Investment Services Intern - Omaha, NE / PT / Onsite at Security National Bank

Omaha, Nebraska, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

0.0

Posted On

25 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Management, Portfolio Management, Due Diligence, Financial Analysis, Investment Research, Report Preparation, Presentation Skills, Microsoft Office Suite, Attention To Detail, Communication Skills, Integrity, Confidentiality, Adaptability

Industry

Banking

Description

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas. As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus. JOB SUMMARY This position is responsible for applying and gaining knowledge of the business environment and completing associated work assignments. ESSENTIAL FUNCTIONS Data Management (50%) * Maintains investment databases to track and monitor prospective and existing investments in collaboration with Director of Investment Services and Investment Officers; pulls data and trends for due diligence reports. * Creates and maintains financial and due diligence databases through third party applications; creates templates to help track and monitor prospective and existing investments, including news flow and price trends—in collaboration with the Director of Investment Services and Investment Officers. * Updates peer analysis information to reflect financial results for prospective and existing investments * Assists Investment Officers in assembling reports and presentation folders, maintaining and observing fixed income maturity and excess cash levels via internally created models and observing client meetings as appropriate. Portfolio Management (25%) * Assists Investment Services team members in identifying, evaluating, selecting, and monitoring investments, including performing due diligence on managers and direct investments. * Actively participates in meetings with investments managers. * Conducts investment research related to SNB’s portfolio, emerging investment areas, and additional topics. * Prepare report packages for client meetings and subsequently attend client meetings in order to drive continued superior client service outcomes. Wealth Management Team Support (25%) * Assists with various projects from Trust and Wealth Management team – partnering with team members toward a common goal of exceptional client service. * Assist Wealth Management team in ad-hoc or special client inquiries regarding account specifics, market trends and economic developments. * Assists with preparing short videos and coordinating with the marketing team to ensure their effective distribution. Performs other duties as required and assigned. KNOWLEDGE, SKILLS AND ABILITIES * Knowledge and understanding of basic investment concepts. * Professional communication skills, both verbal and written, and a high sense of integrity and confidentiality. * Ability to analyze and interpret information, exercise judgement, and adapt quickly. * Working knowledge of Microsoft Office Suite (Excel, Word, Power Point, etc.). * Superior attention to detail. * Ability to complete required training by assigned due dates. * Ability to maintain regular and reliable attendance. EDUCATION AND EXPERIENCE* * Minimum of a Junior or Senior standing preferred pursuing a B.A. or B.S. in Business, Accounting, Banking, Finance, or related field required * GPA of 3.0 or higher * Job-related coursework (core accounting, finance or equivalent classes) preferred *Equivalent education and experience will be considered PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is regularly required to stand; use hands to handle or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stoop or kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception. WORKING CONDITIONS This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

Responsibilities

This role is primarily responsible for data management, which includes maintaining investment databases, tracking trends, and creating financial monitoring templates. Additionally, the intern will assist with portfolio management tasks like investment evaluation and research, and support the Wealth Management team with projects and client inquiries.