Investment Specialist Jobs
Investment Specialist Needed. We are looking for a strong leader to be a part of our dynamic management team. As an Investment Specialist, you'll play a central role in sharing knowledge of investment related products, recruiting experienced advisors to the agency and acting in a leadership and relationship building capacity. At Financial Design Associates, a MassMutual general agency, you will wo...
THE PRIMARY PURPOSE OF THE POSITION The Inbound Investment Specialist provides proactive guidance on investment solutions via a needs-based consultative selling approach to both current and prospective clients who have placed an inbound call to T. Rowe Price. In doing so, Inbound Investment Specialists will acquire and retain assets to T. Rowe Price in a manner consistent with the TRP brand and cu...
Are you looking for an opportunity to join a great company with a potential for a long term career in financial services and investments. These positions could potentially lead to dramatic career growth and progression with one of the largest employers in the Columbus, Ohio area! We run an on-site recruiting office for one of the leading employers in Columbus and Dublin! This is the only client we...
THE PRIMARY PURPOSE OF THE POSITION The Inbound Investment Specialist provides proactive guidance on investment solutions via a needs-based consultative selling approach to both current and prospective clients who have placed an inbound call 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 consiste...
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...
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...
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...
PRIMARY OBJECTIVE OF POSITION: To support key business partners in servicing clients by completing or processing accurate and timely securities transactions, assisting with custody account opening and maintenance, performing trade reconciliation and recordkeeping, and other investment operations duties. OUTCOMES: 1. Partner with the portfolio administration team members to ensure accurate and time...
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...
Location: West Financial Services - 1355 Beverly Rd, McLean, VA 22101 GENERAL SUMMARY: The Investment Portfolio Administrator supports the Portfolio Managers with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execut...
THE PRIMARY PURPOSE OF THE POSITION The Operations Investment Specialist will provide Operational Investment expertise both internally and externally. The complexity of the Retirement Plan space requires very specific knowledge of both the operational and regulatory environment. This position will focus on all investments within the plans including stock and mutual fund investments. The incumbent...
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...
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...
Henkels & McCoy (H&M) in business over 90 years and one of the largest privately held utility contracting firms in North America. H&M has a proven reputation as a leading, reliable, innovative, and diversified firm in the engineering, training and construction industries with over 4,500 employees in approximately 80 cities. Henkels & McCoy Training Services Group (TSG) was formed in 1980 to work i...
. MAKE A POSITIVE IMPACT ON THE WORLD EVERY DAY Amaze yourself. Amaze the world. A job at EORM is unlike any other you’ve had. You’ll be challenged. You’ll be inspired. And you’ll be proud. Because whatever your job is here, you’ll be part of something big. EORM is a leading environmental, health, safety and sustainability consulting firm and recently ranked the number one environmental firm in th...
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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
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.
Relays buy or sell orders to securities exchanges or to firm trading departments.
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