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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Plano, Texas

Salary: $180K - $240K

Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world’s most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We’re looking for diverse, talented team members who want to Dream. Do. Grow. with us.

This position is based in Plano, TX.

Toyota encourages all employees to live within a reasonable commuting distance of their assigned work location.

Hybrid work from outside of the assigned work location may be permitted in a pre-approved list of states (AZ, CA, CO, GA, IL, IN, KY, MA, MI, MO, NJ, NY, OH, OR, TN, TX, VA, WV) with certain stipulations.

Speak with your recruiter and hiring manager to learn more about our hybrid work program.

To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time.

What we’re looking for

Toyota’s Treasury and Investment Group is looking for a passionate and highly motivated Portfolio Strategist.

The primary responsibility of this role is to oversee all Toyota Benefit plan assets totaling $17 billion.

Reporting to the Group Manager, Treasury and Investments, the person in this role will support the Treasury and Investments department’s objective to effectively manage the Benefit Plan Assets and Treasury Investments.

What you’ll be doing

  • Oversee performance, risk and compliance for all of Toyota Motor North America and Toyota Financial Services Pension and Savings plan assets. Establish pension investment guidelines to ensure the Plan is governed according to the fiduciary standards of ERISA and benefit payment obligations are fulfilled.  Develop a savings plan structure which facilitates diversified investment strategies for a broad participant base.
  • The Portfolio Strategist will support corporate audit, benefit plan audit and regulatory reporting. This role will have ongoing activities related to the Pension and Savings plans including maintaining accurate records and files, executing transactions, implementing changes, performing SOX controls, processing investment manager fees and capital calls.
  • Work alongside the Portfolio Strategists to monitor and analyze the performance of about $17 billion in Toyota US and Canadian Defined Benefit and Defined Contribution retirement assets.
  • Evaluate and synthesize third party research and recommendations to provide an independent view to the Benefits Committee on policy, asset mix, investment manager selection and investment manager termination.
  • Stay abreast of industry developments and provide insightful and well-supported recommendations to the Benefits Committee.
  • Make recommendations on asset allocation, investment manager structure and investment strategy
  • Work with external consultants on long-term studies and monitoring of investment managers.  Oversee all external investment manager relationships and understand investment strategies; responsible for new manager searches.
  • Proactively ensure compliance with legislative and regulatory changes.  Oversee annual plan audits, engage with legal counsel to negotiate key terms of financial agreements and contracts, and serve as an expert resource on investments and broad financial market trends for senior management.
  • Conduct performance and attribution analysis, identify new investment opportunities, and analyze risk and investment exposure
  • Prepare monthly and quarterly Benefits Committee and Pension Governance Committee reports and presentations and make recommendations to the Benefits Committee on policy and investment manager selection and termination
  • Support treasury operations and other treasury projects as needed

What you bring

  • Bachelor’s degree required (B.A. or B.S in Business, Finance, or related field)
  • Master’s degree or CFA required
  • 5+ years of investment related experience
  • Extensive experience and working knowledge of capital markets, economics, and/or investment experience
  • Thorough understanding of security pricing theories and models (Modern Portfolio Theory, Capital Asset Pricing Model, Black Scholes, Net Present Value)
  • Experience and understanding of statistical analysis (probability distributions, variance, standard deviation, statistical hypothesis testing)
  • Strong presentation skills and experience delivering material effectively to Senior Management (VPs, CFO) are required
  • Strong analytical and technical skills (i.e. investment and financial analysis)

Added bonus if you have

  • Master’s in economics
  • Experience working in large corporate treasury group or pension plan
  • Ability to communicate with Senior Management and other business units within the organization and the investment community

What we’ll bring

During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include:

  • A work environment built on teamwork, flexibility, and respect.
  • Professional growth and development programs to help advance your career, as well as tuition reimbursement.
  • Vehicle purchase & lease programs.
  • Comprehensive health care and wellness plans for your entire family.
  • Flexible work options based on business needs.
  • Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute
  • Paid holidays and paid time off
  • Referral services related to prenatal services, adoption, childcare, schools and more
  • Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA)
  • Relocation assistance (if applicable).

Belonging at Toyota

Our success begins and ends with our people. We embrace diverse perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members’ efforts to dream, do and grow without questioning that they belong. As a company that has been one of DiversityInc’s Top 50 Companies for Diversity and a member of The Billion Dollar Roundtable supporting minority and woman-owned suppliers for over 10 years, we are proud to be an equal opportunity employer that celebrates the diversity of the communities where we live and do business.

Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law.

Have a question or need assistance with your application? Please send an email to talent.acquisition@toyota.com.