Associate II, Portfolio Manager

First National Bank•Kansas City, MO

1d•$69,616 - $114,867•Onsite

About The Position

The Associate II, Portfolio Manager supports the investment team through trade execution, client relationship management, research, and reporting across equity and fixed income portfolios. The position includes discretionary investment authority for assigned accounts, with responsibility for additional accounts and expanded investment-professional duties expected throughout the year. It balances client management, trading, and research with operational support functions. The role manages investment accounts within established guidelines and risk parameters; executes investment decisions and equity and fixed income trades; and exercises discretion over cash-management strategies. It also manages a small portfolio of client relationships, communicates investment information directly to clients, and prepares recurring and ad hoc reports and analyses. The position conducts investment research, analyzes opportunities and market trends, supports the CCB Investment Committee, and prepares materials for Portfolio Managers and client presentations. Activities are expected to consist of approximately 40–50% investment-professional work and 50–60% operational support, including systems support, reporting, data management, and analytics.

Requirements

Bachelor's degree in Finance, Economics, Business Administration, or a related field.
One to three years of experience in investment management, portfolio operations, or a related financial services role.
Demonstrated experience executing trades 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, 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 involving ETFs, mutual funds, and individual securities.
Knowledge of regulatory and compliance requirements affecting investment management.
Advanced Microsoft Excel skills, including financial modeling, data analysis, and report automation.
Competency with Microsoft Office Suite, including Word, PowerPoint, and Outlook.
Strong data management and analytical capabilities and ability to learn new systems and technology platforms.
Strong analytical, written and verbal communication, decision-making, time-management, problem-solving, collaboration, and client-facing professional skills.
High degree of accuracy and attention to detail in trade execution, reporting, and data management.
Self-motivation, ability to work independently, strong work ethic, ethical approach to investment management and client service, adaptability, and commitment to learning and expanding investment capabilities.
Unrestricted work authorization and no need for future sponsorship.

Nice To Haves

CFA Level I candidacy or progress toward the CFA designation.
Experience with Axys, Moxy, Genesis, Black Diamond, or similar portfolio management platforms.

Responsibilities

Manage investment accounts with trading authority within established guidelines and risk parameters.
Make independent investment decisions, including trade timing, security selection, portfolio rebalancing, and cash-management strategies.
Assume responsibility for additional accounts throughout the year.
Execute equity and fixed income trades accurately and promptly.
Troubleshoot operations and systems issues across portfolio management platforms and maintain operational efficiency and system integrity.
Manage a small portfolio of client relationships, communicate investment information and updates directly to clients, and support client service needs.
Generate monthly performance reports, style tilts, look-throughs, and USCCB compliance checks, as well as quarterly performance reports for assigned clients.
Conduct ongoing research for the Tower Select strategy and analyze investment opportunities and market trends for presentation to the investment team.
Prepare information and materials for the CCB Investment Committee, provide supporting data and analysis, and document and communicate committee guidance as needed.
Prepare weekly bond purchase reports for Portfolio Managers and generate ad hoc reports as requested.
Maintain and update the monthly Guidance List.
Run monthly fund performance spreadsheets analyzing ETFs and mutual funds on the Guidance List and distribute them to Portfolio Managers.
Prepare and distribute monthly fact sheets.
Compile strategy trades for the preceding quarter and update the quarterly economic review for use in client presentations.
Generate quarterly Firm Wide Assets reports, including breakdowns by Portfolio Manager and analysis of alternative exposure and duration.
Maintain accurate records of trading activity, investment decisions, and client interactions.
Support Portfolio Managers with presentation materials and client-facing documentation, and distribute reports and updates to stakeholders on time.