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Client Deposits | Treasury | Portfolio Manager
2 months ago
Top Tier Investment Bank looking for a Client Deposits | Portfolio Manager to join their growing team. This is an excellent opportunity to monitor client deposit portfolios for deviations from specified deposit volume strategy, review compliance profiles, and provide recommendations for remediation, where necessary. Manage the workflow and collaborate with teammates from Treasury, Finance, Technology, Operations, Compliance and Legal, when applicable, to carry out functions and improve processes across the Bank.
QUALIFICATIONS
- Bachelor's degree in Accounting, Finance or in a related field is a requirement.
- Portfolio Manager needs to have strong deposit product knowledge, customer compliance understanding, organizational skills as well as solid understanding of working in a Treasury Management area or Wholesale Banking segment.
- 7+ years experience in working with reciprocal banking deposit products, ideally overseeing an institutional or commercial banking portfolio.
- Proficient in Jack Henry | Silverlake system environment and with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
- Demonstrated strength in funds transfer pricing, and forecasting.
- Must be able to work as part of a team and colleagues.
- Willingness to take on special projects as they arise.
- Should possess strong communication skills (verbal and written).
- Ability to work in a collaborative environment and while meeting tight deadlines.
- Results-oriented with a history of driving business growth, an individual comfortable with change and possessing excellent persuasion skills.
This role will be HYBRID out of the New York, NY office. Total compensation will include a base salary range of $100,000 to $150,000 + Bonus.
