Portfolio Manager
Lutz
Portfolio Manager + Growing Organization + Omaha
If you're an investment professional who wants to do more than simply manage traditional stock and bond allocations, this is an opportunity to bring a broader investment perspective to the table. We're partnering with our client, a growing wealth management firm seeking a Portfolio Manager who can help shape investment strategy across traditional and alternative asset classes while serving as a trusted resource to both advisors and high-net-worth clients.
What You'll Do
- Manage and monitor model portfolios across a variety of investment strategies and asset classes
- Help develop and execute strategic and tactical asset allocation decisions
- Evaluate opportunities across public markets as well as alternative and private investments
- Conduct investment, manager, fund, and security research and due diligence
- Analyze portfolio performance, risk, exposures, liquidity, and allocation drift
- Recommend and execute portfolio rebalancing and other investment actions
- Incorporate tax considerations into portfolio construction and investment decisions
- Prepare investment research, market commentary, and recommendations for internal and client-facing discussions
- Partner closely with financial advisors to develop investment strategies aligned with client objectives, risk tolerance, liquidity needs, and time horizons
- Participate meaningfully in investment committee discussions and help influence broader portfolio strategy
- Present investment concepts and portfolio positioning to advisors and high-net-worth clients
What They're Looking For
- 5+ years of experience in portfolio management, investment research, wealth management, or a closely related investment role
- CFA designation strongly preferred; candidates actively pursuing Level III will also be considered
- Strong knowledge of portfolio construction, asset allocation, risk management, and investment analysis
- Experience or meaningful exposure to alternative investments, such as private equity, private investments, or real estate
- Ability to think strategically rather than simply execute an established investment approach
- Strong analytical and due diligence capabilities
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline
- CAIA designation is a plus
If you're ready for a portfolio management role where your investment perspective, strategic thinking, and ability to communicate with clients are equally valued, we'd like to hear from you.
For confidential consideration, please click the APPLY button below. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.
Job Number 3663805SG
LutzVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Omaha, NE vacancy
- Westlake Floorplan Company is seeking an experienced Automotive Floorplan Portfolio Manager to build and manage a dealership portfolio across the United States. The role combines remote field sales with extensive travel to sign dealerships, drive growth, and ensure high...SuggestedRemote job
- ...Senior Portfolio Manager Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial...SuggestedWork at office
- ...remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore Position Summary The Commercial Portfolio Manager (CPM) is responsible for the administrative management and credit support of an assigned portfolio of commercial lending...SuggestedBank staff
$105k - $115k
...is the leading tech-enabled hotel and apartment hotel brand and manager. We partner with owners of multifamily and boutique hospitality... ...hospitality is rarely seen but always felt. Purpose of the Portfolio Revenue Manager position In this remote Portfolio Revenue Manager...SuggestedFull timeTemporary workFixed term contractLocal areaRemote workHome officeFlexible hoursNight shiftKasa
Omaha, NE17 days ago- ...week in one of the specified locations.Charles Schwab Workplace Services is seeking a strategic and experienced product and offer management leader to help shape the future of retirement investment solutions for plan sponsors and participants. This role will lead the...SuggestedFull timeWork at office
The Charles Schwab Corporation
Omaha, NE22 hours ago $55k - $75k
...processes and the overall customer experience. Candidates must reside in Omaha, NE, or the surrounding area. Responsibilities Manage day-to-day direct billing activities and address both standard and more involved billing, payment, and account-related concerns....Full timeKing's Insurance Staffing
Omaha, NE2 days ago- ...EXPERIENCE: ~ College degree in business or finance preferred and/or equivalent work experience ~5+ years of sales and mortgage industry experience MARGINAL JOB FUNCTIONS: Performs special projects and other related tasks and duties as directed by management....Full timeWork experience placementWork at office
Premier Bank, Omaha
Omaha, NE2 days ago - ...and mortgage documentation Ensures all mortgage regulations and laws are strictly adhered to Maintain MLO license, working with your manager to schedule continuing education while balancing the needs of the department Effectively collaborate with internal and external...Work at officeLocal area3 days per week
Unison
Omaha, NE2 days ago - ...operate like an independent business owner Requirements Ideal Candidates: Active Mortgage Loan Officers Self-sourced producers Branch Managers and Team Leads LOs seeking higher compensation and more flexibility Professionals looking to scale beyond a local market Benefits...Local areaRemote workFlexible hours
Leadling
Omaha, NE1 day ago $100k
Sales Training Program – Reverse MortgageLoan Officer Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands — Mutual of Omaha, a Fortune 300 organization with over 100 years of stability. What to Expect...mutualmortgage
Omaha, NE22 hours ago- Associated Bank is seeking a Residential Loan Officer to grow customer relationships and guide borrowers through the mortgage process. You will expand your network with real estate professionals, attorneys, and referral partners while ensuring compliant origination. This...
