Sr. Associate, Portfolio Management

Fort Collinsonsitesenior$127K$216K

Posted 5 days ago · via Workday

About this role

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. Summary of the Job: 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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Fort Collins. We weight your proximity and willingness to relocate.

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