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Choice Bank · 1 day ago

Investment Portfolio Manager

Minneapolis, MN

Full-time

Hybrid

Senior Level

7+ years exp

Choice Bank is seeking an Investment Portfolio Manager to oversee risk management and optimize returns while ensuring compliance with fiduciary and regulatory guidelines. The role involves managing fixed income bond portfolios, equity investments, and Limited Partner fund investments, as well as conducting thorough analysis and collaborating with institutional asset managers.

BankingFinanceFinancial Services

Responsibilities

Complete qualitative and quantitative analysis for both initial underwriting efforts and ongoing analysis of individual positions

Evaluate products with complex cashflows and structural subordination to determine if they provide adequate risk mitigation versus return profiles

Utilize industry standard analytical platforms (Bloomberg, Intex, etc.) to perform risk, return, and relative value analysis

Develop and maintain financial models for all investment types. Provide insights into model outputs to key internal stakeholders

Perform periodic credit reviews for existing securities positions using sound judgement to determine if credit dynamics of the security warrant an elevation of credit monitoring

Meet with large institutional asset managers to underwrite and periodically reevaluate their credit underwriting process for managed structured products such as Collateralized Loan Obligations to ensure it is prudent and aligned with Choice credit appetites or objectives

Complete statistical analysis on characteristics of individual securities to measure their contribution to portfolio risk exposures

Evaluate macro and microeconomic trends against the position of the portfolio. Recommend portfolio exposure adjustments based on risk exposures in relation to the economic environment

Refine portfolio strategy and objectives against evolving organizational goals, regulatory environment, and market landscape

Drive continuous improvement and implement new portfolio risk management and monitoring techniques or frameworks to solidify and expand a best-in-class portfolio management process within the community banking space

Conduct sophisticated stressing of portfolio aggregate and component exposures to inform and effectively mitigate risk exposures across environments

Adhere to internal and regulatory documentation standards for prepurchase due diligence, trade approvals, credit reviews, and other portfolio analysis

Prepare materials for Asset-Liability Management Committee meetings that review portfolio trends including KPI/KRI metrics as well as facilitate strategic discussion and decisioning

Facilitate cross-functional collaboration across departments and in particular the enterprise risk management function to ensure risk is effectively measured, monitored and communicated. Partner to revise risk metrics as appropriate

Support the continual process of Investment Policy refinement and compliance reporting

Provide written or verbal subject matter expert communication to senior and executive leadership upon request or as directed to foster transparency and effective challenge for management of the portfolios