Job summary
Job post source
This job is directly from WoodmenLife
Job overview
The Portfolio Manager at WoodmenLife is responsible for managing and analyzing individual portfolios, mentoring investment associates, and ensuring compliance in financial reporting.
Responsibilities and impact
Daily responsibilities include recommending and managing assets, analyzing market opportunities, negotiating investments, and providing reports for various stakeholders.
Compensation and benefits
WoodmenLife offers a competitive compensation package and comprehensive benefits, details of which can be found on their careers page.
Experience and skills
Candidates should have a BA/BS in business or finance with 5-10 years of experience, understanding of Asset-Liability Management, and proficiency in MS Office and relevant software.
Career development
WoodmenLife promotes a culture of lifelong learning and provides opportunities for associates to grow and develop their skills within the organization.
Work environment and culture
The company values family, community, and inclusion, fostering a collaborative spirit and commitment to ethical standards among its associates.
Company information
WoodmenLife, established in 1890, is a not-for-profit life insurance company dedicated to protecting families' financial futures and serving communities across America.
Team overview
The Portfolio Manager will work closely with the Director and the investment team, mentoring lower-level associates and collaborating on portfolio strategies.
Job location and travel
The position is based in Omaha, Nebraska, with potential requirements for early morning hours and availability during market hours.
Application process
Candidates must complete a criminal background check, credit check, drug screen, and reference checks as part of the application process.
Unique job features
This role offers unique opportunities for mentorship and involvement in diverse asset classes, along with a commitment to ethical standards and community service.
Company overview
WoodmenLife, founded in 1890, is a not-for-profit insurance company based in Omaha, Nebraska. They specialize in providing life insurance, annuities, and other financial services to their members. The company generates revenue through the sale of these insurance products and investments. WoodmenLife is known for its strong community involvement and member benefits, including scholarships and disaster relief assistance. Their long history and commitment to social responsibility make them a notable player in the insurance industry.
How to land this job
Tailor your resume for the Portfolio Manager position by emphasizing your experience in asset management, portfolio evaluation, and compliance reporting, as these are critical aspects of the role at WoodmenLife.
Highlight your analytical skills and ability to interpret complex data, as well as any relevant experience with software systems like PAM for Investments, BondEdge, and Bloomberg to stand out to hiring managers.
Apply through multiple platforms, including WoodmenLife's corporate site and LinkedIn, to broaden your reach and visibility for this position.
Connect with individuals in the investment division at WoodmenLife on LinkedIn to gather insights about the role. Consider ice breakers such as asking about their experience with specific asset classes or sharing your interest in the company's community initiatives.
Optimize your resume for ATS systems by incorporating keywords from the job description, such as 'portfolio management,' 'compliance reporting,' and 'financial statements' to ensure your application passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can help streamline your application process, ensuring your resume is tailored, and facilitating connections with relevant contacts at WoodmenLife, allowing you to focus on other aspects of your job search.
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