VP Portfolio Manager
About The Position
Are you a strategic investment leader with deep expertise in capital markets, portfolio management, and asset/liability strategy? Corporate One is seeking a VP, Portfolio Manager to oversee investment activities, optimize portfolio performance, and drive organizational financial goals. This role is focused on fixed‑income securities and interest‑rate‑related instruments (not equities), and plays a critical part in ensuring strong returns, liquidity, and margin performance through disciplined investment execution aligned with Board‑approved strategies. This is an individual‑contributor role with no direct reports; leadership is demonstrated through expertise, influence, and cross‑functional collaboration. We are specifically seeking a seasoned professional with deep expertise in fixed‑income securities and derivative instruments. This role does not involve equity or stock portfolio management.
Requirements
- Minimum of 10 years of progressive experience in capital markets and/or trading desk environments, with strong focus on fixed‑income markets.
- Minimum of 5 years of portfolio management experience involving fixed‑income strategies, interest‑rate analytics, and derivative usage.
- Solid understanding of the credit union industry, balance sheet management, and regulatory requirements.
- Exceptional analytical, organizational, communication, and decision‑making skills.
- Ability to evaluate market conditions, apply research insights, and make informed, timely investment decisions.
- Ability to clearly communicate complex fixed‑income and ALM concepts to diverse audiences.
- Strong relationship‑building skills with internal stakeholders and external market partners.
Nice To Haves
- Experience with derivative products for hedging or portfolio positioning.
- Experience with commercial lending is a plus but not required.
- Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
Responsibilities
- Develop and execute investment strategies aligned to Board objectives and organizational risk appetite.
- Manage Corporate One’s investment portfolio—primarily fixed‑income and interest‑rate‑sensitive instruments—to maximize returns while ensuring compliance with ALM, credit risk, and liquidity policies.
- Monitor financial markets and leverage research to make timely, high‑impact investment decisions that support net interest margin and organizational profitability.
- Review ALM reports, portfolio performance, and market trends; present insights and recommendations to senior leadership.
- Complete reporting requirements for executive leadership and regulatory agencies.
- Support the SVP, Asset Liability Management, including serving as a backup when needed.
- Represent Corporate One with chapters, boards, and credit union leaders, to deliver insights on economic trends, ALM strategies and investment solutions.
- Initiate and oversee off‑balance‑sheet transactions while providing strategic investment recommendations.
- Maintain strong relationships with brokers, vendors, and market partners to ensure best‑execution outcomes.
- Communicate complex fixed-income and ALM concepts to technical and non-technical audiences.
- Contribute to strategic projects, initiatives, and additional responsibilities as assigned.
Benefits
- Generous 401(k) matching and quality health and ancillary benefits.
- Four weeks of PTO starting year one, 11 paid holidays, and paid parental leave.
- Access to online training, mentoring, and business coaching.
- Tuition reimbursement, pet insurance, and year‑round events.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
