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.