Senior Investment Analyst

18 Jan 2025
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This position is a hybrid position working from Spokane or Liberty Lake, Washington or Post Falls or Coeur d'Alene, Idaho. The Senior Investment Analyst supports STCU’s treasury and balance sheet management functions by managing cash balances, executing and recording investment and funding transactions, and conducting comprehensive analyses. This role is critical for mentoring junior analysts, providing cross-functional coverage for Secondary market, and delivering timely reporting to key decision-makers to ensure operational continuity and strategic alignment.Core Job / Requirements/OutcomesManage STCU’s liquidity and funding sources effectively, including borrowings and non-member deposits, by monitoring daily cash flows, adjusting strategies based on financial market conditions, and regularly optimizing terms and rates. Prepare and deliver liquidity reports to ALCO ensuring alignment with strategic goals and regulatory compliance. Maintain a robust framework to support operational stability.Oversee all investments by reviewing entries, wire transfers, and documentation to ensure accuracy and compliance. Collaborate with the Director of Treasury to refine investment strategies providing analytical insights and proactive recommendations. Effectively communicate key investment trends and findings to stakeholders through detailed presentations and reports, aiding strategic decision-making.Support the organization’s deposit and funding strategy by participating in the Deposit Rate Committee, conducting in-depth financial and market analyses to identify meaningful insights, evaluate tradeoffs, propose strategies, and clearly communicate findings.Support secondary market functions within the Treasury department by cross-training with the Secondary Market Administrator. Proactively recommend and implement efficiencies within any of these processes.Other Essential FunctionsMentor departmental staff and provide coaching/feedback to support their development. Contribute to and support a positive work environment to ensure an effective, high performing and cohesive team, as well as independently with minimal supervision.Develop and implement new strategies within the Treasury department to enhance operational efficiency and financial performance. Collaborate with leadership to align these strategies with broader organizational goals.Support departmental or credit union wide initiatives and projects by contributing as an effective project team member and complete all tasks and assignments in a timely manner.Provide support for functions within the Treasury department including cross-training. Proactively recommend and implement efficiencies within any of these processes.

  • ID: #53295343
  • State: Washington Libertylake 99019 Libertylake USA
  • City: Libertylake
  • Salary: USD TBD TBD
  • Job type: Full-time
  • Showed: 2025-01-18
  • Deadline: 2025-03-19
  • Category: Et cetera
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