Portfolio Manager, Investment Management
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The Portfolio Manager in Investment Management, internally referred to as a Senior M&A Professional, plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building.
The Portfolio Manager in Investment Management plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building.
You will report to Director of Investment Management, as part of Strategy and Corporate Development.
Key Responsibilities:
Drive execution of portfolio reporting operations & the completion of quarterly portfolio review processes in conjunction with Director of Investment Management
Work with internal & external partners to help execute shareholder responsibilities related to portfolio transactions (ex. follow-on investments, IPOs, exits)
Prepare portfolio updates for senior management & other business partners
Coordinate across Finance / Legal / Business Unit partners to help complete portfolio management objectives
Champion continuous improvement by identifying and helping to implement best practices in portfolio operations.
Participate in the development and maintenance of portfolio management tools, dashboards, and reporting mechanisms.
Use your skills to make an impact
Required Qualifications
Bachelor's degree
5 or more years of finance, accounting, or related experience
Knowledge of general financial and accounting principals
Experience building and evaluating financial models
Interest in the venture capital and start-up ecosystem
Experience delivering executive level presentations and communications
Preferred Qualifications
Master's degree
Experience at a top consultancy, investment banking, or investment management firm
Healthcare experience
Location:
Location: Preferred working locations are Louisville, KY; Washington, DC; NYC, NY; Chicago, IL
Travel Expectation: Up to 10-25% travel, dependent on candidate's location
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
Scheduled Weekly Hours
40
Pay Range
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$114,400 - $157,300 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
Description of Benefits
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
About Us
About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com.
Equal Opportunity Employer
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Apply To This Job
The Portfolio Manager in Investment Management, internally referred to as a Senior M&A Professional, plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building.
The Portfolio Manager in Investment Management plays a critical role in driving business, investment, and strategic performance across the firm's Venture and Joint Venture portfolio. This position is a high visibility role utilizing skills across financial and strategic analysis, project management, executive communications, and relationship building.
You will report to Director of Investment Management, as part of Strategy and Corporate Development.
Key Responsibilities:
Drive execution of portfolio reporting operations & the completion of quarterly portfolio review processes in conjunction with Director of Investment Management
Work with internal & external partners to help execute shareholder responsibilities related to portfolio transactions (ex. follow-on investments, IPOs, exits)
Prepare portfolio updates for senior management & other business partners
Coordinate across Finance / Legal / Business Unit partners to help complete portfolio management objectives
Champion continuous improvement by identifying and helping to implement best practices in portfolio operations.
Participate in the development and maintenance of portfolio management tools, dashboards, and reporting mechanisms.
Use your skills to make an impact
Required Qualifications
Bachelor's degree
5 or more years of finance, accounting, or related experience
Knowledge of general financial and accounting principals
Experience building and evaluating financial models
Interest in the venture capital and start-up ecosystem
Experience delivering executive level presentations and communications
Preferred Qualifications
Master's degree
Experience at a top consultancy, investment banking, or investment management firm
Healthcare experience
Location:
Location: Preferred working locations are Louisville, KY; Washington, DC; NYC, NY; Chicago, IL
Travel Expectation: Up to 10-25% travel, dependent on candidate's location
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
Scheduled Weekly Hours
40
Pay Range
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$114,400 - $157,300 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
Description of Benefits
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
About Us
About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com.
Equal Opportunity Employer
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Apply To This Job