Fund Manager

Health Services & Benefit Administrators, Inc. (HS&BA) has been a trusted Plan Administrator for Taft-Hartley Trust Funds since its founding in 1989. The organization specializes in benefit plan management and design, serving a variety of services such as Health and Welfare Funds, Defined Benefit and Contribution Funds, Training and Apprenticeship Funds, Claims Administration, COBRA Administration, and more. With extensive expertise and a commitment to delivering high-quality service, HS&BA prioritizes strong, long-standing client relationships.

Based in Dublin, CA, the company has grown significantly in recent years, expanding to a team of approximately 160 employees to meet the needs of its clients. HS&BA values commitment, quality, and enduring relationships with clients and partners alike.

This is a full-time hybrid role for a Fund Manager located in Dublin, CA, with partial work-from-home flexibility. The Fund Manager will oversee the management and operation of assigned funds, including investment portfolio management, monitoring market trends, and preparing financial analyses and reports. Responsibilities involve ensuring compliance with fiduciary responsibilities, providing recommendations to Trustees, and collaborating with internal teams to optimize fund performance and achieve organizational goals.

• 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; CFA designation or equivalent is a plus
• Proficiency with financial analysis tools and portfolio management software