Job Description
Job Description A unique opportunity combining both fundamental financial analysis and field sales force facing communication and presentation skills.
This position will perform fundamental analysis on a full spectrum of asset classes on both existing and potential investments. Make investment recommendations to align portfolios to parameters identified by registered representatives.
This position develops and maintains relationships with both internal and external parties. Help to present, market, and positively position Ameritas Investment Partners managed programs to registered representatives and their clients.
This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.
What you do: - Analyze existing and potential portfolios including mutual funds, stocks, bonds, ETF's, etc.
- Engage in portfolio management and model management with both a retail and institutional mindset
- Perform securities analysis across the spectrum of asset classes
- Maintain effective dialogue with portfolio managers, internal partners, and external field registered representatives
- Assist in performing special investment or reporting projects as needed
- Assist in client reporting as needed
- Meet with representatives and clients face to face and present investment concepts in a professional manner
What you bring: - Bachelor's Degree in a related field of study (such as Finance) required.
- 2 years of relevant securities analysis and/or portfolio management experience preferred.
- Progress toward or active pursuit of CFA or CFP designation required.
- FINRA series 7 and the series 63/65 or 66 preferred. Must be fully licensed with the same within 12 months of joining in role.
- Previous experience with Tamarac, Salesforce, and Wealthscape desired.
What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money: • 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
For your time: • Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
For your health and well-being: • Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
For your professional growth: • Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
For your community: • Matching donations program.
• Paid volunteer time- 8 hours per month.
For your family: • Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.
An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Application Deadline This position will be open for a minimum of 3 business days or until filled.
This position is not open to individuals who are temporarily authorized to work in the U.S.
Job Tags
Work at office, Flexible hours,