15 Investment jobs in Omaha

Investment Banking Associate

68104 Omaha, Nebraska $120000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client, a prominent financial institution, is seeking a driven and detail-oriented Investment Banking Associate to join their team in **Omaha, Nebraska, US**. This position offers a hybrid work arrangement, combining essential in-office collaboration with the flexibility of remote work. As an Investment Banking Associate, you will play a pivotal role in executing a wide range of financial advisory services, including mergers and acquisitions, capital raising, and strategic financial consulting for corporate clients. Your responsibilities will encompass conducting in-depth market research, performing complex financial analysis and valuation modeling, and preparing compelling client presentations and deal materials. You will work closely with senior bankers on deal origination and execution, managing transaction processes from start to finish. This includes coordinating due diligence efforts, assisting with negotiations, and ensuring the smooth closing of transactions. The ideal candidate will possess a strong understanding of corporate finance, accounting principles, and capital markets. Proficiency in financial modeling software, Excel, and PowerPoint is a must. You will be expected to manage multiple projects simultaneously, meet tight deadlines, and maintain high standards of quality and accuracy. Excellent analytical, problem-solving, and communication skills are essential. The ability to work effectively both independently and as part of a collaborative team is crucial. A bachelor's degree in Finance, Economics, or a related field from a top-tier university is required. Prior experience in investment banking, corporate finance, or a related field is highly preferred. An MBA or other relevant advanced degree is a plus. This is an exceptional opportunity for an ambitious finance professional looking to advance their career in a challenging and rewarding environment within the heartland of America.
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Senior Investment Analyst

68101 Omaha, Nebraska $110000 Annually WhatJobs

Posted 1 day ago

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Job Description

full-time
Our client, a prestigious financial institution, is seeking a highly analytical and driven Senior Investment Analyst to join their dynamic team. This is a fully remote position, offering the flexibility to work from anywhere within the US. You will be responsible for conducting in-depth financial research, analyzing investment opportunities, and providing strategic recommendations to portfolio managers and clients. Your expertise in financial modeling, market analysis, and risk assessment will be critical in driving investment performance and identifying emerging market trends. We are looking for a candidate with a strong understanding of capital markets and a proven ability to deliver actionable insights.

Responsibilities:
  • Perform comprehensive research and analysis of public and private companies, industries, and macroeconomic trends.
  • Develop complex financial models to forecast company performance and value securities.
  • Evaluate investment opportunities and make recommendations for portfolio allocation.
  • Monitor portfolio performance and identify areas for adjustment.
  • Prepare detailed investment reports, presentations, and market commentary.
  • Conduct due diligence on potential investments.
  • Stay abreast of market developments, regulatory changes, and industry best practices.
  • Collaborate with portfolio managers and senior management on investment strategy.
  • Manage and mentor junior analysts.
  • Ensure compliance with all regulatory requirements and internal policies.
Qualifications:
  • Master's degree in Finance, Economics, Accounting, or a related quantitative field. CFA designation strongly preferred.
  • Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
  • Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
  • Deep understanding of capital markets, investment instruments, and financial theory.
  • Excellent analytical, critical thinking, and problem-solving skills.
  • Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
  • Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet).
  • Ability to work independently and manage multiple priorities in a remote setting.
  • High ethical standards and a strong commitment to fiduciary duty.
  • Demonstrated ability to generate insightful and actionable investment ideas.
This is an excellent opportunity to advance your career in investment analysis with a leading firm, enjoying the benefits of a fully remote work environment. If you are a top-tier financial professional seeking a challenging and rewarding role, we encourage you to apply.
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Investment Banking Associate

68101 Omaha, Nebraska $100000 annum + bon WhatJobs

Posted 3 days ago

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Job Description

full-time
Our client, a reputable financial institution, is seeking a highly analytical and driven Investment Banking Associate to join their established team in Omaha, Nebraska, US . This role is critical for supporting senior bankers in executing M&A transactions, capital raising, and advisory services for a diverse client base. The ideal candidate will possess a strong understanding of financial modeling, valuation techniques, and capital markets, coupled with exceptional attention to detail and a strong work ethic.

