Portfolio Management Associate II: Trading & Client Support

FNBO; Kansas City (MO); Hybrid; USD 70,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Paid Time Off

Job summary

FNBO in the United States seeks an Associate II, Portfolio Management to support the investment team through trade execution, client management, research, and reporting across equity and fixed income portfolios. This role includes discretionary investment authority for assigned accounts with expectations for expanded responsibilities throughout the year.

The position balances client management, trading, and research with operational support functions, requiring collaboration with the Investment

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field required.
• 1-3 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.

Responsibilities

• Execute equity and fixed income trades with accuracy and timeliness.
• Prepare monthly performance reports, style tilts, look-throughs, and USCCB compliance checks.
• Prepare quarterly performance reports for clients and support client communication.
• Support Investment Committee materials and decision-making.
• Maintain records of trading activity and client interactions.
• Develop reports and presentations for portfolio managers.

Skills

Portfolio management

Trade execution

Client relationship management

Investment research

Performance reporting

Data analysis

Excel

Communication

Time management

Collaboration

Education

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

CFA Level I candidate or progress toward CFA designation

Tools

Axys

Moxy

Genesis

Black Diamond

Excel

Job description

FNBO in the United States seeks an Associate II, Portfolio Management to support the investment team through trade execution, client management, research, and reporting across equity and fixed income portfolios. This role includes discretionary investment authority for assigned accounts with expectations for expanded responsibilities throughout the year.

The position balances client management, trading, and research with operational support functions, requiring collaboration with the Investment