Investment Strategist - Omaha, NE
Only for registered members Omaha, NE, United States
3 weeks ago
* This salary range is an estimation made by beBee
Job summary
About Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.
Responsibilities
- Propose and implement investment strategies based on client Investment Policy Statements
- Assist in developing and documenting Investment Policy Statements
- Lead, mentor, and support the Portfolio Analyst team
- Act as the main liaison between Investment Management and Relationship Management teams
- Manage portfolio implementation projects, including drift and benchmark analysis
- Support oversight and implementation of alternative investments
- Prepare charts, reports, and client presentation materials
- Draft proposals, presentations, financial plans, and more
- Present to clients and prospects alongside Relationship Managers
- Create timely market and portfolio commentary for client distribution
- Represent Bridges Trust in client and professional engagements
Qualifications
- Bachelor's degree in Finance or business related focus.
- CFA or Graduate degree and/or relevant professional certification preferred.
- Series 65 license required within 6 months.
- 7+ years of financial services / wealth management experience.
- Proven experience in investment strategy and portfolio management
- Results driven, detailed oriented and a motivated self-starter
- Strong leadership and mentoring skills
- Excellent communication and analytical capabilities
- Proficiency in Excel, Word, PowerPoint, and financial software
- Knowledge of alternative investments is a plus
- Team-focused, client-first mindset
Job description
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