Senior Investments Analyst, Treasury

First National Bank; Omaha (NE); Hybrid; USD 90,000 - 148,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

FNBO, a leading financial institution in the United States, seeks a Senior Analyst - Investments to manage the bank’s securities portfolio. You will work with the Senior Director - Investments on market intelligence, analytics, and risk-informed investment decisions.

The role emphasizes multi-disciplinary evaluation, post-purchase analysis, and collaboration across treasury functions to maintain a disciplined investment process and report macroeconomic updates.

Qualifications

• CFA/MBA or finance- or economics-related Master’s degree.
• Three+ years direct experience with fixed income security analysis.
• Bloomberg proficiency required; trade execution experience a plus.

Responsibilities

• Security analysis: select securities meeting balance sheet objectives, balancing interest rate risk, liquidity, and credit constraints.
• Market intelligence: monitor mortgage, municipal and securitized sectors for decisions.
• Post-purchase analysis: perform credit analyses and portfolio reviews with independent judgment.
• Due diligence and tracking of derivatives, tax credits, BOLI and other investments.
• Provide macroeconomic updates to internal stakeholders.

Skills

Fixed income analysis

Bloomberg proficiency

Communication skills

Stakeholder collaboration

Education

CFA designation

MBA or finance/economics Master’s

Tools

Bloomberg Terminal

Job description

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.

The Ideal Candidate for This Role:

Key Accountabilities

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.

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.

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.

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.

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.

Requirements

Progress towards, or possession of, a CFA designation, MBA, or finance- or economics-related Master’s degree.

Three + years direct experience with fixed income security analysis and Bloomberg proficiency. Experience with trade execution and broker/dealer relationships is a plus.

Working knowledge of:

• Treasury organization – interaction of front, middle and back-office functions.
• Fixed Income Markets
• Derivatives Markets
• Risk Management philosophy, framework and design.

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.

Excellent project and time management skills with the ability to manage multiple concurrent priorities.

A natural disposition of curiosity and a drive toward constant learning and improvement.

Professionalism

Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy.

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

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:

For additional information regarding compensation and benefits, e-mail FNBO at [e-mail]. 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.

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

Learn more here.

‘EEO is The Law’ Self-Print Poster

‘EEO is The Law’ Supplement for Federal Contractors

‘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.