firstnationalbankofomaha.com
The Senior Associate Portfolio Management role supports the investment team by executing trades, conducting research, and generating comprehensive reports for equity and fixed income portfolios. This position involves managing investment accounts with discretionary authority, maintaining performance data, and providing critical reports to portfolio management, senior leadership, and clients. The role balances investment professional duties with operational support functions, including client relationship management and systems troubleshooting.
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.