Talent.com
Assistant Portfolio Manager - Treasury Capital Markets
Assistant Portfolio Manager - Treasury Capital MarketsSynovus • Atlanta, GA, United States
[error_messages.no_longer_accepting]
Assistant Portfolio Manager - Treasury Capital Markets

Assistant Portfolio Manager - Treasury Capital Markets

Synovus • Atlanta, GA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Summary

"The Assistant Portfolio Manager will support the management of the bank's securities portfolio, derivatives book, and balance sheet strategy within the Corporate Treasury group. This individual will play a key role in portfolio analytics, trade execution, and balance sheet optimization, bridging investment management, asset / liability strategy, and liquidity planning.

The ideal candidate combines a deep understanding of fixed income markets, derivatives, and bank balance sheets with strong quantitative skills and the ability to synthesize complex data into actionable insights."

Job Duties and Responsibilities

Investment Portfolio Management

  • Supports day-to-day management of the bank's investment portfolio, including U.S. Treasuries, Agencies, MBS / CMO, Municipals, and Corporate Securities.
  • Assists in trade analysis, execution, and performance tracking against portfolio benchmarks.
  • Monitors risk metrics including duration, convexity, DV01, OAS, and sector exposures.
  • Prepares materials for ALCO and other governance committees summarizing portfolio positioning and performance.

Derivatives and Hedging

  • Assists in structuring and monitoring derivatives used for interest rate risk management (e.g., swaps, swaptions).
  • Maintains hedge documentation and compliance with accounting standards (ASC 815 / hedge effectiveness).
  • Supports execution and valuation processes in collaboration with accounting and risk partners.

    • Wholesale Funding and Liquidity Management

  • Supports daily and strategic liquidity management, including collateral optimization and funding mix analysis.
  • Monitors wholesale funding sources (FHLB, brokered deposits, Fed facilities, repo, etc.) and evaluate cost and availability.
  • Contributes to the development of short-term investment and HQLA strategies.

    • Other Responsibilities

  • Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.

    • The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.

    Minimum Education :

  • Bachelor's degree in finance, economics, or a related field; advanced degree preferred.

    • Minimum Experience :

  • Minimum 5-7 years in capital markets, treasury, or investment management roles, preferably within a financial institution or equivalent combination of education and experience.

    • Certifications :

  • Certified Financial Analyst (CFA) is preferred.

    • Required Knowledge, Skills, & Abilities :

  • Strong knowledge of fixed income and derivatives markets and related analytics
  • Working understanding bank balance sheets, ALM concepts, and regulatory frameworks (Basel III, LCR)
  • Proficiency with Bloomberg and treasury systems
  • Analytical, detail-oriented, and intellectually curious
  • Excellent written and verbal communication skills with the ability to convey technical insights to senior management
  • Ability to complete multiple projects within expected timeframe
  • Strong teamwork and cross-functional collaboration with finance, risk, accounting, and operations
    • [job_alerts.create_a_job]

    Portfolio Manager • Atlanta, GA, United States

    [internal_linking.similar_jobs]
    Senior Portfolio Manager

    Senior Portfolio Manager

    First Horizon • Atlanta, GA, United States
    [job_card.full_time]
    On site at a Georgia location listed in the job posting.The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfoli...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Portfolio Credit Manager, Large Vertical Client within Home Core

    VP, Portfolio Credit Manager, Large Vertical Client within Home Core

    Synchrony • Alpharetta, GA, United States
    [job_card.full_time]
    As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios within the Home & Auto business segment you will hold full own...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Treasury Manager

    Treasury Manager

    Varo • Atlanta, Georgia, United States, 30303
    [job_card.full_time]
    Varo is an entirely new kind of bank.All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. Varo's Finance team is a small, agile group driving the bank's...[show_more]
    [last_updated.last_updated_variable_days]
    SBA / USDA Portfolio Manager - Job # 339

