VP, Portfolio Management

Insight Global; Kentucky; Hybrid; USD 160,000 - 165,000; Full time

Benefits offered by this job

401(k) matching

Health and ancillary benefits

Four weeks of PTO

Paid parental leave

Tuition reimbursement

Pet insurance

Job summary

A leading financial services firm is seeking an experienced investment professional to manage their fixed-income portfolio in Ohio. This role focuses on developing investment strategies to maximize returns while complying with regulatory standards. Candidates should have over 10 years in capital markets and expertise in fixed-income securities. The position offers a competitive salary of $160,000-$165,000 annually, alongside bonuses and comprehensive benefits, including 401(k) matching and generous PTO.

Qualifications

• Minimum of 10 years of experience in capital markets and/or trading desk environments.
• Minimum of 5 years of portfolio management experience with fixed-income strategies.
• Strong understanding of the credit union industry and regulatory requirements.

Responsibilities

• Develop and execute investment strategies aligned to organizational risk appetite.
• Manage investment portfolio focused on fixed-income and interest-rate-sensitive instruments.
• Monitor markets and make timely investment decisions that support profitability.

Skills

Analytical skills

Communication skills

Relationship building

Organizational skills

Decision-making skills

Education

Bachelor’s degree in finance, management, accounting, or related field

Tools

Bloomberg

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

• Bachelor’s degree in finance, management, accounting, or related field—or equivalent combination of education and experience.
• Minimum of 10 years of progressive experience in capital markets and/or trading desk environments, with strong focus on fixed‑income markets.
• Minimum of 5 years of portfolio management experience involving fixed‑income strategies, interest‑rate analytics, and derivative usage.
• Solid understanding of the credit union industry, balance sheet management, and regulatory requirements.
• Exceptional analytical, organizational, communication, and decision‑making skills.
• Ability to evaluate market conditions, apply research insights, and make informed, timely investment decisions.
• Ability to clearly communicate complex fixed‑income and ALM concepts to diverse audiences.
• Strong relationship‑building skills with internal stakeholders and external market partners.
• Proficiency with Bloomberg.
• Experience with derivative products for hedging or portfolio positioning.
• Experience with commercial lending is a plus but not required.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Reside in Ohio, Florida, North Carolina, or Texas and be willing to travel to Columbus, OH for training and company events.

Job Description:

We are specifically seeking a seasoned professional with deep expertise in fixed‑income securities and derivative instruments. This role does not involve equity or stock portfolio management. This is an individual‑contributor role with no direct reports; leadership is demonstrated through expertise, influence, and cross‑functional collaboration. In this role, you will be responsible for the following:

• Develop and execute investment strategies aligned to Board objectives and organizational risk appetite.
• Manage Corporate One’s investment portfolio—primarily fixed‑income and interest‑rate‑sensitive instruments—to maximize returns while ensuring compliance with ALM, credit risk, and liquidity policies.
• Monitor financial markets and leverage research to make timely, high‑impact investment decisions that support net interest margin and organizational profitability.
• Review ALM reports, portfolio performance, and market trends; present insights and recommendations to senior leadership.
• Complete reporting requirements for executive leadership and regulatory agencies.
• Support the SVP, Asset Liability Management, including serving as a backup when needed.
• Represent Corporate One with chapters, boards, and credit union leaders, to deliver insights on economic trends, ALM strategies and investment solutions.
• Initiate and oversee off‑balance‑sheet transactions while providing strategic investment recommendations.
• Maintain strong relationships with brokers, vendors, and market partners to ensure best‑execution outcomes.
• Communicate complex fixed‑income and ALM concepts to technical and non-technical audiences.
• Contribute to strategic projects, initiatives, and additional responsibilities as assigned.

This is a direct hire opportunity through a credit union client of Insight Global. The role is on a flexible hybrid schedule based in Columbus, OH. The salary is $160,000-$165,000 annually plus bonus and benefits including a generous 401(k) matching and quality health and ancillary benefits, four weeks of PTO starting year one, 11 paid holidays, and paid parental leave, and access to online training, mentoring, and business coaching, and tuition reimbursement, pet insurance, and year‑round events.