Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial 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