Senior Investments Analyst, Treasury

First National Bank of Omaha•Omaha, NE

5d•Hybrid

About The Position

The Senior Investments Analyst works in close partnership with the Senior Director – Investments to manage the bank’s securities portfolio. The role supports the bank’s investment and risk management process by providing market intelligence, analytics, and strategic insights. The analyst selects securities, with direction from the portfolio manager, that align with the bank’s balance sheet management objectives. This involves weighing relative value against interest rate risk, liquidity, and credit constraints. The role monitors markets across commercial and residential mortgages, agency and non-agency securities, municipal securities, and securitized products. It also contributes to credit analysis and ongoing portfolio reviews, using independent judgment to form views and identify potential risks. The analyst may conduct due diligence and monitoring independently or with the Senior Director – Investments on derivatives and hedging, renewable production and low-income housing tax credits, bank-owned life insurance (BOLI), and other less routine investments. The position also maintains and refines a macroeconomic perspective as new information emerges and may present economic updates to internal stakeholders. The position is anticipated to be hybrid, with in-person collaboration three days per week and remote flexibility two days per week. Work location may change based on business needs. Candidates must have unrestricted work authorization and must not require future sponsorship.

Requirements

Progress toward or possession of a CFA designation, an MBA, or a finance- or economics-related master’s degree.
At least three years of direct experience with fixed income security analysis.
Proficiency with Bloomberg.
Working knowledge of treasury organization and the interaction of front-, middle-, and back-office functions.
Working knowledge of fixed income markets, derivatives markets, and risk management philosophy, framework, and design.
Ability to distill complex information into clear narratives.
Strong interpersonal skills, including the ability to build collaborative relationships, listen, and contribute actively to discussions.
Consultative and collaborative mindset, with the ability to analyze and understand stakeholder needs.
Excellent project and time management skills, including the ability to manage multiple concurrent priorities.
Curiosity and a drive toward continuous learning and improvement.
Professional behavior and the ability to promote positive working relationships.
Unrestricted work authorization; must not require future sponsorship.
Ability to understand and comply with bank policies, applicable laws and regulations, and the bank’s BSA/AML Program, and to complete required training and follow internal procedures and controls.

Nice To Haves

Experience with trade execution and broker/dealer relationships.

Responsibilities

Select securities, with direction from the portfolio manager, that support the bank’s balance sheet management objectives while considering relative value, interest rate risk, liquidity, and credit constraints.
Monitor market conditions across commercial and residential mortgages, agency and non-agency securities, municipal securities, and securitized products.
Collaborate with others on credit analyses and ongoing portfolio reviews; use independent judgment to form views and identify potential risks.
Conduct due diligence and monitoring of derivatives and hedging, renewable production and low-income housing tax credits, BOLI, and other less routine investments, independently or with the Senior Director – Investments.
Maintain and refine an informed macroeconomic perspective as new information emerges.
Present macroeconomic updates to internal stakeholders when requested.
Comply with bank policies, applicable laws and regulations, and the bank’s BSA/AML Program; complete required compliance training and follow internal procedures and controls.
Report known violations of compliance policies, laws, or regulations, as well as suspicious customer or account activity.
Maintain regular and predictable attendance in alignment with departmental or divisional policy.