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Investment Strategy Analyst

2 months ago

Union, Kentucky, United States Federal Home Loan Bank Cincinnati Full time

Position Title: Portfolio Strategy Analyst

Overview:

The Portfolio Strategy Analyst is responsible for conducting comprehensive research and developing in-depth analyses of various investment, funding, and hedging strategies. This role plays a crucial part in model validation and ensuring compliance with End User Computing (EUC) policies for all trading desk models and tools.

Key Responsibilities:

  • Conducts thorough research and communicates market data that outlines current and long-term trends in fixed income and derivative markets, providing metrics to inform investment decisions and benchmark results.
  • Engages in investment strategies, debt issuance, derivatives management, and market risk analyses in alignment with established financial management strategies and policy limits.
  • Performs ad hoc analyses and portfolio optimization using advanced software, interprets outcomes, and suggests strategies to mitigate market risk and enhance returns.
  • Designs, implements, and tests various analytical tools for Mortgage Backed Securities (MBS) and derivatives, along with reporting functionalities.
  • Researches and creates periodic analyses related to various financial transactions, ensuring accuracy and completeness in reporting.
  • Develops and documents new or improved processes and systems, collaborating with management to ensure comprehensive documentation and cross-training of staff.
  • Generates and updates market pricing data for structured Advances, providing insights for new transactions and the termination of existing ones.
  • Maintains communication with the dealer community to gather market intelligence on fixed-income and derivative instruments, ensuring a high level of proficiency in market rates.
  • Stays informed about regulatory requirements and develops processes to ensure compliance in areas such as liquidity and pricing.
  • Collaborates with Enterprise Risk Management (ERM) to enhance modeling assumptions and participate in knowledge sharing across functions.
  • Completes additional duties and special projects as assigned by management.
Qualifications:
  • Bachelor's degree in finance, mathematics, quantitative analysis, economics, business administration, or accounting.
  • A minimum of two years of relevant experience in financial, quantitative, or risk analysis and asset liability management.
  • Familiarity with the financial industry, particularly in derivatives, cash management, fixed income securities, and market risk metrics.
  • Proficient in Excel, PowerPoint, and Word, with the ability to collaborate with IT professionals to define specifications and test outcomes.
  • Strong analytical and organizational skills to develop and interpret complex reports and ensure timely project completion.
  • Ability to understand complex financial concepts and perform mathematical calculations.
  • Excellent verbal, written, and interpersonal skills for effective communication with internal and external stakeholders.
  • Demonstrates initiative and adaptability to changing responsibilities and deadlines.
  • Commitment to fostering a diverse and inclusive work environment.
Work Environment:

This role requires daily use of a personal computer and Bloomberg terminal, with flexibility to meet changing deadlines and occasionally work outside standard business hours. The position supports a hybrid work environment.