Investment Analyst

About the Team/Role

The Investment Analyst position will report to the Senior Investment Officer as an integral part of the WEX Bank investment team assisting with all functions pertaining to the management of a $4 billion fixed income investment portfolio. The fixed income portfolio is made up of a mix of treasuries, MBS, ABS, CLOs, corporate bonds, and municipals. As an integral member of the investment department, the Investment Analyst will provide analytical support to Bank senior management. In addition, the analyst will also participate in researching investment strategies, manager due diligence and monitoring and investment performance. The Investment Analyst will have the opportunity to learn and contribute to the ongoing development of the investment process for WEX Bank. The Investment Analyst will work collaboratively with investment partners and stakeholders to ensure the safekeeping of WEX's assets and that all objectives of the program are met.

How you'll make an impact

• Analyze the portfolio's compliance to stated investment guidelines, reporting the findings to the Investment Committee and ALCO on a monthly basis.

• Support analyses of investment opportunities, analyzing their impact on risk and returns and liquidity profiles. This includes a pre-purchase review of all investments to ensure they are consistent with investment guidelines and WEX risk tolerances.

• Support the monthly portfolio impairment process by updating bank pre-purchase analysis.

• Apply and leverage internal and external systems to assess, track and monitor investment exposures and risk.

• In collaboration with other WEX teams (e.g. Accounting, Treasury, Tax), facilitate and improve investment reporting and analysis via automation.

• Support internal control processes, investment income planning, and other compliance functions.

• Create Investment Committee communication packages, as well as other presentations to senior management and/or other WEX constituencies. Support the creation of investment material for the Bank's ALCO.

• Support investment related internal and external audit requests.

• Track and report on Bank deposit balances held at other banking institutions; interact with the Bank's custodian on reporting and portfolio transactions.

• Gather and review inputs for WEX Bank's interest rate risk reporting program.

• Ad hoc analysis in support of the Bank's Finance department, as necessary.

Experience you'll bring

• Bachelor's degree in Accounting, Finance, or Business.

• Minimum of 1 to 3 years of experience in Accounting or Finance

• An interest in banking, finance, and investments.

• Ability to meet stringent deadlines and perform with a high degree of independence.

• Ability to self-start and understand when to escalate risks and issues to management.

• Strong communication and presentation skills.

• Strong knowledge of Microsoft Word, PowerPoint, Excel and Google Suite.

• Bank experience, preferably in an ALM or Treasury role preferred.

• Banking or Financial Services industry experience preferred