Investment Portfolio Manager

Farm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Arkansas, Indiana, Kentucky, Missouri, Ohio, and Tennessee. Our purpose is to secure the future of rural communities and agriculture. We are passionate about serving the needs of our rural communities and creating positive customer experiences.
Farm Credit Mid-America is a great place to work! We have been named as a Best Places to Work in Kentucky for the past 11 years. At Farm Credit Mid-America we put our customers and team members at the heart of all we do.
SCHEDULE: Full Time
TRAVEL REQUIRED: 0% - 25%
COMPENSATION: $86,303.00 to $185,857.00 base salary plus potential for variable compensation. Base pay is determined by your skills, qualifications, experience, and location. Farm Credit Mid-America/Rural 1st may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.
About Our Opportunity
Our Investment Portfolio Manager is responsible for managing the Association's Investment Portfolio. This position analyzes and models investment opportunities, maintaining strong relationships with secondary markets' brokers and guarantee agencies, seeking new investment opportunities, and monitoring portfolio performance. This position also assists with the Association Rural Business Investment Program.
How You Will Spend Your Time

• Maintains and enhances existing relationships with approved brokers and lending institutions to purchase government guaranteed investments.
• Seeks out new relationships to achieve access to additional potential investments and best execution.
• Performs analysis and modeling of investment opportunities using Association Pricing Tool(s), Bloomberg and other external data sources.
• Reviews investment packages and trade tickets and coordinates between external and internal customers to assure loan closing requirements are met.
• Provide trade details to servicing team to facilitate closing and booking of the asset.
• Uses delegated authorities to purchase government guaranteed investments within the program parameters.
• Collaborates with Financial Operations Teams to ensure that Pricing Model assumptions and IRR calculations are accurate.
• Maintains a high level of communication and coordination with the Food & Agribusiness, Credit, Legal, Finance and other departments to effectively maintain the Investment Portfolio.
• Responsible for servicing actions on purchased investments, working directly with lead lenders, brokers, and the guaranteeing agency to preserve the guaranteed status of the investment.
• Negotiates modification terms with lead lenders and government agencies as needed to maximize our return on investments.
• Maintains ongoing knowledge and awareness of current trends, competitive issues and industry developments.
• Creates and presents reports summarizing financial position and performance of the Investment Portfolio reported to the Board, the ALCO, and included in the Call Report, Mission Related Investments (MRI) report and shareholder reports.
• Monitors economic trends, reviews, and adapts investment strategy, monitors investment performance and stress test securities.
• Partners with internal teams to monitor and maintain database accuracy.
• Collaborates with the Pricing Team to determine the best funding structure for all new loans, as well as existing loans as needed. Actively seek ways to improve our profitability.
• Drives the ongoing design of processes to provide exceptional service, achieve satisfactory credit administration goals, and achieve targeted credit quality while providing adequate compensation for risk.
• Performs portfolio management duties: monitor performance of portfolio by sector, cohort, industry, maturity, etc. to aid in future investment decisions.
• Devise strategies to improve future performance of the portfolio.
• Perform due diligence on fees and penalties in the portfolio.
• Provides support for financial operations as needed for Internal Control Over Financial Reporting (ICFR) and compliance with Sarbanes-Oxley regulations, Louisville office audits conducted by external auditor Price Waterhouse-Coopers (PwC) and the Farm Credit Administration (FCA).
• Create and maintain written procedures of processes.

Minimum Education & Experience
Bachelor's degree in accounting, business, or finance, plus three or more years progressively responsible and related experience. Strong Excel, Access, PowerPoint, and Word skills. Graduate degree or equivalent in finance, accounting, business, or related field desirable. Experience in the financial services industry preferred.
Mental & Physical Requirements

• Engage in telephone and face-to-face conversation to serve customers and give and receive information from customers, staff, vendors, outside consultants, and the public.
• Use computer. This involves reading the screen and keying/typing information.
• Speak and make presentations to individuals or groups on technical subjects related to job.
• Travel via auto or commercial transportation to carry out essential responsibilities of the job.
• Successfully interact with and represent the organization to customers, staff, officers, board members, vendors, and/or the public at all levels.
• Provide sound technical advice to customers and other staff in the subject field(s) related to this position.
• Understand and explain various subject matter and consulting concepts, programs, terminology, and methods.
• Reason, judge, compare, calculate, evaluate, decide, and critique such information as written material, numerical data, responses to customer needs, and/or other related work activities.
• Requirements of the job include the ability to do the work, with or without reasonable accommodations.

Farm Credit Mid-America provides a competitive total rewards package to our team members. This includes an award winning 401(k) Plan. Our Health and Financial wellness benefits provide safety, security and peace of mind for you and your family. Here is a highlight of our Total Rewards and Benefits.
Farm Credit Mid-America is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability or any other category protected by law.
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