Investment Officer

About the Role

The Investment Officer plays a key role in strengthening relationships with credit unions while expanding Catalyst’s 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.

Success 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.

Responsibilities

• Develop and maintain strong relationships with existing credit union clients while identifying and securing new business opportunities.
• Strategically manage assigned accounts to increase Catalyst’s market share and meet individual sales goals.
• Effectively communicate investment opportunities through various channels, including virtual and in-person interactions.
• Represent Catalyst at industry events and conferences to build brand awareness and expand the client base.

Requirements

• Bachelor's degree in Business or a related field.
• 1-3 years of experience in fixed-income financial markets or business development within financial institutions.
• Proficiency in Microsoft Office Suite and Microsoft Power Suite.
• Strong knowledge of fixed-income investment products.
• FINRA Series 7 and 63 licenses.
• Excellent verbal and written communication skills, with the ability to deliver compelling presentations.
• Strong relationship-building and client management skills.
• Self-motivated and results-driven, with the ability to manage and grow a portfolio of business.

Preferred Qualifications

• Experience with Salesforce.com.
• Familiarity with Bloomberg and financial market data tools.
• Ability to effectively engage and communicate with senior-level executives.
• Understanding of credit union and bank balance sheets.

Benefits

• Market-competitive base pay.
• Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
• Planning for the Future: 401K retirement savings plan with matching and company contributions.
• Supporting 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 AD&D Insurance, as well as a Flexible Spending Account.
• Building a Family: Family-friendly policies and practices (named “Best Place for Working Parents” 4 years in a row).
• Work-Life Integration: Credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. Access to onsite services such as a massage therapist, personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Must be local to DFW.