Finance Investment Analyst
Everwise Credit Union(4 months ago)
South Bend, IndianaOnsiteFull TimeMedior$69,875 - $94,590 (estimated)Finance
Apply NowAbout this role
The Financial Investment Analyst compiles, evaluates, and analyzes financial data to support the credit union’s investment decisions. The role reviews and recommends investment strategies, oversees partnered broker relationships, and contributes to corporate planning. It also supports budgeting, modeling, and financial analysis for project management and strategic decision-making.
Required Skills
- Portfolio Management
- Financial Modeling
- ALM
- Scenario Modeling
- Financial Analysis
- Reporting
- Budgeting
- Excel
- Bloomberg
- Communication
+2 more
Qualifications
- Bachelor's Degree in Accounting
- Bachelor's Degree in Economics
- Bachelor's Degree in Finance
About Everwise Credit Union
everwisecu.comEverwise Credit Union in Northern IN and Southwest MI offers various account and loan products, including credit cards, mortgages and more. Explore online.
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