Lead Portfolio Analyst - Innovative and Advancing Boutique Financial Wealth Firm - HEMPHILL EXCLUSIVE!

Join an innovative boutique financial wealth firm positioning yourself as a Lead Analyst working on high-net worth portfolios.  This impressive firm leads with cutting edge market technology producing best in class portfolio solutions for their growing market share of clients.  The addition of the Lead Portfolio Analyst will bring laser focused execution to money market management, cash transactions, investment trading and analysis and operational efficiencies and processes.

 

With over 40 years of combined leadership knowledge in the firm, opportunity awaits to develop diversified experience across wealth management enhancing excellence and highly productive contributions.  Primary responsibilities of the Lead Portfolio Analyst include a full analysis of investments, enhancement strategies, market conditions, optimizing models, and trade execution.  

 

Contribute to a dynamic team who are passionate about excellent client results and delivery while honing in on a collaborative internal culture affording you career engagement and fulfillment.  This firm brings a welcoming atmosphere where excellence meets celebrations, hard-work brings success and everyone carries their weight and accountability.  A successful individual in this role brings portfolio analysis experience, formal education, critical thinking, intuitiveness, and a strong skill set in analysis.

 

To learn more about this opportunity, call Dave Ruppelt at 402.334.4800 *215 or send an e-mail or your resume to druppelt@hemphillsearch.com to learn more.  Job Number 9393DR