Senior Investments Analyst, Treasury

Posted 8 Days Ago
Be an Early Applicant
Omaha, Auckland, NZL
In-Office
90K-148K Annually
Senior level
Financial Services
The Role
Manages and analyzes the bank’s securities portfolio, selecting investments aligned with balance sheet, liquidity, credit, and interest-rate objectives. Monitors fixed-income and mortgage markets, performs credit and post-purchase analysis, and evaluates derivatives, hedging, tax credits, BOLI, and other investments. Provides macroeconomic updates, market intelligence, risk insights, and due diligence while collaborating with portfolio management and internal stakeholders.
Summary Generated by Built In

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

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-$148,215.00

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 experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

  • Medical, Dental, Vision Insurance

  • 401k, With Matching Contributions

  • Time Off Programs

  • Health Savings Account (HSA)/Dependent Care

  • Employee Banking

  • Growth Opportunities

  • Tuition Assistance

  • Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261902

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days.  Job postings may come down prior to 5 calendar days based on volume of applicants.

Skills Required

  • 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
  • Bloomberg proficiency
  • Working knowledge of treasury organization and front-, middle-, and back-office functions
  • Working knowledge of fixed-income markets
  • Working knowledge of derivatives markets
  • Working knowledge of risk-management philosophy, framework, and design
  • Ability to distill complex information into clear narratives
  • Strong interpersonal and collaborative communication skills
  • Excellent project and time-management skills
  • Unrestricted work authorization without future sponsorship requirement
  • Experience with trade execution and broker/dealer relationships

Fnbo Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fnbo and has not been reviewed or approved by Fnbo.

  • Retirement Support — Retirement plans include a matching 401(k) with an additional company contribution and other savings programs such as pension, stock bonus, and profit sharing. These features are portrayed as a strong component of total rewards.
  • Parental & Family Support — Family supports include paid caregiving time for birth or adoption and for serious family health needs, caregiver leave, new‑parent assistance, and childcare resources. These offerings are highlighted as helpful for employees balancing work and family.
  • Leave & Time Off Breadth — Time away is described as generous, combining paid time off with a broad set of observed holidays. Volunteer time off further adds flexibility for personal and community needs.

Fnbo Insights

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The Company
HQ: Omaha, NE
3,917 Employees
Year Founded: 1857

What We Do

For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.

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