Investment Officer

divh2Investment Officer/h2pCatalyst and Your Career/ppCatalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, were passionate about transforming goals into achievements and helping credit unions grow./ppTo 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!/ppThe Work Itself/ppThe Investment Officer plays a key role in strengthening relationships with credit unions while expanding Catalysts 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./ppSuccess 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./ppKey Responsibilities:/pulliDevelop and maintain strong relationships with existing credit union clients while identifying and securing new business opportunities./liliStrategically manage assigned accounts to increase Catalysts market share and meet individual sales goals./liliEffectively communicate investment opportunities through various channels, including virtual and in-person interactions./liliRepresent Catalyst at industry events and conferences to build brand awareness and expand the client base./li/ulpThe Talent You Bring/ppEssential Requirements:/pulliBachelors degree in Business or a related field./lili1-3 years of experience in fixed-income financial markets or business development within financial institutions./liliProficiency in Microsoft Office Suite and Microsoft Power Suite./liliStrong knowledge of fixed-income investment products./liliFINRA Series 7 and 63 licenses (or ability to obtain)./liliExcellent verbal and written communication skills, with the ability to deliver compelling presentations./liliStrong relationship-building and client management skills./liliSelf-motivated and results-driven, with the ability to manage and grow a portfolio of business./li/ulpPreferred Requirements:/pulliExperience with Salesforce.com./liliFamiliarity with Bloomberg and financial market data tools./liliAbility to effectively engage and communicate with senior-level executives./liliUnderstanding of credit union and bank balance sheets./li/ulpHow Well Have Your Back/pulliTime Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering./liliPlanning for the Future: 401K retirement savings plan with matching and company contributions./liliSupporting your Health Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and ADD Insurance, as well as a Flexible Spending Account./liliBuilding a Family: We were named Best Place for Working Parents 4 years in a row due to our commitment to family-friendly policies and practices./liliWork-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer 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./li/ulpWho We Are/ppWith innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalysts solutions today./ppCatalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law./p/div