Investment Officer
About The Position
The Investment Officer plays a key role in strengthening relationships with credit unions while expanding Catalyst’s market presence. This position is responsible for growing sales of investment products, including fixed-income securities, certificates of deposit, private placements of subordinated debt, loan participations, non-member deposit issuances, and other market-driven financial instruments. Success in this role requires proactive client engagement through phone calls, emails, virtual meetings, board presentations, in-person visits, and participation in industry events and conferences. Travel is expected to comprise 10% to 20% of the role.
Requirements
- Bachelor's degree in Business or a related field.
- 1-3 years of experience in fixed-income financial markets or business development within financial institutions.
- Proficiency in Microsoft Office Suite and Microsoft Power Suite.
- Strong knowledge of fixed-income investment products.
- FINRA Series 7 and 63 licenses.
- Excellent verbal and written communication skills, with the ability to deliver compelling presentations.
- Strong relationship-building and client management skills.
- Self-motivated and results-driven, with the ability to manage and grow a portfolio of business.
Nice To Haves
- Experience with Salesforce.com.
- Familiarity with Bloomberg and financial market data tools.
- Ability to effectively engage and communicate with senior-level executives.
- Understanding of credit union and bank balance sheets.
Responsibilities
- Develop and maintain strong relationships with existing credit union clients while identifying and securing new business opportunities.
- Strategically manage assigned accounts to increase Catalyst’s market share and meet individual sales goals.
- Effectively communicate investment opportunities through various channels, including virtual and in-person interactions.
- Represent Catalyst at industry events and conferences to build brand awareness and expand the client base.
Benefits
- Federal Holidays
- Vacation
- Sick Time
- Parental Leave
- Time off for volunteering
- 401K retirement savings plan with matching and company contributions
- Flexible health and insurance options
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Long and Short-Term Disability Insurance
- Life Insurance
- Supplemental Life and AD&D Insurance
- Flexible Spending Account
- Credit union membership
- Casual work environment
- Paid covered parking
- Onsite fitness facility with showers
- Access to a massage therapist
- Access to a personal trainer
- Car wash and detail service
- Vehicle refueling service
- Food delivery service
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
