Investment Portfolio Manager

HawaiiUSA Federal Credit Union • Honolulu, HI

5h • Onsite

About The Position

As the Investment Portfolio Manager, you will aid the Vice President Treasurer to oversee key Treasury functions which include debt for HawaiiUSA FCU, liquidity management, investment portfolio management, and treasury operations. This position requires creative problem-solving, collaboration, and change management. Collaboration and communication are key in this role as success encompasses the ability to work with other business unit leaders and staff to steward balance sheet management and decision making.

Requirements

• Bachelor’s degree in Business Administration, Economics, Accounting, or a related field, or an equivalent combination of education and experience.
• Five (5) years or more of progressive experience in corporate finance, accounting, portfolio investment, investment analysis, or a related combination.
• Corporate Finance
• Asset Management
• Financial Policy Development, Interpretation and Application
• Financial Analysis
• Financial Planning Software
• Statistical Analysis
• Organizational Performance Analysis

Nice To Haves

• Seven (7) or more years' experience within a Treasury function.
• Master’s Business Administration.
• Certified Treasury Management (CTM).
• Certified Financial Analysis (CFA).
• Certified Public Accountant (CPA).

Responsibilities

• Support the Vice President and Treasurer in the oversight and management of the investment portfolio, loan and deposit pricing, and liquidity management.
• Assist in the annual process for budgeting as well as periodic forecasts.
• Evaluate local and national market conditions, collaborate with other departments, and bring clear and concise recommendations to key Committees for discussion and/ or recommendation.
• Assist in managing the Treasury Department’s operational policies, procedures, and regulations.
• Assist in the development and communication of new concepts, methodologies, and techniques for financial management.
• Assist in the oversight of Treasury specific services such as investment management and liquidity management.
• Promote a culture of high performance and continuous improvement through ongoing teaching and coaching focused on quality outcomes
• Perform other duties as assigned.

Benefits

• The expected pay range for the Investment Portfolio Manager is $89,657.10 to $109,580.90 per year.
• 100% of employees single medical, drug, vision, and dental monthly health insurance premiums covered.
• Paid volunteer time
• Pay it forward program
• Matching charitable donations up to $250 per year per employee.
• Tuition assistance for higher education
• Paid Time Off
• 11 Paid Holidays
• 401(k) and 3% Employer Contribution
• Health insurance
• Vision insurance
• Dental insurance
• Prescription drug insurance
• Tuition reimbursement
• Life insurance
• Flexible spending account
• Disability insurance
• Health savings account
• Opportunities for advancement
• Employee assistance program
• Referral program
• Retirement plan
• Employee discount
• Paid training
• Professional development assistance
• AD&D insurance
• Credit union membership
• Paid orientation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees