Investment Analyst

Hemphill Search Group, Inc.; Omaha (NE); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401k

Unlimited PTO

Job summary

A leading wealth management firm in Lincoln seeks an Investment Analyst to join their growing team. This role involves collaborating with senior management to execute trades and conduct market analysis, utilizing proprietary methodologies and AI tools. Ideal candidates are self-motivated, enjoy data analytics, and thrive in a collaborative culture. Competitive compensation includes salary, bonuses, and benefits.

Qualifications

• Experience in analysis and portfolio management.
• Self-motivated and enjoys challenges.
• Ability to collaborate in a team-oriented environment.

Responsibilities

• Review upcoming maturities and prepare cash allocation.
• Ensure trade execution aligns with portfolio strategy.
• Conduct research on financial markets to support investment decisions.

Skills

Data Analytics

Strategic Thinking

Market Analysis

Tools

FactSet

Job description

Investment Analyst - HEMPHILL EXCLUSIVE!

Very successful and innovative wealth management firm in Lincoln is adding an Investment Analyst to their team due to consistent year-over-year growth. This is a key role and a unique opportunity working directly with the President and Director of Strategy & Trading. The firm uses a proprietary strategic methodology and AI tools to identify market trends. This information is then used to develop a comprehensive strategy for executing trades.

We are looking for someone with experience in analysis who can contribute to overall strategic thinking and manage day-to-day portfolio activities. Experience with FactSet would be very helpful.

Key Responsibilities:

1. Review all upcoming maturities and prepare for the allocation of cash
2. Work closely with the Director of Strategy & Trading to ensure trade execution aligns with portfolio strategy and investment guidelines
3. Monitor trade settlements to ensure timely and accurate processing of transactions
4. Conduct research and analysis on financial markets and products to support investment decisions
5. Collaborate with team members to ensure smooth operation of the trading desk
6. Identify trading patterns, build custom financial models, and assist with trade execution strategy

This is an excellent opportunity for self-motivated individuals who enjoy challenges, data analytics, and thrive in a collaborative, positive work culture. The environment values open communication and encourages new ideas.

Compensation includes an excellent salary, bonuses, health, vision, dental, 401k, and unlimited PTO.