Investment Officer

Catalyst Corporate Fede•Plano, TX

7d•Onsite

About The Position

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow. To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way! 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 variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.