Investment Analyst

Investment Analyst

The Investment Analyst leads complex business process analyses and performs advanced financial modeling to support critical decision-making across the organization. It is responsible for compiling, interpreting, and presenting financial insights that guide senior leadership in shaping strategy, evaluating performance, and driving operational effectiveness. By reviewing and synthesizing data from multiple sources, this role provides informed recommendations that enhance management reporting, financial forecasting, profitability planning, and enterprise-wide performance tracking. The objective is to deliver actionable insights that create measurable value for the organization. As a key analytical partner to Finance, Treasury, and Accounting, this role contributes expertise across investment analysis, derivatives oversight, pricing support, and process optimization. By integrating data from diverse systems and platforms, the role identifies trends, assesses risks and opportunities, strengthens portfolio and pricing decisions, and produces high-impact insights that support both strategic initiatives and day-to-day financial operations.

Responsibilities:

• Assist the Asset/Liability Committee (ALCO) Secretary in compiling and preparing materials for committee meetings
• Provide ongoing analysis and reporting to the Investment Portfolio Manager and Chief Investment Officer to support asset allocation and portfolio strategy decisions
• Conduct surveillance of existing Bank investments and evaluate new opportunities to assess suitability, risk, and return characteristics
• Perform quarterly valuation, performance measurement, and trend analysis across the Bank's investment portfolio
• Review and validate daily derivatives valuations and counterparty exposures
• Manage daily collateral movements and monitor margin requirements in accordance with internal policies and counterparty agreements
• Oversee monthly derivative payment settlements, ensuring accuracy and timeliness
• Prepare and deliver monthly remittance instruction files supporting securitization waterfall calculations and investor reporting
• Review loan pricing methodologies and run monthly transfer pricing models to support pricing decisions for business units across the Bank
• Maintain and enhance departmental process documentation by developing dashboards, performance metrics, and reporting tools to improve transparency and workflow efficiency
• Utilize specialized financial and analytical platforms including Intex, Bloomberg, iGrafx, QRM, Chatham, Oracle, and TPG to support analysis, reporting, and operational processes
• Develop and maintain ad hoc reports and dashboards, and develop financial models
• Analyze data to identify trends or patterns to support business decisions
• Create various sensitivity and scenario analyses
• Serve as project support and project lead on various strategic or operational initiatives
• Develop technical capabilities by evaluating current systems, performing gap analysis, recommending solutions, and implementing improvements
• Assess processes, recommend enhancements, and ensure process maps and procedures are current and within company standards
• Develop relationships with key partners across the organization to deepen analysis and findings tied to finance and accounting matters

Qualifications:

• Bachelor's degree
• 1+ years of experience in financial analysis, investment analytics, treasury, or asset/liability management
• Familiarity with investment portfolio valuation, derivatives, collateral management, or securitization reporting
• Strong financial modeling skills, including scenario and sensitivity analysis
• Experience developing dashboards, reporting tools, or performance metrics
• Proficiency with analytical and financial tools such as Bloomberg, Intex, Chatham, QRM, Oracle, TPG, or similar platforms
• Strong data analysis skills with the ability to identify patterns, trends, and actionable insights
• Experience supporting strategic or operational projects, including cross-functional collaboration
• Ability to document processes, identify automation or improvement opportunities, and enhance workflow efficiency
• Strong communication skills and the ability to develop effective working relationships with Finance, Accounting, Treasury, and senior management stakeholders

Axos Employee Benefits May Include:

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.