The Role
Support the Chief Investment Office by building and maintaining portfolio reports, performing quantitative and credit stress analyses on fixed income securities, assisting valuation processes, and collaborating with portfolio managers using data, statistical, and computational tools.
Summary Generated by Built In
Job Summary & Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Build and maintain portfolio reports using database management and analytical tools including Python, AWS, SQL, Bloomberg, CAS, Tableau, and Intex
* Perform and document investment analysis, credit stress scenarios, and interest rate shocks on fixed income securities purchases and sales
* Assist Portfolio Managers in managing quarterly securities portfolio valuation process
* Work closely with Portfolio Managers on portfolio construction, investment strategy, and performance assessment utilizing data, statistical, and computational analysis
* Participate in special projects for Portfolio Managers which includes computational and quantitative analysis skills
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
QUALIFICATIONS
Education
* Bachelor's Degree in Mathematics, Econometrics, Statistics, Quantitative Finance, Computer Science or related quantitative field required
JOB SUMMARY
The Junior Securities Portfolio Analyst is part of a group that manages the fixed income securities portfolio for BankUnited. This position supports the Chief Investment Office in creating periodic reporting and quantitative analysis designed to monitor and analyze the performance of the Bank's investment portfolio. The role will work closely with the Investment Office and will also interact with the Credit, Operations, and Technology teams.
The Junior Securities Portfolio Analyst is part of a group that manages the fixed income securities portfolio for BankUnited. This position supports the Chief Investment Office in creating periodic reporting and quantitative analysis designed to monitor and analyze the performance of the Bank's investment portfolio. The role will work closely with the Investment Office and will also interact with the Credit, Operations, and Technology teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Build and maintain portfolio reports using database management and analytical tools including Python, AWS, SQL, Bloomberg, CAS, Tableau, and Intex
* Perform and document investment analysis, credit stress scenarios, and interest rate shocks on fixed income securities purchases and sales
* Assist Portfolio Managers in managing quarterly securities portfolio valuation process
* Work closely with Portfolio Managers on portfolio construction, investment strategy, and performance assessment utilizing data, statistical, and computational analysis
* Participate in special projects for Portfolio Managers which includes computational and quantitative analysis skills
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
QUALIFICATIONS
Education
* Bachelor's Degree in Mathematics, Econometrics, Statistics, Quantitative Finance, Computer Science or related quantitative field required
Experience
* 0-3 Years of work experience required
* Experience with structured products a strong plus
* Experience with CAS and or Intex a plus
* Experience working with data using Python (NumPy, Pandas, etc...) strongly preferred
Knowledge, Skills, and Abilities
*Strong quantitative skills
*Comfortable using Excel, Word, PowerPoint, etc Excel VBA experience preferred
*Familiarity with AWS Cloud Services, such as EC2, Lambda, Athena, Glue, and Redshift a plus
* 0-3 Years of work experience required
* Experience with structured products a strong plus
* Experience with CAS and or Intex a plus
* Experience working with data using Python (NumPy, Pandas, etc...) strongly preferred
Knowledge, Skills, and Abilities
*Strong quantitative skills
*Comfortable using Excel, Word, PowerPoint, etc Excel VBA experience preferred
*Familiarity with AWS Cloud Services, such as EC2, Lambda, Athena, Glue, and Redshift a plus
Additional Information
Candidates residing in locations within BankUnited's footprint may be given preference.
Candidates residing in locations within BankUnited's footprint may be given preference.
Skills Required
- Bachelor's degree in Mathematics, Econometrics, Statistics, Quantitative Finance, Computer Science or related quantitative field
- 0-3 years of relevant work experience
- Strong quantitative skills
- Experience building and maintaining portfolio or investment reports using database and analytical tools
- Experience with SQL
- Experience with Bloomberg
- Experience working with data using Python (NumPy, Pandas)
- Experience with structured products
- Experience with CAS and/or Intex
- Familiarity with AWS Cloud Services (EC2, Lambda, Athena, Glue, Redshift)
- Familiarity with Tableau
- Comfortable using Excel, Word, PowerPoint
- Excel VBA experience
BankUnited Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BankUnited and has not been reviewed or approved by BankUnited.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, with medical, dental, and vision options plus disability and life insurance. Wellness programming is described as robust, including incentives, screenings, and on-site fitness facilities at the corporate center.
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Retirement Support — Retirement support includes a 401(k) plan with a company match and relatively quick eligibility after one month. Auto-enrollment and auto-increase features are described, which can help employees build savings consistently.
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Leave & Time Off Breadth — Time-off offerings are described as broad, including a sizable PTO range by level and paid holidays. Additional time-off programs such as volunteer time and flexible/hybrid/remote arrangements are also described for eligible positions.
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The Company
What We Do
BankUnited, Inc., with total consolidated assets of $35.2 billion at March 31, 2021, is a bank holding company with one wholly owned subsidiary, BankUnited. BankUnited, a national banking association headquartered in Miami Lakes, Florida, provides a full range of banking services to individual and corporate customers through banking centers in Florida and New York. The Bank also provides certain commercial lending and deposit products on a national platform. Here at BankUnited, we endeavor to provide, through experienced lending and relationship banking teams, personalized customer service and offer a full range of traditional banking products and services to both commercial and retail customers.
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