Description
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 fixedincome securities and interestraterelated instruments (not equities), and plays a critical part in ensuring strong returns, liquidity, and margin performance through disciplined investment execution aligned with Boardapproved strategies.
What You’ll Do
Develop and execute investment strategies aligned to Board objectives and organizational risk appetite.
Manage Corporate One’s investment portfolio—primarily fixedincome and interestratesensitive instruments—to maximize returns while ensuring compliance with ALM, credit risk, and liquidity policies.
Monitor financial markets and leverage research to make timely, highimpact 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 offbalancesheet transactions while providing strategic investment recommendations.
Maintain strong relationships with brokers, vendors, and market partners to ensure bestexecution 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 individualcontributor role with no direct reports; leadership is demonstrated through expertise, influence, and crossfunctional collaboration.
Requirements
What We’re Looking For
We are specifically seeking a seasoned professional with deep expertise in fixedincome 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 fixedincome markets.
Minimum of 5 years of portfolio management experience involving fixedincome strategies, interestrate analytics, and derivative usage.
Solid understanding of the credit union industry, balance sheet management, and regulatory requirements.
Exceptional analytical, organizational, communication, and decisionmaking skills.
Ability to evaluate market conditions, apply research insights, and make informed, timely investment decisions.
Ability to clearly communicate complex fixedincome and ALM concepts to diverse audiences.
Strong relationshipbuilding skills with internal stakeholders and external market partners.
Qualifications
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.
About Corporate One
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.
Why Join Us?
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 quality health and ancillary benefits.
Work–Life Balance: Four weeks of PTO starting year one, 11 paid holidays, and paid parental leave.
Learning & Development: Access to online training, mentoring, and business coaching.
Fun Perks: Tuition reimbursement, pet insurance, and yearround events.
Ready to make a strategic impact through advanced fixedincome and ALM expertise? We’d love to hear from you!
Corporate One Federal Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