Responsibilities:
  • Develop complex financial models, including DCF, LBO, merger, and comparable company analyses.
  • Prepare client presentations, pitch books, and marketing materials for M&A transactions, IPOs, and debt financings.
  • Conduct in-depth industry and company research to support transaction execution and business development efforts.
  • Assist in the execution of M&A transactions, including managing due diligence processes and coordinating with various parties.
  • Support the origination of new business through market analysis and client outreach.
  • Analyze financial statements and develop key performance indicators to assess company performance.
  • Build and maintain relationships with clients and other stakeholders.
  • Work collaboratively with deal teams to ensure successful transaction completion.
  • Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial industry.
Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or MBA is a plus.
  • 2-4 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
  • Exceptional financial modeling and valuation skills.
  • Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, CapIQ).
  • Strong understanding of accounting principles and financial statement analysis.
  • Excellent analytical, problem-solving, and quantitative skills.
  • Superior written and verbal communication and presentation skills.
  • Ability to work under pressure, meet tight deadlines, and manage multiple projects simultaneously.
  • High level of integrity, attention to detail, and a strong work ethic.
  • Demonstrated interest in financial markets and corporate finance.
This is an exciting opportunity to gain exposure to a wide range of complex financial transactions and develop your career within a leading firm in the heart of Omaha. Successful candidates will be prepared for demanding work hours and a steep learning curve.
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Analyst, Investment Accounting Operations

68182 Omaha, Nebraska Lincoln Financial

Posted 2 days ago

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Job Description

**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Remote : Work at home employee residing outside of a commutable distance to an office location.
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74763
**The Role at a Glance**
The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates the organization through a variety of teams, systems, and external parties to assist in the execution of Lincoln's overall organizational goals.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Resolves discrepancies and takes actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principles
+ Identifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative effort.
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Prepares & communicates concise & focused technical financial documents, presentations, and communications (memos, fact sheets,) which direct the reader to salient points for a wide range of technical and non-technical audiences.
+ Provides accounting information on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders and investment accounting team members.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Provides technical research on new and existing general account investments
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Ability to adapt quickly in a changing work environment
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through September, 30, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $69,000 - $124,600 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Senior Investment Banking Analyst

68101 Omaha, Nebraska $100000 annum + bon WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client, a highly respected financial institution, is seeking an ambitious and detail-oriented Senior Investment Banking Analyst to join their growing team in Omaha, Nebraska . This is a demanding but rewarding role, offering unparalleled exposure to complex financial transactions, M&A advisory, and capital markets activities. The ideal candidate will possess strong analytical skills, a rigorous work ethic, and a deep understanding of financial modeling and valuation.

As a Senior Investment Banking Analyst, you will play a crucial role in supporting deal teams across various stages of the transaction lifecycle. This includes conducting in-depth industry research, building sophisticated financial models for valuation and forecasting, preparing client presentations and marketing materials, and assisting with due diligence processes. You will work closely with senior bankers, clients, and other stakeholders, gaining invaluable experience in corporate finance and strategic advisory.

Key responsibilities:
  • Perform comprehensive financial analysis, including valuation, discounted cash flow (DCF), and comparable company analysis (CCA).
  • Develop and maintain detailed financial models to support M&A transactions, capital raising, and strategic advisory assignments.
  • Conduct thorough due diligence on target companies and market assessments.
  • Prepare high-quality pitch books, presentations, and confidential information memorandums (CIMs).
  • Support deal execution, including coordinating with clients, legal counsel, and other advisors.
  • Assist in the origination of new business opportunities through market research and client interaction.
  • Monitor industry trends and identify potential investment opportunities.
  • Ensure accuracy and quality of all financial data and analysis.
  • Contribute to the training and mentorship of junior analysts.
  • Maintain strong client relationships and provide exceptional service.

Qualifications:
  • Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
  • 2-4 years of experience in investment banking, corporate development, or financial advisory.
  • Proficiency in financial modeling, valuation techniques, and Microsoft Excel.
  • Strong understanding of accounting principles and financial statements.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Superior written and verbal communication skills, with the ability to craft compelling presentations.
  • High level of attention to detail and organizational skills.
  • Ability to work effectively under pressure, manage multiple projects simultaneously, and meet tight deadlines.
  • Team-oriented with a proactive and results-driven attitude.
  • Prior experience with M&A transactions or capital markets is highly preferred.

