At Memorial Hermann, we pursue a common goal of delivering high quality, efficient care while creating exceptional experiences for every member of our community. When we say every member of our community, that includes our employees. We know that when our employees feel cared for, heard and valued, they are inspired to create moments that exceed expectations, while prioritizing safety, compassion, personalization and efficiency. If you want to advance your career and contribute to our vision of creating healthier communities, now and for generations to come, we want you to be a part of our team.
Job Summary
The Associate, Investments will work closely within the Investment Office team to oversee the investment portfolios of MHHS and provide leadership and direction that supports the strategic plan and department goals regarding Corporate Treasury/Investments.Job DescriptionLocation: Memorial City campus
Status: Full time, Hybrid
Minimum Qualifications
Education: Bachelors degree in Finance, Accounting or Economics
Licenses/Certifications: (None)
Experience / Knowledge / Skills:
Three (3) to seven (7) years of experience in financial asset management (institutional preferred)
Experience in the non-profit investment management space preferred (i.e., Universities, Endowments, Healthcare, etc.)
Organized, strong attention to detail and ability to work with diverse teams
Ability to communicate with and present to C-suite management and Investment Committee of the Board
Principal Accountabilities
Investment fund manager due diligence
Ongoing internal reporting, including Investment Committee
Review of and ensure compliance with Investment Policy Statement
Monitor performance of investments and make recommendations on manager selections; develop and manage internal performance monitoring system
Development, implement and evaluate asset allocation strategies, with responsibility to ensure these successfully meet or exceed set financial goals.
Partner with HR regarding the Defined Contribution plan fund alternatives and manager selections
Supervise Investment Analysts and Summer Interns.
Oversee the account management and operational processes
Provide input in evaluation of Investment Consultant performance and advise on optimal Consultant structure.
Ensures safe care to patients, staff and visitors; adheres to all Memorial Hermann policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service.
Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff.
Demonstrates commitment to caring for every member of our community by creating compassionate and personalized experiences. Models Memorial Hermann’s service standards by providing safe, caring, personalized and efficient experiences to patients and colleagues.
Other duties as assigned.
Skills Required
- Bachelor's degree in Finance, Accounting, or Economics
- Three to seven years of experience in financial asset management
- Institutional asset management experience
- Experience in nonprofit investment management, such as universities, endowments, or healthcare organizations
- Strong organization and attention to detail
- Ability to work with diverse teams
- Ability to communicate with and present to C-suite management and an Investment Committee
What We Do
At Memorial Hermann, we are all about advancing health. Yours. It begins by redefining healthcare. Our 6,400 affiliated physicians and more than 26,000 employees practice evidence-based medicine with a relentless focus on quality, safety and exceptional service for all patients, consumers and Health Plan members. Our efforts continue to result in national awards and recognition, including for our nationally acclaimed Accountable Care Organization. With a focus on providing enhanced access to care, Memorial Hermann offers Virtual Clinic for digital access and has 300 care delivery sites conveniently located across the Greater Houston area, including our flagship hospital in the world-renowned Texas Medical Center, which serves as the teaching hospital for McGovern Medical School at UTHealth. We have proudly served this community for more than 110 years, and we contribute more than $588 million annually through school-based health centers and other community benefit programs. Because at Memorial Hermann, the health of our community is always at the center of what we do. Learn more about Memorial Hermann Health System.
