Bankers Bank
Investment Director -title commensurate with experience
Bankers Bank, Madison, Wisconsin, us, 53774
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. In addition to specializing in providing correspondent banking products and services to community banks we also provide 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 recommendation, bond swaps, and funding. The investments individual will also 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 incomeProvide community banks with portfolio analysis and investment strategiesManage underwriting process and file maintenance for new municipal issuesBusiness Development
Work with other areas of the bank to market and promote Bank and department servicesLead role in managing marketing and educational offeringsLeadership & Management
Assist with production and monitoring of annual budgetMentor 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.
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 recommendation, bond swaps, and funding. The investments individual will also 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 incomeProvide community banks with portfolio analysis and investment strategiesManage underwriting process and file maintenance for new municipal issuesBusiness Development
Work with other areas of the bank to market and promote Bank and department servicesLead role in managing marketing and educational offeringsLeadership & Management
Assist with production and monitoring of annual budgetMentor 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.