Portfolio Specialist
Greater Omaha Areahybridmid$64K – $95K
Posted 2w ago · via Workday
About this role
About this Opportunity As a Portfolio Specialist, you are responsible for executing trade orders on all Brinker Capital client accounts and managing the product portfolios to be aligned to the models provided by the Investment team. This role requires a deep understanding of financial markets, investment strategies, and risk management, as well as strong analytical and communication skills. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Greater Omaha Area. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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