Investment Portfolio Manager

Indiana, United States


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Type: Permanent

Experience: Standard Management (Manager/Supervisor of Staff)

Education: Bachelor's Degree

Category: Accounting / Finance / Insurance

Industry: Financial / Banking

Company: Highland Consulting Group, Inc.

Reference ID: KYQavH

Date Posted: 05/20/2025

Shortcut: http://jobs.mrinetwork.com/TlhhoV


Investment Portfolio Manager

 

We have a tremendous opportunity for an Investment Portfolio Manager with a $5B - $10B Indiana-based financial institution.  This is a key within the Treasury Department focused on accounting, valuation and reporting for a $1.2B bond fund.  

 

Reporting directly to the SVP, Chief Strategy and Treasury Officer, the Investment Strategy Manager will oversee, measure and monitor the bank’s investments and contribute to the interest rate risk program of the bank.  Therefore, our client is seeking a highly experienced investment professional who is very “hands on”, organized and detail oriented.

Essential Functions

  • Oversees the bank’s bond portfolio and analyzes bond portfolio performance.
  • Understands business needs and data requirements to support implementation of investment frameworks, models, and processes.
  • Works with other third parties regarding interface entries for the bond portfolio.
  • Responsible for all aspects of the bond portfolio accounting including reconcilements, security administration and ensure recorded in accordance with generally accepted accounting principles.
  • Provides information for monthly board meetings, quarterly call reports, and preparation of annual financial report as it relates to the bond portfolio.
  • Contributes to the bank’s strategic financial planning process particularly in areas related to the bond portfolio.
  • Monitors and provides guidance on the bank's investment portfolio.
  • Conducts in-depth research on investments and related documents to properly administer the bank’s bond portfolio.
  • Provides detailed information regarding cash flow planning and forecasting.
  • Manages cash flow analysis for Bank investments and asset liability management. (“ALM”)
  • Key partner in modeling of ALM.
  • Coordinates with internal and external models to help develop models and communicates events in assumptions and reporting for ALM.
  • Participates in the compilation and presentation of reports for the Asset Liability Committee (“ALCO”) and internal reports for modeling.
  • Operates under and complies with the requirements and guidelines established by the regulating authority of financial institutions.
  • Assist with regulatory and external reporting requirements.

Here is what our client offers:

  • A financially sound, future focused, financial institution preparing for the next phase of growth
  • An opportunity to join a dedicated group of professionals focused on delivering top-quality services and products
  • An opportunity to be “heard” where both your opinion and time are valued
  • An opportunity to make a significant contribution and enjoy the impact of your contributions
  • A great culture where people enjoy their jobs and treat each other like family

Here is what our client requires:

  • Minimum of 5 years of financial institution management experience, focused on treasury, accounting or finance
  • Bachelor’s degree in accounting, finance, economics or business required
  • Experience developing and/or overseeing bond accounting for a financial institution with assets size exceeding $3-5 billion preferred.
  • An individual comfortable with heavy use and manipulation of Excel
  • A detail oriented individual capable of handling all bond accounting
  • A well-organized individual to seamlessly handle the many different timelines and priorities of the bond portfolio

If this sounds like the opportunity you have been looking for, please apply using the “Apply” link.  If you have questions about this opportunity, feel free to call Kevin O’Connor @ (724) 837-6338.

Confidentiality

We respect your privacy and will never submit a resume to a third party without your permission.  You can be assured that the information you give us will never be forwarded to any company without your specific, direct permission in advance.

 

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