Job Summary
"The Assistant Portfolio Manager will support the management of the bank's securities portfolio, derivatives book, and balance sheet strategy within the Corporate Treasury group. This individual will play a key role in portfolio analytics, trade execution, and balance sheet optimization, bridging investment management, asset/liability strategy, and liquidity planning.
The ideal candidate combines a deep understanding of fixed income markets, derivatives, and bank balance sheets with strong quantitative skills and the ability to synthesize complex data into actionable insights."
Job Duties and Responsibilities
Investment Portfolio Management
■ Supports day-to-day management of the bank's investment portfolio, including U.S. Treasuries, Agencies, MBS/CMO, Municipals, and Corporate Securities.
■ Assists in trade analysis, execution, and performance tracking against portfolio benchmarks.
■ Monitors risk metrics including duration, convexity, DV01, OAS, and sector exposures.
■ Prepares materials for ALCO and other governance committees summarizing portfolio positioning and performance.
Derivatives and Hedging
■ Assists in structuring and monitoring derivatives used for interest rate risk management (e.g., swaps, swaptions).
■ Maintains hedge documentation and compliance with accounting standards (ASC 815 / hedge effectiveness).
■ Supports execution and valuation processes in collaboration with accounting and risk partners.
Wholesale Funding and Liquidity Management
■ Supports daily and strategic liquidity management, including collateral optimization and funding mix analysis.
■ Monitors wholesale funding sources (FHLB, brokered deposits, Fed facilities, repo, etc.) and evaluate cost and availability.
■ Contributes to the development of short-term investment and HQLA strategies.
Other Responsibilities
■ Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
■ Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
■ Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Preferred QualificationsMinimum Education:
- Bachelor's degree in finance, economics, or a related field; advanced degree preferred.
Minimum Experience:
- Minimum 5-7 years in capital markets, treasury, or investment management roles, preferably within a financial institution or equivalent combination of education and experience.
Certifications:
- Certified Financial Analyst (CFA) is preferred.
Required Knowledge, Skills, & Abilities:
- Strong knowledge of fixed income and derivatives markets and related analytics
- Working understanding bank balance sheets, ALM concepts, and regulatory frameworks (Basel III, LCR)
- Proficiency with Bloomberg and treasury systems
- Analytical, detail-oriented, and intellectually curious
- Excellent written and verbal communication skills with the ability to convey technical insights to senior management
- Ability to complete multiple projects within expected timeframe
- Strong teamwork and cross-functional collaboration with finance, risk, accounting, and operations
Synovus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Synovus and has not been reviewed or approved by Synovus.
-
Parental & Family Support — Fully paid 12‑week parental and adoption leave is highlighted for eligible mothers and fathers, indicating strong support for family needs. This policy is repeatedly positioned as a standout element of the package.
-
Leave & Time Off Breadth — PTO is available from the first day of service and scales with tenure, pointing to accessible and growing time‑off availability. Company materials indicate companywide PTO policies rather than ad‑hoc discretion.
-
Equity Value & Accessibility — An employee stock purchase plan includes a 15% company match on contributions (up to a 7% cap by service), providing accessible equity participation beyond base pay. This feature is presented as a notable value‑add in the package.
Synovus Insights
Similar Jobs
What We Do
Synovus is a full-service, top-performing mid-cap bank with over $57 billion in assets and $7.3 billion in capital and has been named one of Newsweek’s Most Trustworthy Companies. Our purpose is to enable people to reach their full potential, and we pursue that aspiration in all the communities we serve across the Southeast and beyond. Whether you’re a prospect, client, or team member, we know you have goals you want to reach. We’ll help you get there
