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Investment and Funding Manager

Company: Columbia Banking System, Inc.
Location: Lakewood
Posted on: June 12, 2021

Job Description:

Essential Job Functions:

  • Responsible for all investment management activities in compliance with bank objectives
  • Responsible for ensuring the investment policy meets the needs of the bank
  • Manage the bank's investments to meet its obligations under the Community Reinvestment Act
  • Manage, in cooperation with Human Resources, the bank's investments in corporate life insurance
  • Develop and report on the investment portfolio's performance
  • Assist with forecasting the cash and liquidity needs of the bank to ensure there is sufficient liquidity to meet operational and regulatory requirements
  • Monitor outgoing and incoming cash activity
  • Responsible for raising additional funds through the issuance of debt or wholesale deposits
  • Negotiate with banks, credit rating agencies and other institutions and maintain effective relationships with the financial community
  • Track securities and other financial assets pledged as collateral to secure funds
  • Assist in the development of asset liability management strategies that consider inherent risks of the balance sheet
  • Collaborate around critical issues in balance sheet management
  • Execute on the investment, funding and derivative side of any proposed transactions
  • Participate in the development of deposit pricing/volume strategies by membership in ALCO and related committees
  • Ensure governance framework for the investment portfolio, funding and cash transactions is maintained and complies with legal and regulatory requirements

All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures and documents, including the Code of Conduct.

Minimum Job Requirements:

  • 5 years of fixed income portfolio management experience, preferably in a bank or other depository
  • Prior experience in asset liability management and working knowledge of Bancware, QRM or Empyrean
  • Experience with Bloomberg and/or other fixed income analytics
  • Bachelor's Degree in Business, Mathematics or complementary discipline
  • MBA or Master's Degree in Finance or CFA designation a plus
  • Excel and MS Office expertise

Physical and Mental Requirements:

  • Ability to sit at a computer monitor for extended periods of time
  • Ability to perform repetitive finger, hand, and arm movements
  • Ability to lift up to 15 lbs.
  • Ability to effectively discern information and formulate appropriate action
  • Ability to reach, squat, bend, and manually manipulate standard office equipment

Values and Behaviors:

  • Build enduring RELATIONSHIPS with clients and each other.
  • Drive INNOVATION that simplifies life and work.
  • Seek continuous GROWTH in your personal and professional development.
  • Commit with HEART to serve others.
  • Extend TRUST in order to receive it.

Notice to Agency and Search Firm Representatives:

We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank's Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submitted to any Columbia Bank employee by a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank. Columbia Bank will not pay a fee to any Agency that does not have such agreement in place. No employee outside of Columbia Bank's Talent Acquisition team has the authority to enter into a requisition search agreement.

Keywords: Columbia Banking System, Inc., Lakewood , Investment and Funding Manager, Other , Lakewood, Washington

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