Investment Officer
First National Bank of Omaha - Boulder, CO

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Overview:
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

Key Responsibilities:
Compliance:
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. .

Portfolio Management:
Responsible for individually managed accounts, including fixed income securities, equities and mutual funds. This includes the investment review, asset allocation, raising cash for liquidity and client meetings as necessary. (50%)

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Implement strategies based on the Trust Investment Committee’s approved list of investments.

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Construct diversified portfolios within client investment objectives and constraints.

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Maximize investment returns commensurate with an acceptable level of risk.

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Complete OCC client reviews for assigned accounts.

Customer Goals and Initiatives:
Deliver exceptional client experience and demonstrate expertise as Trusted Advisor. (15%)

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Conduct effective presentations to clients to educate and explain investment strategies and results.

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Prepare for client meetings in advance, including the review of performance reports.

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As requested, participate in new business development activities.

New Business Development:
Represent investment team in new business activities. (15%)

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Make effective presentations to prospective clients

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Coordinate investment response in requests for proposals (“RFPs”)

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Participate in economic and market updates to existing and prospective clients

Investment Team:
Actively participate in the investment process and portfolio management decisions (20%)

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as part of the Trust Investment Committee;

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Analyze investment opportunities in assigned research areas, focusing on potential return and risk

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Make specific recommendations as part of Trust Investment Committee

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Exhibit professional behavior and promote positive working relationships

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Support the investment team in all aspects of portfolio management and research

Job Qualifications:
Basic Qualifications:
1. Bachelors degree

2. 10 years of experience in investments

3.

Strong analytical skills and attention to detail

Additional Qualifications:
1. Knowledge of Bloomberg, Moxy and Advent Systems.

2. Experience with servicing high net worth individuals and institutions

3.

Chartered Financial Analyst (“CFA”) designation

First National of Nebraska, Inc. - 19 months ago - save job - copy to clipboard - block
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At First National Bank Omaha we realize everyone has different needs in a checking account - that's why we've designed a variety of checking...