Director, Treasury, Pensions and Investments - Private Equity
Primary Location Pleasanton, California
Worker Location Onsite
Job Number 1293853 Date posted 07/10/2024
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Description:
In addition to the responsibilities listed below, this position is responsible for directing team(s) in the completion of complex investment projects requiring highly advanced knowledge of investment management principles, methods, and techniques in portfolio construction and management, asset allocation, investment policy, performance measurement, accounting principles and practices, and liability management. This also includes overseeing financial analysis, modeling, and reporting efforts to support these projects as appropriate, requiring strong project management capabilities.
Job Summary:
In addition to the responsibilities listed below, this position is responsible for directing team(s) in the completion of complex investment projects requiring highly advanced knowledge of investment management principles, methods, and techniques in portfolio construction and management, asset allocation, investment policy, performance measurement, accounting principles and practices, and liability management. This also includes overseeing financial analysis, modeling, and reporting efforts to support these projects as appropriate, requiring strong project management capabilities.
Essential Responsibilities:
- Demonstrates continuous learning and maintains a highly skilled and engaged workforce by aligning resource plans with business objectives; overseeing the recruitment, selection, and development of talent; motivating teams; preparing individuals for growth opportunities and advancement; staying current with industry trends, benchmarks, and best practices; providing guidance when difficult decisions need to be made; and ensuring performance management guidelines and expectations drive business needs.
- Oversees the operation of multiple units and/or departments by identifying customer and operational needs; analyzing resources, costs, and forecasts and incorporating them into business plans; gaining cross-functional support for business plans and priorities; translating business strategy into actionable business requirements; obtaining and
- distributing resources; setting standards and measuring progress; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; and ensuring products and/or services meet customer requirements and expectations while aligning with organizational strategies.
- Oversees complex company financial activities by ensuring team members, including external business partners, provide support to finance and operations; reviewing and approving reconciliation activities; optimizing controls for financial transactions; and ensuring financial processes are fully documented.
- Directs treasury reporting efforts across multiple financial/business functions by overseeing the evaluation and summary of economic data, market conditions, and financial commitments; identifying and reporting key financial/business drivers, liabilities, and performance indicators (e.g., funding issues, returns on investment, cashrelated risks, etc.) to senior management; and developing compelling presentations to convey key findings to executive leadership and external business stakeholders.
- Directs the execution of complex analyses (e.g., financial, risk, regulatory, business) and the interpretation of results to ensure risks and opportunities are identified by influencing and communicating assumptions; overseeing the development of financial models consistent with regulatory, statutory, and legal guidelines and requirements; and validating conclusions and recommendations based on findings.
- Manages projects or treasury components of larger cross-functional projects by identifying and managing stakeholder contacts; assembling teams based on project needs and team member strengths; developing, analyzing, and managing project plans; negotiating and managing project schedules and resource forecasts; and managing project financials and deliverables.Drives compliance with regulatory, statutory, and legal controls by developing and coordinating policies and procedures to achieve compliance and control objectives (e.g., audit controls, financial commitments, etc.).
- Manages vendor contracts and transactions (e.g., lease agreements, investment portfolios, etc.) for complex, highimpact initiatives by actively building and managing a network of strategic/financial/business partners; negotiating and reviewing financial agreements in accordance with regulatory policies and guidelines; identifying and evaluating key performance indicators; and ensuring vendor performance meets established service level agreements.
Minimum Qualifications:
- Minimum eight (8) years experience working with investment and portfolio analysis, reporting or financial modeling.
- Bachelors degree in finance or related field and Minimum ten (10) experience in finance or a directly related field. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
- Minimum seven (7) years experience in a leadership role with or without direct reports, including Minimum four (4) years supervisory experience.
- Minimum three (3) years experience managing operational or project budgets.
Additional Requirements:
Preferred Qualifications:
- Three (3) years experience in investment risk management.
- Three (3) years experience in investment performance evaluation and reporting.
Primary Location: California,Pleasanton,Pleasanton Tech Cntr Building A
Scheduled Weekly Hours: 40
Shift: Day
Workdays: Mon, Tue, Wed, Thu, Fri
Working Hours Start: 08:00 AM
Working Hours End: 05:00 PM
Job Schedule: Full-time
Job Type: Standard
Worker Location: Onsite
Employee Status: Regular
Employee Group/Union Affiliation: NUE-PO-01|NUE|Non Union Employee
Job Level: Director/Senior Director
Specialty: Treasury
Department: Po/Ho Corp - PO FIN-Treasurer - 0308
Pay Range: $197900 - $256080 / year
Kaiser Permanente strives to offer a market competitive total rewards package and is committed to pay equity and transparency. The posted pay range is based on possible base salaries for the role and does not reflect the full value of our total rewards package. Actual base pay determined at offer will be based on labor market data and a candidate's years of relevant work experience, education, certifications, skills, and geographic location.
Travel: Yes, 50 % of the Time
On-site: Work location is on-site (KP designated office, medical office building or hospital).
Worker location must align with Kaiser Permanente's Authorized States policy.
At Kaiser Permanente, equity, inclusion and diversity are inextricably linked to our mission, and we aim to make it a part of everything we do. We know that having a diverse and inclusive workforce makes Kaiser Permanente a better place to receive health care, a more supportive partner in our communities we serve, and a more fulfilling place to work. Working at Kaiser Permanente means that you agree to and abide by our commitment to equity and our expectation that we all work together to create an inclusive work environment focused on a sense of belonging and wellbeing.
Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Submit Interest
Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Submit Interest
