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Investment Analyst - HEMPHILL EXCLUSIVE (only search firm engaged to fill this position)
One of the region’s most successful wealth management firms is adding an Analyst to their team due to consistent year-over-year growth. In this position you will work closely with the Director of Trading and their Chief Investment Officer while providing research, and a wide variety of analysis to ensure investment decisions are based upon correct data. This is a data driven position focused on research, analysis, ad hoc reporting, and quantitative analysis.
Take ownership for a broad range of responsibilities providing challenge, impact, and professional development. In this position, you will use the following tools and software: Black Diamond, FactSet Financial Data, and the DataRobot AI Platform. Previous experience with these systems or Bloomberg Terminal, or Orion Platforms is a plus but not required.
- Complete analysis in preparation for weekly trade execution to re-balance accounts creating optimal trade outcomes.
- Monitor bond maturities while forecasting weekly investible cash.
- Monitor new client deposits and investible assets across all client accounts while optimizing all investible assets.
- Review economic analysis that drives change to the industry portfolio allocation model.
- Create equity models to optimize returns based upon economic trends.
- Review all cash balances to ensure 2% target is achieved.
- Review new client portfolios while getting new clients set up in Black Diamond.
- Work closely with the Director of Trading to ensure all trades are executed accurately and within the portfolio strategy and investment guidelines.
- Conduct research and analysis on markets and products to support investment decision-making
The ideal candidate for this position is a self-motivated and inspired by intellectual challenge, analysis, and is naturally curious. In this position you will enjoy a fulfilling role within a collaborative and positive work culture. This firm values open communication and new ideas to improve efficiency.
Enjoy a generous compensation package, attractive incentive bonus, and rich benefit plan with low premium health, vision, and dental plans, an excellent 401k, and unlimited PTO plan.
To learn more about this opportunity on a confidential basis, call Susie Hemphill at 402.334.4800 *244 or send your resume to shemphill@hemphillsearch.com.
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
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Contact Information
Susie Hemphill
402-334-4800 ext 244
Susie is the leader helping executives in Omaha and Lincoln hire high caliber individuals well positioned for success and happiness within office administration and customer care. Susie specializes in placing executive assistants, office managers, directors of administration, administrative assistants, and important positions within customer care.
Susie understands the significant contribution and positive impact an impressive executive assistant, office manager, and administrative professional makes in a company. Improving the efficiency, organization, and productivity of the top executive or leadership team improves the overall performance of the company because the administrative professional provides the leader with more time to focus on their strengths and most important tasks.
The secret to Susie’s success includes her genuine desire to understand the company, leader, position being filled, and the team which is in need of a new member. Because she cares and is committed to identifying the right match, Susie is diligent while selecting individuals with successful track records and a commitment to quality. Susie shared “I am passionate about helping a leader identify and hire an impressive individual into a position where they can do what they are great at within a company and culture where they can be themselves every day. Life is short and we all deserve to be in a position where we are having fun and fulfilled. I have a lot of fun creating Win / Win / Win outcomes for the leaders who partner with us, to select an individual who loves their new position, and the co-workers who gain a rock star teammate . . . this is important work!”
Susie grew up in Oakland, Iowa; earned her Bachelor’s degree at the University of Nebraska-Lincoln, and her Master’s degree from the University of Nebraska-Omaha. Susie was an educator at Bellevue Public Schools prior to shifting her focus to our family. In the early years, Susie played an important role at Hemphill while focused on administrative support, special projects, and event planning on a part-time basis when her full time focus was caring for four very active children (Camie, Austin, Miles & Carmel). When our children headed off to college and into the work force, Susie shifted her focus to a full time Recruiting Manager position.
Susie is an active member of Westside Church, Executive Women International, and she played a leadership role while launching spousal forum groups within The Entrepreneurs Organization of Nebraska. Susie is an outgoing and ambitious individual who loves engaging with our family and friends. Susie loves cooking with and for our family, playing games, golfing, spending quality time in the Old Market or Haymarket, vacationing, hiking mountains, canyons, or rain forests, swimming in the ocean, skiing, and cheering for the Husker Football, Volleyball or Baseball teams! You might find Susie exercising at the gym, working in the yard, gardening, or playing with our two shih tzu puppies.
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