UnitedHealth Group Treasury Manager - ESG & Impact Investing - Hybrid in Minnetonka, MN or Remote US in Minnetonka, Minnesota
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Come make an impact on the communities we serve as we help advance health equity on a global scale. Here, you will find talented peers, comprehensive benefits, a culture guided by diversity and inclusion, career growth opportunities and your life's best work.(sm)
UnitedHealth Group is a health care and well-being company with a mission to help people live healthier lives and help make the health system work better for everyone through two distinct and complementary businesses. Optum delivers care aided by technology and data, empowering people, partners and providers with the guidance and tools they need to achieve better health. UnitedHealthcare offers a full range of health benefits, enabling affordable coverage, simplifying the health care experience, and delivering access to high-quality care.
Sustainability is an extension of UnitedHealth Group’s business strategy, culture, and mission as we work to help ensure the health care system works better for everyone. At UnitedHealth Group, we are committed to providing distinct value for those we are privileged to serve, including our shareholders and society broadly.
UnitedHealthcare businesses operate under regulatory licenses, which are governed by state insurance laws and federal and state banking regulations. Entities are required to maintain defined levels of capital to support the businesses. Investment management is responsible for investing approximately $60B in capital within the context of investment policies, guidelines, and regulatory limits. Each entity’s assets are allocated to optimize the risk/return profile of the overall portfolio. This is done by investing in a diversified manner across high-quality asset classes such as fixed income securities. As part of UnitedHealth Group’s commitment to sustainability, we measure the financed emissions of our fixed income portfolio. In addition, the investment management team is responsible for identifying and analyzing social and environmental investments that support UnitedHealthcare’s strategy and commitments. We are seeking to hire an experienced investment analyst that will focus on sustainable investing including leading the process to measure UnitedHealth Group’s enterprise-wide financed emissions of its fixed income portfolio, investments that reduce our carbon footprint and investments in projects that improve social determinants. This position will be a key part of UnitedHealth Group’s investment management team and support the CSO office.
Investment Management is a key organizational function whose stakeholders include the board of directors, senior management, regulators and credit rating agencies. The process of investing capital must meet regulatory requirements while at the same time balance the desire for income, maximizing the economic value of the portfolio and managing risk. This exciting ESG investment management role will help to define and lead UnitedHealth Groups ESG investing processes and strategy.
The Investment Analyst will lead the process to calculate UnitedHealth Group’s financed emissions and develop strategies and targets for improvement consistent with the overall enterprise-wide goals. This work will include becoming an expert in SBTi and the rules and methodologies outlined in the guidance related to calculating temperature and intensity ratings for our fixed income portfolio. In addition, this position will be responsible for setting up processes and internal controls with respect to the internal and external reporting of UnitedHealth Group’s financed emissions. This position will also become an expert in PCAF and other regulatory standards related to reporting on ESG matters related to our investment portfolio and will help support the analysis of investments in environmental projects and make recommendations that may reduce our carbon footprint or increase societal returns. Lastly, this person will assist in the research and placement of social impact investments. The successful candidate will be a part of UnitedHealth Groups investment management team and have experience with market and securities research, income, and gain/loss analysis, outside advisor oversight, synthesizing data, and investment policy application. In addition, this person needs to be a strong advocate of the investment management team as it relates to ESG investing.
You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
Be knowledgeable of all UnitedHealth Groups investment policies and guidelines and their applicability to relevant UHG entities, portfolios, and outside advisors
Participate in integrating environmental, social, and governance (ESG) considerations into investment process by working with key stakeholders within UnitedHealth Group and outside investment managers
Serve as a subject matter expert related to SBTi’s requirements for calculating Scope 3, Category 15 financed emissions; provide guidance on target setting related to financed emissions and strategies for improving performance of overall portfolio
Document processes and establish control procedures for all internal and external reporting related to financed emissions
Manage data and third-party research capabilities related to ESG investing
Serve as an expert in regulations related to state requirements for ESG investing
Support the analysis of investing in projects that will help UnitedHealth Group meet its publicly stated sustainability goals such as investments in tax equity utility projects or VPPAs
Provide research for various impact investing funds that are aligned with UnitedHealth Group’s strategy and mission
Provide security research using internal (e.g. PAM, Bloomberg, FactSet) and external (e.g. third-party research, outside advisors) sources for purposes of determining creditworthiness
Process overall market, economic and investment information/data from outside sources and apply it utilizing appropriate statistical techniques to identify and measure the potential risks to UHG’s investment portfolios and individual investments
Create, participate in, and assist with the preparation of monthly and quarterly investment reports
Update existing models and reports using internally approved methodologies and processes Coordinate inputs from many sources while managing tight deadlines and priorities
Provide research and decision support related to special projects as needed
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Bachelor’s degree in Finance, Economics, Math, Actuarial Science or significantly related field
3+ years of experience in investment/security analysis or related investment and finance experience
Basic to intermediate knowledge of Microsoft Office (Excel, Power Point and Word)
ESG/Sustainable investing experience
Progress towards the CFA designation
Strong analytical (quantitative and qualitative) and problem-solving skills
Excellent verbal and written communication
Ability to work in a team-oriented and time sensitive environment that blends the structure of monthly and quarterly reporting deadlines with the dynamics of a changing financial market and business conditions
Highly motivated and a self-starter with an innate curiosity about ESG investing and investment management. Someone who is eager to understand and apply sustainable investing principles to portfolio management that will enhance UnitedHealth’s environmental footprint, investment performance, operational excellence and capital efficiency to increase shareholder value.
Financial Acumen: Understanding of economics, investments, accounting and statistical concepts and the aptitude to apply sound judgement
Execute: Understand the goals and tasks assigned. Produce quality results by applying analytical skills to evaluate, synthesize and integrate data and information to support decision making
Organizational Agility: Able to collaborate with other areas of the organization to accomplish goals through formal or informal channels. Able to thrive in a challenging ambiguous environment - financial markets and securities are ever evolving. Flexibility to adapt to changing work priorities and assignments
Communication: Ability to work cooperatively with all levels of management and convey complex topics in a clear and concise manner
Leadership: Offer input on overall ESG investment strategy with business teams thereby establishing Treasury as a subject matter expert (“SME”) and furthering the positive impact and import of the Treasury Team/brand. Ability and willingness to promote, support and execute change
Careers with Optum. Our objective is to make health care simpler and more effective for everyone. With our hands at work across all aspects of health, you can play a role in creating a healthier world, one insight, one connection and one person at a time. We bring together some of the greatest minds and ideas to take health care to its fullest potential, promoting health equity and accessibility. Work with diverse, engaged and high-performing teams to help solve important challenges.
*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy.
Colorado, Connecticut, Nevada, or New York City Residents Only: The salary range for Colorado residents is 82,100 to $146,900. The salary range for Connecticut/Nevada/New York City residents is $90,500 to $161,600. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.
Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
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