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Form of workPOSITION SUMMARY: Responsible for providing in-depth analysis of the investment portfolio to ensure a consistent rate of return with an acceptable level of risk, while maintaining a focus on liquidity. Supports the asset liability management (ALM) production cycle in a backup capacity.
ESSENTIAL REQUIREMENTS:
Prepares required reports related to the administration of the bank portfolio.
Works directly with third party managers.
Prepares and provides detailed research related to markets and securities to management.
Works with the Funds Management Division Head to ensure that the investment policies are up to date and relevant.
Supports the ALM production and other functions as necessary in a backup capacity.
Provides research and analytical services to senior management as requested.
Assists in the budget process as it relates to the investment portfolio.
Provides additional analytical support as needed.
Responsible for the completion of all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL REQUIREMENTS:
Performs all other duties as assigned.
EXPERIENCE/SKILLS: Three (3) or more years of credit research or investment analysis experience with focus on fixed income securities preferred.
Strong PC skills - high proficiency in Microsoft Word and Excel essential.
Ability to handle multiple tasks in a fast-paced environment.
Analytical and problem-solving skills with attention to detail.
Customer service oriented.
Good written and verbal communication skills.
EDUCATION: Bachelor's Degree required.
TRAVEL REQUIREMENTS: Ability to travel as well as ability to travel over night, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT: MS Office PC, fax, phone and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
