Bachelor’s degree in finance, accounting, economics or business administration is required • Advanced education (e.g., MBA or MS in Finance, Economics, or Accounting, or other quantitative discipline) and/or Chartered Financial Analyst (CFA) designation is preferred• At least 10 years of direct experience managing and/or analyzing US fixed income securities and portfolios within a large bank, insurance company, investment manager, or fund. • Partner with the Chief Investment Officer in portfolio and risk strategy; asset class, sector and company research; security evaluation and selection; and review of investment policies and regulations: o Develop a deep understanding of UNFCU’s financial risks, investment portfolios and, holdings, investment style, credit risk exposures, and the structural characteristics of all instruments permitted by policy.o