Sr. Associate, Portfolio Management

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.

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.

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-20260838

Equal 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.