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)
Registered Principal for Investment Operations
Baystate Financial, a dynamic Financial Planning firm, is seeking a full-time Registered Principal to join our Investment Operations Team to coordinate investment accounts openings and manage client service requests.
Responsibilities for this role include but are not limited to:
Investment New Accounts Opening
Investment Client Service
Qualifications:
Additional Information:
Benefits/Compensation:
Job Type: Full Time
Equal Opportunity Employer
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
Schedule:
Work setting:
Education:
Ability to Relocate:
Work Location: In person