First Interstate
Overview
Senior Fixed Income Investment Analyst role at First Interstate. This position is part of Corporate Treasury with responsibilities in investment securities analysis, portfolio analysis, liquidity, interest rate risk, capital, and capital market risk management. Responsibilities
Lead tactical and day-to-day activities related to one or more of the following: investment and portfolio analysis, liquidity management, liquidity stress testing, capital management, capital stress testing, interest rate risk analysis, investment and portfolio analysis, and SEC reporting while ensuring compliance with relevant regulatory guidance, internal policies and procedures, controls, and SOX requirements. Provide analytical leadership, project management and presentation development to assist Corporate Treasury management in meeting strategic, tactical and daily objectives in Fixed Income Portfolio Management. Conduct fundamental analysis on First Interstate’s fixed income investment portfolio (bottom-up by security and top-down by portfolio/sector). Collaborate with SMEs on balance sheet management and portfolio insights. Serve as a subject matter expert on securities in the fixed income portfolio, including diligence on new opportunities and monitoring of existing investments; enhance and develop processes tied to fixed income understanding. Lead on relative value and portfolio optimization to identify opportunities aligned with return on capital objectives and risk tolerances. Conduct Interest Rate Risk, Liquidity Risk, and Capital risk analyses and collaborate with relevant teams to evaluate and optimize the portfolio. Support Capital Market activities as a back-up to the Capital Market Director. Partner with FP&A for annual budgeting, business case development and ongoing financial forecasting. Coordinate with Corporate Accounting to facilitate SEC and regulatory reporting requests. Develop junior Corporate Treasury talent and foster collaboration and expertise within the team. Assist Corporate Treasury management in addressing audits, model validations, counterparty risk assessments, business continuity plans, application risk assessments, and other related requests from second and third lines of defense. Qualifications
To perform this job successfully, the following qualifications are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Working knowledge of bank investment portfolio management strategies. Strong analytical, verbal and written communication skills. Ability to manage multiple projects simultaneously and present findings to senior and executive management. High proficiency in Microsoft Word, Excel and PowerPoint; proficiency in data analytics and knowledge of SQL or other programming languages (e.g., Python, R) is a plus; knowledge of Tableau is a plus. Strong knowledge of fixed income pricing methodologies, prepayment and default models. Ability to build and maintain relationships and maintain confidentiality. Education and Experience
Bachelor’s Degree with emphasis in Finance, Accounting, Economics, Mathematics, or Engineering required; Master’s Degree (MBA) preferred; 4–6 years of progressive Fixed Income Investment experience with expertise in asset classes (RMBS, CMBS, CLO, ABS, Municipals, Corporates) and fixed income analytics and research using tools such as Bloomberg, Intex and Yield Book. Licenses and Certifications
Chartered Financial Analyst (CFA) preferred. Physical Demands and Working Environment
Dexterity to operate computer keyboard and mouse; frequently Sitting frequently; standing occasionally Moderate noise level; typical work hours Monday–Friday, 8–5 Regular and predictable attendance required We encourage you to apply and explain why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
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Senior Fixed Income Investment Analyst role at First Interstate. This position is part of Corporate Treasury with responsibilities in investment securities analysis, portfolio analysis, liquidity, interest rate risk, capital, and capital market risk management. Responsibilities
Lead tactical and day-to-day activities related to one or more of the following: investment and portfolio analysis, liquidity management, liquidity stress testing, capital management, capital stress testing, interest rate risk analysis, investment and portfolio analysis, and SEC reporting while ensuring compliance with relevant regulatory guidance, internal policies and procedures, controls, and SOX requirements. Provide analytical leadership, project management and presentation development to assist Corporate Treasury management in meeting strategic, tactical and daily objectives in Fixed Income Portfolio Management. Conduct fundamental analysis on First Interstate’s fixed income investment portfolio (bottom-up by security and top-down by portfolio/sector). Collaborate with SMEs on balance sheet management and portfolio insights. Serve as a subject matter expert on securities in the fixed income portfolio, including diligence on new opportunities and monitoring of existing investments; enhance and develop processes tied to fixed income understanding. Lead on relative value and portfolio optimization to identify opportunities aligned with return on capital objectives and risk tolerances. Conduct Interest Rate Risk, Liquidity Risk, and Capital risk analyses and collaborate with relevant teams to evaluate and optimize the portfolio. Support Capital Market activities as a back-up to the Capital Market Director. Partner with FP&A for annual budgeting, business case development and ongoing financial forecasting. Coordinate with Corporate Accounting to facilitate SEC and regulatory reporting requests. Develop junior Corporate Treasury talent and foster collaboration and expertise within the team. Assist Corporate Treasury management in addressing audits, model validations, counterparty risk assessments, business continuity plans, application risk assessments, and other related requests from second and third lines of defense. Qualifications
To perform this job successfully, the following qualifications are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Working knowledge of bank investment portfolio management strategies. Strong analytical, verbal and written communication skills. Ability to manage multiple projects simultaneously and present findings to senior and executive management. High proficiency in Microsoft Word, Excel and PowerPoint; proficiency in data analytics and knowledge of SQL or other programming languages (e.g., Python, R) is a plus; knowledge of Tableau is a plus. Strong knowledge of fixed income pricing methodologies, prepayment and default models. Ability to build and maintain relationships and maintain confidentiality. Education and Experience
Bachelor’s Degree with emphasis in Finance, Accounting, Economics, Mathematics, or Engineering required; Master’s Degree (MBA) preferred; 4–6 years of progressive Fixed Income Investment experience with expertise in asset classes (RMBS, CMBS, CLO, ABS, Municipals, Corporates) and fixed income analytics and research using tools such as Bloomberg, Intex and Yield Book. Licenses and Certifications
Chartered Financial Analyst (CFA) preferred. Physical Demands and Working Environment
Dexterity to operate computer keyboard and mouse; frequently Sitting frequently; standing occasionally Moderate noise level; typical work hours Monday–Friday, 8–5 Regular and predictable attendance required We encourage you to apply and explain why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
#J-18808-Ljbffr