Senior Investment Management Specialist - Remote

Mutual of Omaha; Omaha (NE); Remote; USD 140,000 - 150,000; Full time

Job summary

A reputable insurance company is seeking a Senior Investment Management Specialist to join their Portfolio Strategies team. This key role offers growth opportunities and requires extensive investment experience in a life insurance context, strong analytical skills, and a collaborative mindset. Remote work is available for candidates located in the United States or Puerto Rico. Competitive salary range is noted.

Benefits

Estimated Salary: $140,000-$150,000

Flexible work environment

Dynamic and growing team

Qualifications

• 10+ years of investment activity within a life insurance company.
• Strong analytical and financial modeling skills.
• A collaborative mindset with the ability to influence decisions across departments.

Responsibilities

• Act as the liaison between Investment Management and Finance for annual planning.
• Help coordinate capital management initiatives.
• Provide strategic oversight to ensure investment operations support financial strength.

Skills

Analytical skills

Financial modeling

Collaboration

Attention to detail

Commitment to diversity and inclusion

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Advanced degree, CFA, or CPA designation

Job description

Overview

Investment Management at Mutual of Omaha is looking to hire a Senior Investment Management Specialist. This is a key emerging role on the Portfolio Strategies team that will allow for growth and opportunity at a dynamic and multi-faceted company with a great culture.

What we can offer you

• Estimated Salary: $140,000-$150,000.
• A flexible work environment with a dynamic and growing team.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

What you’ll do

• Act as the liaison between Investment Management and Finance for annual planning, variance reporting, and performance analysis.
• Help coordinate capital management initiatives by aligning asset budgets with corporate objectives and product strategies.
• Provide strategic oversight to ensure investment operations support the company’s financial strength and profitability.

What you’ll bring

• Extensive experience (10+ years) of investment activity within a life insurance company.
• Strong analytical and financial modeling skills with the ability to turn complex data into actionable insights.
• A collaborative mindset and proven ability to influence decisions across departments.
• A proactive, detail-oriented approach with a commitment to accuracy and continuous improvement.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.

Preferred

• Bachelor’s degree in Finance, Economics, Accounting, or related field required; advanced degree, CFA, or CPA designation preferred.
• Expertise in asset allocation, capital budgeting, and financial forecasting within a corporate or institutional setting.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

If you have questions about your application or the hiring process, email our Talent Acquisition area at [e-mail]. Please allow at least one week from time of applying if you are checking on the status.

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