Investment Specialist Jobs
Rabobank, N.A. has an exciting opportunity for a Investment Research Specialist! The Investment Research Specialist is responsible for supporting the investment department in the areas of investment research, portfolio management, client reporting, sales and other research. The Specialist researches and analyzes the mutual funds, individual bonds and stocks held in clients accounts or that potenti...
Our Boston, Massachusetts (MA) Investment Management client seeks an Investment Billing Specialist to perform billing and account receivable duties on a daily basis. This position requires a high level of math and analytical skills. The ideal candidate must be detail oriented, able to work both independently and within a team environment to ensure clients receive invoices in a timely manner, and a...
SCOPE OF ROLE: The Investment Administrative Specialist is responsible for supporting the investment and business segments for our financial clients as well as ensuring compliance of all business activities. RESPONSIBILITIES AND GENERAL FUNCTIONS Reviews notifications in BranchNet for follow-up, additional action and services Coordinates investment wholesaler meetings upon request Coordinates, pre...
About Aon Hewitt Aon Hewitt empowers organizations and individuals to secure a better future through innovative talent, retirement and health solutions. We advise, design and execute a wide range of solutions that enable clients to cultivate talent to drive organizational and personal performance and growth, navigate retirement risk while providing new levels of financial security, and redefine he...
Position Overview Provides support to our High Net Worth client group and advisors, coordinating all aspects of Advisor/Client interactions and working directly with clients as necessary. Projects and ongoing responsibilities may also include interaction and coordination with AKT Services employees, outside vendors and other broker/dealer or RIA firms. Responsibilities Processing standard client r...
Japanese/English Bilingual Investment Control Specialist Do you speak fluent Japanese and English? Are you excited to work with a successful international company? Our client is a well-known manufacturer in the automotive industry. Currently, we are seeking a Bilingual Inventory Control Specialist who is reliable and able to adapt in a dynamic environment. In this role, we are looking for someone...
Description: The position is one of the product specialists responsible for investment product sourcing within Prudential Retirements Total Retirement Solutions (TRS) organization, which includes the full service Defined Contribution (DC), Defined Benefit (DB) and Nonqualified (NQ) businesses. The role is responsible for driving design and development of customized investment solutions for individ...
SWS Group, Inc. (NYSE-SWS) is a Dallas-based, full-service securities and banking firm that delivers a broad range of investment and related financial services through its subsidiaries: Southwest Securities Inc., Southwest Securities FSB, SWS Financial Services Inc., and Southwest Insurance Agency. Clients of the company include individual and institutional investors, broker/dealers, corporations,...
A Passion to Perform. It's what drives us. More than a claim, this describes the way we do business. We compete to be the Global provider of financial services, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you'll d...
We are seeking a motivated and career oriented individual to support a Private Wealth advisory practice in White Plains, New York. Primary Duties & Responsibilities: - Assist in development of comprehensive financial plans for clients. - Investment analysis & selection- Use of Morningstar Workstation. - Portfolio analysis- Utilization of the Thomson Reuters Trading System for client portfolio revi...
Independent, growing investment advisor seeks a knowledgeable operations administrator, responsible for back office duties. The position will have primary responsibility for daily, monthly and quarterly portfolio accounting, performance reporting, and reconciliation for multiple clients and multiple custodians. The ideal candidate must be self-motivated, detailed, organized, great communicator, an...
An excellent opportunity exists at a young and fast growing RIA with an office in Millburn, NJ for an Operations Specialist working for two well-known and respected Wall Street veterans. As an integral part of a small operations/administration team, the right candidate will be detail oriented, have excellent organizational skills, be eager to learn, and be able to efficiently and independently han...
Job Description - Associate; Investment Operations Position: Associate; Entry Level Investment Operations Reports to: Managing Director; Operations Position Summary: Ø Coordinate with account executives to facilitate and complete account openings at custodian bank and internal systems. Maintain tracking of new accounts from acceptance through funding, notifying appropriate parties once accounts ar...
Description: Prudential Capital Group manages a portfolio of $66.0 billion (as of 12/31/2013) of privately placed debt primarily senior, subordinated and mezzanine financing. Prudential Capital Group is one of the largest lenders to middle-market companies, lending $12.1 billion in 2013. Known for investing in relationships, providing strategic capital and delivering consistent results, Prudential...
Junior Investment Advisor Position - Gerber Kawasaki Wealth Management (Santa Monica) Gerber Kawasaki, a tech centric wealth and investment management firm based in Santa Monica, CA is looking to hire individuals who are interested in developing a career in the potentially lucrative financial services industry. As a Junior advisor, you will have the opportunity to work alongside the top advisors a...
PRW Wealth Management is a wealth advisory firm founded in1989. We are a team of experienced, dedicated professionals who guide and empower clients to make thoughtful financial decisions for themselves and their families to protect their wealth and plan prudently for the future. PRW provides “Clarity for the Present and Vision for the Future”. Our clients seek careful stewardship over their assets...
Job Title: Advanced Mission Specialist - Chantilly, VA Job Code: GCSD04141004 Job Description: Provides expertise on customer missions and mission gaps, including interdependencies with cooperating systems and linkage to the primary and secondary users. Conducts research and analysis into future plans and needs of assigned agencies/accounts/lines of business. Leads a small team of direct and indir...
ASPERIA Retirement Solutions is a national third party administration firm performing Defined Contribution and Defined Benefit Administration services for small to mid-size employers. We are now hiring a Retirement Plan Documents and Implementation Specialist. This position has a direct impact on pre-sale, new business and implementation of all new business accounts for Asperia Retirement Solution...
Join a winning team! Signature Bank ranked second on Forbes 2014 list of Best Banks in America and has been on their top ten lists for four consecutive years! Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. The Bank’s growing network of private client banking teams serves the needs of privately own...
Description: The Planning & Analysis Specialist of the Asset Management Central Planning and Analysis team will be responsible for supporting the Asset Management segment (Prudential Fixed Income, Prudential Capital Group, Jennison Associates, QMa, Prudential Mortgage Capital Corporation, Prudential Real Estate Investors Prudential Investments and Prudential International Investments). This includ...
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Finance Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Interviews clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
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