Investment Portfolio Analyst

Investment Portfolio Analyst

The Investment Portfolio Analyst supports the day-to-day management, analysis, and reporting of the Bank's investment securities portfolio (primarily fixed income securities) under the direction of the Investment Portfolio Manager. The role focuses on security- and portfolio-level analytics, transaction support, performance and risk monitoring, and governance reporting to support the Bank's liquidity, earnings, capital, and interest rate risk objectives within its risk appetite and regulatory requirements.

The Analyst partners closely with Treasury, Finance, Risk, Accounting, and Operations to provide accurate data, strong controls, timely reporting, and audit/exam readiness in accordance with the Bank's Investment Policy and internal procedures.

• Performs security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives.
• Prepares trade support materials and coordinates with Treasury and broker-dealers to support accurate trade execution, settlement, and documentation in accordance with internal controls and delegated authorities.
• Assists in monitoring portfolio performance and risk metrics including credit, duration, NII and EVE sensitivity contributions, liquidity and cash flow profiles, unrealized gain/loss trends, and AOCI considerations.
• Supports Asset Liability Committee (ALCO) and ALCO Investment Sub-Committee processes by preparing reports, dashboards, and analytical exhibits, including limit monitoring and variance analysis.
• Partners with Finance and Accounting to support investment accounting and reporting activities, including AFS/HTM classifications, reconciliations, and month-end and quarter-end close processes.
• Supports credit surveillance and counter party exposure monitoring for the portfolio, coordinating with Credit and Risk teams on watch lists, downgrades, and remediation actions
• Assists the Investment Portfolio Manager with monitoring external investment managers, advisors, and broker dealers through performance reporting and due diligence documentation.
• Supports regulatory exams and internal and external audits through data gathering, documentation, and timely response to information requests.
• Contributes to process improvement and automation initiatives related to investment analytics, reporting, data quality, and controls.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding applicable Bank regulations.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become "Business Bank of Choice"
• May perform other duties as assigned.

The pay range for this role is $68,000.00 to $.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary

Location:

Ability to work fully onsite at posted location(s).

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance…