Senior Investment Analyst

Company Description

STCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine’s Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members’ lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams.

STCU offers excellent benefits: 
• Paid time off—plus 11 paid holidays!
• Medical, dental, vision and life insurance 
• Flexible schedules and remote-work opportunities
• Training and career development
• Success sharing plan
• 401(k) matching contributions
• Tuition reimbursement

An overview of the benefits can be found here or here. 
Salary range: $8,393.92 - $11,751.50 per month

Job Description

**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/Outcomes

• Manage 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 Functions

• Mentor 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.

Qualifications

Education Bachelor’s degree in finance, accounting or economics required.

Job Experience Minimum of five years’ experience in an accounting or finance position, preferably in a financial institution. Proven ability to work independently while demonstrating competency in communication and time management skills.

Software Skills Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams. Proven experience with report writing and/or data base (SQL, data warehouse).

Physical Demands Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.

Work Conditions Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.

Additional Information

Ready to apply? Click on I'm interested!