Investment Portfolio Analyst

Role Overview

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.

• Provide security‑ and portfolio‑level analysis to support buy and sell decisions, including yield book analysis, unrealized loss analysis, stress and scenario analysis, and relative value assessment.
• Prepare trade support materials and coordinate with Treasury and broker‑dealers to ensure accurate trade execution, settlement, and documentation in accordance with internal controls.
• Monitor portfolio performance and risk metrics such as credit, duration, NII and EVE sensitivity contributions, liquidity and cash flow profiles, unrealized gain/loss trends, and AOCI considerations.
• Support ALCO and ALCO Investment Sub‑Committee processes by preparing reports, dashboards, and analytical exhibits, including limit monitoring and variance analysis.
• Assist with investment accounting and reporting activities, including AFS/HTM classifications, reconciliations, and month‑end and quarter‑end close processes.
• Support credit surveillance and counter party exposure monitoring, coordinating with Credit and Risk teams on watch lists, downgrades, and remediation actions.
• Assist the Investment Portfolio Manager with monitoring external investment managers, advisors, and broker dealers through performance reporting and due diligence documentation.
• Support regulatory exams and internal and external audits through data gathering, documentation, and timely response to information requests.
• Contribute to process improvement and automation initiatives related to investment analytics, reporting, data quality, and controls.

• Bachelor’s Degree or advanced degree in Accounting, Business Administration, Finance, Economics, or related field (required).
• At least 2 years of experience in bank treasury/investment securities portfolio management, fixed‑income analytics, and/or balance sheet management (required).
• Working knowledge of fixed‑income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment‑grade corporates, and money market instruments.
• Strong analytical skills and attention to detail with the ability to operate within a regulated environment.
• Familiarity with bank regulatory and accounting concepts related to securities portfolios, including AFS/HTM classifications and unrealized and realized gains and losses.
• Advanced Excel skills and familiarity with investment analytics and treasury systems (e.g., Bloomberg or Yield Book).
• Strong written and verbal communication skills and ability to collaborate effectively across Treasury, Finance, Risk, Accounting, and Operations.
• Occasional travel may be required.

Pay range: $68,000.00–$ with potential eligibility for performance‑based incentive compensation. Primary location: 2155WPinnacle Peak Rd , PhoenixAZ
85027, with full onsite requirements. Occasional travel may be required.

Competitive total rewards package including base wages and comprehensive benefits such as medical, dental, and vision coverage; a 401(k) retirement savings plan with employer match; life and disability insurance; tuition assistance; mental health resources; identity theft protection; legal support; and various insurance options. Paid vacation, sick days, volunteer days, and holidays are also provided.

Columbia Bank is an equal‑opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: