Advancing EEO for all. Sharing information here to help you understand and prevent employment discrimination.
Investment Officer
Location
Pennsylvania
Posted
3 days ago
Salary
$139.3K - $232.2K / year
Job Description
Job Requirements
- Bachelor's Degree or the equivalent experience in Finance, Accounting, Economics or Mathematics (Required)
- Master's Degree or the equivalent experience in Finance, Accounting, Economics or Mathematics (Preferred)
- 10 or more years bank or money manager fixed income portfolio management (Preferred)
- 6 or more years experience with RMBS, CMBS, corporate debt, and ABS (Required)
- 5 or more years interest rate swaps & options derivative trading (Preferred)
- 3 or more years balance sheet strategy (Preferred)
- Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) (Preferred)
- Demonstrated ability using the Bloomberg Terminal to access, analyze, and interpret financial markets data (Required)
- Knowledge of Asset Liability Management (ALM) systems (Bancware, QRM, etc.) (Preferred)
- Expertise with multiple fixed income asset classes, with the ability to identify and capitalize on relative value and opportunistic investment strategies (Required)
- Ability to utilize analytical techniques to evaluate data trends, identify insights, and support business or financial analysis (Required)
- Knowledge of derivative instruments and hedging strategies including interest rate swaps, swaptions, futures, and other hedging tools used in ALM (Preferred)
- Ability to develop and execute portfolio strategies that optimize yield, risk, and liquidity constraints that are aligned with balance sheet goals and the bank’s risk appetite (Required)
- Knowledge of specialized investment program management (i.e. BOLI, etc.) (Preferred)
Benefits
- medical plans with prescription drug coverage
- flexible spending account or health savings account depending on the medical plan chosen
- dental and vision insurance
- life insurance
- 401(k) program with employer match and Employee Stock Purchase Plan
- paid time off programs including holiday pay and paid volunteer time
- disability insurance coverage and maternity and parental leave
- adoption assistance
- educational assistance
- robust wellness program with financial incentives
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
The Collections Clerk will communicate with clients to collect payments and resolve issues related to past-due accounts. This role involves maintaining detailed notes on client interactions and collaborating with team members for smooth resolution of overdue accounts.
The Director, Investment Services will lead the full sales cycle, from identifying prospective clients to relationship management. This role is crucial for expanding business and maintaining relationships with institutional investors.
Director, FP&A
KapitusWe believe business owners should be able to focus on running their business, while we take care of the financing.
The Director, FP&A will own the end-to-end FP&A function, focusing on designing and scaling processes, implementing modern planning tools like Anaplan, and building a high-performing team operating with public-company rigor. This role is accountable for the company-wide planning cadence, forecasting methodologies, and management reporting framework to support a complex financial services business.
Manager, Finance supporting strategic finance and FP&A at a healthcare organization
