Bank Portfolio Manager

Chicago, Illinois, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BankingIndustries

Requirements

A college or university degree is preferred, and 3-5 years of fixed income investment experience is required. Knowledge of investment products, securitized product structuring, services, and terminology, along with current banking regulations and their applications to the investment portfolio, is necessary. Exceptional analytical, quantitative skills, critical thinking, organization, execution with minimal supervision, and strong written and verbal communication skills are also required.

Responsibilities

The Bank Portfolio Manager will manage a significant portion of the bank's investment portfolio, including Consumer ABS, CMBS, and Agency MBS/CMOs, and execute investment transactions for the lead bank, holding company, and subsidiary banks. This role involves evaluating and developing investment objectives and guidelines, creating fixed income investment strategies, analyzing and structuring the portfolio based on market conditions, and ensuring compliance with all policies and guidelines. The manager will also maintain communication with brokers and dealers, participate in procedure revisions, stay aware of legal and regulatory issues impacting investments, and collaborate with internal partners to resolve portfolio-related issues.