Director of Portfolio Strategy - Remote

Responsibilities

• Develop investment and reinvestment strategies aligned with client liquidity needs, interest rate risk, capital position, earnings objectives, and risk appetite
• Evaluate portfolio cash flows, maturities, market conditions, and client balance sheet trends to identify proactive investment opportunities
• Identify and communicate investment opportunities across a broad range of fixed income sectors appropriate for financial institutions
• Partner effectively with the trading desk to evaluate securities, develop trade proposals, and support investment execution
• Maintain knowledge of regulatory and accounting considerations applicable to financial institution investment portfolios
• Maintain and expand market knowledge to educate clients on economic conditions, interest rates, relative value, and emerging investment opportunities
• Serve as the trusted investment advisor and primary portfolio strategy resource for assigned Premier clients
• Collaborate with internal specialized groups to deliver coordinated recommendations and a consistent client experience

Qualifications

• Bachelor’s degree is required
• 5+ years of experience in fixed income, ALM, treasury, portfolio management, or a related depository-focused role
• Demonstrated client-facing experience with financial institutions
• Deep understanding of fixed income markets, securities, portfolio construction, and relative value analysis
• Strong understanding of the financial institution business model and the role of the investment portfolio within broader balance sheet strategy
• Able to simplify complex investment strategies and market concepts for client understanding
• Excellent communication and presentation skills with the ability to lead investment discussions with financial institution executives