Investment Portfolio Manager

Job Description

Job Description

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.

Key Responsibilities

1. Strategy, Vision, and Leadership

• 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.

2. Finance Operations

• 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

3. Perform other duties as assigned.

Qualifications & Experience

• 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.

Preferred Qualifications & Experience

• 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).

Skills

• Corporate Finance
• Asset Management
• Financial Policy Development, Interpretation and Application
• Financial Analysis
• Financial Planning Software
• Statistical Analysis
• Organizational Performance Analysis

Minimum Physical Requirements

• Sitting for prolonged periods at a desk working on a computer.
• Working on the computer.
• Regular in-person meetings, online meetings, phone calls, and presenting.
• Moving around the office on occasion.
• Lifting, pulling, pushing, up to 25 pounds on occasion.
• We'll make reasonable accommodations for qualified applicants and employees with disabilities.

Benefits and Pay

The expected pay range for the Investment Portfolio Manager is $89,657.10 to $109,580.90 per year.

This range reflects the compensation we reasonably expect to offer for this role based on typical qualifications and market data. Offered pay may vary depending on the candidate’s experience, skills, and other relevant factors.

We cover 100% of employees single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Paid time off, 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, Volunteer time off, Credit union membership, Paid orientation, and more.

About Company

HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative, owned and operated by our members since 1936. We are dedicated to helping members achieve their financial goals and our employees reach their career aspirations. We are committed to our community by extending ourselves through our time, efforts and resources. Our motto, Life Matters, means celebrating life’s experiences and creating fulfilling work opportunities, not just jobs.