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2 дня назад

Investment Portfolio Analyst (Fixed Income)

68 000 - 100 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Investment Portfolio Analyst (Fixed Income): Supporting the analysis, management, and reporting of a bank investment securities portfolio with an accent on fixed income analytics, portfolio risk, liquidity, earnings, and regulatory reporting. Focus on evaluating securities and portfolio performance, preparing trade and ALCO materials, monitoring credit and interest rate risk, and improving investment reporting and controls.

Location: Fully onsite in Phoenix, Arizona at 2155 W Pinnacle Peak Rd, Phoenix, AZ 85027

Salary: $68,000–$100,000 per year, with potential performance-based incentive compensation

Company

hirify.global provides banking services and manages an investment securities portfolio supporting liquidity, earnings, capital, and interest rate risk objectives.

What you will do

  • Analyze fixed income securities and the investment portfolio to support buy and sell decisions, including yield book, unrealized loss, stress, scenario, and relative value analysis.
  • Prepare trade support materials and coordinate with Treasury and broker-dealers on execution, settlement, and documentation.
  • Monitor portfolio performance and risk metrics, including credit, duration, NII, EVE sensitivity, liquidity, cash flow, unrealized gains and losses, and AOCI.
  • Prepare ALCO and ALCO Investment Sub-Committee reports, dashboards, analytical exhibits, limit monitoring, and variance analysis.
  • Support investment accounting, AFS/HTM classifications, reconciliations, month-end and quarter-end close processes, audits, and regulatory exams.
  • Monitor credit exposures, external investment managers, advisors, and broker-dealers while contributing to analytics, reporting, data quality, and control improvements.

Requirements

  • Bachelor’s or advanced degree, or relevant experience, in Accounting, Business Administration, Finance, Economics, or a related field.
  • At least 2 years of experience in bank treasury, investment securities portfolio management, fixed income analytics, or balance sheet management.
  • Working knowledge of U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
  • Knowledge of bank regulatory and accounting concepts, including AFS/HTM classifications and realized and unrealized gains and losses.
  • Strong analytical, communication, collaboration, and attention-to-detail skills in a regulated environment.
  • Advanced Excel skills and familiarity with investment analytics or treasury systems such as Bloomberg or Yield Book; occasional travel is required.

Culture & Benefits

  • Healthcare coverage including medical, dental, and vision plans.
  • 401(k) retirement savings plan with employer match for qualifying contributions.
  • Life and disability insurance, employee assistance, mental health resources, and legal support.
  • Tuition assistance, identity theft protection, insurance discounts, and access to an online discount marketplace.
  • Paid vacation, sick days, volunteer days, and holidays; eligible benefits begin the first day of the month following hire for associates scheduled to work at least 30 hours weekly.
  • Equal opportunity and affirmative action employment practices with accommodation support available during the application and interview process.

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