Investment Specialist jobs in North Carolina
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)
Recently Added Investment Specialist jobs
Advisory Trading Specialist
- American Enterprise Investment
-
Charlotte, NC
FULL_TIME
- The Advisory Trading Specialist will support the day-to-day trading and operations for all discretionary managed account products. This role will have excellent visibility working cross functionally with business partners to process client requests, answer trade related inquiries and conduct research of escalated items. We are committed to fostering an inclusive and collaborative team environment while helping you reach your career goals! Key Responsibilities Perform daily trading of our Active Portfolio Mutual Fund and/or ETF portfolios traded on-team, as well as the highly complex Drift trading process for internally- traded Select Separate Models Only and ETF strategies, and auto-rebalance trading and validation for our SPS Advantage product. This includes trade origination, pre and post trade validation, and reject and exception processing. Provide support to business partners with trading and maintenance of models, processing client requests, and answering trade-related questions/assisting with research of escalated items. Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, as well as external money managers and vendors. Collaborative work with third party money managers regarding model trading and client requests. Continuous development of on-team systems, tools, and process knowledge. Required Qualifications Bachelor's degree or equivalent experience 1-3 years of relevant experience Strong attention to detail, highly organized, and possesses a strong work ethic. Ability to work under pressure and meet tight deadlines while maintaining a high degree of accuracy. Strong communication skills. Preferred Qualifications Experience with order entry for the following security types: Stocks, ETFs, Bonds, Mutual Funds and Options. Experience with the following systems: APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
- 10 Days Ago
Investment Operations Specialist
- Underground Administration
-
Charlotte, NC
FULL_TIME
- 110-126kHybrid in Charlotte, NCWe are seeking an Investment Operations Specialist with 4 years of Investment Operations experience. The candidate needs to have expert knowledge of buy-in rules for dom...
- 9 Days Ago
Investment Operations Specialist
- Claire Myers Consulting
-
Greensboro, NC
FULL_TIME
- Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan an...
- 1 Day Ago
Investment Operations Specialist
- Integrated WealthCare
-
Durham, NC
FULL_TIME
- Company Overview: Integrated WealthCare is a dynamic financial services firm dedicated to serving the unique needs of the medical community. We foster a culture of growth and innovation, backed by a p...
- 29 Days Ago
Sustainable Investment Specialist
- London Stock Exchange Group
-
Charlotte, NC
FULL_TIME
- Job DetailsEmbedded within the Sustainable Investment Data Operations tea m and report ing into the Senior Manager, this role will s upport strategic projects focus ing on the provision , analysis, an...
- 2 Months Ago
Lead Institutional Investment Operations Specialist
- B10 Wells Fargo Bank, N. A.
-
CIC Customer Information Ctr, NC
FULL_TIME
- About this role: Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Asset Services team as part of Corporate and Investment (CIB) Operations. This team is respons...
- 6 Days Ago
Investment Specialist jobs at Popular Companies
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 ...
- 6/10/2024 12:00:00 AM
Financing and Investment Specialist
- Antelope Enterprises Holdings USA Inc
-
New York, NY
- Job Description: As a Financing and Investment Specialist Intern, you will play a crucial role in our firm's financial o...
- 6/10/2024 12:00:00 AM
Investment Specialist
- Envestnet
-
Chicago, IL
- Description Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is e...
- 6/10/2024 12:00:00 AM
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...
- 6/9/2024 12:00:00 AM
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...
- 6/9/2024 12:00:00 AM
Financial Service Representative- Retirement and Benefits Investment Specialist
- Bank of America
-
Scranton, PA
- Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; S...
- 6/9/2024 12:00:00 AM
Senior Investment Specialist, Client Portfolio Manager
- Macquarie Group Limited
-
Philadelphia, PA
- Senior Investment Specialist, Client Portfolio Manager Philadelphia Join our team as a senior member of Macquarie Credit...
- 6/8/2024 12:00:00 AM
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...
- 6/7/2024 12:00:00 AM
About North Carolina
North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$126,029 to $184,266
Most Popular Cities in North Carolina for Investment Specialist Jobs
What does an Investment Specialist do?
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