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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Jacksonville, Florida

Salary: $136K - $183K

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. Details below.

Jacksonville, FL or Charlotte, NC

About the job

The Sr Investment Portfolio Analyst invests and manages bank’s securities portfolio comprising of fixed income instruments (MBS, CMO, UST, Corporates, Munis, CMBS, etc). Meets portfolio objectives as determined by Treasurer, CFO and established by the bank’s Asset Liability Committee. Coordinates with groups within Treasury to ensure adequacy of liquidity term structure and interest rate risk profile. Partners with affiliates as necessary to leverage research and expertise across a wide array of investment opportunities. Optimizes portfolio for banks capital and liquidity profile. Recommends and executes portfolio rebalancing to manage for evolving capital, cash, and risk profile.

Key Responsibilities And Duties


  • Responsible for supporting management of the bank’s investment portfolio comprised of sectors of MBS, CLOs, Corporate Bonds, and UST.
  • Partners with internal business units as well as external corporate partners to drive company growth and mission statement.
  • Recommends strategies based on market color, existing portfolio, and evolution of balance sheet risk profile.
  • Executes trades in compliance with policies and programs established by ALCO and Volcker guidelines.
  • Determines and manages appropriate liquidity diversification within the portfolio to meet contingent liquidity needs.
  • Manages portfolio as appropriate for optimizing bank cash and capital position.
  • Manages interest rate risk profile of the portfolio and executes hedges as necessary.
  • Coordinates with ALM and other Treasury teams to conduct earnings and valuation sensitivity analysis to support bank-wide asset liability reporting.
  • Reports Securities position and associated analytics at ALCO.
  • Develops analytics for investment purchase strategy and proposals to execution team as markets shift in alignment with bank risk appetite.

Educational Requirements

  • University (Degree) Preferred

Work Experience


  • 5+ Years Required; 7+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

This position is Hybrid. Hybrid work is a minimum of four days per week with one flexible day for remote work.

Relocation assistance will be provided if not currently residing in the Jacksonville, FL area.

Career Level


Pay Range

$135,500 to $183,100 Location(s)

301 West Bay Street, Jacksonville, Florida 32202

6801 Carnegie Boulevard, 3rd Floor, Charlotte, North Carolina 28211

Additional Information

Preferred Qualifications:


  • 7+ years of experience as an Investment Portfolio Analyst or Manager
  • Portfolio Management, trading and/or analytical experience (specifically Agency MBS, CMOs, CLOs, Agency CMBS, Corporate Bonds, Municipal Bonds, etc.)
  • Fixed income knowledge is a must.
  • Knowledge of macroeconomics, fixed income markets and bond valuations is a must.
  • Derivatives knowledge (specifically SWAPs)
  • Experience using Bloomberg and Yieldbook

Posting End Date: 4/8/24


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.

EverBank may require a background check as a condition of employment. Qualified applicants with arrest and/or conviction records will be considered in accordance with applicable federal, state, and local laws and regulations, including, but not limited to, any laws and regulations specifically pertaining to banks and federal contractors.

EEO Statement

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.