Sr Associate - Investment Portfolio (HYBRID - Richmond, VA) jobs in United States
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Atlantic Union Bank · 4 days ago

Sr Associate - Investment Portfolio (HYBRID - Richmond, VA)

positionGlen Allen, VA
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Atlantic Union Bank is seeking a Senior Associate for their Investment Portfolio team. This role involves managing the company's fixed-income securities holdings and ensuring alignment with Asset-Liability Management and Liquidity Management strategies.

BankingFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Develop and execute investment strategies that optimize portfolio performance while adhering to ALM objectives and established investment policies
Collaborate with the Bank’s 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 Bank’s interest rate swaps and other derivative positions
Coordinate with Corporate Treasury team members to support departmental initiatives

Qualification

Investment managementAnalytical skillsBloomberg proficiencyInterest rate riskInvestment accountingMicrosoft Office SuiteCommunication skillsOrganizational skillsProblem-solving skillsTeamwork

Required

Bachelor's degree in finance, economics, or a related field required
Minimum 5 years' experience in investment management; banking experience preferred
Strong understanding of global financial markets with proven analytical and quantitative skills
Proficiency with Bloomberg and/or other investment research and analytical tools
Familiarity with investment accounting, safekeeping, and pledging
Comprehensive understanding of interest rate risk, preferably in the context of bank balance sheets
Knowledge of banking concepts, accounting, economic, and finance principles
Ability to work independently while managing multiple priorities
Advanced analytical and problem-solving skills with strong attention to detail
Excellent organizational, interpersonal, and verbal and written communication skills
Builds effective working relationships and supports cohesive, team-focused environment
Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint

Preferred

Master's degree in finance, economics, or a related field preferred
Banking experience preferred

Benefits

Comprehensive benefits package
Incentive compensation plan
Discretionary profit sharing bonus program

Company

Atlantic Union Bank

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Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.
dateFounded in 1902
location
Richmond, Virginia, USA
people-size1001-5000 employees
web-link
https://atlanticunionbank.com

Funding

Current Stage
Public Company
Total Funding
$402.5M
2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO

Leadership Team

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Jule Kreyling
President and CEO
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Jon Bridges
SVP, Mortgage Chief Operating Officer
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Recent News

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Company data provided by crunchbase