In this role, you will be responsible for developing new or improving existing portfolio and project management processes, practices, work products, templates, and tools to successfully execute projects within HROA portfolio.
The Portfolio Manger is responsible for managing the cash and investments of the Credit Union to maintain adequate liquidity, manage interest rate risk, and maximize returns to the members in a manner that is consistent with the safety and soundness of the Credit Union.
In this role, the selected candidate will provide analysis of business and personal financial statements and identification of transaction strengths and weaknesses to be addressed in the deal structures, pricing and terms.
In this role, the selected candidate will oversee and ensure successful delivery of the RE&F services and projects for the assigned facilities, including capital plans, forecasting, rhythm of business (RoB), and budgeting.
Responsibilities include downloads, posting and reconciling of trades; portfolio accounting system maintenance and updating; accessing custodian interfaces; portfolio performance troubleshooting, and data validation.
In this role, you will be responsible for working with and training sales force within specific target accounts as well as overall assigned area of responsibility on elements of the Pernod Ricard integrated sales and marketing strategy.
In this role, the selected candidate will prepare and complete analysis for presentation to credit and Senior VP. Analysis will include property economics, valuation, comparative vs. market trend, tax analysis. Collaborate with management in decision making and recommendations for action.