Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

We are seeking a highly skilled, motivated, and entrepreneurial individual to join our Treasury team as a Senior Portfolio Manager. The Senior Portfolio Manager will lead a team of investment professionals responsible for executing and evolving our investment management strategies to meet internal and regulatory liquidity and capital requirements, provide positive economics, and support the strategic growth of the Bank. This position offers an exciting opportunity to drive innovation and thought leadership within our Treasury team, enhance our risk management practices to ensure the continued success of EWBC, and materially contribute to the strong economic results of the bank.

Responsibilities

• Liquidity Portfolio Management:
• Actively manage the bank's liquidity portfolio, including the purchasing and selling of liquid assets to meet the bank’s internal and external liquidity requirements.
• Develop and execute investment strategies in line with regulatory requirements, risk appetite, and return objectives.
• Maintain sufficient liquidity to support the bank’s operational and funding needs while optimizing the portfolio’s risk and return profile.
• Continuously monitor market conditions and identify trends that may impact liquidity positions or portfolio performance.
• Leadership & Team Development:
• Provide leadership, mentorship, and guidance to junior team members, fostering their professional growth and development.
• Lead regular performance reviews, ensuring continuous learning and improvement within the team.
• Collaborate with broader Treasury and other departments, such as ERM, MRM, Finance, and Accounting, to ensure seamless cross-functional operations and aligned objectives.
• Risk Management & Compliance:
• Ensure compliance with all regulatory and internal risk management guidelines, including liquidity risk, interest rate risk, and credit risk.
• Develop and supplement current risk management practices and culture to ensure portfolio objectives are aligned with the bank’s broader short and long-term ambitions and to establish clear dealing mandates.
• Work with second line, third line, and regulatory bodies to ensure full and transparent adherence to risk management policies and procedures.
• Perform scenario analysis and stress testing on the portfolio to assess potential risks and identify areas for improvement.
• Reporting & Analytics:
• Prepare and present regular reports to senior management, highlighting portfolio performance, market and liquidity trends, and investment and sale opportunities.
• Utilize advanced financial modeling and analysis to support investment decisions and portfolio strategies.
• Support the Treasury team with insights into potential shifts in liquidity supply and demand, identifying strategic opportunities for improvement.
• Stakeholder Collaboration:
• Work closely with senior leadership to align portfolio strategies with the bank’s broader financial goals.
• Engage with counterparties, brokers, and external investment managers to execute portfolio transactions efficiently.
• Stay updated on industry developments and participate in external forums, providing input on liquidity portfolio management best practices.

Key Skills:

• Fixed Income Knowledge: Strong grasp of fixed-income instruments, asset classes, and investment strategies.
• Risk Management: Proficient in identifying, assessing, and mitigating liquidity, interest rate, and credit risks.
• Financial Analysis: Strong financial modeling, analytics, and forecasting skills.
• Leadership & Mentoring: Proven track record in leading and developing junior team members.
• Project Management: Demonstrated self-starter with ambition to work through complex initiatives with competing interests and timelines.
• Regulatory Compliance: Knowledge of regulatory requirements and compliance in relation to liquidity management.
• Market Monitoring: Ability to track and respond to changes in the financial markets that impact liquidity positions.
• Liquidity Management Expertise: Deep understanding of liquidity risk management, liquidation under BAU and Stress, LCR, NSFR, and liquidity stress testing.
• Communication & Presentation: Strong verbal and written communication skills, with the ability to present complex financial data to senior management.
• Decision-Making: Solid judgment in making investment and portfolio decisions, with a proactive and strategic mindset and a willingness to critically examine past decisions to drive future performance.
• Collaboration & Networking: Strong interpersonal skills for working with cross-functional teams and external partners.

Qualifications

• Education & Certifications:
• Bachelor’s degree in Finance, Economics, Accounting, or STEM field; Master’s degree preferred.
• CFA designation strongly preferred.
• Professional certifications related to portfolio management or liquidity risk management are a plus.

• Experience:
• 8+ years of experience in portfolio management, with a focus on liquidity portfolios in a bank or financial institution.
• Strong knowledge of liquidity risk management, regulatory requirements (LCR, NSFR, 2052A, etc.), and fixed income instruments.
• Demonstrated experience in mentoring and leading a team, with a track record of fostering a collaborative and results-driven environment.
• Proven Board-level communication skills.
• Strong network within the financial services industry is an asset.

Compensation