U.S. Bank Investment Portfolio Manager in New York, New York
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job Description The Investment Portfolio Manager resides within U.S. Bank’s Corporate Treasury division and is responsible for the management and trade execution of USB’s investment portfolio. This position works with a team of investment portfolio professionals who are responsible for portfolio strategic asset allocation, security selection, prepayment modeling, and trade execution. The position will develop and maintain trade strategy ideas within asset classes, network with other market professionals, create presentations for financial analysis related to forecasting and strategies, and generate alpha through relative value asset allocation and security selection analysis. Duties include: Develops, interprets, implements complex financial concepts, analysis and reporting projects for alpha generation within the investment portfolio.
Performs fundamental and technical analysis to determine present and future financial performance.
Prepares and summarizes recommendations for financial plans, acquisition activity, trade recommendations and operating forecasts.
Provides technical direction and guidance to project team in resolving analytical questions.
Monitors and recommends improvements to department’s operational effectiveness.
Analyzes and performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.
Drives discussions on complex issues and alternative investment ideas where analysis of situations or data requires an in-depth evaluation of variable factors.
Recommends and conducts trade ideas within best execution construct.
Basic Qualifications Bachelor's degree, or equivalent work experience
10 or more years of related experience (capital markets and/or fixed income preferred)
Preferred Skills/Experience Well-developed quantitative, analytical, and financial skills with a strong interest in portfolio management, trading, and interest rate risk management
In-depth knowledge of financial analysis techniques, economic theory, and general accounting procedures
In-depth knowledge of fixed income mathematics, portfolio theory, analytical models, forecasting, and planning
Ability to identify and resolve exceptions and analyze present data
Effective verbal and written communication skills
Preferred background in bank portfolio investment asset classes, including government bonds, interest rate swaps, agency MBS, municipal bonds, ABS, agency and non-agency CMBS, corporate bonds, CLOs, and bank-owned life insurance
CFA charter holder or MBA desirable
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.