Senior Investment Portfolio Management Analyst (Hybrid)

First Tech Credit UnionHillsboro, OR

$110,000 - $130,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Compensation

$110,000-$130,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

This role contributes to the active management and oversight of investment portfolios by independently performing analysis, monitoring portfolio activity, and supporting decision‑making aligned with defined investment strategies and risk parameters. The position applies solid professional judgment and market knowledge to address complex portfolio issues, partnering with senior portfolio professionals and cross‑functional teams to support portfolio performance, risk management, and continuous improvement.

Job Duties:

Independently analyze portfolio performance, asset allocation, risk exposures, and market impacts, providing insights and recommendations to portfolio leadership.
Support execution of investment strategies through portfolio modeling, scenario analysis, and rebalancing assessments.
Evaluate investment opportunities, strategies, or managers using established analytical frameworks and contribute informed perspectives to investment decisions.
Monitor portfolios for guideline compliance, concentration risk, and emerging issues, escalating and recommending actions as appropriate.
Prepare and present portfolio analysis, reporting, or materials for internal stakeholders, management, or governance forums.
Track and interpret market, economic, and industry developments to assess implications for portfolio strategy and positioning.
Partner with risk management, investment operations, and reporting teams to ensure accurate execution, controls, and transparency of portfolio activity.
Contribute to process enhancements, tool improvements, or analytical methodologies that strengthen portfolio management effectiveness.
Mentor or provide informal guidance to less experienced portfolio professionals as needed.

Essential Skills:

Required Education: Bachelor's degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree)
Required Experience: 4+ years of relevant experience
Demonstrated professional experience in investment portfolio management, asset management, finance, or a related analytical role.
Strong understanding of portfolio construction, asset classes, risk concepts, and financial markets.
Proven ability to independently analyze complex data and translate findings into actionable insights.
Effective communication skills, with the ability to convey analysis and recommendations clearly to diverse audiences.
Proficiency with financial analysis tools, portfolio systems, and market data platforms.
Ability to manage multiple priorities, exercise sound judgment, and collaborate effectively across teams.

Location: Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)

Target Compensation in Hillsboro, OR: $110,000 - $130,000 + annual bonus

Benefits options include:

Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Click here to learn more!

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FAQs About Senior Investment Portfolio Management Analyst (Hybrid) Jobs at First Tech Credit Union

What is the work location for this position at First Tech Credit Union?

This job at First Tech Credit Union is located in Hillsboro, OR, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at First Tech Credit Union?

Candidates can expect a pay range of $110,000 and $130,000 per year.

What employment applies to this position at First Tech Credit Union?

First Tech Credit Union lists this role as a Full-time position.

What experience level is required for this role at First Tech Credit Union?

First Tech Credit Union is looking for a candidate with "Senior-level" experience level.

What benefits are offered by First Tech Credit Union for this role?

First Tech Credit Union offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at First Tech Credit Union?

You can apply for this role at First Tech Credit Union either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.