Investment Management Trainee

Meridian South Partners; Omaha (NE); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Job summary

Meridian South Partners in Omaha, NE seeks a Manager in Training to support client portfolio management and investment analysis. The role offers learning opportunities in financial services and a path toward investment management careers.

You will work with a team of professionals in a collaborative, growth‑oriented environment. The position requires a bachelor’s degree in finance or related field and 1–3 years’ experience, with strong analytical and communication skills, plus proficiency in MS

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 1-3 years of experience in investment management or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office and financial modeling tools.
• Knowledge of financial regulations and compliance is a plus.

Responsibilities

• Assist in the management of client portfolios, including regular reviews and adjustments.
• Support the investment team in researching and analyzing market trends and opportunities.
• Coordinate with clients to understand their financial goals and risk tolerances.
• Contribute to the preparation of investment reports and presentations.
• Assist in the development and implementation of investment strategies.
• Maintain accurate and up-to-date records of all client and investment activities.

Skills

Analytical skills

Communication skills

Financial modeling

Microsoft Office

Education

Bachelor's degree in finance or related field

Tools

Financial modeling tools

Job description

Meridian South Partners in Omaha, NE seeks a Manager in Training to support client portfolio management and investment analysis. The role offers learning opportunities in financial services and a path toward investment management careers.

You will work with a team of professionals in a collaborative, growth‑oriented environment. The position requires a bachelor’s degree in finance or related field and 1–3 years’ experience, with strong analytical and communication skills, plus proficiency in MS