VP, Investment Strategy & Portfolio Risk Leader

UNFCU; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

UNFCU is seeking a senior leader to oversee the investment department's credit research, portfolio analysis, and operations. The role partners with the CIO on fixed income and equity investments, and may expand into portfolio management and trading responsibilities.

The incumbent will manage staff, budgets, and research processes, ensure accurate valuation and settlements, and guide risk reporting and policy compliance across the department. Strong analytical and leadership skills are essential.

Qualifications

• Bachelor’s degree in finance, accounting, economics or business administration is required.
• Advanced education and/or CFA designation is preferred.
• At least 10 years of direct experience with US fixed income securities and portfolios.
• Experience in large bank/credit union or investment manager environments is strongly preferred.
• Extensive knowledge of global economics, markets, and fixed income instruments.

Responsibilities

• Oversee investment operations and staff, budget, and research processes.
• Ensure portfolios are adequately custodied, valued, and settled.
• Lead development of written credit analyses for positions.
• Mentor and develop staff to continuously improve reporting and operations.
• Ensure compliance with laws, regulations and internal policies.

Skills

Financial modeling

Financial analysis

Data analysis

Executive-level communication

Portfolio risk understanding

Education

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

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

Tools

Bloomberg

Yield Book

PolyPaths

Excel

Access

Job description

UNFCU is seeking a senior leader to oversee the investment department's credit research, portfolio analysis, and operations. The role partners with the CIO on fixed income and equity investments, and may expand into portfolio management and trading responsibilities.

The incumbent will manage staff, budgets, and research processes, ensure accurate valuation and settlements, and guide risk reporting and policy compliance across the department. Strong analytical and leadership skills are essential.