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firstnationalbankofomaha.com
This Mid-Level Portfolio Management role within Wealth Management oversees equity and fixed income portfolios, including fiduciary accounts and mutual funds. The incumbent will execute trading strategies, analyze securities for performance reporting, and provide client support while driving new business development. Responsibilities involve constructing diversified portfolios, presenting investment strategies to clients, and ensuring strict adherence to compliance policies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for firstnationalbankofomaha.com.
11% below the average for this role