Investment Portfolio Manager

Investment Portfolio Manager

The Investment Portfolio Manager is responsible for risk management, optimizing returns, and ensuring compliance with fiduciary and regulatory guidelines. This role manages Choice’s fixed‑income bond portfolio, direct equity venture capital investments, and Limited‑Partner fund investments.

• Complete qualitative and quantitative analysis for initial underwriting efforts and ongoing analysis of individual positions.
• Evaluate products with complex cashflows and structural subordination to determine if they provide adequate risk mitigation versus return profiles.
• Utilize industry‑standard analytical platforms (Bloomberg, Intex, etc.) to perform risk, return, and relative‑value analysis.
• Develop and maintain financial models for all investment types. Provide insights into model outputs to key internal stakeholders.
• Perform periodic credit reviews for existing securities positions using sound judgement to determine if credit dynamics warrant an elevation of credit monitoring.
• Meet with large institutional asset managers to underwrite and periodically reevaluate their credit underwriting process for managed structured products such as Collateralized Loan Obligations; ensure prudence and alignment with Choice credit appetites or objectives.

• Complete statistical analysis on characteristics of individual securities to measure their contribution to portfolio risk exposures.
• Evaluate macro‑ and micro‑economic trends against the portfolio’s position; recommend exposure adjustments based on risk exposures in relation to the economic environment.
• Refine portfolio strategy and objectives against evolving organizational goals, regulatory environment, and market landscape.
• Drive continuous improvement and implement new portfolio risk‑management and monitoring techniques or frameworks to solidify and expand a best‑in‑class portfolio‑management process within the community‑banking space.
• Conduct sophisticated stress‑testing of portfolio aggregate and component exposures to inform and effectively mitigate risk exposures across environments.

• Adhere to internal and regulatory documentation standards for pre‑purchase due diligence, trade approvals, credit reviews, and other portfolio analysis.
• Prepare materials for Asset‑Liability Management Committee meetings that review portfolio trends, including KPI/KRI metrics, and facilitate strategic discussion and decisioning.
• Facilitate cross‑functional collaboration across departments, especially the enterprise risk management function, to ensure risk is effectively measured, monitored and communicated. Partner to revise risk metrics as appropriate.
• Support the continual process of Investment Policy refinement and compliance reporting.
• Provide written or verbal subject‑matter‑expert communication to senior and executive leadership upon request or as directed to foster transparency and effective challenge for portfolio management.

• Delivers accurate, insight‑driven portfolio allocation analysis—incorporating dynamics around complex structured products—using Bloomberg, Intex, and robust internal modeling.
• Applies sound credit judgement and effectively engages external asset managers to ensure underwriting practices align with Choice’s risk appetite and performance objectives.
• Produces clear, data‑driven portfolio analytics and stress‑testing insights that inform ALCO decisions and strengthen overall balance‑sheet strategy.
• Anticipates market, economic, and regulatory developments and recommends portfolio adjustments that enhance risk‑adjusted returns while aligning with organizational goals.
• Collaborates effectively across departments—especially with ERM—to refine risk metrics, strengthen governance, and provide transparent, expert communication to senior leadership.

• Bachelor’s degree in finance, economics, or accounting (advanced degrees are advantageous).
• 7‑10 years of experience in financial analysis, preferably within investment management.
• Chartered Financial Analyst (CFA) designation is desirable.
• Expertise in interest‑rate hedging/derivative…