Investment Officer

Catalyst Corporate Fede; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Time away

401K with match

Health, dental, vision insurance

Parental leave

Onsite fitness facility

Job summary

Catalyst Corporate in the Dallas–Fort Worth area is seeking an Investment Officer to strengthen relationships with credit unions and expand Catalyst’s market presence by selling fixed-income products, CDs, private placements of subordinated debt, loan participations, non-member deposit issuances, and other market-driven instruments.

Travel is expected to comprise 10% to 20% of the role, and proactive client engagement via phone, email, virtual meetings, board presentations, and in-person visits

Qualifications

• 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.

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.

Skills

Fixed-income knowledge

MS Office

Relationship building

Presentation skills

Communication

Portfolio management

Sales

Customer engagement

Education

Bachelor's degree in Business or related field

FINRA Series 7

FINRA Series 63

Tools

Salesforce.com

Bloomberg

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investment Officer

7 days ago Requisition ID: 1134

Full Time, Permanent Opportunity for Investment Officer (Must be local to DFW)

Catalyst and Your Career

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!

The Work Itself

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.

Key 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.

The Talent You Bring

• 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 Requirements:

• 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.

How We'll Have Your Back

Catalyst Corporate’s compensation structure offers market‑competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:

• 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: We were named “Best Place for Working Parents” 4 years in a row due to our commitment to family‑friendly policies and practices.
• Work-Life Integration:Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: .

Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.