Investment Portfolio Manager, Sr. jobs in Rhode Island
Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
Investment Portfolio Sr Mgr
- Citizens
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Johnston, RI
FULL_TIME
-
Description
As the investment portfolio Sr. Manager, you will assist in management of a portfolio within the investment office. This role is designed to provide enhanced opportunity and responsibility. As the candidate grows within the role, will begin with Portfolio reporting and analytics before transitioning to a trading and analytics role through time.
The Initial Primary Roles Responsibilities Include- Reporting & Analytics:
- Development and continued enhancement of month and quarter end reporting that supports ALCO, Board-level, and Investor Relations preparation and presentations
- Development of dashboards supporting the Investment Portfolio, Institutional Hedging, and MSR Hedging on a daily basis that show exposures, statistical analysis, and relation to underlying market data
- Daily economic and market surveillance and intelligence that is broadly communicated
- Model Support: Assess, develop, and/or refine desk and production-based models (BlackRock Analytics) to support the team’s pre-trade analysis and macroeconomic environment evaluation. Utilize desk models to analyze relative value, relation to macro-economic factors, scenario analysis, and hedging strategies, communicating and supporting market thesis’s
- Forecasting: Support for the BAU and stress testing/CCAR forecasting processes associated with the securities and derivatives portfolios.
- Miscellaneous: Actively promote change within the Investment Portfolio, Derivatives and MSR Hedging group, communicate ideas succinctly to Portfolio Managers while working in a team environment, and other ad hoc projects as they arise.
Following demonstration of understanding risk factors that drive the Investment Portfolio, Institutional Hedging, and MSR Hedging, the person will begin learning to apply concepts learned from the reporting, analytics, model support and building, and forecasting. Potential additional responsibilities would include:- Trade Execution: support for the MSR, Investment Portfolio, and Institutional Hedging portfolios across TBAs, interest rate swaps, interest rate options, futures, Agency MBS, CMBS, CMOs, and other Non Agency products
- Driving Strategic Direction: Using an understanding of balance sheet risk factors and management goals that drive CFG performance, develop creative solutions to drive strategic direction of different team pillars or allocation decisions while factoring in macroeconomic and other factors.
- History of model development and/or expert level Microsoft excel skills, along with some coding experience (SQL, VBA, SAS, Python, R)
- Interest in financial markets, bank balance sheets, and developing creative solutions to problems
- Required - Bachelor Degree in Business, Finance, Economics, math, statistics or another related topic
- Progress towards the Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) designations
- Hours per Week: 40
- Work Schedule: Hybrid, M-F
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 06/28/2024 - 3 Days Ago
Portfolio Manager
- Johnson Brothers
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North, RI
FULL_TIME
- Johnson Brothers is a multi-generational family-owned wine, beer, and spirits distributor in the United States. Founded by Lynn Johnson in 1953, the company remains committed to its founding values of...
- Just Posted
Portfolio an Delivery Manager
- A-Line Staffing Solutions
-
Woonsocket, RI
FULL_TIME
- Portfolio and Delivery ManagerRate: 50-59/hr on w-2 (No C2C)Portfolio & Delivery Management (PDM) is responsible for building and sustaining enhanced capabilities that support efficient management and...
- 1 Day Ago
Portfolio Manager – Copley Division
- Horizon Beverage Group
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West Greenwich, RI
FULL_TIME
- Portfolio Manager – Copley Division West Greenwich, RI Company Overview: As one of the New England’s leading spirits, wine, beer, and non-alcoholic beverage distributors, Horizon Beverage Group connec...
- Just Posted
Portfolio Manager ~ Providence, RI
- Bank Rhode Island
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Providence, RI
FULL_TIME
- About Bank Rhode Island Bank Rhode Island is a full-service financial institution with 20 branches headquartered in Providence, Rhode Island. As a full-service commercial bank, we're proud to offer a ...
- 18 Days Ago
Investment Relationship Manager
- Fidelity Investments Careers
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Smithfield, RI
FULL_TIME
- Job Description:Investment Relationship ManagerThe RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM)...
- 1 Month Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
About Rhode Island
Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$191,424 to $305,837
Most Popular Cities in Rhode Island for Investment Portfolio Manager, Sr. Jobs
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020