Investment Associate

Ranking #9 in the American Banker’s 2025 Best Banks to Work For, TIB is committed to serving as Trusted Partners for community banks and our employees. We take great care to maintain a commitment to excellence and personalized service. We are dedicated to providing a diverse work environment that fosters inclusivity and growth. We offer a best-in-class benefits package that includes comprehensive health, life, and disability coverage, 401(k) retirement savings, generous paid time off, parental leave, tuition reimbursement, and other little extras to make work fun. If this aligns with your values and you want to join a leader in the banking industry, we are hiring for an Investment Associate that will support the Investment Sales department in customer and operational support by developing market strategies within existing portfolios, analyzing market trends, and preparing presentations for partner banks and conferences.

MAJOR DUTIES/ACCOUNTABILITIES

• Provides internal and external customer support to the Investment Sales department.

• Establishes business relationships with current partner clients. 

• Assists Investment Officers in managing and analyzing client investment portfolios, including securities analytics, and develops tailored investment strategies with a focus on metrics such as duration, weighted average life, and convexity.

• Monitors and reports pertinent information on partner banks and prospects relative to their overall market condition.

• Designs and implements portfolio swaps utilizing Bloomberg analytics and portfolio accounting reports.

• Develops, manages, and enhances tools for trade execution, portfolio balancing, and security settlements.

• Develops a robust knowledge base of market strategies.

• Prepares and distributes detailed reports on trades, maturing bonds, independent activity, and sales production.

• Documents portfolio progress and provides analytical support to various departments.

• Produces accurate and timely monthly, weekly, and daily reports for internal use and client banks.

• Authors and distributes TIB’s daily market commentary, “TIB Ticker,” including economic data and rate updates.

• Maintains current reporting and logging of calls, prospects, and sales in Salesforce.

• Generates and cultivates new prospects for bank business, including developing relationships with senior management and operations staff.

• Works closely with banking partners to develop strategies and execute plans in order to achieve business objectives. 

• Assists with troubleshooting and problem solving for partner banks, ensuring a high level of quality service is sustained.

• Assists with processing trades, as needed. 

• Complies with all banking laws and regulations, and maintains the confidentiality of bank and customer information. 

REQUIREMENTS/DESIRED QUALIFICATIONS

Required 

• Bachelor’s degree, preferably in economics, finance, accounting, or another business-related focus

• Ability to obtain a SIE Series 52 and Series 63 Licenses within six months of hire

• Extensive analytical skills, with a strong attention to detail

• Individual should possess excellent interpersonal skills and the ability to work within a team environment

• Ability to multi-task in a fast paced, changing priority environment 

• Highly motivated self-starter with the ability to work both independently and with product partners

• Strong presentation skills

• Some travel required, including some overnight, up to 25% of the time

• Software: MS Excel (extensive), MS PowerPoint, Bloomberg (or comparable bond analytics software), SNL Software

Preferred

• 1-3 years’ fixed income securities / portfolio management / strategies experience

• 1-3 years’ securities experience

• 3-5 years’ sales experience

• Previous experience with Salesforce

• Knowledge of asset/liability management and impact to balance sheet

The Major Duties/Accountabilities listed above are only a summary of the typical functions of this job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Management may elect to assign other responsibilities, tasks, and duties associated with this position. TIB requires a comprehensive background investigation, including criminal and credit history.