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:
The Trading/Operations Associate is responsible for supporting the operations team within Tributary Capital Management including equity trading and systems work. Primary duties include implementation of Portfolio Manager directed equity trades in client accounts, as well as investing or raising funds as needed to satisfy individual client needs.
About This Role:
Trading: Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent’s Moxy Trade Order Management System and various client directed trading platforms.
- Implement Portfolio Manager instructions in client accounts.
- Maintain a high level of accuracy and responsiveness.
- Maintain required documentation.
- Work across various custodians to ensure accurate settlement.
- Maintain client account information in Advent APX
- Vote and document client proxies.
- Provide trading support including resolution of settlement issues, maintaining required trade documentation and set-up of new trading relationships.
- Complete recurring monthly and/or quarterly tasks for Tributary's reporting and reconciliation processes.
The Ideal Candidate for This Role:
Minimum Requirements for this Position
- High School Diploma
- 1 year of experience in the investment or financial services industry
- Proficiency with Microsoft Office suite of products with an emphasis on Excel
- Exceptional attention to detail
- Ability to work well in a team environment
- Strong time management skills
- This is an on-site position located in the First National Tower in downtown Omaha
- Bachelor’s Degree in Business Related Field
- 3 - 4 years’ experience in the investment or financial services industry
- Prior trading experience
- Familiarity with Microsoft Access or SQL
- Experience with Advent APX and Moxy
- Experience with Fidelity Wealthscape, Schwab Advisor Center, APL, Vestmark or similar
- Knowledge of Regulatory and Compliance issues pertaining to brokerage and investment management industry
Compensation:
Compensation range (base pay): $47,613.00-$78,560.00
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-20261039Equal 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
- High School Diploma
- 1 year of experience in the investment or financial services industry
- Proficiency with Microsoft Office, with emphasis on Excel
- Exceptional attention to detail
- Ability to work well in a team environment
- Strong time management skills
- On-site work at First National Tower, Omaha (must be local/on-site)
- Unrestricted work authorization (no sponsorship)
- Bachelor's degree in a business-related field
- 3-4 years' experience in investment or financial services
- Prior trading experience
- Familiarity with Microsoft Access or SQL
- Experience with Advent APX and Moxy
- Experience with Fidelity Wealthscape, Schwab Advisor Center, APL, Vestmark or similar platforms
- Knowledge of regulatory and compliance issues in brokerage and investment management
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.
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