Finance & Investment Specialist

Illinois State Credit Union•Normal, IL

4h•$40,000 - $50,000•Hybrid

About The Position

Illinois State Credit Union is seeking a Finance & Investment Specialist to join their team. This role is ideal for an early-career finance professional looking for exposure to various aspects of finance, including investments, liquidity management, financial analysis, institutional relationship development, regulatory reporting, market research, and executive reporting. The specialist will support the Credit Union's financial strategy by managing recurring research, monitoring, reporting, relationship development, and administrative tasks.

Requirements

A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field preferred.
Strong analytical and problem-solving skills.
Excellent attention to detail and organizational skills.
Confidence working with numbers, spreadsheets, and financial information.
Intermediate to advanced Microsoft Excel skills—or the motivation to get there quickly.
Strong interpersonal skills and comfort initiating conversations and developing professional relationships.
The confidence to discuss financial products, negotiate rates and terms, and follow up on business opportunities.
The ability to research information, identify trends, and turn data into useful insights.
Strong written and verbal communication skills.
The ability to manage recurring responsibilities and deadlines independently.
Sound judgment when working with confidential financial information.
Curiosity, initiative, and a willingness to ask questions and learn.
Previous experience in banking, credit unions, investments, treasury management, accounting, financial analysis, business development, or relationship management is helpful, but early-career candidates and recent finance graduates are encouraged to apply.

Nice To Haves

Early-career finance professional
Recent finance graduates

Responsibilities

Support investment and liquidity management activities, including monitoring cash positions, investment opportunities, rates, maturities, and upcoming liquidity needs.
Develop and maintain an investment ladder to track maturities, fund needs, and future investment opportunities.
Manage the non-member share certificate portfolio, tracking rates, terms, renewals, maturities, and funding relationships.
Seek out and develop relationships with banks, credit unions, financial professionals, and other institutional funding sources to market certificate products and generate new deposit opportunities.
Negotiate rates and terms with institutional depositors to attract and retain certificate funding at competitive rates, reducing reliance on third-party brokerage services.
Proactively communicate with existing and prospective institutional partners through phone and email, including relationship follow-up and presenting certificate opportunities.
Research investment and certificate opportunities and provide organized information to finance leadership to support investment decisions.
Monitor financial markets and interest rates, including deposit, certificate, loan, and investment rate trends.
Compile financial and peer data, including NCUA 5300 Call Report and Financial Performance Report information, to help leadership understand trends and compare performance with peer credit unions.
Support Asset/Liability Management monitoring by maintaining reports and tracking portfolio concentrations, liquidity, and established limits.
Assist with board and management reporting, including assembling board packets, financial schedules, charts, and supporting documentation.
Research regulatory and industry developments, including relevant NCUA releases, economic updates, and financial-market information.
Assist with other finance-related activities such as participation loan administration, SERP administration, contingency funding documentation, grant research, policy maintenance, audit and examination requests, and special projects.