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)
Description
Responsibilities include monitoring the performance of a domestic discretionary or non-discretionary, advisory product, which may include managing a product within the brokerage or institutional offering.
Responsibilities include working with more senior Product Specialists in developing product plans, strategies and enhancements, and performing data collection and coordination activities.
The Investment Solutions Group is responsible for providing investment insights, platforms and solutions for client serviced within Global Wealth and Investment Management including Merrill Lynch Wealth Management, Private Bank and Consumer Investments, representing over $3T in client AUM.
As a member of the Managed Investments team, this role will provide support for the Separately Managed Account and Model Portfolio Solutions business across the various platforms.
Additionally, the Product Specialist will interact with other product teams to best optimize the overall platform offerings.
Responsibilities
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Minimum Education Requirement : Bachelor’s degree required
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Last updated : 2024-05-30