Sr. Associate, Portfolio Management

First National Bank•Fort Collins, CO

2d•Onsite

About The Position

Primary responsibility for providing technical, analytical and execution support to the Wealth Management Investment Team. Perform securities trading, performance reporting, research and analysis of securities. Direct portfolio management responsibility for equity and fixed income portfolios including fiduciary accounts. Provide client support services and new business development as required.

Requirements

Bachelor’s degree in Business Administration or related field
3-10 years of experience in Investment industry.
Specialized depth and/or breadth of expertise in Investment Portfolio Management.
Ability to work independently as well as collaboratively and cohesively within a team environment.
Strong analytical skills and attention to detail.
Knowledge of the finance industry and the local, state, national and global economy.
Ability to communicate confidently with customers and colleagues demonstrating poise while speaking.
Understands and contributes to intended customer experience of helpful, easy and personal.
Candidates must possess unrestricted work authorization and not require future sponsorship.

Nice To Haves

Knowledge of Bloomberg, Moxy and Advent Systems
CFA, CFP designations

Responsibilities

Responsible for individually managed accounts, including fixed income securities, equities and mutual funds. This includes monitoring asset allocation and implemented trades as needed.
Implement strategies based on the Trust Investment Committee’s approved list of investments.
Construct diversified portfolios within client investment objectives and constraints.
Maximize investment returns commensurate with an acceptable level of risk.
Deliver exceptional client experience and demonstrate expertise as Trusted Advisor.
Conduct effective presentations to clients to educate and explain investment strategies and results.
Prepare for client meetings in advance, including the review of performance reports.
Participate in expansion of client managed assets.
Represent investment team in new business activities.
Review and analyze prospective client portfolios and make recommendations.
Make effective presentations to prospective clients
Coordinate investment response in requests for proposals (“RFPs”)
Actively participate in the investment process and portfolio management decisions
Analyze investment opportunities in assigned research areas, focusing on potential return and risk; Investment committees include Asset Allocation, Mutual Fund, Alternatives and Fixed Income
Participate in Trust Investment Committee
Support the investment team in all aspects of portfolio management and research
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.
Complete OCC client annual reviews for assigned accounts.
Complete compliance training and adhere to internal procedures and controls, as required.
Report any known violations of compliance policy, laws, or regulations.
Report any suspicious customer and/or account activity.
If applicable, ensure direct reports meet the above requirements and take action to address employee performance issues.