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Portfolio Specialist

Company: LAWSON KROEKER INVESTMENT MANAGEMENT, INC.
Location: Omaha
Posted on: June 15, 2019

Job Description:

Lawson Kroeker Investment Management, Inc., a Registered Investment Advisor located in Omaha, Nebraska, is seeking a qualified candidate to serve as Portfolio Specialist.--Lawson Kroeker's mission is to serve clients through individualized investment portfolios that accomplish their financial objectives.--The Portfolio Specialist's focus is on assisting Lawson Kroeker in its growth through new client development, existing client communication and involvement in investment research and portfolio management.-- Key Responsibilities:--- Meet with existing clients and prospects to communicate our investment philosophy and outlook. --- Play key role in updating and customizing marketing materials for asset gathering opportunities. --- Work alongside the research and investment team to understand the team's investment outlook and investment strategy. --- Perform analytical research on portfolio holdings and potential holdings.----- Assist with writing quarterly performance and portfolio reports for existing clients.----- Gather, review and apply data from internal and external sources to provide client reporting on market and economic trends. --- Oversee the gathering and explanation of data and investment process as required in Requests for Proposal (RFPs) and other questionnaires. --- Assist with analytics such as performance and risk attribution. --- Keeps informed of developments in investment management industry as wells as changes in tax and estate laws. --- Perform related duties as assigned.------An Ideal candidate would possess: --- An undergraduate degree in business, finance or other related field. --- 3-5 years of investment, research or marketing experience preferred in the asset management or brokerage industry. --- A "We before Me" attitude, be a team player who enjoys working with others and reaching out proactively throughout the firm to gather information. --- Excellent written, verbal and interpersonal communication skills. --- The drive to be successful and ability to manage and execute simultaneous projects and tasks without reminders, essentially a self-starter. --- Exceptional attention to detail.----- Strong presentation skills. --- Strong quantitative skills and experience in use of Microsoft Excel, PowerPoint and Word.--

Keywords: LAWSON KROEKER INVESTMENT MANAGEMENT, INC., Omaha , Portfolio Specialist, Other , Omaha, Nebraska

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