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Mutual of Omaha · 18 hours ago

Senior Investment Trade & Data Analyst – Omaha, NE (Hybrid)

Omaha, NE

Full-time

Hybrid

Senior Level, Lead/Staff

$66K/yr - $85K/yr

4+ years exp

Mutual of Omaha is seeking a Senior Investment Trade & Data Analyst to join their Investment Operations team. This role involves supporting a multi-asset portfolio and enhancing operational efficiency through collaboration and automation in trade and data workflows.

Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance

No H1B

Responsibilities

Support and oversee the full trade lifecycle — from execution and capture through reconciliation, accounting integration, and reporting

Partner with traders, portfolio managers, custodians, and third-party asset managers to ensure accurate and timely investment data

Collaborate with compliance, accounting, and technology partners to enhance operational controls and reporting transparency

Drive automation and process improvement using AI, Snowflake, and Sigma to strengthen data governance and operational efficiency

Identify and implement standardization opportunities across trade and data workflows to reduce risk and improve scalability

Serve as a subject matter expert on investment operations across multiple asset classes, supporting both public and private market activity

Qualification

Investment OperationsTrade SupportData ManagementSQLPythonSnowflakeSigmaCommunication SkillsCollaboration SkillsAttention to DetailProblem-Solving Skills

Required

4-6 years of experience in investment operations, trade support, or data management (7-9 years for consideration at the Lead level)

Broad exposure to multiple asset classes and strong understanding of post-trade processes

Advanced analytical and problem-solving skills, with an eye for efficiency and data accuracy

Familiarity with automation or data tools such as SQL, Python, Tableau, Snowflake, or Sigma

Excellent communication and collaboration skills with cross-functional partners

Sound ethics, attention to detail, and a commitment to accuracy and continuous improvement

You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do

Located or willing to relocate to Omaha, NE. Ability to work remotely in a hybrid capacity and have access to high-speed internet

Preferred

Experience working with derivatives (swaps, FX, futures, and options) and private assets such as private placements, private loans, residential mortgage loans (RMLs), structured credit, and alternatives

Experience with Bloomberg AIM, Aladdin, or similar order management systems

Familiarity with AI-driven automation, Snowflake, or Sigma for data governance and reporting

Proven ability to support or lead process automation or system improvement initiatives

Undergraduate degree in Finance, Economics, Accounting, or related field

Familiarity with NAIC, FINRA, or SEC investment reporting regulations