Investment Director

1 day ago


Madison, Wisconsin, United States Bankers' Bank Full time
Job Title: Investment Director

Bankers' Bank is a leading financial institution with a strong presence in the market. We are seeking an experienced Investment Director to join our team.

Job Summary

The Investment Director will be responsible for managing our fixed income and bank eligible securities portfolio. This includes buying and selling securities, providing portfolio analysis and investment strategies to our customers, and managing underwriting processes and file maintenance for new municipal issues.

Key Responsibilities
  • Manage our fixed income and bank eligible securities portfolio
  • Provide portfolio analysis and investment strategies to our customers
  • Manage underwriting processes and file maintenance for new municipal issues
  • Work with other areas of the bank to market and promote our services
  • Lead role in managing marketing and educational offerings
  • Assist with production and monitoring of annual budget
  • Mentor new staff in the Investment Banking area
Requirements

We are looking for an experienced Investment Director with a strong background in finance and investments. The ideal candidate will have a Bachelor's degree in finance, accounting, banking, investments, or a related field, and at least five years of experience working with bank eligible fixed income securities. CFA, MBA, or progress towards equivalent higher education is preferred.



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