Investment Analyst

Ameritas • Lincoln, NE

5d • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• Previous experience with Tamarac, Salesforce, and Wealthscape desired.

Responsibilities

• 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

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees