Treasury & Investment Manager

ABOUT UE:

United Educators (UE) is a liability insurance company that serves K-12 schools, colleges and universities across the United States. UE focuses on long-term partnerships that help educational institutions identify, avoid, and manage risks. Guided by our mission to support education, we provide customized coverage, relevant risk management resources, and claims support grounded in education-sector expertise. At UE, you will join a collaborative, mission-driven team committed to delivering flexible insurance solutions, responsive service, and meaningful value to the institutions we serve.

The Treasury & Investment Manager leads and supports the organization’s treasury, liquidity, investment management, and insurance purchasing activities. This role provides oversight of cash management and forecasting, investment operations and performance monitoring, and the corporate insurance purchasing process. The role also develops analysis and recommendations for senior management and the Board and drives continuous improvement in treasury and investment processes, controls, data, and reporting.

RESPONSIBILTIES:

Treasury & Liquidity Management

• Lead day-to-day treasury activities, including cash positioning, liquidity management, bank account oversight, and short- and long-term cash forecasting.
• Coordinate cash needs across operating activities, claims payments, investment activity, capital calls, and other significant cash requirements.
• Coordinate the organization’s corporate insurance purchasing and renewal process in partnership with the AVP of Finance, internal stakeholders, and insurance brokers.

Investment Management & Oversight

• Support investment management activities, coordinate with consultants, and perform investment performance and allocation monitoring.
• Coordinate due diligence, onboarding, capital calls, distributions, funding, and other operational activities for investments.
• Develop and maintain forecasts of investment income, cash flows, and portfolio activity for use in financial planning, capital management, and strategic decision-making.

Governance, Reporting & Analysis

• Prepare treasury and investment financial dashboards, memos and reports for senior leadership and the Board
• Maintain policies, procedures, documentation, and controls for treasury, investments, and insurance purchasing.
• Lead point of contact for ERM on Investment holdings.
• Support strategic projects, financial analyses, and other Finance initiatives as assigned.
• This position requires adherence to United Educators' cybersecurity policies and industry best practices to protect company and member data. Employees must incorporate security-conscious practices appropriate to their role into daily work and complete required security training.

REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; MBA or professional certification (such as CFA and CTP) a plus
• Typically requires 6 to 8 years of relevant experience in treasury, investments, corporate finance, insurance finance, or related disciplines, with progressive responsibility
• Strong knowledge of cash management, liquidity forecasting, and investment analysis
• Experience in the insurance industry or another regulated financial services environment is strongly preferred
• Strong analytical, financial modeling, and problem-solving skills, with the ability to translate complex information into clear recommendations
• Proficiency in Excel, financial systems, and Microsoft Office products; experience with Power BI and AI tools is a plus
• Excellent communication and presentation skills
• Ability to thrive in a dynamic, evolving environment
• Attention to detail, proactive, curious, improvement-oriented, and self-starter

The below annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Salary Range

$140,000—$160,000 USD

BENEFITS:

• Health Insurance — We offer subsidized plan options with an optional pre-tax Health Savings Account (HSA), including an annual employer contribution and investment options. The plans offer a prescription benefit and telehealth
• Dental Insurance — Two plan levels are available, depending on needs
• Vision Insurance —We offer in- and out-of-network options; Lasik discounts are available.
• 401(k) — UE makes a 3% safe harbor non-elective contribution beginning the first of the month after date of hire; these funds are vested immediately. After one year of service, employees receive a 7% profit sharing non-elective contribution, as well as become eligible for a matched contribution of 25% of the first 5% employee deferral. Employees can make pre-tax contributions or taxed (Roth) salary reductions. Catch-up contributions for employees 50 years old and over. Employer contributions are fully vested immediately
• Life Insurance — UE pays for Basic Life Insurance, and employees have the option to apply for additional Voluntary coverage
• Short- and Long-Term Disability Insurance — We offer coverage in the event employees are unable to work for a period of time
• For the first two years of employment, employees accrue PTO at 24 days per year. At the beginning of the third year of service, employees accrue 30 days per year of PTO
• 11 paid holidays annually including Juneteenth and an employee choice floating holiday
• Bonus eligibility is based on salary earned and performance for the year
• Hybrid environment - employees are typically in the office 2-3 days per week after the initial training period
• Inclusive and supportive culture that embraces diversity and provides opportunities for all to succeed
• Monthly lunches and various social events throughout the year
• Opportunities to join the Social Committee, Employee Resource Groups (ERGs), and Inclusion, Diversity, and Equity Alliance (IDEA)