Posted 07/07/2026
Job Number: 16699

Hybrid Portfolio Manager

Plano, Texas Hybrid

Industry:  Financial Services

Job Category: Administrative

Job Type:  Direct Hire

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Job Description

Position Title: Portfolio Manager

The Portfolio Manager plays a critical role in supporting the Vice President of Portfolio Management by executing investment strategies, managing balance sheet risk, and optimizing portfolio performance within established investment policy guidelines. This is a hybrid opportunity to join a collaborative financial institution where you’ll help manage sophisticated fixed income portfolios while working alongside experienced investment leaders in a stable, growth-oriented environment.

You’ll play a key role in balance sheet management, portfolio optimization and investment strategy while gaining exposure to complex fixed income products, derivatives and interest rate management. If you’re looking for a position that offers meaningful work, professional growth and exceptional work-life balance, we’d love to hear from you!

Salary Range: $120,000–$150,174+ / Year DOE

Portfolio Manager Responsibilities:

  • Assist in managing balance sheets
  • Conduct liquidity, asset, and liability management
  • Engage in hygiene activities, including interest rate swaps
  • Facilitate the buying of asset-backed and agency-backed securities

Portfolio Manager Requirements:

  • 5-8 years of experience in asset management within the credit union or banking industry
  • Strong understanding of fixed income and individual securities trading and/or portfolio management
  • Bachelor’s degree required; Master’s degree in finance, economics, or a related field is preferred
  • CFA certification
  • Exceptional ability to assess and monitor portfolio risk exposures
  • Knowledge of sector/product-specific drivers
  • Ability to interpret economic data and understand monetary policy and its impact on rates and the yield curve
  • Strong mathematical and analytical skills
  • Experience with asset-backed securities (ABS) and mortgage-backed securities (MBS)
  • Proficiency in Excel; strong skills in Bloomberg
  • Experience with ABS and MBS derivative transactions is preferred
  • Familiarity with Power BI or similar data and reporting tools is preferred
  • Knowledge of SQL is preferred
  • Experience with PowerAutomate is preferred

Benefits:

  • Medical insurance options with varying costs based on coverage
  • Dental and vision coverage provided
  • Health Savings Account (HSA)
  • 401(k) plan with 100% match up to 5% of salary
  • Discretionary profit sharing
  • PTO starting at two weeks, negotiable to three or four weeks for higher-level employees
  • Flexible working hours with a hybrid work style

If you are a Portfolio Manager looking to take the next step in your career, apply now! #LI-KJ1

Job ID: a0CUm00004MEp49MAD

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