Senior Investments Analyst, Treasury

First National Bank•Omaha, NE

1d•$89,828 - $148,215•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 investment and risk management by providing market intelligence, analytics, and strategic insights. The analyst selects securities under the portfolio manager's direction to meet the bank's balance-sheet management objectives while balancing relative value against interest-rate risk, liquidity, and credit constraints. The position also monitors markets across mortgage, municipal, and securitized product sectors; contributes to credit analysis and ongoing portfolio reviews; and may perform due diligence and monitoring for derivatives and hedging, renewable production and low-income housing tax credits, BOLI, and other less routine investments. The analyst maintains an evolving macroeconomic perspective and may present updates to internal stakeholders. The role 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, MBA, or finance- or economics-related master's degree.
Three or more 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 and derivatives markets.
Working knowledge of 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 actively contribute to discussions.
Consultative and collaborative mindset, with the ability to analyze and understand stakeholder needs.
Excellent project- and time-management skills and ability to manage multiple concurrent priorities.
Curiosity and a drive toward continuous learning and improvement.
Professional behavior and ability to promote positive working relationships.
Unrestricted work authorization and no need for future sponsorship.

Nice To Haves

Experience with trade execution and broker/dealer relationships.

Responsibilities

Select securities, with direction from the portfolio manager, that meet the bank's balance-sheet management objectives while balancing relative value, interest-rate risk, liquidity, and credit constraints.
Monitor markets across commercial and residential mortgages, agency and non-agency products, municipal securities, and securitized products.
Work with colleagues to produce credit analyses and conduct ongoing portfolio reviews, using independent judgment to form views and identify potential risks.
Conduct due diligence and monitoring, independently or with the Senior Director – Investments, for derivatives and hedging, renewable production and low-income housing tax credits, BOLI, and other less routine investments.
Maintain and refine an informed macroeconomic perspective as new information emerges.
Present macroeconomic updates to internal stakeholders when requested.
Comply with applicable bank policies, laws, 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, and report suspicious customer or account activity.
Maintain regular and predictable attendance in alignment with departmental or divisional policy.