Hybrid Portfolio Manager

About the role

The Portfolio Manager plays a critical role in supporting the Vice President of Portfolio Management by executing investment strategies, managing balance sheet risk, and optimizing portfolio performance within established investment policy guidelines. This is a hybrid opportunity to join a collaborative financial institution where you'll help manage sophisticated fixed income portfolios while working alongside experienced investment leaders in a stable, growth-oriented environment. You'll play a key role in balance sheet management, portfolio optimization, and investment strategy while gaining exposure to complex fixed income products, derivatives, and interest rate management.

Responsibilities

• Assist in managing balance sheets
• Conduct liquidity, asset, and liability management
• Engage in hygiene activities, including interest rate swaps
• Facilitate the buying of asset-backed and agency-backed securities

Requirements

• 5-8 years of experience in asset management within the credit union or banking industry
• Strong understanding of fixed income and individual securities trading and/or portfolio management
• Bachelor’s degree required; Master’s degree in finance, economics, or a related field is preferred
• CFA certification
• Exceptional ability to assess and monitor portfolio risk exposures
• Knowledge of sector/product-specific drivers
• Ability to interpret economic data and understand monetary policy and its impact on rates and the yield curve
• Strong mathematical and analytical skills
• Experience with asset-backed securities (ABS) and mortgage-backed securities (MBS)
• Proficiency in Excel; strong skills in Bloomberg
• Experience with ABS and MBS derivative transactions is preferred
• Familiarity with Power BI or similar data and reporting tools is preferred
• Knowledge of SQL is preferred
• Experience with PowerAutomate is preferred

Benefits

• Medical insurance options with varying costs based on coverage
• Dental and vision coverage provided
• Health Savings Account (HSA)
• 401(k) plan with 100% match up to 5% of salary
• Discretionary profit sharing
• PTO starting at two weeks, negotiable to three or four weeks for higher-level employees
• Flexible working hours with a hybrid work style

Pay

Salary Range: $120,000–$150,174+ per year, depending on experience.