Senior Investments Analyst, Treasury

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

Job summary

First National Bank of Omaha seeks a Senior Analyst – Investments to manage the bank's securities portfolio, partnering with the Senior Director – Investments. You will provide market intelligence, analytics, and strategic insights to support risk management and balance sheet objectives.

The role emphasizes security analysis, market monitoring across multiple fixed income sectors, and collaboration with portfolio teams.

Qualifications

• 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.
• Working knowledge of Treasury organization, fixed income markets, derivatives markets, and risk management.
• Compliance: understand and comply with bank policy, laws, regulations, and internal procedures.

Responsibilities

• Security analysis: select securities with direction from the portfolio manager to meet balance sheet objectives.
• Market intelligence: monitor mortgage, municipal, and securitized sectors.
• Post purchase analysis: conduct credit analyses and portfolio reviews.
• Other investments/Tax credit due diligence and tracking: monitor derivatives/hedging, renewable production, and low-income housing tax credits.
• Economic updates: present macroeconomic updates to internal stakeholders.

Skills

Communication skills

Project and time management

Curiosity and continuous learning

Collaboration and consultative mindset

Analytical thinking

Education

CFA/MBA/Finance-related Master’s

Tools

Bloomberg

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.

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.

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.
7. Professionalism: 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 [e-mail].

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)

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. We strive to represent the communities in which we serve. Learn more here.

Bilingual Careers Internships & Trainee Program

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. We strive to represent the communities in which we serve. Learn more here.

FNBO endeavors to make our site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact HR Solution One via either email or phone using the contact information below.

Online (Primary Response Hours: M-F, 8a-5p Central) [e-mail] Phone (Available: M-F, 10a-2p; Central) [phone] [phone]

Job number: R-20261902

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.