JOB SUMMARY
The Junior Securities Portfolio Analyst is part of a group that manages the fixed income securities portfolio for BankUnited. This position supports the Chief Investment Office in creating periodic reporting and quantitative analysis designed to monitor and analyze the performance of the Bank's investment portfolio. The role will work closely with the Investment Office and will also interact with the Credit, Operations, and Technology teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Build and maintain portfolio reports using database management and analytical tools including Python, AWS, SQL, Bloomberg, CAS, Tableau, and Intex
- Perform and document investment analysis, credit stress scenarios, and interest rate shocks on fixed income securities purchases and sales
- Assist Portfolio Managers in managing quarterly securities portfolio valuation process
- Work closely with Portfolio Managers on portfolio construction, investment strategy, and performance assessment utilizing data, statistical, and computational analysis
- Participate in special projects for Portfolio Managers which includes computational and quantitative analysis skills
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- Bachelor's Degree in Mathematics, Econometrics, Statistics, Quantitative Finance, Computer Science or related quantitative field required
Experience
- 0-3 Years of work experience required
- Experience with structured products a strong plus
- Experience with CAS and or Intex a plus
- Experience working with data using Python (NumPy, Pandas, etc...) strongly preferred
Knowledge, Skills, and Abilities
- Strong quantitative skills
- Comfortable using Excel, Word, PowerPoint, etc Excel VBA experience preferred
- Familiarity with AWS Cloud Services, such as EC2, Lambda, Athena, Glue, and Redshift a plus
Additional Information
Candidates residing in locations within BankUnited's footprint may be given preference.
Requirements:
JOB SUMMARY
The Junior Securities Portfolio Analyst is part of a group that manages the fixed income securities portfolio for BankUnited. This position supports the Chief Investment Office in creating periodic reporting and quantitative analysis designed to monitor and analyze the performance of the Bank's investment portfolio. The role will work closely with the Investment Office and will also interact with the Credit, Operations, and Technology teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Build and maintain portfolio reports using database management and analytical tools including Python, AWS, SQL, Bloomberg, CAS, Tableau, and Intex
Perform and document investment analysis, credit stress scenarios, and interest rate shocks on fixed income securities purchases and sales
Assist Portfolio Managers in managing quarterly securities portfolio valuation process
Work closely with Portfolio Managers on portfolio construction, investment strategy, and performance assessment utilizing data, statistical, and computational analysis
Participate in special projects for Portfolio Managers which includes computational and quantitative analysis skills
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
SUPERVISORY RESPONSIBILITIES
N/A
QUALIFICATIONS
Education
Bachelor's Degree in Mathematics, Econometrics, Statistics, Quantitative Finance, Computer Science or related quantitative field required
Experience
0-3 Years of work experience required
Experience with structured products a strong plus
Experience with CAS and or Intex a plus
Experience working with data using Python (NumPy, Pandas, etc...) strongly preferred
Licenses and Certifications
Knowledge, Skills, and Abilities
Strong quantitative skills
Comfortable using Excel, Word, PowerPoint, etc Excel VBA experience preferred
Familiarity with AWS Cloud Services, such as EC2, Lambda, Athena, Glue, and Redshift a plus
Additional Information
Candidates residing in locations within BankUnited's footprint may be given preference.
ADDITIONAL KNOWLEDGE, SKILLS AND ABILITIES
COMMUNICATION/LANGUAGE SKILLS: Ability to speak, read and write in the English language; Spanish (or other languages) helpful. Ability to read and comprehend simple instructions, hort correspondence and memos; write simple correspondence; and effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; and compute rate, ratio, and percent; and to draw and interpret bar graphs. An understanding of higher mathematical concepts may be required for specific departments.
REASONING AND ANALYSIS ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form; and deal with problems involving several concrete variables in standardized situations.
INTERPERSONAL SKILLS:
Build Relationships: Ability to relate to people in an open, friendly, accepting manner; can show sincere interest in others and their concerns; capable of initiating and developing relationships with others as a key priority.
Collaborative Relationships: Ability to develop and maintain effective working relationships with team members, internal partners, and external parties. Knows how to seek and encourage collaboration. Can work effectively with people outside formal authority to accomplish goals seeking win-win alternatives. Shares successes and works with others to reach best practice solutions. Can represent his/her own interests and yet be fair to other groups. Has the ability to recognize when relationships are unproductive and take action to improve them Influence: Can assert own ideas and persuade others; gain support and commitment from others; and mobilize people to take action.
Professionalism: Adhere to BankUnited standards for conduct, grooming, and attire. Provide a positive and professional image both within the company and externally. Create a positive first impression.
OTHER SKILLS AND ABILITIES: Ability to work under pressure and ability to make decisions according to established guidelines; work unsupervised and to accomplish tasks accurately and on a timely basis; prioritize work; strong organization skills. Travel may be required; computer literacy in word processing is required. Must be able to use Microsoft Word, Excel, and Outlook.
SALES ABILITY/PERSUASIVENESS: Ability to identify the needs of customers through effective questions and listening techniques. Can apply technical/professional knowledge, interpersonal skills, and sales methods to obtain customers' commitment to ideas, services, or products. Handles objections effectively.
CUSTOMER SERVICE: Handles customers and employees and their queries in a positive, friendly, helpful and knowledgeable manner, remembering that the customers' satisfaction is a primary focus. Represents the Bank professionally at every contact with customers, staff and vendors
ATTENDANCE: Must be able to report to work regularly per the assigned schedule; and have the flexibility to work additional hours outside the assigned schedule when necessary; work steadily through the workday; and maintain an attendance record in compliance with Bank policies and procedures.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands & arms; & talk or hear. The employee is occasionally required to stand; walk; climb or balance; & stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds & occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is a typical climate controlled office environment and the noise is usually moderate.
SAFETY
Uses common sense to perform job functions in a safe manner.
EMPLOYEE RECEIPT OF JOB DESCRIPTION ACKNOWLEDGMENT FORM
These statements are intended to describe the general nature and level of work being performed by employees assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. This job description in no way states or implies that these are the only duties to be performed by the employee occupying the position. I understand I may be required to follow other job-related instructions and to perform any other job-related duties requested by management. Requirements are representative of minimum levels of knowledge, skills and abilities. To perform this job in a satisfactory manner, I must need to possess the abilities or aptitudes to perform each duty proficiently. I understand this job description is not a legal document and does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. I understand that I should consult my supervisor regarding any questions I may have regarding the job description.
Since the duties, responsibilities, qualifications and competencies described here are necessarily subject to change, I acknowledge that revisions to the job description may occur. All such changes will be communicated and I understand that revised information may supersede, modify, or eliminate existing statements in the job description document. I have received the job description, and I understand that it is my responsibility to read, understand, and be able to perform the work described herein and revisions made to it.
Compensation: $80,000 - $95,000
