Trading/Operations Associate

<h4><strong>Are you looking for the opportunity to do challenging and meaningful work in an environment that encourages ongoing learning, development and career growth? Do you thrive on making a positive impact in our community? Do you believe a company can elevate the spirit and quality of life for others?&nbsp;</strong></h4>

Omaha - FNB

First National Bank of Omaha

<p class="p1"><strong>Grow Your Career with FNBO! </strong><br /><br /><strong>At First National Bank of Omaha (FNBO), we like to think of ourselves as the &ldquo;great big, small bank,&rdquo; large enough to provide the expertise and resources necessary to handle any financial need, yet small enough to know our customers personally. We are a subsidiary of First National of Nebraska, with nearly 5,000 employees and $30 billion in assets. With more than 100 retail banking locations in Nebraska, Colorado, Illinois, Iowa, Kansas, South Dakota, Texas and Wyoming, we help our customers and communities to succeed by focusing on building relationships at a local level.</strong><br /><br /><strong>We have a history of doing what&rsquo;s right for our customers, employees, shareholders and the communities we serve. Whether you're just beginning your career or taking it to the next level, you'll find your fit here.</strong></p>

keywords: position summary,operations,trading,qualifications,diversity,desired

Full time

Overview: <br /> <p><strong>At FNBO, our employees are the heart of our story&mdash;and we&rsquo;re committed to their success! Please see below the details of this career opportunity and how it fits into our organization&rsquo;s success.</strong></p> <p>&nbsp;</p> <p><strong>Our Modern, Flexible Workplace:</strong></p> <p><strong>&nbsp;</strong></p> We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you! <p>&nbsp;</p> It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs. <p>&nbsp;</p> <p><strong>Summary of the Job:</strong></p> <p><strong>&nbsp;</strong></p> The Trading/Operations Associate is responsible for supporting the operations team within Tributary Capital Management including trading and systems work. Primary duties include the implementation of Portfolio Manager-directed strategy trades in client accounts, as well as investing or raising funds in individual client accounts.
Responsibilities: <br /> <p>Trading &ndash; Provide a timely and accurate trading experience for all Tributary clients across various platforms including Advent&rsquo;s Moxy and client-directed trading platforms.</p> <ul> <li>Maintain a high level of accuracy and responsiveness.</li> <li>Maintain documentation required by the SEC.</li> <li>Maintain a list of client restrictions and trade in accordance with the list.</li> <li>Work across various custodians to ensure accurate settlement.</li> <li>Maintain client account information in Advent APX <p>&nbsp;</p> </li> </ul> <p>Operations Support &ndash; Work closely with the Director of Operations to assist in a variety of operational activities to support Tributary Capital Management.</p> <ul> <li>Voting of client proxies.</li> <li>Provide trading support such as resolving settlement issues, maintaining required trade documentation, and setup of new trading relationships.</li> <li>Complete recurring monthly and/or quarterly tasks for assistance with reporting and reconciliation.</li> </ul>
Requirements: <br /> <p><u><strong>Required:<br /><br /></strong></u></p> <ul> <li>High School Diploma</li> <li>1 year of experience in the investment or financial services industry</li> <li>Proficient with Microsoft Office suite of products with an emphasis on Word and Excel.</li> <li>Exceptional attention to detail</li> <li>Ability to work well in a team environment</li> <li>Strong time management skills</li> </ul> <p>&nbsp;</p> <p><u><strong>Desired:<br /><br /></strong></u></p> <ul> <li>Bachelor&rsquo;s Degree in Business Related Field</li> <li>Prior trading experience</li> <li>Familiarity with Microsoft Access or SQL</li> <li>Experience with Advent APX and Moxy</li> <li>Knowledge of Regulatory and Compliance issues pertaining to brokerage and investment management industry</li> <li>3 - 4 years experience in the investment or financial services industry</li> </ul> <p>&nbsp;</p> <p><strong>Equity, Diversity, &amp; Inclusion:</strong></p> <p>&nbsp;</p> <p>FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has the opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.</p> <p>&nbsp;</p> <p>See the full <strong>FNBO Equity, Diversity, &amp; Inclusion Statement</strong> <a href="" target="_blank" rel="noopener noreferrer">here</a></p> <p>&nbsp;</p> <p>All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.</p> <p>&nbsp;</p> <p><a href="" target="_blank" rel="noopener noreferrer"><u>Click here</u></a> to download <strong>'EEO is The Law' Self-Print Poster</strong></p> <p><a href="" target="_blank" rel="noopener noreferrer"><u>Click here</u></a> to download <strong>'EEO is The Law' Supplement for Federal Contractors</strong></p> <p><a href="" target="_blank" rel="noopener noreferrer"><u>Click here</u></a> to download <strong>'EEO is The Law' GINA Supplement</strong></p>