Senior Treasury Portfolio Manager

Overview

Leads a team within Corporate Treasury that directs the strategic management of the bank’s securities and held for investment mortgage portfolios. Effectively communicates financial market conditions to senior management. Uses knowledge of asset/liability management philosophies and works collaboratively across the organization to develop, recommend, execute and communicate strategies that achieve management's objectives for risk appetite and balance sheet management positioning. Performs advanced research, analysis and modeling of financial market opportunities and strategies.

Monitors portfolio positions and their contributions to consolidated risk assessments and accounting results. Works across the organization to communicate investment/mortgage strategies and their effect on balance sheet management strategies and corporate performance. Maintains and develops control frameworks consistent with operational risks. Develops the strategic plan and sets goals for the unit.

Manages a Bank Portfolio team/function. Provides leadership and guidance to staff, fostering an environment that encourages employee participation, teamwork and communication.

Manages the Corporation’s fixed income security (U.S. Treasuries, Agency MBS/CMBS/CMOs, Corporates, Municipals, etc.) and the held for investment mortgage portfolios to maintain acceptable levels of risk in alignment with the Board-approved risk appetite statement.

Manages the Corporation’s held for investment mortgage portfolio with a focus on risk management and maximizing shareholder returns. Partner with Secondary Mortgage in implementing pricing changes as market dynamics shift. Active participant in MLRC ensuring Treasury and balance sheet priorities are aligned with mortgage originating business units.

Takes a leadership role in developing interest rate risk and other balance sheet management strategies, leading to strategic recommendations. Works independently and is able to develop detailed investment/mortgage execution strategies. Actively participates at the Corporation’s Asset/Liability Committee. Lead portfolio IT enhancement initiatives including prepayment model upgrades. Manage internal compliance with MRMD and produce documentation to comply with model oversight governance.

Participates in developing the team’s strategic plan and sets goals and priorities based on the direction set for the unit; follows through to ensure that objectives are met.

Assist in managing all interactions with the second line of defense and internal audit. Work with multiple stakeholders across Treasury, Compliance, Finance, Legal, Operations, Secondary Mortgage, Audit, Risk to achieve business unit objectives. Lead and coordinate new products initiatives as recommended by the team. Leads other strategic projects as directed.

Seasoned expert with extensive technical and/or business knowledge and functional expertise. Conduct analysis for the effective challenge process relating to specific disciplines described. Ensure processes and procedures for governance are appropriate and regulatory and reputation risks are minimized. Provide review of DFAST and CCAR submissions related to the specific portfolio disciplines above. Ensures compliance with all policies, guidelines, and regulatory standards (Board, ALCO, Volker, Regulation WW).

Carries out complex initiatives involving multiple disciplines and/or ambiguous issues. Conduct due diligence and ongoing integration analysis of acquisitions from a Treasury perspective relating to the specific disciplines above. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.

Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete…