Balance Sheet Strategist Ii

Pennsylvania State Employees Credit Union

Harrisburg, PA, United States
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Balance sheet optimization strategies
Investment portfolio management
Loan purchase and sales
** The Pennsylvania State Employees Credit Union is seeking a Balance Sheet Strategist II to optimize balance sheet allocations, manage investment portfolios, and conduct financial risk assessments. The ideal candidate will have a background in economics or finance and relevant experience in balance sheet management. **

Job Summary

  • The Balance Sheet Strategist role supports the development and execution of balance sheet optimization strategies related to balance sheet allocations, buying/selling loans, the investment portfolio, and derivatives.
  • This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed.
  • Analyze economic and business trends to identify opportunities and risks, and translate these trends into actionable insights to be used in strategic decision making to enhance the credit union’s financial performance and member value.

Matching Summary

Match Score: 75

** The Pennsylvania State Employees Credit Union is seeking a Balance Sheet Strategist II to optimize balance sheet allocations, manage investment portfolios, and conduct financial risk assessments. The ideal candidate will have a background in economics or finance and relevant experience in balance sheet management. **

Skills & Requirements

Must-have

  • Balance sheet optimization strategies
  • Investment portfolio management
  • Loan purchase and sales
  • Financial risk management
  • Strategic pricing analysis

Nice-to-have

  • Enhance credit union financial performance
  • Member value creation
  • Adapt to market trends

Key Requirements

  • Bachelors in Economics or Finance
  • 2-4 years experience in balance sheet management
  • 2-4 years experience in investment portfolio management
  • 2-4 years experience in financial risk management

Work Rights

Not specified

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