    SBA / USDA Portfolio Manager - Job # 339

    BritePros Medical Staffing • Atlanta, Georgia, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    SBA / USDA Portfolio Manager - To $135K - Hybrid Remote (Atlanta) - Job # 3394.The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX.Our nationally uniq...[show_more]
    [last_updated.last_updated_30]
    Senior Portfolio Manager

    Senior Portfolio Manager

    ResiHome, LLC. • Atlanta, GA, United States
    [job_card.full_time]
    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. We’re committed to enriching the lives of...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Portfolio Manager

    Senior Portfolio Manager

    RESICAP • Atlanta, GA, United States
    [job_card.full_time]
    We’re committed to enriching the lives of those around us - one home at a time.Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join ou...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment

    Senior Portfolio Manager - Wholesale Credit Delivery - Dealer Services segment

    Truist Inc • Atlanta, GA, United States
    [job_card.full_time] +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, Treasury

    Manager, Treasury

    Oscar Health • Atlanta, GA, US
    [job_card.full_time]
    We're hiring a Treasury Manager to join our Strategic Finance.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our mem...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Head of Portfolio Analytics, U.S. & Bermuda

    Head of Portfolio Analytics, U.S. & Bermuda

    Markel • Alpharetta, GA, United States
    [job_card.full_time]
    What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.The work we do at Markel gives people the confidence to move forward and seize opp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior MD : Middle Market Underwriting & Portfolio

    Senior MD : Middle Market Underwriting & Portfolio

    First Citizens Bank • Atlanta, GA, United States
    [job_card.full_time]
    A prominent financial institution in Atlanta is seeking a Managing Director, Underwriting Portfolio Manager to lead Middle Market Banking operations. The ideal candidate will have over 10 years of e...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Manager

    Portfolio Manager

    ServisFirst Bank • Atlanta, GA, United States
    [job_card.full_time]
    At ServisFirst, Our Name is Our Mission.Bank Officers by performing the following duties.Conduct financial analysis of credit for new and existing clients and prospects. Generate spreads, term sheet...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Portfolio Manager - Money Markets

    VP, Portfolio Manager - Money Markets

    Voya Financial • Atlanta, GA, United States
    [job_card.part_time]
    Together we fight for everyone’s opportunity for a better financial future.We will do this together — with customers, partners and colleagues. We will fight for others, not against : We will stand up...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Portfolio Manager - Parametric

    Associate Portfolio Manager - Parametric

    Morgan Stanley • Alpharetta, GA, US
    [job_card.full_time]
    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 4...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Portfolio Manager

    Senior Portfolio Manager

    First Horizon Bank • Peachtree Corners, GA, United States
    [job_card.full_time]
    On site at a Georgia location listed in the job posting.The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfoli...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Portfolio Manager

    Senior Portfolio Manager

    Resicap Payroll, LLC • Atlanta, GA, United States
    [job_card.full_time]
    We're committed to enriching the lives of those around us - one home at a time.Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join in...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Portfolio Manager - Money Markets

    VP, Portfolio Manager - Money Markets

    Voya Investment Management • Atlanta, GA, United States
    [job_card.full_time]
    Be among the first 25 applicants.Together we fight for everyone’s opportunity for a better financial future.We will do this together— with customers, partners, and colleagues.We will fight for othe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Treasury Management Product Manager

    Treasury Management Product Manager

    Seacoast National Bank • Atlanta, Georgia, United States
    [job_card.full_time]
    The Treasury Management Product Manager is responsible for leading the strategy, development, and performance of Seacoast Bank's Treasury Management receivables solutions.This role partners across ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Manager, Major Accounts

    Portfolio Manager, Major Accounts

    Kapitus • Atlanta, GA, US
    [job_card.full_time]
    The Major Accounts Portfolio Manager at Kapitus is responsible for the ongoing management and performance of a portfolio of funded merchant accounts. This role serves as the primary steward of accou...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]