Investment Analyst

Overview

Axos Nevada LLC

Target Range: $70,304.00/Yr.

- $70,304.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10%. Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%. These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

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.

• 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 counter party exposures
• Manage daily collateral movements and monitor margin requirements in accordance with internal policies and counter party 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

• 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…