Investment Portfolio Analyst I
Investment Portfolio Analyst I
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
If you have a disability and need assistance with the application you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries wont receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
This position will report to the Senior Investment Portfolio Manager and will work closely with other team members across Corporate Treasury as well as other stakeholders throughout the organization. Actively assist in the day to day management of the banks proprietary $150 billion securities portfolio of fixed income investments which provides stable income liquidity interest rate risk management and capital management objectives on behalf of Market Risk Liquidity and Capital Committee (MRLCC) . Provide support to Corporate Treasury in meeting its overall objectives.
Following is a summary of the essential functions for this duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
1. Assist senior management in making sound investment decisions in achieving objectives
2. Perform wide range of analytical processes involving securities and strategies being evaluated for the investment portfolio
3. Generate month end portfolio risk metrics to create Spot Shock and Cash Flow reporting via SAS processing. Compile MRLCC presentation based on results
4. Utilize S&P Capital IQ (SNL) platform and other financial data sources to provide in depth peer securities portfolio and balance sheet analysis
5. Keep policies and procedures current and manage work flows in Policy & Procedure Management
6. Monitor markets rates monetary / fiscal policy dealer research mortgage / credit / economic trends
7. Assist traders with prepurchase analysis (agency securities and credit related securities)
8. Read and analyze published financial information and dealer research that is applicable
9. Participate in special projects and perform other duties as assigned
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors degree in Finance Economics or Business Administration
2. One to two years of treasury or market experience with prior experience in bank treasury preferred
3. General understanding of financial markets and fixed income securities valuation
4. Ability to interact with all levels of management
5 Strong organizational skills ability to meet deadlines work in a fastpaced environment with a sense of urgency while providing accurate analysis
6 Interest in financial markets
7 Strong proficiency in MS Excel and other MS Office applications
8 Ability to think analytically and critically
9 Strong communication skills (verbal and written)
10 Ability to operate effectively in a team environment and a desire to work on a wide range of projects
Preferred Qualifications:
1. Masters of Business Administration (MBA) or equivalent education e.g. MS Economics or Finance and / or CFA designation
2. Two years or more of fixed income experience
3. Familiarity with Bloomberg Yield Book QRM INTEX and other trading/marketbased applications.
4. Basic understanding of general accounting rules/regulations as it relates to bond portfolios banking procedures/processes and understanding of computer/automated general ledger systems
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
IC
Employment Type
Full-Time
