Portfolio Optimization Specialist
Qualified candidates, please attach resume when applying.
A Global Financial Services company seeks a Portfolio Optimization Specialist in their New York office. Responsibilities include oversight of Balance Sheet optimization strategies and the maximization of Net Interest Revenue, as well as handling due diligence for small business loans purchased and their RMBS portfolio. They also will directly report to Chief Adm Officer.
Manage and analyze the balance sheet composition and implement new purchase programs
Manage all projects and partnerships and understand current market conditions by working with Corporate Treasury
Participate in weekly and monthly pricing committees
Analyze monthly financials and forecasting and gain purchase program approvals
Maintain relationships with outside partners and ensure continuation of established flow programs
Work with various departments and teams
BS in Accounting, Finance, or Economics and 3-5 years’ experience in banking in a financial services planning role and knowledge of balance sheet and forecasting management
Excellent communication skills and highly-organized
Ability to create models to determine financials of company