Ameritas · 1 day ago
Investment Analyst
Lincoln, NE
Full-time
Hybrid
Entry, Mid Level
$58K/yr - $93K/yr
2+ years expAmeritas is an insurance, financial services and employee benefits provider. The Investment Analyst position involves performing fundamental analysis on a variety of asset classes, making investment recommendations, and developing relationships with internal and external parties to present investment concepts professionally.
Financial ServicesInsurance
No H1B
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
Qualification
Required
Bachelor's Degree in a related field of study (such as Finance) required
Progress toward or active pursuit of CFA or CFP designation required
Must be fully licensed with the FINRA series 7 and the series 63/65 or 66 within 12 months of joining in role
Preferred
2 years of relevant securities analysis and/or portfolio management experience preferred
FINRA series 7 and the series 63/65 or 66 preferred
Previous experience with Tamarac, Salesforce, and Wealthscape desired
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.
Company
Ameritas
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2007-04-01Private Equity
Leadership Team
Robert Jurgensmeier
Chief Executive Officer, Ameritas Mutual Holding Company
Jennifer Wooster
SVP, Chief actuary and underwriting
Recent News
2025-12-18
PR Newswire
2025-10-29
2025-10-10
Company data provided by crunchbase