Sr Associate Investment Portfolio (HYBRID Richmond, VA)

Position Description

The Investment Portfolio Senior Associate is responsible for managing all aspects of the Companys fixed-income securities holdings. This role is part of the Corporate Treasury department and reports directly to the Corporate Treasurer. The Senior Associate works closely with other Treasury team members to ensure the investment portfolio aligns with overall Asset-Liability Management (ALM) and Liquidity Management strategies.

Position Accountabilities

• Develop and execute investment strategies that optimize portfolio performance while adhering to ALM objectives and established investment policies.
• Collaborate with the Banks investment subsidiary on municipal securities portfolio management.
• Perform pre-purchase analysis on investments and execute trades with approved broker-dealers to meet strategic goals.
• Monitor portfolio performance risk metrics and ensure compliance with internal policies and regulatory requirements.
• Validate securities valuations independently and assess potential impairment risks.
• Prepare and present detailed investment reports to the Asset-Liability Committee (ALCO) regarding policy compliance and risk monitoring.
• Monitor and report on the Banks interest rate swaps and other derivative positions.
• Coordinate with Corporate Treasury team members to support departmental initiatives.

Organizational Relationship

This position reports to the Corporate Treasurer.

Position Qualifications

Education & Experience

Knowledge & Skills

Salary offered will be based on several factors including but not limited to education work experience certifications etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Required Experience :

Senior IC

Key Skills

Eclipse,Apache,Drafting,Audio Visual,AutoCAD Drafting,ACCA

Employment Type : Full-Time

Department / Functional Area : Finance

Experience : years

Vacancy : 1