Investment Director -title commensurate with experience

Company: Bankers' Bank
Location: Madison
Posted on: November 13, 2024

Job Description:

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 issuesBusiness Development
  • Work with other areas of the bank to market and promote Bank and department services
  • Lead role in managing marketing and educational offeringsLeadership & Management
    • Assist with production and monitoring of annual budget
    • Mentor new staff in the Investment Banking areaQualifications: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.
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Keywords: Bankers' Bank, Waukesha , Investment Director -title commensurate with experience, Executive , Madison, Wisconsin