Manager in Training

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 seeks a Manager in Training in Omaha, NE. This full-time role offers hands-on experience in financial services. Salary ranges from $35,000 to $45,049. Apply by November 23, 2026.

As a Manager in Training, you'll play a crucial role in assisting with client meetings, where you'll help prepare agendas, take notes, and provide support during discussions. This will involve understanding the client's needs and objectives, and ensuring that the meeting runs smoothly and productively. You'll also be involved in managing investment portfolios, which includes monitoring the performance of various assets, making adjustments as needed, and ensuring that the portfolio aligns with the client's financial goals. Additionally, you'll support financial analysis tasks, such as preparing financial statements, analyzing market trends, and providing insights to help inform investment decisions. You'll also be responsible for preparing reports, which may include financial reports, market research reports, or client update reports. This will involve gathering and analyzing data, and presenting the information in a clear and concise manner. Furthermore, you'll contribute to market research, which may involve analyzing industry trends, identifying new opportunities, and providing recommendations to the team. This will require a keen understanding of the market, as well as strong analytical and research skills. Overall, as a Manager in Training, you'll gain valuable experience and skills that will prepare you for a career in finance and investment management.

You'll collaborate with a team of financial professionals in Omaha, Nebraska, where the workplace culture emphasizes continuous growth and learning. The supportive atmosphere encourages open communication and shared knowledge, allowing you to develop your skills and contribute to the team's success. Omaha, NE, offers a dynamic and professional environment, with opportunities for both personal and professional development. The team's collective expertise and the supportive workplace culture create a positive and inspiring atmosphere for everyone involved.

The role offers a competitive salary ranging from $35,000 to $45,049 per year, providing a stable financial foundation for the position. In addition to the salary, the role includes comprehensive benefits such as health insurance, which covers medical, dental, and vision care, ensuring the employee's well-being. There are also retirement plans available, which may include 401(k) options, allowing the employee to save and invest for their future. Specific benefits may vary depending on the company's policies and the employee's tenure, but the overall package is designed to support the employee's professional and personal growth.

You should have a bachelor's degree in finance, accounting, or a related field. Previous experience in financial services is preferred. Strong analytical and communication skills are essential.

What you will do:

• 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.

What we need:

• A bachelor's degree in finance, business, or a 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.