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Senior Investments Analyst, Treasury
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-11-01
Listing for:
Fnbo---First-National-Bank-of-Omaha-1
Full Time
position Listed on 2026-11-01
Job specializations:
-
Finance & Banking
Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
Summary of the Job:
The Senior Analyst – Investments works in close partnership with the Senior Director – Investments in the management of the bank's securities portfolio. This role is central to our investment and risk management process, providing market intelligence, analytics, and strategic insights.
About This Role:
Key Accountabilities
1. Security Analysis:
The sr. analyst selects securities, with direction from the portfolio manager, that meet the balance sheet management objectives of the bank. This requires multi-dimensional thinking that balances a relative value view against interest rate risk, liquidity, and credit constraints.
2. Market Intelligence:
The Senior Analyst maintains a disciplined approach to market monitoring across the mortgage (commercial/residential, agency/non-agency), municipal, and securitized product sectors.
3. Post Purchase Analysis:
This role requires close teamwork with others to produce credit analyses and conduct ongoing portfolio review. Independent judgment in forming views and identifying potential risks is essential to this role.
4. Other Investments/Tax Credit Due Diligence and Tracking:
The Senior Analyst may work independently or in collaboration with the Senior Director – Investments on due diligence and monitoring of the derivatives/hedging portfolio, renewable production and low-income housing tax credits, BOLI, and other less routine investments.
5. Economic Updates:
This role requires the analyst to maintain an informed macroeconomic perspective that is continuously refined as new information emerges. The analyst may be asked to present macroeconomic updates to internal stakeholders.
The Ideal Candidate for This Role:
Requirements
1. Progress towards, or possession of, a CFA designation, MBA, or finance- or economics-related Master's degree.
2. Three + years direct experience with fixed income security analysis and Bloomberg proficiency.
Experience with trade execution and broker/dealer relationships is a plus.
3. Working knowledge of:
· Treasury organization – interaction of front, middle and back-office functions.
· Fixed Income Markets
· Derivatives Markets
· Risk Management philosophy, framework and design.
4. Communication
Skills:
· Ability to distill complex information into clear narratives.
· Strong interpersonal skills, including the ability to build collaborative relationships, listen and actively contribute to discussions.
· A consultative and collaborative mindset with the ability to analyze and understand stakeholder needs.
5. Excellent project and time management skills with the ability to manage multiple concurrent priorities.
6. A natural disposition of curiosity and a drive toward constant learning and improvement.
Professionalism
7. Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy.
8. Compliance:
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
· Complete compliance training and adhere to internal procedures and controls, as required.
· Report any known violations of compliance policy, laws, or regulations.
· Report any suspicious customer and/or account activity.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $89,828.00-$This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work…
Position Requirements
10+ Years
work experience
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