Summer Intern - Wealth Management

First National Bank • Kansas City, MO

1d • Onsite

About The Position

This internship opportunity role is within our Wealth Management Investment team. You will provide research assistance for the Investment team while learning foundational portfolio management practices. You will have the opportunity to learn about FNBO, Wealth Management and to participate in day-to-day activities. This is an excellent opportunity to gain hands-on experience with FNBO's Wealth Management operations and investment processes.

Requirements

• Enrolled student working towards a bachelor’s or advanced degree in related field
• Undergraduate GPA of 3.0 or higher after freshman year
• Working knowledge of Microsoft office products
• Ability to identify and recommend objective solutions to problems
• Ability to present information and reporting in a clear and concise manner
• Ability to work independently and multi-task while adhering to multiple timetables of completion
• Ability to work full-time (40 hours per week) during summer
• Must work onsite 4 days per week
• Must be a current university student or recent graduate pursuing a degree in Investment Management or related field
• Candidates must possess unrestricted work authorization and not require future sponsorship

Nice To Haves

• Interest in Chartered Financial Analyst (CFA) program

Responsibilities

• Contribute to the investment process
• Analyze investment opportunities in assigned research areas, focusing on potential return and risk
• Support investment committees to include Asset Allocation, Due Diligence, Alternatives and Fixed Income
• Attend and learn from the Trust Investment Committee
• Support the investment team in all aspects of portfolio management and research
• Assist with investment research presentations
• Shadow experienced portfolio managers to learn best practices for managing fixed income, equities, and mutual funds
• Assist with monitoring asset allocation and observing trade executions
• Understand strategies based on the Trust Investment Committee’s approved list of investments
• Learn how to construct diversified portfolios within client investment objectives and constraints
• Assist with client portfolio management presentations
• Learn our proprietary strategies and understand the inner workings of FNBO’s full investment suite
• Assist with and pursue RFP opportunities as needed

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Intern