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Lead Portfolio Analyst

Hemphill Search Group, Inc., Omaha, NE, United States


Join an Innovative Financial Wealth Firm as a Lead Portfolio Analyst

Position yourself as a Lead Analyst working on high-net worth portfolios at a boutique financial wealth firm. This firm utilizes cutting-edge market technology to provide best-in-class portfolio solutions, expanding its client base. The addition of the Lead Portfolio Analyst will focus on executing money market management, cash transactions, investment trading and analysis, as well as operational efficiencies. With over 40 years of combined leadership experience, this opportunity allows you to develop diversified expertise in wealth management, enhancing excellence and contributing productively. Key responsibilities include comprehensive investment analysis, strategy enhancement, market condition assessment, model optimization, and trade execution. Be part of a dynamic team passionate about delivering excellent client results within a collaborative culture that fosters career engagement and fulfillment. The firm offers a welcoming atmosphere where excellence is celebrated, hard work is rewarded, and accountability is shared. Ideal candidates will have portfolio analysis experience, formal education, critical thinking skills, intuition, and strong analytical abilities. To learn more about this opportunity, contact Dave Ruppelt at 402.334.4800 *215 or email your resume to druppelt@hemphillsearch.com.

Job Number 9393DR Additional Information

Our Commitment: Your confidentiality is our priority; Hemphill will not forward your resume without your approval. Recognition: Hemphill has been voted

“Best Employment Firm”

by Omaha’s Business Leaders & B2B Magazine in 2008, 2009, 2010, 2011, 2013-2024. Award: Omaha Chamber of Commerce Top 25 –

“Excellence in Business Award” , based on growth and commitment to quality.

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