patient or other customer service requests.
• Recommend and implement solutions to strengthen operational controls and incorporate best practices.
• Participates in various projects led by or related to Treasury initiatives.
• Maintains and utilizes a system of internal controls as established by Treasury Policies and Procedures.
• Keeps Director of Treasury, VP External Reporting and EVP/CFO informed timely of significant treasury developments and issues.

Primary Customers or Key Working Relationships:

Bank Partners, Treasury System Partners, Investment & Debt Managers, Director of Treasury, EVP/CFO, Finance & General Accounting, Foundation Accounting, Accounts Payable and Human Resources.

Experience: 
Minimum of 3-5 years of experience in treasury, cash management, banking (particularly investment) or related roles preferably within healthcare.

Education: 
Bachelor’s degree in accounting, finance or business administration required

Licensures/Certifications:
CTP or CFA preferred for Portfolio focus