At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.
Summary of the Job:
About This Role:
Key Accountabilities:
Portfolio Management: 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.
Customer Goals and Initiatives: 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.
New Business Development: 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”)
Investment Research: 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
Compliance: 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.
The Ideal Candidate for This Role:
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. s.
Understands and contributes to intended customer experience of helpful, easy and personal.
Desired:
Knowledge of Bloomberg, Moxy and Advent Systems
CFA, CFP designations
Candidates must possess unrestricted work authorization and not require future sponsorship.Compensation:
Compensation range (base pay): $89,828.00-$148,215.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
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
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20260838Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Skills Required
- Bachelor's degree in Business Administration or related field
- 3-10 years of experience in Investment industry
- Specialized expertise in Investment Portfolio Management
- Ability to work independently and collaboratively
- Strong analytical skills and attention to detail
- Knowledge of finance industry and economy
- Ability to communicate confidently with clients
- Knowledge of Bloomberg, Moxy and Advent Systems
- CFA, CFP designations
Fnbo Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fnbo and has not been reviewed or approved by Fnbo.
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Retirement Support — Retirement plans include a matching 401(k) with an additional company contribution and other savings programs such as pension, stock bonus, and profit sharing. These features are portrayed as a strong component of total rewards.
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Parental & Family Support — Family supports include paid caregiving time for birth or adoption and for serious family health needs, caregiver leave, new‑parent assistance, and childcare resources. These offerings are highlighted as helpful for employees balancing work and family.
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Leave & Time Off Breadth — Time away is described as generous, combining paid time off with a broad set of observed holidays. Volunteer time off further adds flexibility for personal and community needs.
Fnbo Insights
What We Do
For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.
