Investment Director

3 weeks ago


Madison WI United States Bankers' Bank Full time

Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. We specialize in providing correspondent banking products and services to community banks, including bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH, and Indianapolis, IN.


We are seeking an Investments professional to join our Investments team. This individual will be responsible for buying and selling fixed income and bank eligible securities for community banks. They will also provide customer banks with portfolio management, security analysis and recommendations, bond swaps, and funding. The investments individual will manage marketing and education opportunities for customer banks and manage municipal inventories, providing tracking reports to management.

Position Functions:

Sales & Trading
  • Buy and sell bank eligible fixed income
  • Provide community banks with portfolio analysis and investment strategies
  • Manage underwriting process and file maintenance for new municipal issues
Business Development
  • Work with other areas of the bank to market and promote Bank and department services
  • Lead role in managing marketing and educational offerings
Leadership & Management
  • Assist with production and monitoring of annual budget
  • Mentor new staff in the Investment Banking area

Qualifications:

Ideal candidate will have a Bachelor's degree in finance, accounting, banking investments, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job and five or more years of experience working with bank eligible fixed income securities. CFA, MBA, or progress towards equivalent higher education is preferred.

#J-18808-Ljbffr

  • , MA, United States Director File Full time

    Newfound Associates is a Massachusetts based executive search firm that specializes in Wealth Management recruitment. We are presently conducting a Wealth Management Director search for a well-established Northern New England Registered Investment Advisory firm with relationships throughout VT, NH, Western MA and Upstate NY. This is a planning-oriented RIA...


  • Detroit, MI, United States The Association of Asian American Investment Managers Full time

    The Kresge Foundation – Associate Investment Director The Associate Investment Director reports directly to the Managing Director of Public Markets and works in conjunction with Investment Staff to oversee the management of the Foundation’s assets. Responsibilities include sourcing new investment ideas, performing quantitative and qualitative due...


  • , KS, United States Selby Jennings Full time

    Job Title : Investment Banking Director / MD Salary: $225,000 Company Summary: We are currently partnered with a HealthCare Middle Market Investment Banking Firm. In this role, you'll collaborate with top professionals in the field, using your expertise to lead high-profile transactions, foster client relationships, and drive strategic growth. Our client...


  • , CO, United States Northwestern Mutual Investment Services, LLC Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC , located in Milwaukee, WI, is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Company with over $250 billion in assets under management (AUM). The Public...


  • Spring, TX, United States Selby Jennings Full time

    Title : Investment Banking Managing Director Company Summary : We are currently partnered with a high performing, rapidly growing, specialty boutique Investment Bank based out of Houston, TX looking for an Investment Banking Managing Director to join their team for another record year. The Investment Banking Managing Director will have the opportunity to...


  • , GA, United States Selby Jennings Full time

    The Investment Banking Managing Director will be responsible for: Deal origination & execution in specialized sector/subsector Overseeing the entire M&A deal process from origination to successful completion Ensuring seamless execution of buy and sell side M&A transactions Working collaboratively with other Senior team members to nurture existing client...


  • Chicago, IL, United States Global Impact Investing Network Full time

    The Director, Impact Investments role encompasses all aspects of mission-aligned investing at The Chicago Community Trust, ranging from ESG investing to catalytic capital. The Director, Impact Investment will report to the AVP/Chief of Investments and will work closely with the Trust’s Finance, Community Impact, and Philanthropic Services teams, as well as...


  • Melbourne, FL, United States New Forests Full time

    The below information outlines the role title, location and details of our vacancy. Please review and select "apply" to formalise your interest. You may also pass the details of this role onto another person by using the "Nominate Someone" button. Vacancy Name Associate Director, Investments Vacancy No VN120 Description New Forests seeks a qualified...


  • Atlanta, GA, United States UNCF Institute for Capacity Building Full time

    Director, Investment Leadership Programs October 31, 2024We are seeking a visionary and passionate Director of Investment Leadership Programs to spearhead our groundbreaking initiative, Project ACCLAIM (Accelerating Learning in Asset Investment Management), which aims to cultivate a robust pipeline of Historically Black Colleges and Universities (HBCU)...


  • Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC , located in Milwaukee, WI, is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Company with over $250 billion in...


  • Nashville-Davidson, TN, United States Selby Jennings Full time

    Job Title : Investment Banking Director / MD Salary: $225,000 Company Summary: We are currently partnered with a Health Care Middle Market Investment Banking Firm. In this role, you'll collaborate with top professionals in the field, using your expertise to lead high-profile transactions, foster client relationships, and drive strategic growth. Our client...


  • California, MO, United States Yoonify Full time

    We are looking for a Director of Multifamily Investments to manage and expand listings for our real estate investment platform. Yoonify acquires luxury multi-family properties and offers fractional ownership of the properties on its blockchain-powered real estate marketplace. This investment opportunity is tailored for accredited investors and institutions...


  • Houston, TX, United States EPIP Full time

    Director of Impact Investing, Affordable Housing Posted on August 29, 2024 In recent years, Arnold Ventures has piloted impact investments in various areas. Through these pilots, it has become clear that the time is ripe to launch an impact investing initiative focused on affordable housing to deepen our work and leverage capital markets to catalyze...

  • Manager/ Director

    3 weeks ago


    Annapolis, MD, United States HASI Full time

    Position Summary HASI is currently seeking a Manager/Director with renewable financing experience to join our team. This individual will work in the Investment Group within the Grid Connected investment team to originate, structure, negotiate, and grow the solar land and land restoration. The types of investments will include land financing for land under...


  • Palm Beach Gardens, FL, United States Recooty Full time

    Director, Investment Accounting and Operations (REMOTE)17 Mar 2023 Job Description We have an exciting opportunity to join a growing, boutique alternative investment management firm as a Director, Investment Accounting and Operations. This is an upper-middle management role that will lead the investment accounting for the firm's funds (shadow NAVs and...


  • Waltham, MA, United States A123Systems Full time

    Position: Director of Strategy and Investment Location: Waltham, MA Job Id: 969 # of Openings: 1 Position Overview Responsible for developing and maintaining relationships with US-based universities and research institutions for collaborative projects. Evaluate and make strategic investments in newly incubated lithium battery technology companies. Job...


  • Boston, MA, United States MassMutual Full time

    Director of Partnership Accounting - Alternative InvestmentsAlternative Investments, Investment ControllershipFull-TimeSpringfield, MA or Boston, MAThe OpportunityReporting to MassMutual’s Director of Alternative Investments, the Director of Partnership Accounting will be a key partner and representative to the investment accounting processes.  The...


  • Boston, MA, United States MassMutual Full time

    Director Investment Controllership- Derivatives Controllers Organization of Corporate Finance Full-TimeNew York, NY - preferred locationWill also consider candidates based in Boston, MA or Springfield, MA About the Corporate Controller Organization:The Controllers Organization is responsible for delivering on the foundation of credibility and control of the...


  • City of Daşşak, NY, United States Intrepid Investment Bankers Full time

    Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career....


  • Boston, MA, United States CFA Institute Full time

    Director of Investment Operational Accounting Governance Full-Time Boston, MA or Springfield, MA or New York, NY The Opportunity Reporting to the MassMutual's Head of Investment Accounting Systems Governance Investment Controllership, the Director of Investment Operational Accounting Governance will be a key partner and representative to the operational...