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Investment Assistant

Corporate Central Credit Union is a federally insured financial cooperative that serves as a trusted partner to credit unions throughout the country. As a team of motivated professionals, we are seeking a full time Investment Assistant to support our growth and commitment to helping our members be wildly successful. We offer an environment where ambitious, intelligent and talented people thrive. Join us and be part of our dynamic team dedicated to service excellence.

Essential Duties and Responsibilities

  • Provide accurate and proficient review, analysis, and administration of activities related to the organization’s financial products and services
  • Perform efficient, timely, and accurate ongoing monitoring and reporting
  • Compile information and assist with economic, market, sector, and counterparty research and due diligence efforts
  • Create, obtain, and maintain necessary business documentation
  • Provide backup support for overall department efforts as needed
  • Perform related duties as assigned or as the situation dictates

Required Knowledge, Skills, and Abilities

  • Knowledge of sound, accurate, and applicable financial principles
  • Ability to effectively prioritize and balance work assignments to meet deadlines
  • Attention to detail is critical
  • Effective communication skills, verbal and written
  • Ability to work well with others, take direction and effect positive initiatives, while embracing innovation

Education and Experience

A degree in business, finance, or related field is preferred, along with established experience in the financial services industry. In lieu of a degree, a successful record of relevant financial industry experience may be acceptable.

About Corporate Central Credit Union

Corporate Central Credit Union cultivates a culture of respect, ethics, teamwork, and innovation. We are "Helping Members to be Wildly Successful" by delivering industry knowledge and expertise to help credit unions achieve their strategic objectives and compete in today’s evolving financial services industry. We provide this value with the same high-level of trust and appreciation we offer our employees.

We believe in the power of a great team. We are motivated to passionately serve our members, and strive to learn, create and innovate daily. We offer competitive compensation and more importantly, a culture that empowers you to balance the contributions you make to your profession, your family and friends, and your community. At Corporate Central Credit Union, you are part of a larger movement centered on people-helping-people.

For consideration, please send your resume and salary requirements to: personnel@corpcu.com.

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Corporate Central Credit Union
6262 South Lowell Place, Muskego, WI 53150
Phone: (800) 242-4747 | Fax: (414) 427-3700
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