Investment Data & Cash Management Analyst

We are seeking a highly skilled and detail-oriented professional to manage corporate cash operations and oversee reporting on corporate invested assets. This role offers the unique opportunity to work closely with senior management, including the Chief Investment Officer, the Investment Portfolio Analyst/Manager, the Investment Committee, and the Asset Liability Management (ALM) Committee. The ideal candidate will have a strong understanding of investment data analysis and financial reporting and will be proficient in various banking and investment-related software applications.

What Youâ??ll Do in This Roleâ?¦

• Oversee corporate cash management and investment reporting, ensuring accurate financial analysis.
• Collaborate with senior management, including the Chief Investment Officer, Investment Portfolio Analyst/Manager, and key committees, to assess and interpret investment data.
• Utilize banking and investment software, including PAM investment accounting, Bloomberg Financial Data, Tableau, and BondEdge, to analyze financial trends and enhance reporting.
• Manage data integration with third-party vendors, ensuring seamless transfer of external investment information into corporate systems.
• Maintain relationships with commercial banking and custodial partners to optimize financial operations and investment strategies.
• Provide insights to support Asset Liability Management (ALM) strategies and corporate investment decisions.

What You Will Bring to The Roleâ?¦

• Bachelor's degree in Finance, Economics, Accounting, or related field is required.
• 2+ yearsâ?? experience in corporate cash management, investment reporting, investment security characteristics, or other financial background is required.
• Strong material experience with Tableau.
• Knowledge of current investment practices, policies, and guidelines.
• Knowledge of investment software i.e., (Princeton Asset Management (PAM), BondEdge, Bloomberg).
• Strong work ethic, attention to detail, and the ability to work independently and as part of a team.
• Excellent communication skills and the ability to express concerns, ideas, and suggestions with both internal and external audit relationships.

About us:

Health. Life. Retirement. The Physicians Mutual family empowers people from all walks of life to enjoy the financial security they deserve. Thatâ??s what Insurance for all of us® is about.

The Physicians Mutual family includes Physicians Mutual Insurance Company and Physicians Life Insurance Company. Physicians Mutual Insurance Company offers reliable dental and supplemental health insurance (and now, pet insurance!). Physicians Life Insurance Company provides important Medicare Supplement and life insurance coverage. The company additionally offers coverage for funeral pre-planning to help meet the growing needs of funeral home owners and the families they serve.

Since our start in 1902, our dedication to delivering on our promise has helped make us one of the nationâ??s leading health and life insurance providers. In fact, we are rated in the top 1% of insurance companies. We consistently maintain some of the highest financial strength ratings in the nation from independent insurance analysts, including A.M. Best Company and Weiss Ratings, ensuring weâ??ll be there for our policyowners and our employees far into the future. But the achievement weâ??re most proud of? We have a 95% customer approval rating â?? a true sign of a company dedicated to embodying its vision.