Summer Intern - Wealth Management (Omaha, NE) jobs in United States
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First National Bank GH · 7 hours ago

Summer Intern - Wealth Management (Omaha, NE)

First National Bank GH is offering a summer internship within their Wealth Management Investment team. The role involves providing research assistance, learning portfolio management practices, and gaining hands-on experience with investment processes.

BankingFinancial Services
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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

Investment ResearchPortfolio ManagementMicrosoft OfficeChartered Financial AnalystMulti-taskingProblem SolvingPresentation SkillsIndependent Work

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

First National Bank GH

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First National Bank Ghana received a universal banking license from the Bank of Ghana during the second half of 2015 with Richard Hudson as Chief Executive Officer.

Funding

Current Stage
Late Stage
Total Funding
$20M
Key Investors
British International Investment
2025-12-09Debt Financing· $20M

Leadership Team

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Joel Ainsah-Mensah
Head of Credit
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Company data provided by crunchbase