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Investment Analyst - Wealth & Portfolio Management - HEMPHILL EXCLUSIVE

One of Nebraska’s most progressive and innovative fee-based wealth planning / advisory firms is making a key hire due to growth and succession planning.  Our client is on the cutting edge of their industry and provides an innovative, analytics-based approach more common in larger, more demanding markets.  This is an excellent opportunity to be groomed by seasoned, impressive leaders in this boutique firm that is revered by their national client base of high net worth families.

 

  • Analyze data - pull information from news sources, data aggregators and many other mediums as you slice, dice and analyze data in excel to provide insights to the firm’s leadership team as they make investment decisions on behalf of clients
  • Work as a part of a small, tight-knit team comprised of “no-drama” focused professionals
  • Work as the protégé to the firm’s head of investments who will mentor you to one day step into his chair
  • Take a lead role on client trade execution and portfolio operations as you learn all aspects of this industry from a team of experts
  • Prepare comprehensive financial plans for clients as you summarize all of their assets and investments into a clean, organized portfolio

 

This is an excellent opportunity to work for a steadily growing firm who has a modern “work when you can and don’t when you can’t” approach.  This advisory practice has exclusive partnerships that allow them to be the only RIA in the world to apply this unique methodology to client investment portfolios.  We are searching for a detail-oriented, analytical, intelligent individual who wants to have the freedom to dig and investigate.  Excellent opportunity to build a career while helping this impressive firm continue to expand and serve their clients!

 

To confidentially discuss this opportunity, call Jeff Kovar at (402)334-4800 *216 or send your resume to jkovar@hemphillsearch.com.  Job Number 8756JK.

The Right Match - The First Time

Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.

Hemphill Voted – “Best Employment Firm” by Omaha’s Business Leaders & B2B Magazine in 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, & 2020!

Omaha Chamber of Commerce Top 25 – “Excellence in Business Award Winner” based upon our growth and commitment to quality.

***Never a fee to our applicant***

Contact Information

Jeff Kovar

402-334-4800 ext. 216

jkovar@hemphillsearch.com

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    Jeff has more than 10 years of experience within accounting and financial recruiting. A key factor in Jeff's success is his passion to build long-standing relationships while focused on an in-depth understanding of the strengths, interests, and career goals of each individual he works with. Jeff takes pride in his role, and knows that helping an individual step up to a position where they are focused on their strengths, while having the opportunity to grow professionally, are key factors in identifying the "right match." "It is incredibly rewarding to know that we have helped make a real difference in the life of an individual when we place them into a company where they are well positioned for success, happiness, and career growth."

    Jeff understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees. Jeff is tenacious in his recruitment and careful while selecting individuals who will be successful and happy in their new position long-term. It is all about the "right match" so, Jeff pushes himself to make sure that the companies and the individuals we assist have found the right solution!

    Jeff graduated from Millard South High School where he played basketball and was active in student council. Jeff had fun while investing six years coaching youth basketball in the Omaha Parochial Athletic League and the Millard Junior High feeder league. Jeff studied Pre-Law at the University of Nebraska at Omaha, and then transferred to Creighton where he switched his major to Organizational Communication. Prior to joining Hemphill Search Group, Jeff worked in corporate foreign currency exchange, with Travelex and Custom House, who are both now owned by Western Union Business Solutions.

    Jeff and his wife Jenny grew up in Omaha and met while in High School. They are very active and enjoy playing golf, traveling, and cheering the Cornhusker Football and Basketball teams, and they are also enthusiastic Creighton Basketball fans. Jeff and Jenny have a young and growing family, with son Connor, and daughters Kate and Grace.

Jeff has more than 10 years of experience within accounting and financial recruiting. A key factor in Jeff's success is his passion to build long-standing relationships while focused on an in-depth understanding of the strengths, interests, and career goals of each individual he works with. Jeff takes pride in his role, and knows that helping an individual step up to a position where they are focused on their strengths, while having the opportunity to grow professionally, are key factors in identifying the "right match." "It is incredibly rewarding to know that we have helped make a real difference in the life of an individual when we place them into a company where they are well positioned for success, happiness, and career growth."

Jeff understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees. Jeff is tenacious in his recruitment and careful while selecting individuals who will be successful and happy in their new position long-term. It is all about the "right match" so, Jeff pushes himself to make sure that the companies and the individuals we assist have found the right solution!

Jeff graduated from Millard South High School where he played basketball and was active in student council. Jeff had fun while investing six years coaching youth basketball in the Omaha Parochial Athletic League and the Millard Junior High feeder league. Jeff studied Pre-Law at the University of Nebraska at Omaha, and then transferred to Creighton where he switched his major to Organizational Communication. Prior to joining Hemphill Search Group, Jeff worked in corporate foreign currency exchange, with Travelex and Custom House, who are both now owned by Western Union Business Solutions.

Jeff and his wife Jenny grew up in Omaha and met while in High School. They are very active and enjoy playing golf, traveling, and cheering the Cornhusker Football and Basketball teams, and they are also enthusiastic Creighton Basketball fans. Jeff and Jenny have a young and growing family, with son Connor, and daughters Kate and Grace.

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