Job Description

The Investment Portfolio Senior Associate is responsible for managing all aspects of the Company's fixed-income securities holdings. This role is part of the Corporate Treasury department and reports directly to the Corporate Treasurer. The Senior Associate works closely with other Treasury team members to ensure the investment portfolio aligns with overall Asset-Liability Management (ALM) and Liquidity Management strategies.

Position Accountabilities

• Develop and execute investment strategies that optimize portfolio performance while adhering to ALM objectives and established investment policies.
• Collaborate with the Bank’s investment subsidiary on municipal securities portfolio management.
• Perform pre-purchase analysis on investments and execute trades with approved broker-dealers to meet strategic goals.
• Monitor portfolio performance, risk metrics, and ensure compliance with internal policies and regulatory requirements.
• Validate securities’ valuations independently and assess potential impairment risks.
• Prepare and present detailed investment reports to the Asset-Liability Committee (ALCO) regarding policy compliance and risk monitoring.
• Monitor and report on the Bank’s interest rate swaps and other derivative positions.
• Coordinate with Corporate Treasury team members to support departmental initiatives.

Organizational Relationship

This position reports to the Corporate Treasurer.

Position Qualifications

Education & Experience

• Bachelor’s degree in finance, economics, or a related field required.
• Master’s degree in finance, economics, or a related field preferred.
• Minimum 5 years’ experience in investment management; banking experience preferred.
• Strong understanding of global financial markets with proven analytical and quantitative skills.
• Proficiency with Bloomberg and/or other investment research and analytical tools.

Knowledge & Skills

• Familiarity with investment accounting, safekeeping, and pledging.
• Comprehensive understanding of interest rate risk, preferably in the context of bank balance sheets.
• Knowledge of banking concepts, accounting, economic, and finance principles.
• Ability to work independently while managing multiple priorities.
• Advanced analytical and problem-solving skills with strong attention to detail.
• Excellent organizational, interpersonal, and verbal and written communication skills.
• Builds effective working relationships and supports cohesive, team-focused environment.
• Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.