Summer Intern - Wealth Management

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.Summary Of The JobThis internship opportunity role is within our Wealth Management Investment team. You will provide research assistance for the Investment team while learning foundational portfolio management practices. You will have the opportunity to learn about FNBO, Wealth Management and to participate in day-to-day activities. This is an excellent opportunity to gain hands-on experience with FNBO's Wealth Management operations and investment processes.About This RoleKey Responsibilities: Investment Research:Contribute to the investment processAnalyze investment opportunities in assigned research areas, focusing on potential return and risk;Support investment committees to include Asset Allocation, Due Diligence, Alternatives and Fixed IncomeAttend and learn from the Trust Investment CommitteeSupport the investment team in all aspects of portfolio management and researchAssist with investment research presentationsPortfolio Management: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 presentationsInstitutionalLearn our proprietary strategies and understand the inner workings of FNBO’s full investment suite.Assist with and pursue RFP opportunities as needed.Basic QualificationsThe Ideal Candidate for This Role: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.Desired QualificationsMust be a current university student or recent graduate pursuing a degree in Investment Management or related field.Interest in Chartered Financial Analyst (CFA) programCandidates must possess unrestricted work authorization and not require future sponsorship.Work EnvironmentIt is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Compensation And Benefits OverviewWe offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:Medical, Dental, Vision Insurance401k, With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20260737Equal Opportunity & BelongingFNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.Learn more here.FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.Click here to download 'EEO is The Law' Self-Print PosterClick here to download 'EEO is The Law' Supplement for Federal ContractorsClick here to download 'EEO is The Law' GINA SupplementFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)Application DeadlineAll our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.