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Senior Portfolio Manager | Ownership Track

Lincoln, NE

Posted: 02/18/2025 Industry: Finance Job Number: 3008383 Pay Rate: 130k/year - 180k/year

Job Description


A Rare Opportunity to Shape the Future of a High-Growth Investment Firm


Are you a seasoned investment professional looking for a leadership role with significant earning potential, autonomy, and long-term growth opportunities? This is a newly created position with a fast-growing, highly stable firm that has achieved 25% annual revenue growth for 15 years—a rarity in the industry. With extremely low turnover and a strong, collaborative team culture, this is a unique opportunity to make a lasting impact.


Why This Role Stands Out

  • Newly Created Position – You will act as a change agent, helping to facilitate growth and bring portfolio management fully in-house.
  • High Earning Potential – Competitive $130,000 - $180,000 salary plus annual individual and team bonuses; team members average 8-10% annual raises.
  • Long-Term Growth & Ownership Potential – This role is built for someone who wants to grow with the firm, shape its investment strategies, and potentially earn an ownership stake.
  • Exceptional Stability & Team Culture – Most employees have been with the company 8-12+ years; the firm emphasizes work-life balance, collaboration, and professional development.
  • Autonomy & Influence – This is not a rigid corporate structure—you will have a high degree of control over investment decisions and portfolio strategies.


What You’ll Do

  • Portfolio Management – Develop and implement tailored investment strategies, optimize portfolio performance, and oversee risk management.
  • Investment Research & Market Insights – Conduct in-depth market analysis, generate investment ideas, and lead the firm’s quarterly market commentaries.
  • Client Engagement & Communication – Assist lead advisors with high-net-worth client meetings, provide economic insights, and educate team members on market trends.
  • Team Leadership & Mentorship – Work closely with the trading and planning teams, mentor junior professionals, and contribute to firm-wide strategy discussions.


What You Bring

  • 10+ years of experience in portfolio management or investment analysis.
  • CFA or similar designation preferred (or a strong willingness to earn one).
  • Deep expertise in financial markets, investment vehicles, and risk management strategies.
  • Proactive, confident decision-making and a strong track record of investment success.
  • Excellent communication skills to engage with clients, advisors, and team members.
  • Proficiency in Y-Charts, Morningstar, Envestnet, NetX360, and other portfolio management tools.


Why Now?

With continued rapid growth and a strong foundation, the firm is creating this role to enhance portfolio performance, increase AUM, and shape the next phase of its investment strategy. If you’re looking for a rare opportunity to make a real impact and grow your career with a firm that values its people, this could be the perfect fit.


Ready to take the next step? Let’s talk.

Meet Your Recruiter

Kinga Wilson
Founder & Chief Executive Officer (CEO)

After moving to the U.S. from England and beginning her career in the IT industry, Kinga saw a problem that needed to be fixed.

There was a disconnect between job seekers and employers, leading to a frustrating recruiting process and, worse, poor hires.

So in 1998, Kinga started her own search firm—Leaders IT Recruitment in Lincoln, Nebraska— to bridge the gap, and she hasn’t looked back since. The firm has grown organically through satisfied clients’ word-of-mouth referrals and blossomed into Insight Recruitment which, 20 years later, has worked with job candidates and businesses across the country by setting the bar for what a recruitment agency should be. 

“We get our clients’ attention by giving them the clarity they need to make better decisions for themselves,” Kinga says. “We’ve helped candidates secure truly life-changing jobs, and we’ve made a massive impact on companies needing the right mix of people to ensure their success continues.”

Kinga sees the right qualities in applicants and the bottom line for businesses. She makes sure her small-but-mighty team keeps its eye on one thing above all else: follow through.

“Our tools, strategies and focus have evolved like any growing business, but our core values have not,” Kinga says. “We focus on quality, high-touch service from the start, and our passion shows. I’ve been lucky enough to hire people who align with Insight’s philosophy on service.”

It’s that partnership attitude that differentiates Insight from the crowd.

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About Lincoln, NE

Discover your next career opportunity in the vibrant job market around Lincoln, Nebraska! This burgeoning Midwestern city offers a blend of urban amenities and natural beauty, making it an ideal place to grow both personally and professionally. From the iconic Sunken Gardens and the lively Pinnacle Bank Arena to the delectable local cuisine like Nebraska beef and Runza sandwiches, Lincoln has something for everyone. Explore the thriving arts scene at the Sheldon Museum of Art, catch a show at the Lied Center for Performing Arts, or cheer on the Nebraska Cornhuskers at Memorial Stadium. With an array of job listings in this charming city, take the first step towards a fulfilling career in Lincoln today!