Investment Specialist

CFO Systems Recruiting & Staffing

Omaha (NE)

Hybrid

USD 50,000 - 60,000

Part time

14 days+

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Job summary

A financial services recruiting firm in Omaha is seeking a part-time Investment Consultant (CFA) to manage high-net-worth portfolios. Candidates must have 5+ years of portfolio management experience and a CFA designation. This role offers flexibility and direct interaction with family decision-makers to drive investment strategies in a dynamic market environment.

Qualifications

5+ years of experience managing investment portfolios for high-net-worth clients.
Broad knowledge of global markets and asset classes.
Demonstrated track record in asset allocation and risk management.

Responsibilities

Design and optimize multi-asset portfolios tailored to the family.
Conduct research and due diligence on new investment opportunities.
Present clear portfolio performance reports and investment recommendations.

Skills

Portfolio management

Analytical skills

Communication skills

Strategic thinking

Education

Chartered Financial Analyst (CFA)

Job description

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CFO Systems Recruiting & Staffing provided pay range

This range is provided by CFO Systems Recruiting & Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $60,000.00/yr

Direct message the job poster from CFO Systems Recruiting & Staffing

Our Omaha-based family office firm is seeking a part-time Investment Consultant (CFA) to lead dynamic, high-net-worth portfolio strategies. This is a chance to play a key role in a lean, elite financial environment without a full-time commitment. You will have the opportunity to drive strategy in a dynamic market context, making key investment decisions, while navigating market volatility and ensuring the family wealth is both preserved and primed for growth.

Key Responsibilities:

Design and optimize multi-asset (equities, fixed income, alternatives) portfolios tailored to the family.
Develop and refine long-term investment policies and strategic asset allocation framework aligned with goals and market outlook.
Collaborate with the family to implement major investment decisions and adjust strategy as needed.
Monitor global market trends, economic indicators, and portfolio performance; proactively rebalance and adjust strategies to manage risk and capitalize on opportunities.
Conduct in-depth research and due diligence on new investment opportunities, asset classes, and managers to continually enhance portfolio returns and diversification.
Present clear portfolio performance reports and well-supported investment recommendations directly to the family.

Ideal Candidate Qualifications:

Chartered Financial Analyst (CFA) with 5+ years of experience managing investment portfolios for high-net-worth clients (wealth management or family office background strongly preferred).
Demonstrated track record of successful portfolio management, with proven results in asset allocation, risk management, and meeting or exceeding client objectives.
Broad knowledge of global markets and asset classes, enabling sophisticated and informed portfolio construction.
Sharp, strategic thinker with exceptional analytical skills and an entrepreneurial approach to problem-solving; able to work independently and take initiative.
Excellent communication and presentation skills.
High level of professionalism, integrity, and discretion, comfortable working closely with a family and handling sensitive financial information.

If you would enjoy working in a lean, elite environment with direct exposure to decision-makers, plus a flexible part-time schedule while making a significant impact, please send your resume to jscheel@cfos3.com.

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