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Analyst, Investment Operations

AT CVS Health
CVS Health

Analyst, Investment Operations

Hartford, CT

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position Summary
Conducts financial analysis, researches investment opportunities, and makes recommendations to support strategic investment decisions. Analyzes market trends, evaluates financial data, assesses risk factors, and contributes to portfolio management. Applies expertise in finance, investment principles, and valuation techniques to maximize returns and mitigate risks for the organization.Responsibilities:

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  • Supports the operational aspects of investment activities and ensures the smooth execution of investment operations and member decisions.
  • Processes investment trades accurately and efficiently by verifying trade details, ensuring compliance with established guidelines, and executing trades in a timely manner.
  • Performs regular portfolio reconciliations to ensure the accuracy and integrity of investment portfolios.
  • Ensures the accuracy, integrity, and completeness of investment data by monitoring data feeds, performing data validation and cleansing, and addressing data quality issues.
  • Assists in preparing investment reports and performance analysis by gathering and analyzing investment data, generating reports, and contributing to the production of performance reports, risk reports, and other investment-related reports.
  • Supports the monitoring of investment activities for compliance with regulatory requirements, investment guidelines, and internal policies.
  • Identifies opportunities to improve operational efficiency within Investment operations by analyzing existing processes, workflows, and systems to identify areas for improvement or automation.
  • Contributes to risk assessments, assists in the implementation of Investment risk management frameworks and controls, and participates in risk reporting and monitoring processes.
  • Monitors industry developments, participates in training programs or industry forums, and contributes to the organization's understanding of evolving regulations and industry standards.
Required Qualifications
  • Experience within FP&A, GAAP, P&L
  • Minimum 2 years of experience with Microsoft Excel.
Preferred Qualifications
  • SQL
  • Strong attention to detail, analytical skills, and verbal and written communication skills
  • Demonstrated ability to create partnerships across large enterprises and across different levels of the organization.
  • Self-motivated with ability to work independently in a fast-paced organization under tight deadlines
  • Experience synthesizing and analyzing large sets of data
Education

Bachelor's degree Anticipated Weekly Hours
40Time Type
Full timePay Range

The typical pay range for this role is:$43,888.00 - $93,574.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
  • Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
  • Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit https://jobs.cvshealth.com/us/en/benefitsWe anticipate the application window for this opening will close on: 07/07/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

Client-provided location(s): Hartford, CT, USA
Job ID: CVS-R0642075
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
  • Professional Development

    • Tuition Reimbursement
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program