Senior Portfolio Manager
Senior Portfolio Manager
CFO Systems Recruiting & Staffing
Omaha Metropolitan Area
See who CFO Systems Recruiting & Staffing has hired for this role
Senior Portfolio Manager
Omaha, NE – On-Site
$160K - $200K Salary + Strong Bonus!
This amazing West Omaha company needs an experienced CFA with a strong work ethic, a history of excellent client service, and a knack and desire for problem-solving. This person will be interacting with this firm’s top fifty largest clients, overseeing and executing their various key investment strategies. We are looking for someone who thrives in an environment with autonomy to self-prioritize and organize tasks based on multiple deadlines, while at the same time excel at communicating across departments and with high level clientele. The right candidate is team-oriented and not afraid of a challenge – expect a large variety of responsibility where one can grow and fine-tune their skills! This role reports directly to the Chief Investment Officer and plays a critical role for the firm.
The right candidate will possess many of the following:
- CFA Required
- Comfortability and experience presenting to high level executives and clients
- Prior portfolio management experience
You will experience:
- A Variety of Work – From placing trades and executing on investment strategies to mentoring the portfolio analyst team and engaging with the investment analysis and internal strategies group
- Fantastic Leadership
- Great Work/Life Balance (40-45 hrs. / week) with Flexibility
- Outstanding Benefits
- Work with Multiple Departments
This group is truly “best-in-class” with a progressive approach and seeks a strategic thinker who is hungry to learn, adapt, and grow. The Company is a leader in their industry with a culture that is positive, energetic, and collaborative; as they strive toward their moto of being the best place to work in Omaha!
To learn more please call Stosh Getzfrid at 402-253-5302; or email your resume to stosh.getzfrid@cfos3.com. To see all of CFO Systems Search & Staffing opportunities please visit www.cfos3.com.
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Employment type
Full-time -
Job function
Finance, Analyst, and Management -
Industries
Trusts and Estates, Financial Services, and Investment Management
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k)
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