Capital Markets Portfolio Trader I

Position Summary

This role supports Capital Market’s daily balance sheet management activities by monitoring fixed-income markets trends and developments, assisting with preparation of ad-hoc analyses, supporting transaction-related workflows, and executing transactions.

Primary Success Factors

• Provides support with analysis related to managing balance sheets and monitoring capital markets trends
• Analyzes fixed income market trends
• Communicates findings to Capital Markets colleagues and other Bank constituents
• Sustains the workflows associated with debt, derivatives, MBS, AMA, Treasury, repo, and Fed funds transactions
• Executes transactions consistent with the Bank’s risk/return appetite and objectives, as needed
• Comprehends the Bank’s market risk management practices and related metrics
• Demonstrates proactive foresight in identifying and responding to developments and challenges within the market, department, and Bank
• Initiates and guides comprehensive discussions and analyses on critical matters
• Consistently seeks opportunities to assist colleagues in overcoming obstacles and attaining objectives
• Ensures compliance with applicable policies, procedures, and regulations
• Sustains the Capital Markets team across other areas of the Bank: Risk Management, Model Validation, Finance, Legal, Central Operations and IT

Required Experience

• B.S. in Finance, Economics, or Accounting preferred; MBA or CFA a plus
• Five to seven years of experience in the financial industry, which may or may not include direct capital markets experience
• Hands-on experience with the models used to evaluate investments and related funding decisions
• Understanding risk management measurements and tactics
• Knowledge of fixed income market
• Familiarity with Agency debt, derivatives, Agency MBS, Treasury, repo, and Fed funds markets
• Understanding of asset/liability management
• Financial statement analysis and interpretation
• Ability to clearly communicate complex concepts in oral and written form
• Strong Excel / PowerPoint skills
• Familiarity with Bloomberg
• Ability to use analytical software models