Sr. Associate, Portfolio Management

Fnbo---First-National-Bank-of-Omaha-1; 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

HSA

Job summary

FNBO in Kansas City seeks a Senior Associate Portfolio Management to support the investment team through trade execution, research, and reporting across equity and fixed income portfolios. This role balances investment responsibilities with client-facing reporting and analytical duties.

You will manage performance data, produce monthly and quarterly reports, and exercise discretionary authority under established guidelines while collaborating with portfolio managers, clients, and consultants.

Qualifications

• Bachelor’s degree in finance, economics, business or related field.
• CFA Level I candidate preferred.
• Minimum 5 years in investment management or related field.
• Experience with trade execution in equity and fixed income.

Responsibilities

• Trade execution and portfolio rebalancing across equity and fixed income.
• Prepare monthly/quarterly performance reports and client-facing materials.
• Analyze investment opportunities and market trends for portfolio strategy.
• Support Reg 9 reviews and client communications.
• Develop custom analytics and ad-hoc reports for portfolio managers.

Skills

Equity & Fixed Income

Asset Allocation

Risk Management

Performance Attribution

ETF & Mutual Funds

Regulatory Compliance

APX

Moxy

Genesis

Black Diamond

Excel (Financial Modeling)

PowerPoint

Education

Bachelor’s degree in finance/economics/business

CFA Level I candidate

Tools

APX

Moxy

Genesis

Black Diamond

Job description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.Summary of the Job:The Senior Associate Portfolio Management supports the investment team through trade execution, research activities, and comprehensive reporting across equity and fixed income portfolios. This role provides and manages performance and analytical data and critical reports to portfolio management, senior management, clients and consultants. This role includes discretionary investment authority for assigned accounts with expectations for expanded responsibilities. The position balances investment professional responsibilities of client management, trading, and research with operational support functions. Expected to assume responsibility for additional responsibilities throughout the year.About This Role:Portfolio Management & Investment DiscretionManage investment accounts with trading authority within established guidelines and risk parametersExecute investment decisions including trade timing and portfolio rebalancingExercise discretion on cash management strategies, including raising cash in accounts and determining optimal sourcesExpected to assume responsibility for additional responsibilities throughout the yearMake independent investment decisions within established guidelines and risk parametersTrade Execution & OperationsExecute equity and fixed income trades with accuracy and timelinessTroubleshoot and resolve operations and systems issues across multiple platforms (APX, Moxy, Genesis, Black Diamond, etc.)Maintain operational efficiency and system integrityClient Relationship ManagementSupporting the broad organization through design and creation of custom reports detailing portfolio analyticsSupporting business development through portfolio analysis and proposal creationCommunicate investment information and updates directly with fellow associates and clientsGenerate monthly performance reports, style tilts, look-throughs, and USCCB compliance checksProduce monthly quarterly performance reports for assigned clientsSupport client communication and service needs at high levelSupport portfolio managers with Reg 9 reviewsResearch, Analysis & PresentationConduct ongoing research for the various FNA asset allocation models including the legacy Tower Select strategyAnalyze investment opportunities and market trends, presenting findings to the investment teamExpected to expand analytical and presentation responsibilities throughout the yearPrepare weekly bond purchase reports for Portfolio Managers detailing purchases from the previous 7 daysGenerate ad-hoc reports as requested by the investment team including monthly and quarterly including support on cash/asset receiptsHelp support the maintenance of the monthly Guidance ListPerformance Reporting & AnalyticsMonthly: Run fund performance spreadsheets analyzing ETFs and Mutual Funds on the guidance list and distribute to Portfolio ManagersMonthly: Prepare and distribute fact sheetsQuarterly: Compile strategy trades for the preceding quarterQuarterly: Update the economic review for Portfolio Manager use in client presentationsQuarterly: Generate Firm Wide Assets report with detailed breakdowns by Portfolio Manager across various categories, including alternative exposure and duration analysisDocumentation & CommunicationMaintain accurate records of all trading activity, investment decisions, and client interactionsSupport Portfolio Managers with presentation materials and client-facing documentationEnsure timely distribution of reports and updates to stakeholdersInvestment Professional Activities (50%):Portfolio management and discretionary tradingClient relationship management and communicationInvestment research and analysisOperational Support Activities (50%):Systems and operations supportReport generation and distributionData management and analyticsundefinedKey Skills:Technical KnowledgeStrong understanding of equity and fixed income securities, including valuation principles and market dynamicsWorking knowledge of portfolio management concepts including asset allocation, diversification, and risk managementFamiliarity with performance measurement and attribution analysisUnderstanding of investment strategies including ETFs, mutual funds, and individual securitiesKnowledge of regulatory and compliance requirements affecting investment managementSystems & Technical SkillsProficiency with portfolio management systems (experience with APX, Moxy, Genesis, Black Diamond, or similar platforms preferred)Advanced Microsoft Excel skills including financial modeling, data analysis, and report automationHigh level competency with Microsoft Office Suite (Word, PowerPoint, Outlook)Ability to quickly learn and adapt to new systems and technology platformsStrong data management and analytical capabilitiesProfessional SkillsAnalytical Skills: Ability to analyze complex financial data, identify trends, and draw actionable conclusionsAttention to Detail: High degree of accuracy in trade execution, reporting, and data managementCommunication: Strong written and verbal communication skills for client interactions and presenting findingsDecision-Making: Sound judgment and ability to exercise discretion within established investment guidelinesTime Management: Ability to manage multiple priorities, meet deadlines, and balance competing demandsProblem-Solving: Resourcefulness in troubleshooting operational and systems issuesCollaboration: Ability to work effectively with Portfolio Managers, operations teams, and clientsProfessional Presence: Confidence and professionalism in client-facing situations and team presentationsundefinedThe Ideal Candidate for This Role:EducationBachelor’s degree in finance, Economics, Business Administration, or related field requiredCFA Level I candidate or progress toward CFA designation preferredExperienceMinimum of 5 years of experience in investment management, portfolio operations, or related financial services roleDemonstrated experience with trade execution in equity and/or fixed income marketsPrior exposure to client relationship management or client service in a professional settingExperience working with portfolio management or trading systemsPersonal AttributesSelf-motivated with ability to work independently and proactivelyStrong work ethic and commitment to excellenceContinuous learner with desire to expand investment knowledge and capabilitiesEthical approach to investment management and client serviceAdaptable to changing priorities and growing responsibilitiesCandidates must possess unrestricted work authorization and not require future sponsorship.Compensation:Compensation range (base pay): $89,828.00-$148,215.00This role may have a specific starting pay within this range.Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.Work Environment:It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Benefits Overview:We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:Medical, Dental, Vision Insurance401k, With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .For additional information regarding compensation and benefits, e-mail FNBO at [e-mail] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20261878Equal Opportunity & Belonging:FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.Learn more here.FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.Click here to download 'EEO is The Law' Self-Print PosterClick here to download 'EEO is The Law' Supplement for Federal ContractorsClick here to download 'EEO is The Law' GINA SupplementFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)Application Deadline:All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.