Balance Sheet Strategist

Members Achieve More isn’t just a tagline for us, it’s part of everything we do! We’re looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that has remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on…

Monday – Friday, 08:00am – 04:00pm. Hybrid model: both in person and remote with a minimum of 40% onsite expectation or as needed.

Measure and evaluate the relative value of all assets and liabilities on the balance sheet. Support the development and execution of strategies related to the investment portfolio, buy/sell loans (either in whole loan form or in participation), funding strategies, and hedging strategies.

Evaluate new investment strategies and make recommendations to senior team members. Track and report investment strategy performance. Complete the pre‑purchase reviews and ensure all documentation is accurate.

Assist with facilitating all loan trading activities (either in whole loan form or in participation) related to PSECU’s Mortgage, Home Equity, Auto, and Consumer Loan portfolios. Assist with completing loan valuation analysis.

Monitor PSECU’s aggregate financial risk to include interest rate risk, liquidity risk, and risk to net worth, and assist with the development of hedging strategies to manage risk within the balance sheet. Support the Management Asset/Liability Committee by preparing reports and presentations related to balance sheet strategies and economic trends.

Analyze market trends, competitor pricing, and member needs and provide insights to be used in pricing strategies for loans and deposits.

Analyze economic and business trends to identify opportunities and risks, and translate these trends into actionable insights to be used in strategic decision‑making to enhance the credit union’s financial performance and member value.

Other duties as assigned.

• Bachelor’s:
  Economics (Required)
• Bachelor’s:
  Finance (Required)
• 2‑4 years’ experience in balance sheet management, investment portfolio management, and financial risk management (Required)
• Any equivalent combination of experience and education (Required)

In 1934, 22 ordinary people pooled $90 of their own money and formed PSECU, a not‑for‑profit credit union, to provide a better life for themselves and their families. Since then, PSECU has grown to over $8billion in assets, more than 590,000 members, and approximately 850 employees. We’ve been recognized by several organizations for our high‑quality, low‑cost financial products and services, positive member experience, and commitment to helping our Members Achieve More.