Career Opportunities

POSITION TITLE:  Junior Investment Analyst 
DEPARTMENT: Investments
REPORTS TO:  VP, Investments
SUPERVISES: No
CLASSIFICATION: Non-Exempt
DATE REVISED: August 2026

SUMMARY:

The Junior Investment Analyst will support our investment team by assisting with macroeconomic tracking, sector analysis, and fundamental credit research within the corporate credit union space. This role is designed for a highly motivated, detail-oriented individual looking to launch a career in asset management. Under the guidance of senior analysts and portfolio managers, the analyst will learn to evaluate fixed income securities permissible under regulatory framework specifically focusing on asset-backed securities (ABS), Small Business Administration (SBA) securities, and agency mortgagebacked securities (Agency MBS)—to help identify investment opportunities and assess market risks.

The essential duties and responsibilities of the Junior Investment Analyst will be performed under the direction of the VP, Investments.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  (including the following and others as assigned)

•  Research Assistance: Help collect, organize, and analyze financial data for investment-grade issuers, financial institutions, and structured products. Maintain research databases and internal tracking spreadsheets.
• Pre-Purchase Security Analysis: Perform pre-purchase analysis of potential security purchases—with an emphasis on asset-backed securities (ABS), Small Business Administration (SBA) pools, and agency mortgage-backed securities (Agency MBS)—to thoroughly understand their structure, underlying collateral, cash flow characteristics, and the net impact of the security on relevant investment limits.
• Financial Modeling & Forecasting: Assist in building and updating basic financial models and credit valuation tools under the supervision of senior team members. Develop the capability to forecast interest rates, cash flows, prepayment speeds, and key market variables.
• Bond & Liquidity Analysis: Perform fundamental bond analysis and evaluate the liquidity profiles of specific fixed income instruments and broader portfolios.
• ALCO Reporting Support: Regularly pull relevant data and financial reports, and actively assist in the generation, assembly, and preparation of the Asset Liability Committee (ALCO) packet.
• Securities Settlement Monitoring & Liquidity Management: Assist in monitoring the day-to-day settlement of securities transactions and support cash flow management operations to ensure seamless trade execution and the maintenance of optimal institutional liquidity.
• Market Monitoring: Track macroeconomic indicators, central bank announcements, and interest rate movements, preparing brief summary notes for the investment team.
• Report Preparation: Draft initial sections of investment memos, sector reviews, and investment thesis presentations to be reviewed by senior analysts.
• Data Administration: Leverage financial data platforms (such as Bloomberg or FactSet) to pull reports, extract data, and perform preliminary analysis. Maintain all purchase/sale records/files.
• Responsible for setting term certificate and loan rates.
• Maintain accurate purchase and sale files/records.
• Generate CD specials and maintain CD special records/OAS analysis spreadsheet.
• Pursuit of job-related certifications as assigned.
• Other duties as assigned. 

QUALIFICATIONS:

• Bachelor’s degree in finance, economics, accounting or related field of study preferred
• One year of relevant experience
• Strong intellectual curiosity, rigorous attention to detail, and a proactive attitude toward learning
• Strong oral and written communication skills
• Highly proficient in MS Office/Excel
  • Familiar with VLOOKUP, XLOOKUP
• Strong proficiency with data manipulation, spreadsheet mechanics, and analytical problem-solving 
• Ability to work in a team environment and to work independently as needed
• Exposure to a Bloomberg Terminal, Python, or SQL is advantageous but not required 

DEPARTMENT AND/OR JOB SPECIFIC COMPLIANCE REQUIREMENTS:

• Adhere to Corporate, departmental and governmental policies and regulations, laws, and policies

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Work is performed in an office setting.
• Ability to sit for long periods of time.
• The work environment and physical demands of this position are representative of similar jobs in comparable companies. 

POSITION TITLE:  CPQ Proposal and Billing Specialist
DEPARTMENT: Member Advisor Group
REPORTS TO:  VP, National Sales
SUPERVISES: No
CLASSIFICATION: Non-Exempt
DATE REVISED: July 2026

SUMMARY:

This position provides dedicated operational support for the sales team by creating accurate product proposals within the Salesforce CPQ module and supporting the initial setup required for corporate billing. The role serves as a liaison between Sales, Billing, Salesforce administration, and individual business unit owners to ensure proposals, opportunity records, billing details, and invoice information are complete, timely, and accurate. The position monitors opportunities through close/won or close/lost status, prepares reporting for business unit validation, and supports a consistent process from proposal creation through billing invoice generation.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  (including the following and others as assigned)

• Create accurate product and service proposals within Salesforce CPQ for the sales team, ensuring proper product selection, pricing, terms, billing setup information, and supporting documentation.
• Support the initial setup process for corporate billing by ensuring proposal and opportunity information is complete, accurate, and ready for billing invoice creation.
• Serve as a liaison between Sales, Billing, Salesforce administration, and individual business unit owners to validate proposal details, product ownership, pricing, billing requirements, and invoice accuracy.
• Review proposals for completeness, data accuracy, proper configuration, pricing accuracy, approval requirements, and alignment with established business processes.
• Monitor Salesforce opportunities to ensure records are updated in a timely manner and moved to the appropriate close/won or close/lost status.
• Support sales pipeline management and forecasting activities by monitoring opportunity progression, identifying data gaps, maintaining forecast accuracy, and providing reporting insights to asset the sales team revenue planning and decision making.
• Track open proposals, pending approvals, incomplete opportunity records, billing setup items, and invoice creation needs to support timely follow-up and completion.
• Create billing invoices in a timely manner based on validated billing requirements.
• Prepare and distribute reports for business unit owners to validate billing accuracy prior to invoice distribution.
• Research and resolve discrepancies related to proposal configuration, product assignment, opportunity status, billing setup, invoice details, or business unit validation feedback.
• Maintain accurate Salesforce CPQ, opportunity, account, product, and billingrelated data to support reporting integrity and downstream billing processes.
• Develop, maintain, and improve reports, dashboards, and tracking tools that provide visibility into proposal volume, opportunity status, billing readiness, invoice completion, and data exceptions.
• Coordinate with sales team members to obtain missing information, clarify proposal requirements, and ensure proposals and invoices are completed within expected timeframes.
• Document procedures, job aids, and process steps related to proposal creation, billing setup, invoice creation, reporting, and validation of workflows.
• Recommend process improvements to strengthen accuracy, timeliness, reporting visibility, and handoffs between Sales, business unit owners, and Billing.
• Other duties as assigned.

