Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Callahan Financial Planning is seeking to hire an Investment Portfolio Manager. This role is responsible for providing investment oversight and management for the clients of Callahan Financial Planning. The contributions of this role span a spectrum of duties including providing investment allocation direction to financial planners, approving portfolio targets and restraints, performing research, guiding security selection, creating market commentary, and evaluating new investment proposals. This position will work closely with our clients and financial planning team to ensure their custom portfolio remains aligned with their long-term financial goals and will report directly to the Chief Investment Officer.
Preferred education and/or experience includes: Possess a four-year degree from an accredited university or institution with the major area of study in Accounting, Finance, Econometrics, Mathematics, Statistics, or other closely related discipline.
Location: Omaha, NE