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Drake & Company is an equal opportunity employer.

Bank Investment Sales & Trading - 834749


One of our very busy customers in the banking industry is looking for an experienced and skilled investment associate. This is a higher level position working directly for the senior vice president of investments.

Job Responsibilities:

  • Buy and sell bank eligible fixed income securities for banks and their customers
  • Work with banks on portfolio analysis and investment strategy
  • Assist in the underwriting process for new municipal issues
  • Monitor economic trends and their effects on interest rates
  • Market all Investment Department products and services
  • Act as back up for running and processing all CD deposit programs
  • Responsible for updating and uploading afternoon Market Update, weekly Investment Rate Card
  • Back up for trading and confirming Fed Funds
  • Create and update Power Point presentations

Job Requirements:

  • Bachelor’s Degree in Business/Finance/Economics
  • 5+ years of sales experience
  • Series 52 license
  • Clear understanding of bank eligible fixed income securities and bank portfolio management
  • Familiarity with Bloomberg
  • PC literate in MS Office
  • Excellent communication and interpersonal skills
  • Attention to detail
  • Good organization skills, ability to prioritize
  • Ability to work as part of a team

This is a great company to work for! Call a recruiter today for more information at 608-257-2411 or apply online.

Job Pays: $45,000 - $55,000/yr

Job #: 834749