FNBO · 6 hours ago
Summer Intern - Wealth Management (Omaha, NE)
Omaha Metropolitan Area
Internship
Onsite
InternFNBO is committed to the success of its employees, and they are seeking a Summer Intern for their Wealth Management Investment team. This role involves providing research assistance, learning foundational portfolio management practices, and gaining hands-on experience with FNBO's Wealth Management operations and investment processes.
AccountingBankingFinanceFinancial ServicesMortgage
No H1B
Responsibilities
Contribute to the investment process
Analyze investment opportunities in assigned research areas, focusing on potential return and risk
Support investment committees to include Asset Allocation, Due Diligence, Alternatives and Fixed Income
Attend and learn from the Trust Investment Committee
Support the investment team in all aspects of portfolio management and research
Assist with investment research presentations
Shadow experienced portfolio managers to learn best practices for managing fixed income, equities, and mutual funds
Assist with monitoring asset allocation and observing trade executions
Understand strategies based on the Trust Investment Committee’s approved list of investments
Learn how to construct diversified portfolios within client investment objectives and constraints
Assist with client portfolio management presentations
Learn our proprietary strategies and understand the inner workings of FNBO’s full investment suite
Assist with and pursue RFP opportunities as needed
Qualification
Required
Enrolled student working towards a bachelor's or advanced degree in related field
Undergraduate GPA of 3.0 or higher after freshman year
Working knowledge of Microsoft office products
Ability to identify and recommend objective solutions to problems
Ability to present information and reporting in a clear and concise manner
Ability to work independently and multi-task while adhering to multiple timetables of completion
Ability to work full-time (40 hours per week) during summer
Must work onsite 4 days per week
Candidates must possess unrestricted work authorization and not require future sponsorship
Preferred
Must be a current university student or recent graduate pursuing a degree in Investment Management or related field
Interest in Chartered Financial Analyst (CFA) program
Benefits
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Company
FNBO
FNBO is a financial organization that offers digital banking and accounting service and products for business and personal commercial needs.
Founded in 1857
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Spyers
Chief Technology Officer
Chris Inserra
CFO - Enterprise Technology Services
Recent News
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