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Job Description
- Req#: 688733BR
SummaryThis role has fiduciary responsibility for the Equity, Life Cycle and Expanded Choice Mutual Fund investments in IBM's US defined contribution (IBM 401(k) Plan) Trust. A broad understanding of the capital markets, good understanding of equity instruments, project management experience, strong analytical and strategic thinking skills, and solid communication skills are required. Experience conducting due diligence analysis, managing investment portfolios and an understanding of financial market derivatives are highly preferred.Responsibilities• Develop and manage the investment strategy for the 401(k) Plan’s $34 billion in Equity funds. Select/retain investment managers based on ongoing due diligence analysis of the manager’s investment process, risk controls and investment performance.• Manage the $8 billion Expanded Choice Mutual Funds line-up including the selection of Mutual Fund Families and specific funds offered.• Assist the Director - Global DC Plans, on Life Cycle Fund strategy including the asset allocation and glidepath of the Plan’s custom Target Retirement Funds.• Evaluate investment risks and seek opportunities to improve the risk/return profile of the Plan’s investment offerings.• Analyze plan data to identify and drive changes that can improve participant outcomes.• Prepare and deliver presentations to senior management and the Investment Committee on a variety of strategy, market and risk topics.• Work in a collaborative, team-oriented environment with fund personnel on broader investment matters including the maintenance of a strong controls environment.Institutional ProfileThe IBM Retirement Funds organization has oversight responsibilities for approximately $55 billion in global Defined Benefit plan assets and $70 billion in global Defined Contribution plan assets. The organization is responsible for investment strategy, risk management, external manager selection and oversight as well as performance measurement, reporting and attribution. The $57B US 401(k) Plan is the largest IBM pension plan and second largest corporate 401(k) plan in the U.S.• Masters degree in Finance• CFA charterholder (or working towards)Bachelor's Degree Master's Degree IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. Are you ready to lead in this new era of technology and solve some of the world's most challenging problems? If so, lets talk. The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM’s financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing. IBM’s greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.
Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we’re also one of the biggest technology and consulting employers, with many of the Fortune 50 companies relying on the IBM Cloud to run their business.
At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it’s time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.
About the company
IBM is a global technology and innovation company headquartered in Armonk, NY. It is the largest technology and consulting employer in the world, with more than 375,000 employees serving clients in 170 countries. Just completing its 22nd year of patent leadership, IBM Research has defined the future of information technology with more than 3,000 researchers in 12 labs located across six continents.
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