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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
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Contact Information
Dave Ruppelt
(402) 334-4841 ext 215
Dave has more than 15 years of success in recruiting & selection, and more than a decade of leadership within accounting and financial recruiting. A key factor in Dave’s success is his passion to build long-standing relationships while gaining an in-depth understanding of an individual’s strengths, interests, career goals, and the type of company, culture, and work that inspires an individual to do their best. Dave takes pride in his work, and knows that helping an individual step into 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.”
Dave understands that the biggest factor contributing to the success of a leader is their ability to identify, hire, develop, and retain high quality employees who work well as a team. Dave is passionate about building relationships with talented individuals and thoughtful while selecting individuals who will be successful and happy in their new position long-term. It is all about finding the right match, so Dave pushes himself to make sure we are placing an individual into a position where they will thrive, exceed expectations, enjoy their new team, and feel a sense of accomplishment while making a real difference in the success of the company.
Dave grew up in Glendale, Arizona where he had a lot of fun and success as a competitive long-distance swimmer. He earned his Bachelor’s Degree from DeVry University in Phoenix, then entered the recruiting industry where he thrived. Dave moved to Fort Collins, Colorado where he led the Accounting & Finance division of a large recruiting firm for more than ten years. Dave relocated to Nebraska to be near his wife Melissa’s family and is proud to be deeply rooted in Nebraska and a Cornhusker fan! Dave is a family man who also loves the outdoors, so you might find him hunting, fishing, camping or working with Melissa and their three sons on their small farm.