VP Portfolio Manager

Location: Columbus, Ohio (occasional work from home)

Compensation: $150,000 - $165,000, commensurate with experience and qualifications

Are you a strategic investment leader with deep expertise in capital markets, portfolio management, and asset/liability strategy? Corporate One is seeking a VP, Portfolio Manager to oversee investment activities, optimize portfolio performance, and drive organizational financial goals. This role is focused on fixed‑income securities and interest‑rate‑related instruments (not equities), and plays a critical part in ensuring strong returns, liquidity, and margin performance through disciplined investment execution aligned with Board‑approved strategies.

• Develop and execute investment strategies aligned to Board objectives and organizational risk appetite.
• Manage Corporate One’s investment portfolio—primarily fixed‑income and interest‑rate‑sensitive instruments—to maximize returns while ensuring compliance with ALM, credit risk, and liquidity policies.
• Monitor financial markets and leverage research to make timely, high‑impact investment decisions that support net interest margin and organizational profitability.
• Review ALM reports, portfolio performance, and market trends; present insights and recommendations to senior leadership.
• Complete reporting requirements for executive leadership and regulatory agencies.
• Support the SVP, Asset Liability Management, including serving as a backup when needed.
• Represent Corporate One with chapters, boards, and credit union leaders, to deliver insights on economic trends, ALM strategies and investment solutions.
• Initiate and oversee off‑balance‑sheet transactions while providing strategic investment recommendations.
• Maintain strong relationships with brokers, vendors, and market partners to ensure best‑execution outcomes.
• Communicate complex fixed‑income and ALM concepts to technical and non‑technical audiences.
• Contribute to strategic projects, initiatives, and additional responsibilities as assigned.

This is an individual‑contributor role with no direct reports; leadership is demonstrated through expertise, influence, and cross‑functional collaboration.

We are specifically seeking a seasoned professional with deep expertise in fixed‑income securities and derivative instruments. This role does not involve equity or stock portfolio management.

• Minimum of 10 years of progressive experience in capital markets and/or trading desk environments, with strong focus on fixed‑income markets.
• Minimum of 5 years of portfolio management experience involving fixed‑income strategies, interest‑rate analytics, and derivative usage.
• Solid understanding of the credit union industry, balance sheet management, and regulatory requirements.
• Exceptional analytical, organizational, communication, and decision‑making skills.
• Ability to evaluate market conditions, apply research insights, and make informed, timely investment decisions.
• Ability to clearly communicate complex fixed‑income and ALM concepts to diverse audiences.
• Strong relationship‑building skills with internal stakeholders and external market partners.

• Bachelor’s degree in finance, management, accounting, or related field—or equivalent combination of education and experience.
• Proficiency with Bloomberg.
• Experience with derivative products for hedging or portfolio positioning.
• Experience with commercial lending is a plus but not required.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.

Corporate One is a leading wholesale financial services provider supporting more than 700 credit unions nationwide. For more than 70 years, we’ve delivered innovative investment, funding, and payment solutions that help credit unions and their communities thrive. Alongside our CUSOs—Lucro Commercial Solutions and Accolade Investment Advisory—we are committed to empowering our members’ success.

Organizational Strengths: One of the nation’s largest and most progressive corporate credit unions with more than $6.0 billion in assets and an average staff tenure of 10+ years.

Competitive Compensation & Benefits: Generous 401(k) matching and…