Talent.com
Investment Analyst
Investment AnalystAmeritas Life Insurance Corp • Lincoln, NE, US
Investment Analyst

Investment Analyst

Ameritas Life Insurance Corp • Lincoln, NE, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Opportunity

A unique opportunity combining both fundamental financial analysis and field sales force facing communication and presentation skills.

This position will perform fundamental analysis on a full spectrum of asset classes on both existing and potential investments. Make investment recommendations to align portfolios to parameters identified by registered representatives.

This position develops and maintains relationships with both internal and external parties. Help to present, market, and positively position Ameritas Investment Partners managed programs to registered representatives and their clients.

This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

What You Do :

  • Analyze existing and potential portfolios including mutual funds, stocks, bonds, ETF's, etc.
  • Engage in portfolio management and model management with both a retail and institutional mindset
  • Perform securities analysis across the spectrum of asset classes
  • Maintain effective dialogue with portfolio managers, internal partners, and external field registered representatives
  • Assist in performing special investment or reporting projects as needed
  • Assist in client reporting as needed
  • Meet with representatives and clients face to face and present investment concepts in a professional manner

What You Bring :

  • Bachelor's Degree in a related field of study (such as Finance) required.
  • 2 years of relevant securities analysis and / or portfolio management experience preferred.
  • Progress toward or active pursuit of CFA or CFP designation required.
  • FINRA series 7 and the series 63 / 65 or 66 preferred. Must be fully licensed with the same within 12 months of joining in role.
  • Previous experience with Tamarac, Salesforce, and Wealthscape desired.
  • What We Offer :

    A meaningful mission. Great benefits. A vibrant culture

    Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

    At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect and things you don't :

    Ameritas Benefits

    For your money :

    401(k) Retirement Plan with company match and quarterly contribution.

    Tuition Reimbursement and Assistance.

    Incentive Program Bonuses.

    Competitive Pay.

    For your time :

    Flexible Hybrid work.

    Thrive Days - Personal time off.

    Paid time off (PTO).

    For your health and well-being :

    Health Benefits : Medical, Dental, Vision.

    Health Savings Account (HSA) with employer contribution.

    Well-being programs with financial rewards.

    Employee assistance program (EAP).

    For your professional growth :

    Professional development programs.

    Leadership development programs.

    Employee resource groups.

    StrengthsFinder Program.

    For your community :

    Matching donations program.

    Paid volunteer time 8 hours per month.

    For your family :

    Generous paid maternity leave and paternity leave.

    Fertility, surrogacy, and adoption assistance.

    Backup child, elder and pet care support.

    An Equal Opportunity Employer

    Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity / Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

    Application Deadline

    This position will be open for a minimum of 3 business days or until filled.

    This position is not open to individuals who are temporarily authorized to work in the U.S.

    [job_alerts.create_a_job]

    Investment Analyst • Lincoln, NE, US

    [internal_linking.similar_jobs]
    Construction Estimator

    Construction Estimator

    Empire Netting and Fence • Waverly, NE, US
    [job_card.full_time]
    You’re Good at What You Do….But you’re tired of feeling boxed in.Tired of estimates that feel rushed.Tired of being handed bad information and told to “just make it work.Ti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Beatrice, Nebraska
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Certified EpicCare Analyst

    Certified EpicCare Analyst

    VirtualVocations • Lincoln, Nebraska, United States
    [job_card.full_time]
    A company is looking for an EpicCare Ambulatory Analyst.Key Responsibilities : Develop and execute project plans for Epic implementation, upgrades, and optimization Act as the main point of conta...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    TurboTax Product Expert

    TurboTax Product Expert

    Intuit - TurboTax • Waverly, NE, US
    [job_card.full_time]
    Join TurboTax as a TurboTax Product Expert and be the friendly face our customers rely on during tax season.We're looking for individuals with excellent communication skills and a passion for assis...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Compliance Analyst

    Compliance Analyst

    VirtualVocations • Lincoln, Nebraska, United States
    [job_card.full_time]
    A company is looking for a Compliance Analyst to join their Contract Administration department.Key Responsibilities Manage client relationships and act as the primary contact for post-closing sha...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Epic Analyst II

    Epic Analyst II

    VirtualVocations • Lincoln, Nebraska, United States
    [job_card.full_time]
    A company is looking for an Epic Analyst II-Healthy Planet.Key Responsibilities Gather and analyze data to support the functionality rollout of Epic and other IT systems Assist local ministries ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

    Bank of America • Lincoln, NE, US
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Financial Planning & Analysis

    Director, Financial Planning & Analysis

    Segra • Lincoln, NE, United States
    [job_card.full_time]
    Segra is searching for a qualified and experienced.Director, Financial Planning & Analysis.This work arrangement for this role is a hybrid position, requiring three (3) days in the office, with fle...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Complete Online Surveys For Cash (Up to $25 / per)

    Complete Online Surveys For Cash (Up to $25 / per)

    Earn Haus • Beatrice, NE, US
    [job_card.full_time] +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Beatrice, Nebraska
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Analyst - Lincoln, NE

    Investment Analyst - Lincoln, NE

    Ameritas • Lincoln, NE, United States
    [job_card.full_time] +1
    Lincoln, Nebraska, United States.A unique opportunity combining both fundamental financial analysis and field sales force facing communication and presentation skills. This position will perform fun...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sports Construction Estimator

    Sports Construction Estimator

    Empire Netting and Fence • Waverly, NE, US
    [job_card.full_time]
    Sports Construction – EstimatorThis Isn’t Just Another Bid.This Is Work You’ll See Under the Lights.You’re tired of estimating projects you’ll never care about.Tired o...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Segra • Lincoln, NE, United States
    [job_card.full_time]
    Segra is searching for a qualified and experienced.Financial Planning & Analysis Manager.This work arrangement for this role is a hybrid position, requiring three (3) days in the office, with flexi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Lincoln, Nebraska
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Investment Operations Analyst

    Senior Investment Operations Analyst

    Ameritas Life Insurance Corp • Lincoln, NE, US
    [job_card.full_time]
    Process incoming New Accounts and perform Maintenance on existing accounts.Perform timely, accurate, and efficient processing of client accounts. Complete existing account maintenance and updates.Ex...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Principal Financial Analyst, OCI Infrastructure CapEx

    Principal Financial Analyst, OCI Infrastructure CapEx

    Oracle • Lincoln, NE, United States
    [job_card.full_time]
    Principal Financial Analyst, OCI Finance.Location : US Nationwide, Remote.As a member of the OCI Finance's Infrastructure team, you will provide finance support for the segment of OCI responsible fo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr. Director, Finance Lead Biologics Manufacturing

    Sr. Director, Finance Lead Biologics Manufacturing

    Zoetis, Inc • Lincoln, NE, United States
    [job_card.full_time]
    Reporting to the Head of Finance, Global Manufacturing & Supply, the Sr.Director, Finance Lead Biologics Manufacturing will be responsible for the Platform Finance organization, including oversight...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Earn Cash From Taking Surveys Online

    Earn Cash From Taking Surveys Online

    Earn Haus • Beatrice, NE, US
    [job_card.full_time] +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...[show_more]
    [last_updated.last_updated_30] • [promoted]