Top 19 Investment associate Jobs in Omaha Ne

Investment Operations Associate
First National Bank of Omaha —Omaha, NE
- $45,228 - $72,365 a year
- Email
- Mid-level
- Office
- Analysis skills
- Health savings account
- Disability insurance
7d
Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- Bilingual
- High school diploma or GED
- 1 year
- 401(k)
Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Trust Associate
First National Bank of Omaha —Omaha, NE
- $62,047 - $104,425 a year
- Email
- Microsoft Excel
- Writing skills
- Office
- Health savings account
- Disability insurance
4d
Wealth Management Client Associate
Bank of America —Omaha, NE
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Underwriting Associate
Berkshire Hathaway Direct Insurance Company —Omaha, NE
- From $20.52 an hour
- Full-time
- Hybrid work
- Customer service
- Research
- Office
- Paid parental leave
- Paid holidays
Associate Financial Analyst
Conagra Brands —Omaha, NE
- $59,000 - $79,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Actuarial Associate - Product Management
Physicians Mutual —Omaha, NE
- Full-time
- Mid-level
- Analysis skills
- Math
- Health insurance
- Dental insurance
Commodity Trading Associate 2027 - Multiple U.S. Locations
Cargill —Blair, NE
- $74,000 a year
- Online Application
- Sales
- Office
- Analysis skills
13d
Senior Institutional Associate
First National Bank of Omaha —Omaha, NE
- $81,662 - $134,741 a year
- Email
- Hybrid work
- CPA
- 5 years
- Office
- Health savings account
- Disability insurance
10d
Associate Merchant - Pathways Development Program 2027
The Scoular Company —Omaha, NE
- Continuous improvement
- Leadership
- Communication skills
Quick Apply
13d
Actuarial Associate - Product Management
Physicians Mutual Insurance Company, Inc. —Omaha, NE
- Full-time
- Mid-level
- Office
- Analysis skills
Quick Apply
Sr. Associate, Commercial Credit Performance & Controls
First National Bank of Omaha —Omaha, NE
- $81,662 - $134,741 a year
- Email
- Hybrid work
- 5 years
- Office
- Finance
- Health savings account
- Disability insurance
11d
Associate Actuary, ASA (Rotation Program)
Pacific Life Insurance Company —Omaha, NE
- $780 a week
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Office
- Paid parental leave
- Paid holidays
Quick Apply
3d
Cashier/Sales Associate - Store 550
GPM Investments LLC —Omaha, NE
- $15 - $17 an hour
- Part-time
- Background check
- Pass drug screening
- English
- 401(k)
- Opportunities for advancement
Quick Apply
6d

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Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.

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investment associate jobs near omaha ne

Investment Operations Associate

First National Bank of Omaha -
Omaha, NE

Apply Now

Job Details

Full-time
$45,228 - $72,365 a year
7 days ago

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Spreadsheets

Full Job Description

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 Job:

Investment Operations Associate supports the investment team by providing accurate trade input, platform administration and end-of-day processing across trading and portfolio management platforms. The role plays a key part in maintaining operational continuity through providing support and backup coverage and ensuring stakeholders are provided with timely, reliable reporting across Wealth Management investment platforms.

About This Role:

Operational and Trade Support for Investment Functions

Partner with the fixed income team to accurately input and upload trades across platforms
Execute end of day processes for trading and reporting platforms
Maintain data integrity across all trade activities
Assist with trade settlement issues

Platform Administration and Maintenance

Update and maintain portfolio management (APX) and trading platforms (Moxy) including:
- Importing and updating prices
- Account opening, closing and ongoing maintenance
- Account coding updates

Reconciliation and Backup Coverage

Serve as backup support for daily reconciliation
Coordinate reconciliation with various custodians
Ensure continuity and accuracy during staff absences and/or peak periods

Reporting & Process Improvement

Produce timely and accurate reporting for both client-facing and internal stakeholders
Identify opportunities to streamline workflows and improve operational efficiency
Document processes to support consistency and knowledge transfer

The Ideal Candidate for This Role:

Attention to Detail: Commitment to precision across trade, platform and reconciliation activities
Analytical Thinking: Strong problem solving skills applied to data, discrepancies and process gaps
Industry Knowledge/Financial Systems Proficiency: Experience with APX, Moxy, TrustDesk, Raymond James Advisor Access or equivalent systems; understanding of the trade settlement process
Communication: Strong verbal and written communication skills to coordinate with internal teams and external custodians
Time Management: Ability to prioritize and execute accurately under time sensitive conditions
Organization: Strong organizational skills with ability to manage multiple priorities and competing deadlines independently

Minimum Qualifications:

Required:

Bachelor’s degree or equivalent work experience
Strong analytical and critical thinking skills
Proficiency in Microsoft Excel
Demonstrated ability to operate in a team-oriented and deadline driven environment

Desired:

Experience with securities operations
Knowledge of bank systems and platforms
Familiarity with Advent APX/Moxy
Understanding of fiduciary services and regulatory requirements

IND123#

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $45,228.00-$72,365.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It 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.

Benefits Overview:

We 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 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

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .

For additional information regarding compensation and benefits, e-mail FNBO at [email protected] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261383

Equal Opportunity & Belonging:

FNBO 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 Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All 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.

Apply Now

Refine Your Search

investment associate jobs in omaha ne

Investment Operations Associate

Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY

Financial Customer Associate - Omaha / Lincoln, NE area ONLY

Trust Associate

Wealth Management Client Associate

Underwriting Associate

Associate Financial Analyst

Actuarial Associate - Product Management

Commodity Trading Associate 2027 - Multiple U.S. Locations

Senior Institutional Associate

Associate Merchant - Pathways Development Program 2027

Actuarial Associate - Product Management

Sr. Associate, Commercial Credit Performance & Controls

Associate Actuary, ASA (Rotation Program)

Cashier/Sales Associate - Store 550

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