Senior Investment Trade & Data Analyst – Omaha,...

The Senior Investment Trade & Data Analyst will play a key role within Mutual of Omaha’s Investment Operations team, supporting a large and growing multi-asset portfolio that includes Public Corporates, Structured Securities, Private Placements, Private Loans, Alternatives, and Derivatives. This position offers the opportunity to work across asset classes, partner with portfolio management, accounting, compliance, and technology teams, and contribute to data-driven process improvements that enhance the accuracy and efficiency of our investment operations.

The ideal candidate will have strong Investment Operations experience, a deep understanding of trade and data workflows, and an interest in advancing automation and governance using tools such as AI, Snowflake, and Sigma. This position is a great fit for someone who enjoys cross-team collaboration, data problem-solving, and exposure to a diverse range of investments.

Exceptional candidates with extensive operations experience and leadership capabilities may also be considered for the Lead Investment Trade & Data Analyst role, which carries additional responsibilities in oversight, governance, and team development.

WHAT WE CAN OFFER YOU

• • Senior Investment Trade & Data Analyst: $66,500- $95,000, plus annual bonus opportunity.
  • Lead Investment Trade & Data Analyst: $74,000-$107,000, plus annual bonus opportunity.
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO

• 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.

WHAT YOU’LL BRING

• 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.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

If you have questions about your application or the hiring process, email our Talent Acquisition area at [email protected]. Please allow at least one week from time of applying if you are checking on the status.

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