- Investment/Derivative Portfolio Management:
- Primary manager of the Banks Investment/Derivative Portfolio including accounting and reporting
- Initiate potential Investment analysis and opportunities
- Present Investment/Derivative portfolio recommendations to Investment and ALCO Committee for action
- Execute Investment/Derivative actions approved by Investment and ALCO Committee with approved Brokers list.
- Manage Investment Broker relationships on a regular basis ensuring adherence to Investment Policy
- Member of the Banks Investment Committee
- Prepare Investment Committee minutes
- Financing & Risk Management Strategies:
- Research, understand and analyze the appropriate uses and costs/benefits of the range of investment alternatives, financing vehicles and risk management tools in the context of current and projected economic environments with the objective of achieving Firstrust's overall short- and long-term goals.
- Asset Liability Management
- Liaison with the Banks third-party Asset/Liability Interest Rate Risk Modeling firm for the Bank and Hatch
- Maintain inhouse Asset/Liability Interest Rate Risk Model
- Review both third party and inhouse ALM model results for accuracy
- Review Asset/Liability Committee reporting package for distribution
- Preparer of Asset/Liability Meeting Minutes
- Member of the Asset/Liability Committee
- Use inhouse Asset/Liability model to test investment and derivative strategies
- Coordinate with the Lending and Deposit teams on overall bank strategies
- Liquidity
- Coordinate with accounting and other departments regarding liquidity needs
- Evaluate cash activity history to anticipate liquidity needs
- Coordinate with EVP Director of Community Banking and SVP Commercial Deposits on deposit rates
- Execute Borrowing strategies using FHLB Advances and Brokered CDs
- Liaison with FHLB of Pittsburgh, primary provider of wholesale funding for the Bank
- Liaison with CD Brokers for purposes of wholesale borrowing functions
- Budgeting and Planning
- Maintain and reviews the Banks Net Interest Income Model for Budgeting purposes
- Participate in the Banks annual Planning process by coordinating Lending and Deposit Plans along with rate forecasts
- Support the CFO in Budgeting and Planning analysis and the decision-making process.
- Other
- Review and advise action regarding the Banks collateral maintenance and reporting requirements for counterparties and customers. (Derivatives & Deposits)
- Provide support to financial management effort as required by Executive Vice President/CFO.
- Support the Funds Transfer Pricing model component of the Profitability Reporting System.
- Ensure that Investment, Liquidity, A/L Management, Derivative and Net Interest Income Policies meet audit and regulatory guidelines and requirements, and that reporting requirements are in compliance.
- Liaison with the auditors and examiners
- Bachelors Degree in Finance or Accounting required
- Seven (7) plus years of financial banking experience
- Fixed Income Investment Management experience required
- Executive presence and a strong ability to build relationships with senior stakeholders which effectuate desired results
- Excellent analytical skills
- Exercise prudent and fiscally responsible judgment.
- Must be detail oriented, focused, and have excellent follow-through skills
- Proficiency in the Microsoft office (Advanced Excel, Basic Word, and Outlook)
- Knowledge of Bank Investment and Asset/Liability regulations
- Knowledge of Investment Accounting software, ALM software, SQL, and Bloomberg
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Senior Finance Manager - Conshohocken, United States - Firstrust Bank
Description
Objective:
Manages the primary functions related to the cash, investment portfolios and derivative management as well as Asset/Liability management and Budget. In addition, will provide support to the internal financial management effort.
Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.
Minority/Female/Disabled/Veteran
Responsibilities/Duties:While performing the essential functions of this position, the employee will need to move about from floor to floor to retrieve items. A majority of these positions require sedentary work, sitting most of the time. The employee will be required to prepare and analyze data and figures and operate a computer terminal using repetitive motion.
Knowledge - Skills & Abilities:
