Investment Specialist jobs in Arkansas

Investment Specialist analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Specialist monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Specialist utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Specialist work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Investment Operations Specialist
  • SB Simmons Bank
  • Little Rock, AR FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary Investment Operations Specialists will be responsible for executing and monitoring investment transactions, reconciling trades, maintaining accurate records, and ensuring compliance with regulations. Key duties include supporting portfolio managers and other Wealth Management team members, optimizing operational processes to facilitate efficient investment operations and accounting systems. Essential Duties and Responsibilities Assist Portfolio Managers, Strategists and Specialists with trade execution for clients, while ensuring the actions taken on behalf of clients are documented and allocated correctly in the systems. Maintain broker and vendor relationships. Perform daily balancing/reconciling of accounts, ensuring systems are up to date and correct. Provide proposal and client meeting reports for certain key clients on a periodic basis. Ensure that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training. Perform other duties and responsibilities as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and ensure the duties are completed on time. The requirements listed below are representative of the knowledge, skill, and/or ability required. Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations. Ability to use various software platforms. Ability to write simple-to-business correspondence and routine reports. Ability to multitask in a high pace environment. Education and/or Experience HS Diploma/GED and Four to Six years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred. Specialized Training None Computer Skills MS Office programs Adobe Acrobat AddVantage Preferred, other trust systems acceptable. Certificates, Licenses, Registrations None Other Qualifications (including physical requirements) Must have good oral and written communication skills and be a team player. Other Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice. Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies. Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Bank’s community roots run deep – these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth. If these cornerstones of company culture appeal to you, let’s talk! There’s never been a better time to join our team.
  • 1 Day Ago

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Investment Operations Specialist
  • Simmons Bank
  • Little Rock, AR FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.Position SummaryInvestment Operations Specialists ...
  • 29 Days Ago

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Certified Surgical Technologist
  • Specialist Office
  • Little Rock, AR FULL_TIME
  • Surgical TechnologistNorth Little Rock, ARMUST:Experienced Surgical Technologist1 years of experience as a Surgical Technologist1 years of experience as a scrub tech, working in operating room1 years ...
  • 8 Days Ago

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Director of Nursing
  • Senior Living Recruiting Specialist
  • Little Rock, AR FULL_TIME
  • Your Perfect Client Match & Great BenefitsAre you an experienced Director of Wellness that is looking for stability, an opportunity for career growth and great benefits? If you answered yes, this job ...
  • 10 Days Ago

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Investment Assistant
  • myGwork - LGBTQ+ Business Community
  • Chester, AR FULL_TIME
  • This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ business community. Job DescriptionOpening date 29-May-2024 Closing date 05-Jun-2024 Job descriptionInvestmen...
  • 1 Day Ago

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Leasing Professional
  • Moline Investment Management LLC
  • Little Rock, AR FULL_TIME
  • LEASING PROFESSIONAL Leasing• Greet prospects and qualify by covering all criteria (ask questions; utilize completedguest cards, etc.).• Immediately record all telephone and in-person visits on approp...
  • Just Posted

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Chief Investment Specialist
  • State of Nebraska
  • Lincoln, NE
  • The work we do matters! Hiring Agency: Insurance - Agency 22 Location: Lincoln Job Posting Hiring Rate: $42.730 Classifi...
  • 6/2/2024 12:00:00 AM

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Senior Investment Specialist, Client Portfolio Manager
  • Macquarie
  • Philadelphia, PA
  • Join our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will...
  • 6/2/2024 12:00:00 AM

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Finance Investment Specialist
  • Artemis Consultants
  • Jersey City, NJ
  • This person will be working with Investment team for a major Insurance client. The ideal candidate should have hands-on ...
  • 5/31/2024 12:00:00 AM

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Asset Management - Alternatives Infrastructure Investment Specialist - Vice President
  • JPMorgan Chase
  • New York, NY
  • J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering inn...
  • 5/31/2024 12:00:00 AM

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U.S. Private Bank-Investment Specialist-Executive Director or Managing Director
  • JPMorgan Chase
  • Los Angeles, CA
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
  • 5/31/2024 12:00:00 AM

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Real Estate Investment Specialist
  • Canvas Forum
  • Canvas Forum is a licensed real estate brokerage that helps buyers and sellers navigate the investment real estate trans...
  • 5/30/2024 12:00:00 AM

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Real Estate Investment Specialist
  • Canvas Forum
  • Investment Real Estate Sales/Dispositions Agent Canvas Forum is a licensed real estate brokerage that helps buyers and s...
  • 5/30/2024 12:00:00 AM

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U.S. Private Bank - Investment Specialist - Associate
  • JPMorgan Chase
  • Fort Worth, TX
  • Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and ...
  • 5/29/2024 12:00:00 AM

Arkansas (/ˈɑːrkənsɔː/ AR-kən-saw)[c] is a state in the southern region of the United States, home to over 3 million people as of 2018. Its name is of Siouan derivation from the language of the Osage denoting their related kin, the Quapaw Indians. The state's diverse geography ranges from the mountainous regions of the Ozark and the Ouachita Mountains, which make up the U.S. Interior Highlands, to the densely forested land in the south known as the Arkansas Timberlands, to the eastern lowlands along the Mississippi River and the Arkansas Delta. Arkansas is the 29th largest by area and the 33rd...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$119,283 to $174,403

Investment Specialist in Oakland, CA
Job Description Mortgage SpecialistSTRATEGIC ROLEThe Mortgage Specialist position is a member of a.
February 09, 2020
Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
November 29, 2019
Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019