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Investment Specialist Jobs

Investment Operations Specialist Jobs
By Principal Financial Group At , Des Moines, 50392 $23.32 - $31.54 an hour
Excellent problem solving skills, critical thinking and time management skills. Own issues and resolve them in collaboration with others.
Bachelor's degree, or equivalent, in accounting, finance, economics or business related field preferred.
Attention to detail when working with large data sets and good analytical skills.
Prior professional work experience within Financial Services industry is ideal.
Prior experience with DTCC vendor tools, Charles River or like systems is a plus.
Skills that will help you stand out:
Investment Product Specialist Jobs
By JPMorgan Chase & Co. At New York, NY, United States

Description Duties: Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses. Source, ...

Investment Advisory Operations Specialist
By UBS At , Nashville, Tn
Possess intermediate level Microsoft EXCEL capabilities
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Investment Advisory Operations Specialist | UBS - Experienced professionals - job boards
Investment Compliance And Operations Specialist - Cigna Investment Management - Hybrid
By The Cigna Group At , Bloomfield, Ct

Role Summary: Cigna Investment Management (CIM) has overall responsibility for the over $35 billion investment portfolio for The Cigna Group, a leading global health company and Fortune 500 ...

Investment Specialist Jobs
By NAT Milk At California, United States
Knowledge of securities regulations, compliance requirements, and investor reporting standards.
Regulatory Compliance: Ensure compliance with applicable securities regulations, reporting requirements, and investor disclosure obligations.
Bachelor's degree in finance, business administration, or a related field. An advanced degree (MBA, CFA) is preferred.
Proven experience (3+ years) in investor relations, investment banking, private equity, venture capital, or a similar role within the financial industry.
Exceptional analytical and problem-solving skills.
: Investor Relations Manager (Nat Milk)
Investment Strategy Analyst, Specialist
By Vanguard At Malvern, PA, United States

Perform quantitative and qualitative analysis and offer opinions and recommendations related to portfolio construction and investment advice; prepare written material, presentations, and statistical ...

Lead Strategic Investment Specialist
By Wells Fargo At New York, NY, United States
5+ years' experience in property and mortgage tech industry preferred
5+ total years' work experience in one or a combination of: venture capital, private equity, investment banking, or strategy consulting
Proven skills in financial modeling (e.g., analyze financial statements, create financial models, private capital valuation methodologies)
Demonstrated ability to work with a sense of urgency and intent
Graduate level degree (e.g., MBA) or equivalent expertise preferred
Ability to work independently or in teams and thrive in an entrepreneurial environment
Lead Institutional Investment Operations Specialist
By Wells Fargo At Charlotte, NC, United States
Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year
Strategically engage with all levels of professionals and managers companywide
Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions
Ability to interpret technical requirement documents and system flows to translate into reporting requirements
Strong analytical skills with high attention to detail and accuracy
Experience developing partnerships and collaborating with other business and functional areas
Investment Specialist Jobs
By Danak Investment Group At Atlanta Metropolitan Area, United States

BP FS Financial Modeling Documentation Valuation DCF Office skills English Skills

