Nicolet National Bank is an equal opportunity employer and VEVRAA Federal Contractor. M/F Disabled and Vet EEO/AA
Location: GREEN BAY, WI, US Job Class: Finance Specialists
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
As a Fixed Income Investment Analyst, you will be primarily responsible for credit research analyst with exposure to bond trading and portfolio management. This is a part time position, we are looking for some who can work around 24 - 30 hours per week.
As a Fixed Income Investment Analyst, you will:
Credit Analysis
Gather relevant information on local municipal credits as well as demographic trends impacting specific communities.
Understand the underlying debt position and operating dynamics of specific credits that will impact future performance.
Identify the strengths and weaknesses of local municipal credits.
Develop an appreciation of nuances of school districts, health care facilities and utility districts.
Understand the cashflow dynamics of various corporate borrowers.
Develop specialized knowledge of bank financial performance.
Wealth Investment Management and Analysis
Maintain and expand bond database to enhance bond analysis processes.
Prepare presentations and reports.
Perform investment research with a fixed income focus.
Assist with trade processing and settlement.
Identify attractive investment opportunities.
Miscellaneous
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
Student currently working towards a degree in business, finance, accounting, economics, or mathematics.
Ability to formulate & execute basic to complex mathematical formulas and apply accounting-based principles to perform analysis that supports decision-making or other action.
Exposure to Enterprise Performance Management (EPM) concepts; familiarity with Vena Solutions or similar planning system a plus.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
