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Portfolio Manager

Company: Renaissance Financial
Location: Omaha
Posted on: March 27, 2020

Job Description:

The mission of this position is to assist the financial advisor and team members with management of existing investment advisory book of business.----Primary Responsibilities:Review existing portfolios and make recommendationsBuild new portfolios for clientsMonitor market trendsCommunicate with clients about their financial positionOther duties may be assigned to meet the business needs.----Essential Characteristics:High level of interpersonal skills to handle sensitive and confidential situationsThis position requires demonstrated poise, tact and diplomacyAbility to interact and communicate with individuals at all levels of the organizationWork requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlinesWork in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demandsFlexibility for travel to firm meetingsAbility to problem solveSelf-starter and motivatedEducation, Training & Experience:College degree5 years of industry experienceBackground in portfolio analysis--Licenses & Certifications:Series 7Series 66 or Series 63 & 65CFA within 3 yearsComputer Equipment and Software:----Proficiency in the use of computer programs for:WordExcelOutlookInternetPowerPoint--Proficiency in the use of office equipment:ComputerVoice messaging systemsFaxPhoto copierTyping of at least 50 wpmWorking Conditions:Professional office environmentStandard work week--Chad Rutar is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. FINRA/SIPC. Renaissance is independently owned and operated. 12801 Pierce St, Suite 300, Omaha, NE 68144 2959698 DOFU 02-2020

Keywords: Renaissance Financial, Omaha , Portfolio Manager, Executive , Omaha, Nebraska

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