Onsite Senior Portfolio Management: Trading & Analytics

First National Bank of Omaha; Kansas City (MO); Presencial; USD 90 000 - 148 000; Tempo integral

Resumo da oferta

First National Bank of Omaha seeks a Senior Associate Portfolio Manager to support the investment team with trade execution, research, and reporting across equity and fixed income portfolios.

You will manage performance analytics, prepare client reports, and contribute to complex analyses and proposals while exercising discretionary investment authority for assigned accounts. The role balances client service, trading, and rigorous analysis in a fast-paced environment.

Qualificações

• Bachelor's degree in finance, Economics, Business Administration, or related field required.
• CFA Level I candidate or progress toward CFA designation preferred.
• Minimum of 5 years of experience in investment management, portfolio operations, or related financial services role.
• Demonstrated experience with trade execution in equity and/or fixed income markets.
• Prior exposure to client relationship management or client service in a professional setting.
• Experience working with portfolio management or trading systems.

Responsabilidades

• Portfolio management and discretionary trading.
• Client relationship management and communication.
• Investment research and analysis.
• System and operations support; report generation and data management.

Conhecimentos

Analytical skills

Attention to detail

Communication

Decision making

Time management

Problem solving

Collaboration

Professional presence

Formação académica

Bachelor's degree in finance, Economics, Business Administration, or related field

CFA Level I candidate or progress toward CFA designation

Ferramentas

APX

Moxy

Genesis

Black Diamond

Descrição da oferta de emprego

First National Bank of Omaha seeks a Senior Associate Portfolio Manager to support the investment team with trade execution, research, and reporting across equity and fixed income portfolios.

You will manage performance analytics, prepare client reports, and contribute to complex analyses and proposals while exercising discretionary investment authority for assigned accounts. The role balances client service, trading, and rigorous analysis in a fast-paced environment.