Hybrid VP, Investment Management & Strategy

United Nations Federal Credit Union; New York (NY); Hybrid; USD 275,000 - 295,000; Full time

Job summary

UNFCU in New York City seeks a senior leader to oversee the investment department's credit research, portfolio analysis and operations, partnering with the CIO on fixed income and equity assets. This hybrid role is based in NYC with compensation aligned to location.

This role requires deep expertise in US securities, risk management, and strategic portfolio development, with a track record of staff leadership and effective communication to executive management.

Qualifications

• Bachelor’s degree in finance, accounting, economics or business administration required.
• Advanced degree (MBA/MS) or CFA designation preferred.
• At least 10 years of experience managing/analyzing US fixed income securities and portfolios.
• Experience in a large bank, insurance company, or asset manager preferred.
• Strong knowledge of global economics, fixed income securities and GAAP accounting.

Responsibilities

• Lead investment operations and research, ensuring accurate valuation and settlement of portfolios.
• Oversee risk reporting and concise communication within the team and to stakeholders.
• Prepare written credit analyses for new and existing positions.
• Guide staff through project assignments and performance evaluations.
• mentor and develop staff to improve reporting and operational processes.
• Stay current on portfolio management, credit risk, and market developments.
• Ensure compliance with applicable laws and internal controls.

Skills

Fixed income

Portfolio management

Financial modeling

Data analysis

Executive communication

Education

Bachelor’s degree in finance, accounting, economics or business administration

MBA or MS in Finance, Economics, or CFA designation (preferred)

Tools

Bloomberg

Yield Book

PolyPaths

Job description

UNFCU in New York City seeks a senior leader to oversee the investment department's credit research, portfolio analysis and operations, partnering with the CIO on fixed income and equity assets. This hybrid role is based in NYC with compensation aligned to location.

This role requires deep expertise in US securities, risk management, and strategic portfolio development, with a track record of staff leadership and effective communication to executive management.