Portfolio Manager

Lutz; Omaha (NE); On-site; USD 120,000 - 180,000; Full time

Job summary

Lutz in Omaha is seeking a Portfolio Manager to shape investment strategy across traditional and alternative assets for high-net-worth clients. You will manage model portfolios, conduct research, and present insights to advisors and clients.

The ideal candidate has 5+ years in portfolio management, strong knowledge of asset allocation and risk management, and relevant designations (CFA/CAIA preferred).

Qualifications

• 5+ years in portfolio management or investment research
• Strong knowledge of asset allocation, risk management, and investment analysis
• Experience with alternative investments (private equity, real estate) a plus
• Ability to think strategically and communicate with clients

Responsibilities

• Manage and monitor model portfolios across multiple strategies and asset classes
• Develop and execute strategic and tactical asset allocation decisions
• Conduct investment research and due diligence on funds, managers, and securities
• Analyze portfolio performance, risk, liquidity, and allocation drift
• Prepare investment research and market commentary for internal and client discussions
• Collaborate with advisors to align strategies with client objectives and risk tolerance

Skills

Portfolio management

Investment research

Due diligence

Strategic thinking

Education

Bachelor’s degree in Finance, Accounting, Economics

CFA designation

CAIA designation

Job description

*Only the most qualified candidates will be contacted

If you’re an investment professional who wants to do more than simply manage traditional stock and bond allocations, this is an opportunity to bring a broader investment perspective to the table.

We’re partnering with our client, a growing wealth management firm seeking a Portfolio Manager who can help shape investment strategy across traditional and alternative asset classes while serving as a trusted resource to both advisors and high-net-worth clients.

What You’ll Do

• Manage and monitor model portfolios across a variety of investment strategies and asset classes
• Help develop and execute strategic and tactical asset allocation decisions
• Evaluate opportunities across public markets as well as alternative and private investments
• Conduct investment, manager, fund, and security research and due diligence
• Analyze portfolio performance, risk, exposures, liquidity, and allocation drift
• Recommend and execute portfolio rebalancing and other investment actions
• Incorporate tax considerations into portfolio construction and investment decisions
• Prepare investment research, market commentary, and recommendations for internal and client-facing discussions
• Partner closely with financial advisors to develop investment strategies aligned with client objectives, risk tolerance, liquidity needs, and time horizons
• Participate meaningfully in investment committee discussions and help influence broader portfolio strategy
• Present investment concepts and portfolio positioning to advisors and high-net-worth clients

What They’re Looking For

• 5+ years of experience in portfolio management, investment research, wealth management, or a closely related investment role
• CFA designation strongly preferred; candidates actively pursuing Level III will also be considered
• Strong knowledge of portfolio construction, asset allocation, risk management, and investment analysis
• Experience or meaningful exposure to alternative investments, such as private equity, private investments, or real estate
• Ability to think strategically rather than simply execute an established investment approach
• Strong analytical and due diligence capabilities
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
• CAIA designation is a plus

If you’re ready for a portfolio management role where your investment perspective, strategic thinking, and ability to communicate with clients are equally valued, we’d like to hear from you.