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POSITION TITLE: Member Investment Director
DEPARTMENT: Member Investments
REPORTS TO: Chief Investment Officer
SUPERVISES: No
CLASSIFICATION: Exempt
DATE REVISED: June 2023


SUMMARY:

Primary function is to work with member credit unions to optimize investment returns
consistent with their investment policy, regulatory and prudent risk constraints.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (including the following and others as
assigned)

  • Work with members to optimize investment returns consistent with their investment policy, regulatory and prudent risk constraints.
  • Negotiate purchase and sale of securities through our broker/dealer affiliation.
  • Complete SimpliCD purchases and issuances for and with members.
  • Monitor and evaluate market conditions.
  • Communicate with and educate members on a consistent basis.
  • Research different types of investments for members.
  • Build strong relationships with members and internal staff.
  • Travel to meet with members in person, attend conferences and present investment options.
  • Perform other duties as assigned.

QUALIFICATIONS:

  • Bachelor’s Degree in Finance, Economics, Business or equivalent field or
  • commensurate experience
  • Ten to fifteen years of investment experience in a credit union or financial services industry
  • Series 7 and Series 63 Licenses
  • Excellent verbal and written communication skills
  • Experience in public speaking
  • Must be detail oriented and self-motivated
  • An understanding of credit unions’ day to day operations
  • Ability to effectively build relationships with credit unions

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.
  • Must have a valid driver’s license and the ability to travel independently.
  • The work environment and physical demands of this position are representative of similar jobs in comparable companies.

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