Associated Banc-Corp
Omaha, NE2 days ago $50k - $60k
...time Investment Consultant (CFA) to lead dynamic, high-net-worth portfolio strategies. This is a chance to play a key role in a lean,... ...portfolio performance; proactively rebalance and adjust strategies to manage risk and capitalize on opportunities. Conduct in-depth research...Full timePart timeWork at officeRemote workFlexible hoursCFO Systems Recruiting & Staffing
Omaha, NE3 days ago- ...Loan Consultants proactively solicit new residential mortgage business every day and build a residual pipeline which they are free to manage how they see fit in order to meet monthly and annual sales goals. Primary responsibilities include generating leads by actively...Full timeWork experience placementLive outWork at officeVisa sponsorship
Kind Lending | NMLS #3925
Omaha, NE1 day ago - ...institution to identify a Mortgage Loan Officer to develop and manage residential mortgage business in the Council Bluffs market. This... ...customer relationships, and maintaining a high-quality loan portfolio. The ideal candidate is entrepreneurial, service-focused, and comfortable...Local area
Concentric
Council Bluffs, IA22 hours ago $60k
...Officer will meet with prospective borrowers, review financial information, explain loan options, collect required documentation, and manage applications from initial consultation through closing. This role will also develop relationships with real estate professionals...Loxo
Omaha, NE23 hours ago- ...Own the business plan of WLG’s portfolio across commercial, multi-family, and hospitality assets, recommending hold, reposition, refinance... ...strategies to ownership. Oversee all third party management vendors for optimizing overall portfolio performance. Assist...Full timeWork at office
White Lotus Group
Omaha, NE3 days ago - ...will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively... ...goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines...Local areaFlexible hours
- ...Residential Asset Manager Omaha, NE ✈️ Travel required to other offices and properties About Goldenrod Goldenrod is a growing... ..., investment, and operating platform with a diverse national portfolio across multifamily, office, industrial, and retail. We’re...Full timeWork at office
Goldenrod Companies
Omaha, NE-76 - ...relationships with clients, real estate agents, and other industry professionals and referral sources. Utilize our technology to manage and streamline loan processes. Stay updated on industry trends and regulations to provide informed guidance. Qualifications...
Lincoln Federal Savings Bank
Omaha, NE1 day ago - ...native infrastructure. You'll work alongside our Security Operations Engineer and Team Lead to protect MasterMind, our transportation management platform, and the infrastructure it runs on from threats and attackers—following established playbooks to contain and escalate...Immediate startFlexible hoursShift work
MASTERY SYSTEMS
Omaha, NE2 days ago - ...Position Overview Newbury Living is seeking a driven, results-oriented Property Manager to lead a 257-unit group of properties. This role is built for a leader who knows how to drive occupancy, push revenue, and create a standout resident experience . You’ll...
Vareco
Omaha, NE2 days ago - ...Family and Team Spirit Demonstrate Integrity and Authenticity Be Nice and Have Fun Position Overview: The Neighborhood Manager is primarily responsible for showing apartment homes, conducting local marketing efforts, and assisting residents and prospects...Work at officeLocal area
Redwood Living
Omaha, NE2 days ago $76k - $127k
...during incidents, and care about keeping Hudlies and our products safe.Organized multitasker. You can prioritize your workload and manage multiple security projects at the same time.Nice-to-HavesCertified. You hold one or more security or privacy certifications (such as...Work at officeRemote workFlexible hoursHudl
Omaha, NE3 days ago- ...candidates for our growing team are enthusiastic, attentive to detail, organized, creative and strong communicators. Our campaign managers come from diverse backgrounds including development, journalism, education, marketing, and consulting. All are driven by a desire...Full time3 days per week
Steier Group
Omaha, NE22 days ago $400k
...Traders who try to run wildly different strategies from day one tend not to last. Q: Is there a daily loss limit? A: Yes risk management at the trade level and at the daily level is non-negotiable. The specific limits depend on your account tier, but the principle...Temporary workLocal areaImmediate startRemote workDay shift$400k
...on firm capital, not your own Execute rule-based systems with discipline and consistency Apply strict, position-level risk management on every trade Maintain a trade journal and review performance regularly Engage with coaches and the broader trader community...Hourly payWork at officeLocal areaImmediate startRemote workWork from homeHome officeRelocation packageDay shift$115k
...regulations, product development/implementation, pricing, funding, portfolio quality and auditing guidelines. Maintain a working... ...needs of potential members. Assist in any area as directed by management. Job Requirements Two years of experience preferred...Bi-weekly payFull timeTemporary workWork at officeFlexible hoursLiberty First Credit Union
Omaha, NEa month ago- ...Analyst - HEMPHILL EXCLUSIVE! Very successful and innovative wealth management firm in Lincoln is adding an Investment Analyst to their team... ...to overall strategic thinking and manage day-to-day portfolio activities. Experience with FactSet would be very helpful. Key...
- ...coordinate the origination and closing of mortgage loans in compliance with the bank’s lending policies and procedures. Within the portfolio managed, the Loan Officer will be responsible for credit decisions (within authority guidelines), overall credit quality, and fee...Temporary workBank staffWork at officeLocal areaFlexible hours
Availa Bank
Council Bluffs, IA6 days ago $45k - $50k
...Commercial Property Manager Employment Type: Full-Time Pay: $45,000 - $50,000 Schedule: Monday-Friday 8am-5pm (varies) Report to: Property Management Director At PJ Morgan Real Estate, we believe in more than just real estate—we believe in making a lasting...Full timeLive inImmediate startMonday to FridayPJ Morgan
Omaha, NE3 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!