This is a unique opportunity to join a leading financial institution and contribute to high-profile transactions. Our client offers a competitive base salary, a significant performance-based bonus structure, comprehensive benefits, and a clear path for career advancement within the firm.
Apply Now

Analyst, Investment Accounting Trade Operations

68182 Omaha, Nebraska Lincoln Financial

Posted 2 days ago

Job Viewed

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Job Description

**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Remote : Work at home employee residing outside of a commutable distance to an office location.
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74762
**The Role at a Glance**
The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members.
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Serves as a technical resource to internal and external clients on the security data information held in the accounting system and investment data hub database for General Account Invested Assets.
+ Responsible for escalating discrepancies and taking actions on matters and inquires on General Account Invested Assets from an oversight role of external service providers.
+ Support strategic asset realignment across General Account portfolios on service provider managed accounting systems and across multiple custodians.
+ Collaborates with multiple external managers, accounting service providers, and custodians to identify and resolve position breaks proactively utilizing excel based reconciliation methods.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principlesIdentifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
+ Contributes to the development of processes and procedures to ensure compliance with internal/external controls and requirements, SOX, and enterprise policies.
+ Provides technical research on new and existing general account investments and implements oversight controls for service providers.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Strategic thinker who can adapt quickly to changing priorities and persevere through challenges
+ Demonstrates project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through September, 30, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $69,000 - $124,600 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Senior Real Estate Investment Analyst

68101 Omaha, Nebraska $95000 Annually WhatJobs

Posted today

Job Viewed

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Job Description

full-time
Our client, a prominent real estate investment firm, is seeking a highly analytical and results-oriented Senior Real Estate Investment Analyst to join their thriving, fully remote team. This position offers a unique opportunity to engage in sophisticated financial modeling, market research, and due diligence for a diverse portfolio of commercial and residential properties across the nation. You will play a critical role in identifying investment opportunities, evaluating potential acquisitions, and supporting the asset management of existing holdings. The ideal candidate possesses a strong understanding of real estate markets, financial principles, and is proficient in developing complex financial models. This is a remote-first role, demanding exceptional self-discipline, communication, and collaboration skills.

Key Responsibilities:
  • Conduct in-depth market research and analysis to identify emerging investment trends and opportunities.
  • Develop detailed financial models to evaluate the feasibility and potential returns of real estate acquisitions, including discounted cash flow (DCF), LBO, and sensitivity analyses.
  • Perform comprehensive due diligence on potential investments, including financial statement analysis, property valuations, and site inspections (as necessary, potentially virtual).
  • Prepare investment memorandums and presentations for internal approval and external stakeholders.
  • Monitor and analyze the performance of existing portfolio assets, providing recommendations for optimization.
  • Collaborate with acquisitions, development, and asset management teams to support strategic decision-making.
  • Assist in sourcing and negotiating acquisitions, dispositions, and financings.
  • Track key market indicators and economic factors influencing real estate performance.
  • Maintain relationships with brokers, lenders, appraisers, and other industry professionals.
  • Contribute to the continuous improvement of analytical processes and reporting tools.
Qualifications:
  • Bachelor's degree in Finance, Economics, Real Estate, or a related field. A Master's degree or relevant professional designation (e.g., CFA, CCIM) is a plus.
  • Minimum of 5 years of experience in real estate investment, finance, or a related analytical role.
  • Advanced proficiency in Microsoft Excel, including complex financial modeling, data analysis, and visualization.
  • Strong knowledge of real estate valuation methodologies and investment principles.
  • Experience with Argus Enterprise or similar real estate analysis software is highly desirable.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Superb written and verbal communication skills, with the ability to present complex information clearly and concisely.
  • High degree of self-motivation, attention to detail, and organizational skills necessary for a remote work environment.
  • Proven ability to work independently and manage multiple projects simultaneously.
  • Familiarity with various real estate asset classes (e.g., multifamily, office, industrial, retail).
Join our innovative team and contribute to shaping impactful real estate investments from anywhere in the country.
Apply Now
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Senior Financial Analyst, Investment Banking

