Senior Treasury Analyst

Overview

This position follows a hybrid schedule with four in-office days per week. Our office is located at 1 Health Drive, Eden Prairie, MN.

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. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities.

Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

We are seeking a detail-oriented professional to join our Investment Management team in a hybrid role that bridges Treasury investment management and enterprise risk functions. This individual will support and coordinate projects related to investment management, risk management, regulatory/compliance, internal/external audits, FDIC examinations, model validations, and other governance initiatives. The role is designed to ensure that investment management, risk/compliance, and audit requirements are met with excellence.

The ideal candidate will have a strong understanding of fixed income investments, regulatory frameworks (FDIC, NAIC), and risk management principles. This position will also collaborate closely with internal stakeholders across Risk, Internal Audit, Investment Management, ALM, and Treasury Operations, as well as external regulators and auditors. Experience with insurance company statutory reporting and NAIC-related projects is a plus.

This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime.

We offer 6 weeks of paid training and the hours during training will be 8:00 am - 5:00 pm CST, Monday - Friday.

• Investment Management Analysis and Risk Monitoring: Assist with portfolio analysis, market and credit risk assessments, and compliance activities to ensure adherence to regulatory and internal standards.
• Project Coordination: Assist in managing and tracking risk, compliance, and audit-related projects, ensuring timely follow-up and accurate documentation to support successful project completion.
• Cross-Functional Collaboration: Work with Risk, Internal Audit, Investment Management, ALM, and Treasury Operations teams to assist with regulatory requests, model validations, and projects impacting Treasury.
• Regulatory Support: Help facilitate communication between leaders of the Investment Management, ALM, Treasury Operations teams and internal/external auditors, FDIC examiners, and model validation teams.
• Documentation & Reporting: Contribute to preparing and maintaining documentation for regulatory exams, audits, and compliance reviews, ensuring alignment with internal policies and regulatory standards.
• Risk & Control Framework: Support the implementation and monitoring of risk controls and governance processes within Investment Management, ALM, and Treasury Operations function.
• Insurance Regulatory Assistance: Help with NAIC and statutory reporting requirements, including investment-related schedules and compliance with insurance regulatory guidelines.
• Coordinate Reporting and Documentation: Help prepare and maintain investment-related reports, regulatory filings, and audit documentation, collaborating with internal teams and external stakeholders.
• Contribute to Process and Governance Initiatives: Participate in projects aimed at improving operational efficiency, implementing risk controls, and supporting governance frameworks across investment and treasury functions.
• Process Improvement: Participate in identifying opportunities for process enhancements to improve efficiency and reduce operational risk in investment and compliance-related activities.

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, Risk Management, or a significantly related field.
• Must be 18 years of age or older.
• 3+ years of experience in investment management, treasury, or risk-related functions, with exposure to regulatory compliance and audit processes.
• Proficiency in Microsoft Excel and Power BI with working knowledge of data analysis tools; ability to create clear, actionable reporting. Snowflake experience is a plus.
• Proficient understanding of fixed income markets, risk frameworks, and regulatory guidelines (FDIC, NAIC).
• Ability to manage multiple priorities and coordinate across functions in a complex,…