Portfolio Manager

Job Posting: Portfolio Manager

Location: Omaha, NE

Employment Type: Full-Time

About Us:

We are a dynamic and client-focused wealth management firm based in Omaha, NE, with $5.4 billion in assets under management. Our team is dedicated to delivering tailored investment solutions and fostering long-term relationships. We pride ourselves on providing top-tier financial expertise and personalized strategies that help our clients achieve their financial goals.

Position Overview:

We are seeking a talented and driven Portfolio Manager to join our team in Omaha. The ideal candidate will have a strong background in investment management, portfolio allocation, and risk management, paired with excellent client communication skills. This role is critical in developing customized investment strategies and ensuring client portfolios align with their unique financial objectives.

Key Responsibilities:

• Develop and implement custom investment strategies tailored to client goals and risk tolerances.

• Oversee portfolio allocation and ensure effective diversification and risk management.

• Conduct ongoing performance analysis and rebalancing of client portfolios.

• Stay informed about market trends, economic developments, and investment opportunities to inform strategy recommendations.

• Build and maintain strong relationships with clients through regular communication and review meetings.

• Collaborate with internal teams to support business development and client service efforts.

Qualifications:

• A minimum of 3 years of experience in portfolio management, investment analysis, or a related field.

• CFA designation or enrollment as a Level 2 CFA candidate (minimum requirement).

• Strong knowledge of investment strategies, asset allocation, and financial markets.

• Beneficial experience with Orion, Charles Schwab, and Salesforce systems.

• Excellent analytical, quantitative, and decision-making skills.

• Exceptional communication and interpersonal abilities, with a client-first mindset.

• Proficiency in financial modeling, portfolio management software, and Microsoft Office Suite.

Compensation & Benefits:

• Base Salary: $90,000 to $175,000, based on experience.

• Bonuses: Annual team bonuses.

• A collaborative and supportive work environment in Omaha, NE.

• Opportunities for professional growth and advancement.

• Comprehensive benefits package.

How to Apply:

If you are passionate about investment management and client success, we encourage you to apply. Please submit your resume and a cover letter detailing your relevant experience, including familiarity with Orion, Charles Schwab, and Salesforce, as well as your CFA status, to Lynn@feltzwp.com.

Join us in delivering exceptional financial solutions and building lasting client relationships in the heart of Omaha.

We look forward to hearing from you!