Investment Portfolio Analyst

Columbia Bank

. Support the day-to-day management, analysis, and reporting of the Bank’s investment securities portfolio, primarily fixed income securities .

Posted 11/10/2026full-timeUnited StatesJuniorMid-Level💰 $75,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment securities portfolio management, particularly in fixed income analytics, regulatory compliance, and performance monitoring. Proficient in analytical reporting and collaboration across finance and treasury functions.

Highest-signal resume keywords

Investment Securities Portfolio ManagementFixed Income AnalyticsRegulatory ComplianceAdvanced Excel SkillsStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio-Level AnalysisYield Book AnalysisStress and Scenario AnalysisCredit SurveillanceTrade Execution SupportVariance AnalysisData Quality ImprovementFinancial ReportingAccounting ReconciliationsRisk Metrics Monitoring

Soft Skills

Strong Attention to DetailEffective CollaborationStrong Written CommunicationStrong Verbal CommunicationCoaching and Mentoring

Tools & Technologies

BloombergYield BookTreasury SystemsInvestment Analytics Tools

Industry Keywords

Fixed Income SecuritiesBank RegulationsAFS/HTM ClassificationsInvestment Portfolio ManagementBalance Sheet Management

About the role

Key responsibilities & impact

Support the day-to-day management, analysis, and reporting of the Bank’s investment securities portfolio, primarily fixed income securities
Perform security- and portfolio-level analysis to support buy and sell decisions, including yield book analysis, unrealized loss analysis, stress and scenario analysis, and relative value analysis
Prepare trade support materials and coordinate with Treasury and broker-dealers on trade execution, settlement, and documentation
Monitor portfolio performance and risk metrics, including credit, duration, NII and EVE sensitivity contributions, liquidity and cash flow profiles, unrealized gain/loss trends, and AOCI considerations
Support ALCO and ALCO Investment Sub-Committee processes by preparing reports, dashboards, analytical exhibits, limit monitoring, and variance analysis
Partner with Finance and Accounting on investment accounting and reporting, AFS/HTM classifications, reconciliations, and month-end and quarter-end close processes
Support credit surveillance and counterparty exposure monitoring, including watch lists, downgrades, and remediation actions
Assist the Investment Portfolio Manager with monitoring external investment managers, advisors, and broker-dealers through performance reporting and due diligence documentation
Support regulatory exams and internal and external audits through data gathering, documentation, and timely responses
Contribute to process improvement and automation initiatives related to investment analytics, reporting, data quality, and controls
Maintain compliance with bank regulations, policies, procedures, and required training
Maintain knowledge of applicable Bank regulations and keep up to date on regulation changes
May coach, mentor, or train others and teach coursework as a subject matter expert
Demonstrate and foster Columbia corporate culture and take personal initiative
May perform other duties as assigned

Requirements

What you’ll need

Bachelor’s Degree or advanced degree or relevant experience in Accounting, Business Administration, Finance, Economics, or related field required
2+ years experience in bank treasury / investment securities portfolio management, fixed income analytics, and/or balance sheet management required
Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments
Strong analytical skills
Familiarity with bank regulatory and accounting concepts related to securities portfolios, including AFS/HTM classifications and unrealized and realized gains and losses
Strong attention to detail and ability to operate within a regulated environment
Advanced Excel skills and familiarity with investment analytics and treasury systems, such as Bloomberg or Yield Book
Strong written and verbal communication skills
Ability to collaborate effectively across Treasury, Finance, Risk, Accounting, and Operations
Occasional travel may be required

Benefits

Comp & perks

Medical, dental, and vision plans
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation, sick days, volunteer days, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
Performance-based incentive compensation may be available