HS&BA ยท 14 hours ago
Fund Manager
Dublin, CA
Full-time
Hybrid
Mid, Senior LevelHealth Services & Benefit Administrators, Inc. (HS&BA) is a trusted Plan Administrator specializing in benefit plan management. The Fund Manager will oversee fund operations, manage investment portfolios, and ensure compliance while collaborating with internal teams.
Employee BenefitsHealth CareInsuranceProfessional Services
Hiring Manager
Arturo Miramontes
Responsibilities
Oversee the management and operation of assigned funds
Including investment portfolio management
Monitoring market trends
Preparing financial analyses and reports
Ensuring compliance with fiduciary responsibilities
Providing recommendations to Trustees
Collaborating with internal teams to optimize fund performance and achieve organizational goals
Qualification
Required
Strong Analytical Skills to assess market trends and evaluate fund performance
Expertise in Investments and Investment Management
Thorough knowledge of Finance and Equities
Proven experience in managing investment portfolios
Strong communication and interpersonal skills to liaise with Trustees and stakeholders
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Proficiency with financial analysis tools and portfolio management software
Preferred
CFA designation or equivalent is a plus
Company
HS&BA
Health Services & Benefit Administrators, Inc. (HS&BA) was founded in 1989. We are a Plan Administrator for Taft-Hartley Trust Funds.
Founded in 1989
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arturo Miramontes
Chief Operating Officer/Chief Technical Officer
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