Sr. Associate, Portfolio Management at First National Of Nebraska in Kansas City, MO

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 Discretion Manage investment accounts with trading authority within established guidelines and risk parameters Execute investment decisions including trade timing and portfolio rebalancing Exercise discretion on cash management strategies, including raising cash in accounts and determining optimal sources Expected to assume responsibility for additional responsibilities throughout the year Make independent investment decisions within established guidelines and risk parameters Trade Execution & Operations Execute equity and fixed income trades with accuracy and timeliness Troubleshoot and resolve operations and systems issues across multiple platforms (APX, Moxy, Genesis, Black Diamond, etc.) Maintain operational efficiency and system integrity Client Relationship Management Supporting the broad organization through design and creation of custom reports detailing portfolio analytics Supporting business development through portfolio analysis and proposal creation Communicate investment information and updates directly with fellow associates and clients Generate monthly performance reports, style tilts, look-throughs, and USCCB compliance checks Produce monthly quarterly performance reports for assigned clients Support client communication and service needs at high level Support portfolio managers with Reg 9 reviews Research, Analysis & Presentation Conduct ongoing research for the various FNA asset allocation models including the legacy Tower Select strategy Analyze investment opportunities and market trends, presenting findings to the investment team Expected to expand analytical and presentation responsibilities throughout the year 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 including monthly and quarterly including support on cash/asset receipts Help support the maintenance of the monthly Guidance List Performance Reporting & Analytics 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 Documentation & Communication 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 Investment Professional Activities (50%): Portfolio management and discretionary trading Client relationship management and communication Investment research and analysis Operational Support Activities (50%): Systems and operations support Report generation and distribution