Hybrid Portfolio Analyst

Position Title: Hybrid Portfolio Analyst

Salary Range: $120,000–$150,174+ / Year, DOE

The Hybrid Portfolio Analyst 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. If you're looking for a position that offers meaningful work, professional growth and exceptional work-life balance, we'd love to hear from you!

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

Benefits:

• Medical, dental, and vision coverage provided
• Health Savings Account (HSA)
• 401(k) plan with match
• Discretionary profit sharing
• PTO starting at 2 weeks
• Flexible working hours with a hybrid work style

If you are a Portfolio Manager looking to take the next step in your career, apply now!