Portfolio Management Associate II: Trading, Research & Client Insight

First National Bank; Kansas City (MO); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching

Time Off Programs

HSA/Dependent Care

Growth Opportunities

Job summary

First National Bank is seeking an Associate II, Portfolio Management to support investment teams through trade execution, client management, research, and comprehensive reporting across equity and fixed income portfolios. The role includes discretionary authority and expanding responsibilities throughout the year.

The position blends client management, trading, and research with operational support. It requires strong analytical skills, attention to detail, and experience with portfolio

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field required.
• CFA Level I candidate preferred.
• Experience with trade execution in equity and/or fixed income markets.
• Experience with portfolio management or trading systems.

Responsibilities

• Manage investment accounts with trading authority within established guidelines and risk parameters.
• Execute investment decisions including trade timing, security selection, and portfolio rebalancing.
• Exercise discretion on cash management strategies, including raising cash in accounts and determining optimal sources.
• Expected to assume responsibility for additional accounts throughout the year.
• Make independent investment decisions within established guidelines and risk parameters.
• Execute equity and fixed income trades with accuracy and timeliness.
• Troubleshoot and resolve operations and systems issues across multiple platforms (Axys, Moxy, Genesis, Black Diamond, etc.).
• Maintain operational efficiency and system integrity.
• Manage a small portfolio of client relationships.
• Communicate investment information and updates directly with clients.
• Generate monthly performance reports, style tilts, look-throughs, and USCCB compliance checks.
• Produce quarterly performance reports for assigned clients.
• Support client communication and service needs.
• Conduct ongoing research for the Tower Select strategy.
• Analyze investment opportunities and market trends, presenting findings to the investment team.
• Prepare information and materials for the formal CCB Investment Committee.
• Prepare weekly bond purchase reports for Portfolio Managers detailing purchases from the previous 7 days.
• Generate ad-hoc reports as requested by the investment team.
• Maintain and update the monthly Guidance List.
• Monthly: Run fund performance spreadsheets analyzing ETFs and Mutual Funds on the guidance list and distribute to Portfolio Managers.
• Monthly: Prepare and distribute fact sheets.
• Quarterly: Compile strategy trades for the preceding quarter.
• Quarterly: Update the economic review for Portfolio Manager use in client presentations.
• Quarterly: Generate Firm Wide Assets report with detailed breakdowns by Portfolio Manager across various categories, including alternative exposure and duration analysis.
• Prepare materials and information for the CCB Investment Committee.
• Provide data, analysis, and insights to support Investment Committee decision-making.
• Document and communicate Investment Committee guidance as needed.
• Maintain accurate records of all trading activity, investment decisions, and client interactions.
• Support Portfolio Managers with presentation materials and client-facing documentation.
• Ensure timely distribution of reports and updates to stakeholders.
• Portfolio management and discretionary trading.
• Client relationship management and communication.
• Investment research and analysis.
• Systems and operations support.
• Report generation and distribution.
• Data management and analytics.

Skills

Investment management

Trading

Client relationships

Research

Presentation

Financial modeling

Excel

Data analysis

Education

Bachelor’s degree in Finance, Economics, Business Administration

CFA Level I candidate or progress toward CFA designation

Tools

Axys

Moxy

Genesis

Black Diamond

Job description

First National Bank is seeking an Associate II, Portfolio Management to support investment teams through trade execution, client management, research, and comprehensive reporting across equity and fixed income portfolios. The role includes discretionary authority and expanding responsibilities throughout the year.

The position blends client management, trading, and research with operational support. It requires strong analytical skills, attention to detail, and experience with portfolio