Sr. Associate, Portfolio Management

About FNBO

At FNBO, our employees are the heart of our story, and we are deeply committed to their success. We believe that the quality of our employee experience is at the core of our customer experience. One key pillar of our culture is Belonging—a commitment to fostering a workplace where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves, regardless of their role or journey.

About the Role

This position serves as a vital partner to the Wealth Management Investment Team, providing technical, analytical, and execution support to drive the organization's success. You will step into a dynamic environment where you manage equity and fixed income portfolios, including fiduciary accounts, while performing securities trading, performance reporting, and in-depth research.

In this role, you will act as a Trusted Advisor, delivering exceptional client experiences by conducting effective presentations to educate clients on investment strategies and results. Your day-to-day involves constructing diversified portfolios within client objectives, monitoring asset allocation, and implementing trades to maximize returns while managing risk. You will also play an active part in new business development, analyzing prospective client portfolios and coordinating responses to requests for proposals.

Beyond portfolio management, you will contribute directly to the investment process by analyzing opportunities in assigned research areas and participating in Trust Investment Committee meetings. The role requires a blend of independent initiative and collaborative teamwork, ensuring that you not only meet compliance standards but also help expand the client managed assets.

Work Environment

This role is anticipated to be onsite, fostering an environment of innovation, mentorship, and a vibrant culture where ideas flow freely. You will work alongside talented colleagues in collaborative spaces designed to support professional growth and inspire excellence daily. Please note that work location is subject to change based on business needs.

Hiring Process & Application

All job postings remain active for a minimum of 5 calendar days, though they may close earlier based on the volume of applicants. To apply, please review the details of this career opportunity and submit your application through the official channels.

For additional information regarding compensation and benefits, you may email FNBO at TAGAdmin@fnni.com. To ensure a timely response, please include the job number (R-20260838) in the subject line of your message.

Equal Opportunity & Belonging

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer and a Member of the FDIC. We make employment decisions without regard to status or identity. We are committed to federal laws regarding the use of marijuana (applicable to all non-California applicants) and encourage all qualified applicants to apply.

Learn more about our culture and benefits at https://www.fnbo.com/careers/benefits/.