Investment Portfolio Manager

2 days ago


Madison, Wisconsin, United States Bankers Bank Full time
Investment Director

Bankers' Bank is a leading financial institution with a strong presence in the market, providing a range of services to community banks. Our team is seeking an experienced Investment Director to join our Investments team.

Key Responsibilities:
  • Buy and sell bank eligible fixed income securities for community banks.
  • Provide portfolio analysis and investment strategies to community banks.
  • Manage the underwriting process and file maintenance for new municipal issues.
  • Work with other areas of the bank to market and promote Bank and department services.
  • Lead the development and implementation of marketing and educational offerings for community banks.
  • Assist with the production and monitoring of the annual budget.
  • Mentor new staff in the Investment Banking area.
Requirements:

We are seeking a highly qualified candidate with 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. A CFA, MBA, or progress towards equivalent higher education is preferred.



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