Location: Kansas City, MO - 1 Ward Parkway
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Summary of the Job
The Associate II, Portfolio Management supports the investment team through trade execution, client relationship management, research activities, and comprehensive reporting across equity and fixed income portfolios. This role includes discretionary investment authority for assigned accounts with expectations for expanded responsibilities throughout the year. The position balances investment professional responsibilities of client management, trading, and research with operational support functions. This role includes clear expectations for expanding responsibilities including:
- Increased account management responsibilities
- Enhanced analytical and presentation duties
- Greater involvement in Investment Committee processes
- Expanded client-facing activities
- Potential shift in time allocation toward investment professional activities as operational efficiency improves
About This Role
Portfolio Management & Investment Discretion
Job description provided by FNBO.
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