Investment Officer
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Job Description
Investment Officer responsible for managing a $5+ billion investment securities portfolio. Overseeing transactions and strategies in fixed income and credit-sensitive investments.
Responsibilities:
- Managing, monitoring and executing transactions for the $5+ billion-dollar investment securities portfolio for the Bank
- Identifying and capitalizing on relative value and opportunistic strategies benefiting the Bank
- Managing the bank's balance sheet derivative hedging program
- Acquiring, selling, and monitoring all fixed income and credit sensitive investments
- Monitoring broader economic themes and markets including RMBS, CMBS, corporate bonds, municipal bonds, ABS
- Evaluating and executing interest rate options and derivatives transaction to mitigate interest rate risk
- Coordinating and communicating investment strategies with various internal business partners
- Collaborating with other Treasury managers to develop capital and balance sheet strategies
- Managing all investment and administrative aspects of the Bank Owned Life Insurance (BOLI) investment portfolio
- Monitoring financial markets and advising leadership of market trends
Requirements:
- Bachelor's Degree or the equivalent experience in Finance, Accounting, Economics or Mathematics (Required)
- Master's Degree or the equivalent experience in Finance, Accounting, Economics or Mathematics (Preferred)
- 10 or more years bank or money manager fixed income portfolio management (Preferred)
- 6 or more years experience with RMBS, CMBS, corporate debt, and ABS (Required)
- 5 or more years interest rate swaps & options derivative trading (Preferred)
- 3 or more years balance sheet strategy (Preferred)
- Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) (Preferred)
- Demonstrated ability using the Bloomberg Terminal to access, analyze, and interpret financial markets data (Required)
- Knowledge of Asset Liability Management (ALM) systems (Bancware, QRM, etc.) (Preferred)
- Expertise with multiple fixed income asset classes, with the ability to identify and capitalize on relative value and opportunistic investment strategies (Required)
- Ability to utilize analytical techniques to evaluate data trends, identify insights, and support business or financial analysis (Required)
- Knowledge of derivative instruments and hedging strategies including interest rate swaps, swaptions, futures, and other hedging tools used in ALM (Preferred)
- Ability to develop and execute portfolio strategies that optimize yield, risk, and liquidity constraints that are aligned with balance sheet goals and the bank’s risk appetite (Required)
- Knowledge of specialized investment program management (i.e. BOLI, etc.) (Preferred)
Benefits:
- medical plans with prescription drug coverage
- flexible spending account or health savings account depending on the medical plan chosen
- dental and vision insurance
- life insurance
- 401(k) program with employer match and Employee Stock Purchase Plan
- paid time off programs including holiday pay and paid volunteer time
- disability insurance coverage and maternity and parental leave
- adoption assistance
- educational assistance
- robust wellness program with financial incentives
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