What are the responsibilities and job description for the Associate Investment Analyst position at The Doctors Company?
The Doctors Company is currently seeking an Associate Investment Analyst. This is a hybrid opportunity (two days a week) at our office in Napa, CA; East Lansing, MI; Jacksonville, FL; Austin, TX; or New York, NY.
The Associate Investment Analyst will support the functions of TDC Investments, primarily work related to the investment portfolio, but also supporting investment accounting and treasury. Investment support will include tracking, verifying, reporting, and documenting investment data across the team’s multiple platforms as well as contacting investment managers for data requests and scheduling calls. For investment accounting, the role is expected, at a minimum, to meet general accounting requests, track compliance, and compile monthly reports. For Treasury, the individual will run daily reports via banking portals, assist the reconciling team, and support the Treasury Manager as needed.
Qualifications
Support Investment Functions
Compensation varies based on skills, knowledge, and education. We consider factors such as specialized skills, depth of knowledge in the field, and educational background to ensure fair and competitive pay.
Benefits
We offer competitive compensation, incentive bonus plans, outstanding career opportunities, an exceptional work environment, and an impressive benefits package, which starts with medical, family and bereavement leave; same-sex domestic partner benefits; short- and long-term disability programs; and an employee assistance program. There's more:
The Doctors Company is the nation’s largest physician-owned medical malpractice insurer. Founded and led by physicians, we are committed to advancing, protecting, and rewarding the practice of good medicine.
The Doctors Company is proud to be Certified™ by Great Place to Work®.
The Associate Investment Analyst will support the functions of TDC Investments, primarily work related to the investment portfolio, but also supporting investment accounting and treasury. Investment support will include tracking, verifying, reporting, and documenting investment data across the team’s multiple platforms as well as contacting investment managers for data requests and scheduling calls. For investment accounting, the role is expected, at a minimum, to meet general accounting requests, track compliance, and compile monthly reports. For Treasury, the individual will run daily reports via banking portals, assist the reconciling team, and support the Treasury Manager as needed.
Qualifications
- Bachelor’s degree preferred
- One (1) to three (3) years’ experience in a similar or data driven role
- Advanced Microsoft Office Skills including Excel
- Strong analytical skills
- Strong organizational skills
- Ability to prioritize and manage workflow and meet deadlines while maintaining accuracy
- Ability to multitask
Support Investment Functions
- Track Investment Manager/Fund Data (monthly)
- Distributions to calculate accurate estimated yields and income projection
- Duration
- Bond, Equity sector breakout
- Credit rating weightings
- Verify manager reported performance with Clearwater results (monthly)
- Track equity income for projections by manager
- Contact investment managers for data requests and scheduling calls
- Complete sections of quarterly CIO Report
- Maintain documents for Schedule BA, including portal statements and capital calls
- Compile data for semi-annual real estate report
- Support the Chief Investment Officer with all other projects when requested
- Attend all Investment Team Meetings
- Meet general accounting requests
- Track compliance issues in Clearwater
- Run monthly system compliance reports
- Yield
- Coupon (new purchase population, floating rate updates)
- System data verifications as needed
- Track and input COIN investments in Clearwater
- Compile monthly OTTI report
- Support Investment Accounting Team with all other projects when requested
- Run daily reports (image positive, fraud ACH protection, balances via banking portals)
- Assist the reconciling team
- Archive internal drive bi-yearly
- Support Treasury Manager with all other projects when requested
Compensation varies based on skills, knowledge, and education. We consider factors such as specialized skills, depth of knowledge in the field, and educational background to ensure fair and competitive pay.
Benefits
We offer competitive compensation, incentive bonus plans, outstanding career opportunities, an exceptional work environment, and an impressive benefits package, which starts with medical, family and bereavement leave; same-sex domestic partner benefits; short- and long-term disability programs; and an employee assistance program. There's more:
- Health, dental, and vision insurance
- Health care tax-free spending accounts with a company match
- 401(k) and Roth IRA with company match, as well as catch-up plans for both
- Vacation days, sick days, and paid personal days each calendar year (with vacation increases based on length of service)
- Paid holidays each calendar year
- Life and travel insurance
- Tax-free commuter benefits
- In-person and online learning opportunities
- Cross-function career opportunities
- Business casual work environment
- Time off to volunteer
- Matching donations to qualifying nonprofit organizations
- Company-sponsored participation at non-profit events
The Doctors Company is the nation’s largest physician-owned medical malpractice insurer. Founded and led by physicians, we are committed to advancing, protecting, and rewarding the practice of good medicine.
The Doctors Company is proud to be Certified™ by Great Place to Work®.
Salary : $71,590 - $88,435
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