Senior Portfolio Strategist - Equities & Fixed Income

FNBO; Kansas City (MO); On-site; USD 90,000 - 148,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

HSA

Job summary

FNBO seeks a Senior Associate Portfolio Management in Kansas City, MO to support the investment team with trade execution, research, and reporting across equity and fixed income portfolios. You will manage performance data and deliver monthly and quarterly reports to clients and management.

The role includes discretionary investment authority for assigned accounts with expanding responsibilities planned throughout the year. A Bachelor’s degree and 5+ years in investment management are required.

Qualifications

• Bachelor’s degree in finance, economics, business administration, or related field.
• 5+ years of experience in investment management, portfolio operations, or related financial services role.
• Experience with trade execution in equity and/or fixed income markets.

Responsibilities

• Execute equity and fixed income trades with accuracy and timeliness.
• Produce monthly and quarterly performance reports for clients and management.
• Support design and creation of custom portfolio reports and client communications.
• Maintain records of trading activity and data management across platforms.

Skills

Trade execution

Portfolio management concepts

Equity & fixed income

Regulatory & compliance awareness

Communication with clients

Excel and data analysis

Education

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

CFA Level I candidate (preferred)

Tools

APX

Moxy

Genesis

Black Diamond

Job description

FNBO seeks a Senior Associate Portfolio Management in Kansas City, MO to support the investment team with trade execution, research, and reporting across equity and fixed income portfolios. You will manage performance data and deliver monthly and quarterly reports to clients and management.

The role includes discretionary investment authority for assigned accounts with expanding responsibilities planned throughout the year. A Bachelor’s degree and 5+ years in investment management are required.