68101 Omaha, Nebraska $110000 Annually WhatJobs

Posted 2 days ago

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Job Description

full-time
Our client, a reputable financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their dynamic team. This position, located in Omaha, Nebraska, US , will play a crucial role in supporting investment banking activities, financial modeling, and strategic corporate finance initiatives. The ideal candidate will possess a strong foundation in financial analysis, valuation techniques, and capital markets. You will be responsible for conducting in-depth financial research, developing complex financial models for mergers, acquisitions, and divestitures, and preparing detailed reports and presentations for senior management and clients. Key responsibilities include performing valuation analysis, assessing investment opportunities, and analyzing market trends to provide strategic insights. You will also be involved in due diligence processes, financial forecasting, and variance analysis. The ability to work effectively under pressure, manage multiple projects simultaneously, and meet tight deadlines is essential. Strong Excel and PowerPoint skills are a prerequisite, along with proficiency in financial databases and software. This role offers a hybrid work arrangement, allowing for a balance between collaborative in-office work and remote flexibility. Excellent communication and interpersonal skills are required to effectively interact with internal teams, clients, and external advisors. You will contribute to the rigorous evaluation of financial strategies and play a vital part in driving successful client outcomes. This is a challenging and rewarding opportunity for a motivated financial professional looking to advance their career in investment banking.
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Commercial Real Estate Investment Analyst

68114 Omaha, Nebraska $75000 Annually WhatJobs

Posted 3 days ago

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Job Description

full-time
Our client is looking for a highly analytical and detail-oriented Commercial Real Estate Investment Analyst to join their established team in Omaha, Nebraska, US . This on-site role is crucial for evaluating potential real estate investment opportunities and supporting the acquisition and disposition processes. The Analyst will be responsible for conducting in-depth market research, financial modeling, due diligence, and presenting findings to senior management. Key responsibilities include preparing detailed financial pro formas, analyzing property performance metrics, assessing market trends and risks, and assisting in the negotiation and closing of transactions. You will also be involved in asset management activities, monitoring portfolio performance, and identifying opportunities for value enhancement. The ideal candidate will possess a Bachelor's degree in Finance, Real Estate, Economics, or a related quantitative field, with a strong academic record. At least 3 years of relevant experience in real estate finance, investment analysis, or a related field is required. Proficiency in Excel for financial modeling (DCF, IRR, NPV analysis) is essential, and experience with real estate databases (e.g., CoStar, REIS) is a plus. Strong written and verbal communication skills are necessary for preparing reports and presenting findings. The ability to work effectively in a fast-paced, deadline-driven environment and collaborate with cross-functional teams is crucial. This is an excellent opportunity for a motivated individual to gain valuable experience in commercial real estate investment within a respected firm in Omaha, contributing directly to strategic investment decisions.
Apply Now

Senior Real Estate Investment Analyst

68101 Omaha, Nebraska $95000 Annually WhatJobs

Posted 4 days ago

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Job Description

full-time
Our client is seeking a highly motivated and experienced Senior Real Estate Investment Analyst to join their dynamic team in Omaha, Nebraska, US . This pivotal role involves conducting in-depth market research, financial modeling, and due diligence for potential real estate acquisitions and developments. The ideal candidate will possess a strong understanding of real estate finance, valuation methodologies, and market trends across various property types, including commercial, multi-family, and industrial.

Key responsibilities include:
  • Developing and maintaining complex financial models for property valuation, cash flow projections, and investment return analysis.
  • Analyzing demographic, economic, and real estate market data to identify investment opportunities and risks.
  • Preparing comprehensive investment memorandums and presentations for senior management and investment committees.
  • Conducting site visits and due diligence, including reviewing leases, operating statements, and physical property conditions.
  • Monitoring existing investments and providing performance reports.
  • Collaborating with acquisitions, development, and asset management teams to ensure alignment with strategic objectives.
  • Staying abreast of industry trends, regulatory changes, and emerging technologies impacting the real estate sector.
  • Mentoring junior analysts and contributing to the overall growth and knowledge base of the team.

The successful candidate will have a Bachelor's degree in Finance, Real Estate, Economics, or a related field. An MBA or Master's in Real Estate is a plus. A minimum of 5 years of experience in real estate investment analysis, financial modeling, or a related field is required. Proficiency in Microsoft Excel (advanced functions, pivot tables, macros), Argus Enterprise, and presentation software (PowerPoint) is essential. Excellent analytical, quantitative, and problem-solving skills are a must. Strong written and verbal communication abilities are necessary for presenting findings and recommendations. The ability to work independently and collaboratively in a fast-paced environment is crucial. This position offers a hybrid work model, combining the benefits of in-office collaboration with the flexibility of remote work.
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