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Sr. Manager, Investment Planning & Portfolio Management
Sr. Manager, Investment Planning & Portfolio Management-March 2024
New York
Mar 31, 2026
About Sr. Manager, Investment Planning & Portfolio Management

Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver.

Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

Position Summary

This role is hybrid and will require working from the office 3 days a week. Candidates must reside within commutable distance of a CVS/Aetna location.

Accountable for designing conceptual financial, economic models and strategic frameworks for clinical services organization. Supports multi-year Enterprise capital planning process for large scale and complex high value initiatives, and parts of strategic initiatives that impacts the delivery of products and services to the internal and external environment. Responsible for providing guidance, performance and status reporting, overseeing multi-initiative and capability roadmaps and presenting to formal Enterprise governance structures.

Required Qualifications

5+ years experience with several of the following methodologies: management consulting, project consulting, business process consulting, financial strategic analysis, mergers and acquisitions, strategic business planning, and/or risk management consulting.

Demonstrated relationship management skills at the senior level; capacity to quickly build and maintain credible relationships at varying levels of the organization simultaneously.

Demonstrated leadership with relevant initiatives: Business process, enterprise business project management/consulting, financial strategic planning and analysis, mergers and acquisitions, strategic planning, risk management. Demonstrated superior business process, project management and organizational redesign experience.

Demonstrated experience successfully implementing change in complex organizations. Experience with enterprise-wide and/or cross-functional large scale initiatives with high degree of complexity.

5+ years of experience with financial analytics/Investments, financial modeling.

Strategic, problem solver, analytical, financially data driven.

Advanced technical skills: Microsoft suites (excel, power point, word).

Excellent communication skills (oral, written). Ø Flexible, adaptable, and a strong individual contributor

Preferred Qualifications

Excellent communication skills (oral, written). Ø Flexible, adaptable, and a strong individual contributor

Education

Masters degree preferred, but not required.

College degree. Appropriate licensure or certification by discipline preferred

Pay Range

The typical pay range for this role is:

$75,400.00 - $199,144.80

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. This position also includes an award target in the company’s equity award program.

In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies.

For more detailed information on available benefits, please visit Benefits | CVS Health

We anticipate the application window for this opening will close on: 01/31/2025

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

We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

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