{"id":2641685,"url":"https://alion.io/job/fnbo-associate-ii-portfolio-manager","title":"Associate II, Portfolio Manager","company":{"id":1791563,"name":"FNBO","domain":"fnbo.com","url":"https://alion.io/company/fnbo-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":25,"computed_at":"2026-10-23T05:54:15Z"}},"role":"Management","role_family":"Management","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Kansas City, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":69616,"max":114867,"currency":"USD","period":"year","gross":null,"usd_annual":114867},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-15T19:03:35Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-22T08:26:46Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"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.\nSummary of the Job:\nThe 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\nEnhanced analytical and presentation duties\nGreater involvement in Investment Committee processes\nExpanded client-facing activities\n• Potential shift in time allocation toward investment professional activities as operational efficiency improves\nAbout This Role:\nPortfolio Management & Investment Discretion\nManage investment accounts with trading authority within established guidelines and risk parameters\nExecute investment decisions including trade timing, security selection, and portfolio rebalancing\nExercise discretion on cash management strategies, including raising cash in accounts and determining optimal sources\nExpected to assume responsibility for additional accounts throughout the year\nMake independent investment decisions within established guidelines and risk parameters\nTrade Execution & Operations\nExecute equity and fixed income trades with accuracy and timeliness\nTroubleshoot and resolve operations and systems issues across multiple platforms (Axys, Moxy, Genesis, Black Diamond, etc.)\nMaintain operational efficiency and system integrity\nClient Relationship Management\nManage a small portfolio of client relationships\nCommunicate investment information and updates directly with clients\nGenerate monthly performance reports, style tilts, look-throughs, and USCCB compliance checks\nProduce quarterly performance reports for assigned clients\nSupport client communication and service needs\nResearch, Analysis & Presentation\nConduct ongoing research for the Tower Select strategy\nAnalyze investment opportunities and market trends, presenting findings to the investment team\nExpected to expand analytical and presentation responsibilities throughout the year\nPrepare information and materials for the formal CCB Investment Committee\nPrepare weekly bond purchase reports for Portfolio Managers detailing purchases from the previous 7 days\nGenerate ad-hoc reports as requested by the investment team\nMaintain and update the monthly Guidance List\nPerformance Reporting & Analytics\nMonthly: Run fund performance spreadsheets analyzing ETFs and Mutual Funds on the guidance list and distribute to Portfolio Managers\nMonthly: Prepare and distribute fact sheets\nQuarterly: Compile strategy trades for the preceding quarter\nQuarterly: Update the economic review for Portfolio Manager use in client presentations\nQuarterly: Generate Firm Wide Assets report with detailed breakdowns by Portfolio Manager across various categories, including alternative exposure and duration analysis\nInvestment Committee Support\nPrepare materials and information for the CCB Investment Committee\nProvide data, analysis, and insights to support Investment Committee decision-making\nDocument and communicate Investment Committee guidance as needed\nDocumentation & Communication\nMaintain accurate records of all trading activity, investment decisions, and client interactions\nSupport Portfolio Managers with presentation materials and client-facing documentation\nEnsure timely distribution of reports and updates to stakeholders\nInvestment Professional Activities (40-50%):\nPortfolio management and discretionary trading\nClient relationship management and communication\nInvestment research and analysis\nOperational Support Activities (50-60%):\nSystems and operations support\nReport generation and distribution\nData management and analytics\nundefined\nKey Skills:\nTechnical Knowledge\nStrong understanding of equity and fixed income securities, including valuation principles and market dynamics\nWorking knowledge of portfolio management concepts including asset allocation, diversification, and risk management\nFamiliarity with performance measurement and attribution analysis\nUnderstanding of investment strategies including ETFs, mutual funds, and individual securities\nKnowledge of regulatory and compliance requirements affecting investment management\nSystems & Technical Skills\nProficiency with portfolio management systems (experience with Axys, Moxy, Genesis, Black Diamond, or similar platforms preferred)\nAdvanced Microsoft Excel skills including financial modeling, data analysis, and report automation\nCompetency with Microsoft Office Suite (Word, PowerPoint, Outlook)\nAbility to quickly learn and adapt to new systems and technology platforms\nStrong data management and analytical capabilities\nProfessional Skills\nAnalytical Skills: Ability to analyze complex financial data, identify trends, and draw actionable conclusions\nAttention to Detail: High degree of accuracy in trade execution, reporting, and data management\nCommunication: Strong written and verbal communication skills for client interactions and presenting findings\nDecision-Making: Sound judgment and ability to exercise discretion within established investment guidelines\nTime Management: Ability to manage multiple priorities, meet deadlines, and balance competing demands\nProblem-Solving: Resourcefulness in troubleshooting operational and systems issues\nCollaboration: Ability to work effectively with Portfolio Managers, operations teams, and clients\nProfessional Presence: Confidence and professionalism in client-facing situations and team presentations\nundefined\nThe Ideal Candidate for This Role:\nEducation\nBachelor's degree in Finance, Economics, Business Administration, or related field required\nCFA Level I candidate or progress toward CFA designation preferred\nExperience\n1-3 years of experience in investment management, portfolio operations, or related financial services role\nDemonstrated experience with trade execution in equity and/or fixed income markets\nPrior exposure to client relationship management or client service in a professional setting\nExperience working with portfolio management or trading systems\nPersonal Attributes\nSelf-motivated with ability to work independently\nStrong work ethic and commitment to excellence\nContinuous learner with desire to expand investment knowledge and capabilities\nEthical approach to investment management and client service\nAdaptable to changing priorities and growing responsibilities\nCandidates must possess unrestricted work authorization and not require future sponsorship.Compensation:\nCompensation range (base pay): $69,616.00-$114,867.00This role may have a specific starting pay within this range.\nFinal compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.\nWork Environment:\nIt 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:\nWe 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:\nMedical, Dental, Vision Insurance\n\n401k, With Matching Contributions\n\nTime Off Programs\n\nHealth Savings Account (HSA)/Dependent Care\n\nEmployee Banking\n\nGrowth Opportunities\n\nTuition Assistance\n\nShort-Term/Long-Term Disability Insurance\n\nLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.\nFor additional information regarding compensation and benefits, e-mail FNBO at . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.\nJob number: R-20261846Equal Opportunity & Belonging:\nFNBO 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.\nLearn more here.\nFNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.\nClick here to download 'EEO is The Law' Self-Print Poster\nClick here to download 'EEO is The Law' Supplement for Federal Contractors\nClick here to download 'EEO is The Law' GINA Supplement\nFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC\nFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)\nApplication Deadline:\nAll our jobs will be posted for a minimum of 5 calendar days. 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