• Advise clients (primarily community banks and credit unions) on their fixed income investment portfolios on a non-discretionary basis in order to optimize the return, while managing risk (e.g., ALM, interest rate credit, liquidity, concentration). • Assist in the development and analysis of investment and funding strategies and presents them to the CEO, CFO, and ALCO. • Attend client board and ALCO meetings. • Provide clients with asset/liability management consulting. • Perform creditworthiness (due diligence) of securities issuers. • Assemble and prepare data and reports for ALCO and board meeting review and analysis. • Conduct independent, third party interest rate risk reviews for banks and credit unions. • Procure new clients. • ~25% travel.
• Minimum of five years experience in banking, fixed income investments, financial analysis or investment advisory work. • Familiarity with fixed income portfolio accounting. • Knowledge of financial statements (balance sheets and income statements). • Knowledge of mortgage servicing rights valuations.
Computer Skills: • Very good Excel, Word and other MS applications skills and experience required. • Experience with Bloomberg preferred.
Education: • Bachelors' Degree in finance, economics, accounting, business, etc. required. • CFA, Masters' Degree or equivalent experience preferred. • Series 65 Uniform Investment Advisor Law Exam certification or ability to pass it within six months required (not required for candidates with CFA, CFP, ChFC, etc.).
About Heber Fuger Wendin, Investment Advisors
Heber is one of the oldest, most well-established investment advisory firms in the United States. With $4 billion in assets under management, we assist community banks in effectively managing their investment portfolios - by optimizing returns while managing risk and staying compliant.
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