Investment Specialist Jobs
AXA Equitable is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation's premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmark...
Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banki...
Description: Quantitative Management Associates (QMA) is a wholly owned subsidiary of Prudential. Since 1975, QMA has pioneered the use of advanced analytics to enhance the investment decision-making process. We combine discipline and seasoned judgment to create investment solutions tailored to client objectives. QMA manages approximately US$100 billion in assets for institutions around the world....
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...
THE PRIMARY PURPOSEOF THE POSITION The Inbound Investment Specialist provides proactiveguidance on investment solutions via a needs-based consultative sellingapproach to both current and prospective clients who have placed an inboundcall to T. Rowe Price. In doing so,Inbound Investment Specialists will acquire and retain assets to T. Rowe Price(2008 goal of $2.2 billion) in a manner consistent wit...
Our client, a leading proprietary trading firm located downtown Chicago is looking for an Investment Compliance Specialist Consultant for a long-term consulting project. The Consultant would develop, implement, and administer an effective firm wide compliance program. Responsibilities: · Compliance reviews as well as maintaining and implementing the necessary and diverse compliance policies and pr...
Position Description Summary The Investment Advisory Specialist is responsible for promoting advisory programs for use by all Registered Representatives, which include responding to marketing-related inquiries on various fee-based programs; serve as a liaison to representatives and software vendor technical service groups. Essential Duties and Responsibilities include the following (other duties m...
For more than 80 years, SchoolsFirst Federal Credit Union has remained rooted in the philosophy of “people helping people.” Today, SchoolsFirst FCU is the nation’s largest educational credit union, with more than 500,000 Members, $9.8 billion in assets, and 40 service locations in Southern California. Originally based in Orange County, the credit union now operates in 10 counties throughout Southe...
Description: Retail Operations, the Senior Investment Operations Specialist Team Leader is responsible for providing superior customer service to Retail and Institutional Brokerage clients and Smart Solution and Auto-Rollover IRA clients of Prudential Retirement. Team Leader\Client service functions include handling client trade\exchange transaction requests, distribution processing, account maint...
Job Description: As a member of the Client Operations team, you will act as a point of contact for operational activities and client inquiries. In this role, you may have daily contact with Client Service, Client Management, Centers of Excellence and Business Unit Shared Service teams. Job Responsibilities: Perform assigned daily operations and processes including, but not limited to: Account Admi...
Company Confidential Bethesda, MD, 20817
We are expanding our RIA business in Bethesda, Maryland to meet client demand for our products and services and are recruiting for a new support person to join our team. We offer comprehensive financial planning services for individuals, families, executives, and business owners. We manage our clients’ investment accounts, including personal accounts, business accounts, and retirement plans. We ar...
Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and human capital. It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financ...
THE PRIMARY PURPOSEOF THE POSITION The Operations Investment Specialist will provideOperational Investment expertise both internally and externally. The complexityof the Retirement Plan space requires very specific knowledge of both theoperational and regulatory environment. This position will focus on allinvestments within the plans including stock and mutual fund investments. The incumbent will...
Job Title:Sr C#.Net (Portfolio asset management/Investment Banking) Job Location:Wilton CT Duration:12+ contract Job Description prior financial experience is a huge plus can submit above the rate PAM experience is very important SME in C# .NET Senior Software specialist with 5+ years of experience doing hands on development using investment accounting applications(PAM, CAMRA, LMS or Investran) in...
North Dakota State Job Opportunities www.nd.gov/hrms/jobs/announcements.asp Licensing Specialist I or II North Dakota Insurance Department 2 positions. Req hs diploma + 3 yrs work exp performing variety of complex admin & customer serv duties. Provide verbal & written assistance to agents on issuing & renewing licenses. Maintain agent database, work with laws & regs on licensing, approval of conti...
Investment Banking Associates act as a specialist in their business area and execute duties with little supervision. They possess detailed knowledge of relevant products, processes and services required to achieve objectives within their team and role. They tailor their approach according to client needs, giving consideration to impact on other business areas and in line with the team goals. Indiv...
Envestnet Asset Management, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back...
MetLife, a leading provider of insurance and other financial services to individual and institutional customers, is seeking a Sr. Data Governance Specialist in Morristown, NJ! Beyond meaningful and challenging work, MetLife provides a variety of flexible work arrangements, as well as a tuition reimbursement program, competitive benefits, and retirement and pension plans. MetLife’s responsiveness t...
Recruitment Sourcing Specialist (via Hudson RPO) (Full-time opportunity) Are you an experienced recruitment sourcing professional, who has experience working in an investment banking environment with previous experience recruiting or sourcing for front or middle office individuals? Hudson RPO work in successful partnership with Macquarie Group and manage their permanent and contract recruitment ac...
Marketing Outreach Specialist (Inside Sales) The Company About Bluestone Energy Services, LLC Bluestone Energy Services is a national design/build engineering firm focused on the cost effective reduction of energy use in commercial and industrial facilities. We specialize in: Comprehensive treatment of facilities for energy reduction, Qualifying efficiency projects for utility incentives and tax b...
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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
Updates job knowledge by tracking and understanding emerging financial management practices and standards; participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Provides financial services by serving as primary point of contact for clients; coordinating development and delivery of services among service team members; providing information to clients' other advisors, such as, attorneys and accountants; issuing and reviewing documents; completing account set-up and settlements.
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