We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.

Position Summary
Conducts financial analysis, researches investment opportunities, and makes recommendations to support strategic investment decisions. Analyzes market trends, evaluates financial data, assesses risk factors, and contributes to portfolio management. Applies expertise in finance, investment principles, and valuation techniques to maximize returns and mitigate risks for the organization.

Responsibilities:

• Supports the operational aspects of investment activities and ensures the smooth execution of investment operations and member decisions.
• Processes investment trades accurately and efficiently by verifying trade details, ensuring compliance with established guidelines, and executing trades in a timely manner.
• Performs regular portfolio reconciliations to ensure the accuracy and integrity of investment portfolios.
• Ensures the accuracy, integrity, and completeness of investment data by monitoring data feeds, performing data validation and cleansing, and addressing data quality issues.
• Assists in preparing investment reports and performance analysis by gathering and analyzing investment data, generating reports, and contributing to the production of performance reports, risk reports, and other investment-related reports.
• Supports the monitoring of investment activities for compliance with regulatory requirements, investment guidelines, and internal policies.
• Identifies opportunities to improve operational efficiency within Investment operations by analyzing existing processes, workflows, and systems to identify areas for improvement or automation.
• Contributes to risk assessments, assists in the implementation of Investment risk management frameworks and controls, and participates in risk reporting and monitoring processes.
• Monitors industry developments, participates in training programs or industry forums, and contributes to the organization's understanding of evolving regulations and industry standards.

Required Qualifications

• Experience within FP&A, GAAP, P&L

• Minimum 2 years of experience with Microsoft Excel.

Preferred Qualifications

• SQL

• Strong attention to detail, analytical skills, and verbal and written communication skills

• Demonstrated ability to create partnerships across large enterprises and across different levels of the organization.

• Self-motivated with ability to work independently in a fast-paced organization under tight deadlines

• Experience synthesizing and analyzing large sets of data

Education

Bachelor's degree

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$43,888.00 - $93,574.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 05/08/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.