The Senior Fund Manager will oversee fund investments, develop and implement investment strategies, and perform market analysis to maximize fund performance.
Responsibilities include managing equities, monitoring fund performance, preparing reports, and maintaining regular communication with key stakeholders.
The role requires ensuring compliance with financial regulations and representing the organization in client meetings effectively.
Commitments
Role Description This is a full-time hybrid role for a Senior Fund Manager based in Dublin, CA, with the opportunity for partial remote work.The role requires ensuring compliance with financial regulations and representing the organization in client meetings effectively.
Not Met Priorities
What still needs stronger evidence
Requirements
Strong knowledge and expertise in Investment Management, Investments, and Equities
Exceptional Analytical Skills for financial performance analysis and strategic planning
Background in Finance, including budgeting, financial reporting, and risk evaluation
Proficient understanding of financial regulations and industry standard practices
Proven experience in managing investments across diverse portfolios
Excellent communication and presentation skills for client interactions
Strong organizational skills with an ability to manage multiple responsibilities effectively
Education
(Not required)
– Bachelor’s degree in Finance, Economics, or a related field; MBA or CFA designation is preferred
Company Description Health Services & Benefit Administrators, Inc. (HS&BA), established in 1989, specializes in providing administrative services for Taft-Hartley Trust Funds. The company has extensive expertise in benefit plan management and design, catering to Health and Welfare, Pension, Training, Apprenticeship, and other benefit funds, along with claims and COBRA administration. Headquartered in Dublin, CA, HS&BA has grown rapidly from 60 to over 160 employees, prioritizing strong, enduring client relationships. HS&BA is committed to delivering high-quality service to Trustees, Plan Professionals, and Participants. Role Description This is a full-time hybrid role for a Senior Fund Manager based in Dublin, CA, with the opportunity for partial remote work. The Senior Fund Manager will oversee fund investments, develop and implement investment strategies, and perform market analysis to maximize fund performance. Responsibilities include managing equities, monitoring fund performance, preparing reports, and maintaining regular communication with key stakeholders. The role requires ensuring compliance with financial regulations and representing the organization in client meetings effectively. Qualifications Strong knowledge and expertise in Investment Management, Investments, and Equities Exceptional Analytical Skills for financial performance analysis and strategic planning Background in Finance, including budgeting, financial reporting, and risk evaluation Proficient understanding of financial regulations and industry standard practices Bachelor’s degree in Finance, Economics, or a related field; MBA or CFA designation is preferred Proven experience in managing investments across diverse portfolios Excellent communication and presentation skills for client interactions Strong organizational skills with an ability to manage multiple responsibilities effectively
HS&BA
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Dublin, CA