Investment Operations Specialist Jobs
By Moody National Companies, LP At , Houston, 77024, Tx
1 - 2 years: Experience in an professional office environment.
1 - 2 years: Commercial Real Estate experience.
Serve as the support to the Investor Services and Distribution teams by coordinating, facilitating, and communicating investment activities.
Drafts correspondence to existing and prospective clients. Will gather, prepare and distribute investor materials.
Compose various documents such as correspondence, interoffice memos, meeting agendas, reports, charts and tables.
Gather and coordinate materials necessary for transactions.
Investment Operations Specialist Jobs
By Farmers State Bank At , Waterloo, 50701, Ia
Exceptional communication skills needed to liaise with providers, vendors, and other professionals.
Intermediate PC skills (Excel, Word, etc.)
Effective decision making and problem solving skills
Proven ability to handle other assignments and effectively prioritize and manage workload
Prepare presentations and proposals, custom reports, and portfolio summaries for clients.
Track transactions, forms submitted, and financial activities to ensure they are being completed efficiently.
Investment Partner Jobs
By Shell At , San Francisco, 94124, Ca $210,000 - $314,000 a year
Experience in leading, developing, coaching, and influencing senior leaders to deliver outstanding results
Validating, structuring, and supporting the implementation of appropriate cooperation opportunities
Managing post-close investments (eventual sale, IPO, or SPAC divestment) and
Supporting more complex distress cases
Must have legal authorization to work in the US on a full-time basis for anyone other than current employer
Access to a network of successful founders and top-tier Venture Capitals in the San Francisco Bay area
Sr. Investment Management Specialist
By Leidos At , Bethesda, 20889, Md $84,500 - $175,500 a year
Degree in Business Administration, Financial Management, Accounting, or Economics is desired.
Support IT requirements evaluation and development in an oversight capacity
Experience collaborating with diverse IC stakeholders to drive consensus and forward progress.
Responsibilities and tasks may include some or all of the following:
Assist the customer with overseeing development, implementation, integration, and maintenance of IT investments through an Investment Review Process
Support collaboration across Agencies and/or Departments to develop IT-related responses to Congressional and OMB queries
Investment Specialist (Crypto And Game Industry)
By DAJOX At Los Angeles, CA, United States
Up-to-date knowledge of regulatory and compliance requirements within the crypto and game industry.
Bachelor's degree in finance, business administration, economics, or a related field. Advanced degrees or relevant certifications are a plus.
Stay informed about regulatory changes and compliance requirements within the crypto and game industry to ensure adherence to applicable regulations.
Strong knowledge of the crypto industry, blockchain technology, and the game industry.
Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences.
Exceptional negotiation and persuasion abilities to secure favorable investment terms.
Investment Principal Jobs
By Korn Ferry At St Petersburg, FL, United States
Effective written and verbal communication skills with the ability to present to clients, business partners and management.
Strong client relationship management skills.
Work with members of the relationship management team to exceed client service needs and expectations.
Communicate with clients, prospects, attorneys, CPAs, financial planners and other wealth management professionals about investment philosophy and financial market information.
Minimum of 15 years in investment management services. Must have a track record showing employment stability.
Manage investment portfolios to meet client goals and objectives.
Investment Accountant Jobs
By North Carolina Dept of State Treasurer At , , Nc $50,000 - $75,000 a year
Knowledge, Skills and Abilities / Competencies
Minimum Education and Experience Requirements
Thorough knowledge of investment accounting practices and the ability to interpret complex communications from multiple investment managers.
Experience in investment accounting (including manager and custody fees), reconciliation and financial reporting.
General knowledge of generally accepted accounting principles, practices and reporting guidelines.
Knowledge of internal controls over financial reporting.
Investment Counselor Jobs
By Citi At , New York, Ny $170,000 - $300,000 a year
Extensive experience in providing investment advice and solutions as well as managerial experience.
Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.
Knowledge of volatility and correlation driven strategies across asset classes – pricing of options, volatility, skew,etc
Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker
Arrange and lead regular (quarterly) investment and business reviews with assigned clients
Provide clients with direct access to trading desks where appropriate

Are you looking for an exciting and rewarding career in the investment industry? We are looking for an Investment Specialist to join our team and help us grow our business. You will be responsible for providing financial advice, developing and executing investment strategies, and managing portfolios for our clients. If you have a passion for the financial markets and a drive to succeed, this could be the perfect opportunity for you!

Overview An Investment Specialist is a financial professional who is responsible for researching and analyzing investments, providing advice and guidance to clients, and managing portfolios. Investment Specialists typically work in the financial services industry, either for a financial institution or as an independent consultant. Detailed Job Description The primary responsibility of an Investment Specialist is to research and analyze investments, such as stocks, bonds, mutual funds, and other securities. They must be able to identify potential investments that meet the needs of their clients, and provide advice and guidance on the best investments to make. Investment Specialists must also be able to monitor the performance of investments, and make adjustments as needed. In addition, they must be able to provide clients with financial planning advice, and help them develop and implement investment strategies. Job Skills Required
• Knowledge of financial markets and investments
• Ability to analyze financial data and make sound investment decisions
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize effectively
• Proficiency in Microsoft Office applications
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in the financial services industry
• Professional certification, such as a Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial analysis and portfolio management
• Knowledge of financial planning and investment strategies
• Knowledge of risk management and compliance
Job Experience
• Experience in the financial services industry
• Experience in researching and analyzing investments
• Experience in providing financial planning advice
• Experience in managing portfolios
Job Responsibilities
• Research and analyze investments to identify potential opportunities
• Provide advice and guidance to clients on investments
• Monitor the performance of investments and make adjustments as needed
• Develop and implement investment strategies for clients
• Provide financial planning advice to clients
• Manage portfolios and ensure compliance with regulations