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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Jacksonville, Florida

Salary: $87K - $118K

EverBank is an American diversified financial services company providing banking, and investing services. It is based in Jacksonville, Florida, U.S. It operates through standard banking offices and through its Direct Banking division. EverBank Direct operates by telephone, mail, and over the Internet. As of September 30, 2015, EverBank had approximately $25.2 billion in total assets.

The Investment Portfolio Analyst executes the cash management strategy of the General Account by contributing to treasury activities. Working under limited supervision, this job manages treasury projects and contributes to cash flow monitoring and reporting as well as financial transaction and status reporting.

Key Responsibilities And Duties


  • Reviews treasury activities for accuracy, including the allocation of cash balances, maintenance of investment records and preparation of expense and earnings forecasts.
  • Oversees day-to-day treasury processes and the maintenance of financial records to ensure accurate recording data.
  • Identifies opportunities to help streamline treasury operations and processes, presents opportunities to management, and owns operations process improvement projects.
  • Ensures daily cash transactions are recorded in order to support management decision process.
  • Reviews investment transaction and status reports and presentations for management, as needed.
  • Oversees various treasury databases to ensure databases are current and accurate.
  • Runs various systems implementation projects to ensure proper function of treasury management systems.
  • Analyzes data to help Treasurer and management team understand implications of current economic environment and ongoing treasury activity.

Educational Requirements


  • University (Degree) Preferred

Work Experience


  • 3+ Years Required; 5+ Years Preferred

Physical Requirements


  • Physical Requirements: Sedentary Work

Career Level


Pay Range

$87,100 to $117,900 Location(s)

301 West Bay Street, Jacksonville, Florida 32202 Additional Information

Preferred Qualifications:


  • 3+ years of portfolio management or fixed income experience
  • Treasury experience supporting portfolio management
  • Bachelor’s degree in finance, Mathematics, Accounting, Economics, Statistics, or Business
  • CFA or willingness to achieve CFA designation.
  • Experience using Bloomberg, Yield Book, S&P Capital IQ and SNL
  • Prior work environment exposure to portfolio management concepts
  • Knowledge of macroeconomics, fixed income markets and bond valuations
  • Strong securities valuation analysis skills
  • General knowledge of treasury functions
  • General knowledge of statistics

Company Summary

EverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

Benefits Summary

EverBank is committed to the well-being of its associates. That’s why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.

EverBank’s Total Rewards package includes superior benefits such as, health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

EverBank prohibits pay discrimination on the basis of any protected characteristic.