Sr. Associate, Portfolio Management

First National Bank•Kansas City, MO

3d•$89,828 - $148,215•Onsite

About The Position

The Senior Associate, Portfolio Management supports the investment team through trade execution, research, and comprehensive reporting across equity and fixed income portfolios. The role manages performance and analytical data and prepares critical reports for portfolio management, senior management, clients, and consultants. It includes discretionary investment authority for assigned accounts, with expectations that responsibilities will expand over time. The position balances client management, trading, and research with operational support functions. The role manages investment accounts and makes independent investment decisions within established guidelines and risk parameters, including trade timing, portfolio rebalancing, and cash management. It executes equity and fixed income trades, resolves operational and systems issues, and supports client relationships through portfolio analysis, proposals, communications, and reporting. It also conducts research on asset allocation models and market trends, supports portfolio managers with investment materials and regulatory reviews, and prepares recurring and ad hoc performance, strategy, economic, and firm-wide asset reports. The position is expected to work onsite at the posted location. The work location may change based on business needs.

Requirements

Bachelor’s degree in finance, economics, business administration, or a related field.
At least 5 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.
High competency with Microsoft Office Suite, including Word, PowerPoint, and Outlook.
Strong data management and analytical capabilities, attention to detail, written and verbal communication, judgment, time management, problem-solving, and collaboration skills.
Ability to learn new systems and technology platforms quickly.
Self-motivated, proactive, adaptable, ethical, and committed to professional excellence and continued learning.
Unrestricted work authorization; candidates must not require future sponsorship.

Nice To Haves

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

Responsibilities

Manage investment accounts with trading authority within established guidelines and risk parameters.
Execute investment decisions, including trade timing and portfolio rebalancing, and make independent decisions within established guidelines.
Exercise discretion in cash management, including raising cash and determining appropriate sources.
Execute equity and fixed income trades accurately and on time.
Troubleshoot operational and systems issues across portfolio platforms and maintain operational efficiency and system integrity.
Create custom reports detailing portfolio analytics and support business development with portfolio analysis and proposal creation.
Communicate investment information and updates to associates and clients, and support client service needs.
Generate monthly performance reports, style tilts, look-throughs, and USCCB compliance checks; produce monthly and quarterly reports for assigned clients.
Support portfolio managers with Reg 9 reviews, presentation materials, and client-facing documentation.
Research FNA asset allocation models, including the legacy Tower Select strategy; analyze investment opportunities and market trends and present findings to the investment team.
Prepare weekly bond purchase reports and ad hoc reports, including support on cash and asset receipts.
Support maintenance of the monthly Guidance List.
Run monthly fund performance spreadsheets analyzing ETFs and mutual funds on the Guidance List and distribute results to portfolio managers.
Prepare and distribute monthly fact sheets.
Compile quarterly strategy trades and update the economic review for portfolio managers' client presentations.
Generate quarterly firm-wide asset reports with breakdowns by portfolio manager, alternative exposure, and duration analysis.
Maintain accurate records of trading activity, investment decisions, and client interactions, and distribute reports and updates promptly.
Expand analytical, presentation, and other responsibilities as the role develops.