Director, Investment Portfolio Strategy

ALM First

2d•Hybrid

About The Position

This is a unique opportunity to help us grow our Advisory services. This position will serve as a relationship manager with a strong financial acumen and ability to communicate investment and balance sheet strategies to the client.

Requirements

5+ years of experience in fixed income, ALM, treasury, portfolio management, or a related depository-focused role
Demonstrated client-facing experience with financial institutions
Strong understanding of the financial institution business model and the role of the investment portfolio within broader balance sheet strategy
Deep understanding of fixed income markets, securities, portfolio construction, and relative value analysis
Excellent communication and presentation skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, and team members.

Responsibilities

Serve as the trusted investment advisor and primary portfolio strategy resource for assigned Premier clients
Partner with the Advisory Director to ensure investment recommendations align with the client's broader balance sheet strategy
Develop and communicate proactive portfolio recommendations based on client objectives, portfolio positioning, and changing market conditions
Educate clients on investment alternatives and guide them from strategy development through investment execution
Collaborate with internal specialized groups to deliver coordinated recommendations and a consistent client experience
Maintain ongoing client engagement and participate in broader strategic discussions when investment portfolio decisions affect the institution's balance sheet
Develop investment and reinvestment strategies aligned with client liquidity needs, interest rate risk, capital position, earnings objectives, and risk appetite
Evaluate portfolio cash flows, maturities, market conditions, and client balance sheet trends to identify proactive investment opportunities
Identify and communicate investment opportunities across a broad range of fixed income sectors appropriate for financial institutions
Partner effectively with the trading desk to evaluate securities, develop trade proposals, and support investment execution
Maintain knowledge of regulatory and accounting considerations applicable to financial institution investment portfolios
Lead investment discussions with financial institution executives
Simplify complex investment strategies and market concepts for client understanding
Maintain and expand market knowledge to educate clients on economic conditions, interest rates, relative value, and emerging investment opportunities
Demonstrate independent judgment while collaborating effectively with Advisory Directors, traders, and other specialized teams
Proactively identify opportunities rather than relying solely on client-initiated investment activity