QUALIFICATIONS:

• Associate or bachelor's degree in Business, Accounting, Finance, Information Systems, or related field preferred; equivalent work experience may be considered.
• Experience supporting sales operations, billing, invoicing, product setup, business systems, or customer relationship management processes.
• Working knowledge of Salesforce, billing processes, reporting, dashboards, or similar business systems preferred.
• Strong attention to detail with the ability to validate data, identify discrepancies, and follow through to resolution.
• Excellent organizational and time management skills with the ability to manage multiple proposals, opportunities, reports, and invoice-related tasks simultaneously.
• Strong written and verbal communication skills with the ability to coordinate effectively with Sales, Billing, business unit owners, and internal stakeholders.
• Ability to interpret product, pricing, opportunity, and billing information and apply established procedures consistently.
• Strong analytical and reporting skills, including the ability to create, review, and distribute reports for validation and follow-up.
• Proficiency with Microsoft Office applications, particularly Excel, Word, and Outlook.
• Ability to maintain confidentiality, exercise sound judgment, and uphold professional business ethical standards.
• Must be detail-oriented, self-motivated, dependable, and able to work independently while supporting cross-functional teams.

DEPARTMENT AND/OR JOB SPECIFIC COMPLIANCE REQUIREMENTS:

• Adhere to Corporate, departmental and governmental policies and regulations, laws and policies.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• This position is performed in an office setting.
• The ability to sit for long periods of time.
• The work environment and physical demands of this position are representative of similar jobs in comparable companies.

POSITION TITLE: IT Analyst II - Temporary Position
DEPARTMENT: Information Technology
REPORTS TO: VP, Information Technology
SUPERVISES: None
CLASSIFICATION: Exempt
DATE REVISED: July 2026

SUMMARY:

The IT Analyst II, under general direction, is primarily responsible for the administration and enhancement of all existing and new communications, data, and information systems. The IT Analyst II is to actively advise the IT Director with regard to all data and communication information flows and systems. Responsibilities include advice for development of short and long-term information systems goals, plans, and priorities. This position must monitor changes in information systems technology and interface and implement those new technologies to ensure, the cost-effective maintenance of systems meeting both CACU and its member’s needs. The systems must work to increase efficiency and interface operating systems and activities with computerized systems within budget-approved constraints. The IT Analyst II is to participate in installation and development of new systems, projects, and upgrading of existing systems. Responsibilities include analysis of hardware configurations and interfaces with recommendations for changes as warranted.

The IT Analyst II position is a temporary role.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  (including the following and others as assigned)

• Perform/manage work and projects in a "hands-on" fashion while providing for continued training and development of personnel to optimize efficiency of all operations, including internet/website related areas.
• This position must field all internal and external support calls in a polite an efficient manner. Addresses issues promptly and accurately.
• This position will review hardware, software, enhancements, upgrades, vendors, and trends and update the IT Department. Under general direction, recommend (and implement as approved) appropriate systems changes, upgrades, enhancements, and optimal usage.
• Assist with development of long and short-term information systems objectives, plans, and priorities to meet the needs of CACU and its end users.
• Escalate unresolved issues and follow-up on outstanding issues promptly.
• Provide systems documentation for upgrades, enhancements, installation, testing procedures, debugging and fixes.
• Perform system modifications, installations, testing and debugging.
• Interface with vendors and outside technical support personnel as necessary.
• Remain current on industry trends, applicable new technologies and cost advantage of implementation, including, pre-approved research and development for assigned projects.
• Other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

None

QUALIFICATIONS:

• Associates degree in a computer related field or equivalent work experience
• 3-5 years’ experience in an Information Technology related environment
• Preferred knowledge of virtual environments
• Microsoft certifications (MCP) preferred
• Windows Server & Desktop Administration
• Microsoft Windows platforms (Windows 10, Windows Server 2012 - 2019)
• A+, NET+ certification a plus
• Microsoft Office Suite
• Technical experience of installation and implementation of Local Area Networks (LAN) and Wide Area Networks (WAN)
• Technical knowledge of hardware and software system modification/fix techniques
• Ability to produce accurate systems documentation of modifications/fix/upgrades
• Technical knowledge of system back-up procedures.
• Ability to instruct users on new systems, system enhancements, and system upgrades
• Effective interpersonal, written, and verbal communications skills
• Must be detail-oriented and self-motivated
• Ability to effectively interface with all levels both internal and external

DEPARTMENT AND/OR JOB SPECIFIC COMPLIANCE REQUIREMENTS:

• Adhere to Corporate, departmental and governmental policies and regulations, laws and policies.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Ability to lift up to 20 pounds.
• Ability to carry up to 10 pounds.
• Ability to distinguish basic colors.
• Ability to lift/push equipment/furniture, installation of equipment and cabling.
• The work environment of this position is representative to typical jobs performed in comparable companies.