Associate II, Portfolio Manager

First National Bank•Kansas City, MO

1d•$69,616 - $114,867•Onsite

About The Position

The Associate II, Portfolio Management supports the investment team through trade execution, client relationship management, research activities, and comprehensive 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 investment professional responsibilities of client management, trading, and research with operational support functions. This role includes clear expectations for expanding responsibilities including: • Increased account management responsibilities • Enhanced analytical and presentation duties • Greater involvement in Investment Committee processes • Expanded client-facing activities • Potential shift in time allocation toward investment professional activities as operational efficiency improves

Requirements

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
Prior exposure to client relationship management or client service in a professional setting
Experience working with portfolio management or trading systems
Strong understanding of equity and fixed income securities, including valuation principles and market dynamics
Working knowledge of portfolio management concepts including asset allocation, diversification, and risk management
Familiarity with performance measurement and attribution analysis
Understanding of investment strategies including ETFs, mutual funds, and individual securities
Knowledge of regulatory and compliance requirements affecting investment management
Proficiency with portfolio management systems (experience with Axys, Moxy, Genesis, Black Diamond, or similar platforms preferred)
Advanced Microsoft Excel skills including financial modeling, data analysis, and report automation
Competency with Microsoft Office Suite (Word, PowerPoint, Outlook)
Ability to quickly learn and adapt to new systems and technology platforms
Strong data management and analytical capabilities
Analytical Skills: Ability to analyze complex financial data, identify trends, and draw actionable conclusions
Attention to Detail: High degree of accuracy in trade execution, reporting, and data management
Communication: Strong written and verbal communication skills for client interactions and presenting findings
Decision-Making: Sound judgment and ability to exercise discretion within established investment guidelines
Time Management: Ability to manage multiple priorities, meet deadlines, and balance competing demands
Problem-Solving: Resourcefulness in troubleshooting operational and systems issues
Collaboration: Ability to work effectively with Portfolio Managers, operations teams, and clients
Professional Presence: Confidence and professionalism in client-facing situations and team presentations
Self-motivated with ability to work independently
Strong work ethic and commitment to excellence
Continuous learner with desire to expand investment knowledge and capabilities
Ethical approach to investment management and client service
Adaptable to changing priorities and growing responsibilities
Unrestricted work authorization and not requiring future sponsorship

Nice To Haves

CFA Level I candidate or progress toward CFA designation preferred

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
Expected to expand analytical and presentation responsibilities throughout the year
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
Run fund performance spreadsheets analyzing ETFs and Mutual Funds on the guidance list and distribute to Portfolio Managers
Prepare and distribute fact sheets
Compile strategy trades for the preceding quarter
Update the economic review for Portfolio Manager use in client presentations
Generate Firm Wide Assets report with detailed breakdowns by Portfolio Manager across various categories, including alternative exposure and duration analysis
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