Investment Portfolio Analyst Job at Farm Credit Services of America, Omaha, NE

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  • Farm Credit Services of America
  • Omaha, NE

Job Description

AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica) and Frontier Farm Credit are financial cooperatives that operate under shared management across eight states. While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services.

Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve. We take pride in being a great place to work, and this enthusiasm is reflected in the relationships our team members foster with one another and with our customers.

Job Summary

*Incumbent must work a percentage of time each week in the Omaha, NE office.*

 

 

We are hiring an Investment Portfolio Analyst to play a key role in managing the Associations portfolio of government guaranteed business loans, including USDA and SBA investments.  

 

In this role you will work with internal teammates, approved brokers, and lending institutions to facilitate the process and ensure requirements are met. Perform analysis and modeling of the investment portfolio using pricing models at the deal and portfolio level.  

Essential Duties & Responsibilities

  • Prepare analysis and reports describing current portfolio performance against key performance indicators. Provide analysis and reports for Board reporting, Policy reporting, Asset Liability Management Committee (ALCO), Asset Liability Management Status Report, and regulatory reporting. 
  • Coordinate and communicate with Corporate Lending, Loan Accounting, and other internal teams to effectively administer, maintain, and grow the portfolio. 
  • Responsible for routine servicing actions on purchased investments, working directly with lead lenders, brokers and guaranteeing agency to achieve appropriate customer service while preserving the guaranteed status of the investment. 
  • Maintain awareness and knowledge of the current regulatory environment, current trends, competitive issues, and industry developments. Monitor economic trends, recommend adjustments to current investment strategy, monitor performance and stress test loan investments, and the portfolio. 
  • Enter data into origination systems and monitor and maintain database accuracy. Provide wire transfer review and instructions for leadership approval and transfer to Pricing and/or Cash Management. 
  • Provide backup to the Financial Planning Analyst. As the backup, have familiarity and ability to run the Association’s asset/liability management and financial planning activities. 

Education Requirements

  • Bachelors Degree in Finance, Business, Economics, Accounting or a related field.

Years of Experience

  • 2+ years of experience in investment management, financial planning, asset pricing, accounting, financial analysis, portfolio and risk analysis. 
  • Analytic and reporting skills using Microsoft SSAS Cubes, Alteryx, SQL, PowerBI or other tools is preferred. 
  • Experience utilizing Bloomberg Terminal. 

 

About Us:

AgCountry has 45 offices, is based in Fargo, North Dakota and serves portions of North Dakota, Minnesota, and Wisconsin, FCSAmerica is based in Omaha, NE and has 42 local offices serving rural communities and agriculture in Iowa, Nebraska, South Dakota, and Wyoming. Frontier Farm Credit has six offices serving eastern Kansas. Together, we support nearly 82,000 producers and agribusinesses, meeting the needs of today’s agricultural industry with our combined 2600+ employees providing lending, risk management, technology, commodity marketing, and customer and employee education.

Job Tags

Work at office, Local area,

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