Eaton is looking for a Lead Treasury Analyst - Investments. The Lead Treasury Analyst - Investments will be located in our Beachwood, OH facility.
Specializes in administration and investment due diligence of global retirement assets (approx. $10B). Monitors and reports investment performance for defined benefit, defined contribution and deferred compensation plans globally. Leads quarterly and annual audit and financial reporting activities. Manages day-to-day administrative activities with support from global treasury administrative resources in the United States and India. Responsible for maintaining and improving custom analytical tools and models of our investment portfolios. Recommends tactical and strategic trading opportunities as market conditions warrant. Assists the investment manager in building and maintaining strong relationships with current and potential external investment managers. Prepares materials for strategic presentations for the Pension Investment Committee and Finance Committee of the Board of Directors.
Models and analyzes the U.S., Canada, and Puerto Rico defined benefit plans’ investments – maintaining various dashboards and risk reports to support tactical and strategic changes to the portfolios. Basic Qualifications (Including Educational Requirements)
Reviews the investment performance of funds offered in the U.S., Canada, and Puerto Rico defined contribution plans, including benchmarking active funds to like peer funds and monitoring the defined contribution landscape to ensure our plans remain world-class at a competitive price point.
Assists conducting new manager searches for across plans and asset classes including but not limited to passive funds, traditional active managers, strategic beta strategies, hedge funds, private equity and real estate.
Develops high quality material for strategic presentations for support of Global Retirement Asset Committee, Pension Investment Committee and Finance Committee of the Board of Directors meeting.
Identifies opportunities for process improvements and automation.
Bachelor’s degree in Finance, Accounting, Economics or Business from an accredited institution with 3 years’ accounting/finance experience; or a Master’s degree with 1 year accounting/finance experience
Authorized to work in the US without company sponsorship now or in the future
No relocation offered. Candidate must live within 50 miles of the Eaton Cleveland, OH facility
Knowledge of economics, finance, accounting, and quantitative analysis
Expert-level Excel and PowerPoint skills
Progress towards CFA/MBA a plus
Strong system skills, experience with Bloomberg and treasury management systems preferred
Institutional investment experience a plus
A graduate of Eaton’s Financial Leadership Development Program preferred.
Eaton is a power management company with 2015 sales of $20.9 billion. Eaton provides energy-efficient solutions that help our customers effectively manage electrical, hydraulic and mechanical power more efficiently, safely and sustainably. Eaton has approximately 97,000 employees and sells products to customers in more than 175 countries. For more information, visit www.eaton.com. At Eaton, we see things differently. We see opportunities to innovate, go above and beyond, and we work hard because what we do reflects who we are. If you see things differently—if you’re determined, motivated and focused on improving the world around you—then it’s time to see where a career at Eaton can take you. For more information, visit www.eaton.com/careers. Eaton is an Equal Opportunity and Affirmative Action Employer. Eaton is committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.