What are the responsibilities and job description for the Director of Portfolio Strategy - Remote position at Veritas Partners?
Our client, an asset liability management consulting firm, is currently seeking a Director, Portfolio Strategy to join their growing team. The Director, Portfolio Strategy will work with the advisory team and quantitative analysis team to enhance the client experience.
Responsibilities
Responsibilities
- 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
- Maintain and expand market knowledge to educate clients on economic conditions, interest rates, relative value, and emerging investment opportunities
- Serve as the trusted investment advisor and primary portfolio strategy resource for assigned Premier clients
- Collaborate with internal specialized groups to deliver coordinated recommendations and a consistent client experience
- Bachelor’s degree is required
- 5 years of experience in fixed income, ALM, treasury, portfolio management, or a related depository-focused role
- Demonstrated client-facing experience with financial institutions
- Deep understanding of fixed income markets, securities, portfolio construction, and relative value analysis
- Strong understanding of the financial institution business model and the role of the investment portfolio within broader balance sheet strategy
- Ability to simplify complex investment strategies and market concepts for client understanding
- Excellent communication and presentation skills with the ability to lead investment discussions with financial institution executives