Job Description

Who you are…

 The Portfolio Manager is responsible for successful execution of Desert Financial’s investment strategy which includes managing the portfolio that exceeds $4.0 billion, on a day-to-day basis.  The Portfolio Manager will work with the Investment Committee to define strategy, and review and update, on a quarterly basis.  The position will provide proposals, research, and analytical support on a variety of investment strategies and products.  S/he will meet with the investment committee on a monthly basis to review trends, trades and market performance including the performance to the investment strategy in the current Market.

 A typical week might include the following...

 Implement and execute Desert Financial’s investment strategy.

 Provide proposals, research, and analytical support on a variety of investment strategies and products.

 Source, analyze, trade and monitor individual securities primarily in the municipal, corporate, and government sectors.

 Contribute to Desert Financial’s overall investment strategy as a member of the investment committee.

 Contribute to Desert Financial’s overall business as a member of the Asset/Liability Committee.

 Maintain Broker Dealer relationships to ensure proper coverage and best execution.

 Perform other job-related duties as assigned.

 This role might be for you if you have...


Chartered Financial Analyst designation 

Bachelor’s degree in Finance, Business, Mathematics, or related field.

10 years of related experience.

5 years of experience as a Portfolio Manager or Trader.

Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, and valuation tools particularly as it relates to fixed income investing.

Demonstrated proficiency in Bloomberg software system.

Demonstrated expertise in Excel and other research/data compilation tools.

Strong organizational and time management skills to effectively manage multiple projects at one time.

Excellent communication skills and ability to work with other team members toward a common goal.

Demonstrated proficiency in statistics, financial mathematics, corporate finance, portfolio management, and multi-factor investing.

Flexibility and adaptability to a dynamic environment within a growing firm.

High level of integrity and strong ethical standards.

Bonus points if you have...

Asset/Liability Management experience.

About us...

We are considered leaders in the local credit union space, and we are growing like crazy. We’ve got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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