Investment Portfolio Analyst

: Investment Portfolio Analyst The Investment Portfolio Analyst executes the cash management strategy of the General Account by contributing to treasury activities. Working under limited supervision, this job manages treasury projects and contributes to cash flow monitoring and reporting as well as financial transaction and status reporting. Key Responsibilities and Duties

• Reviews treasury activities for accuracy, including the allocation of cash balances, maintenance of investment records and preparation of expense and earnings forecasts.
• Oversees day-to-day treasury processes and the maintenance of financial records to ensure accurate recording data.
• Identifies opportunities to help streamline treasury operations and processes, presents opportunities to management, and owns operations process improvement projects.
• Ensures daily cash transactions are recorded in order to support management decision process.
• Reviews investment transaction and status reports and presentations for management, as needed.
• Oversees various treasury databases to ensure databases are current and accurate.
• Runs various systems implementation projects to ensure proper function of treasury management systems.
• Analyzes data to help Treasurer and management team understand implications of current economic environment and ongoing treasury activity.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 7IC Requirements:

Preferred Qualifications:

• 3+ years of portfolio management or fixed income experience
• Treasury experience supporting portfolio management
• Bachelor's degree in finance, Mathematics, Accounting, Economics, Statistics, or Business
• CFA or willingness to achieve CFA designation.
• Experience using Bloomberg, Yield Book, S&P Capital IQ and SNL
• Prior work environment exposure to portfolio management concepts
• Knowledge of macroeconomics, fixed income markets and bond valuations
• Strong securities valuation analysis skills
• General knowledge of treasury functions
• General knowledge of statistics

#LI-TT1

#LI-HYBRID

Req Benefits:

EverBank is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.

EverBank's Total Rewards package includes superior benefits such as, health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

EverBank prohibits pay discrimination on the basis of any protected characteristic.

Compensation: $87,100 to $117,900 Additional Details :

EverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.