Investment Specialist jobs in Oregon
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
- Paulson Investment Company, LLC
-
Bend, OR
FULL_TIME
-
Investment Banking Opportunity - Hiring Surge! [This is not an Analyst position]
Aggressively recruiting for a boutique investment bank focused on small to mid-cap markets within the biotechnology and technology sectors.
[This is not an Analyst position]
This firm is seeking financial sales professionals and proven producers to sell investment banking products to institutions and accredited investors. The firm's emphasis is, but not limited to, products such as PIPES, registered directs, Reg D offerings, secondaries, and IPOs.
About You
· Two or more years of client-facing experience
· FINRA Series 7/63 & 65 or 66
· Experience in Center of Influence marketing
· Excellent communications and persuasion skills
· Self-motivated, high energy
· Transferable book of business highly desired
#investmentbanking #investmentmanagement #ipo #sales#capitalmarkets #series7
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. The firm is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.
Job Type: Full-time
Pay: $60,000.00 - $350,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
Compensation package:
- Bonus opportunities
- Commission pay
Schedule:
- 8 hour shift
- Monday to Friday
License/Certification:
- FINRA Series 7 License (Required)
Ability to Relocate:
- Bend, OR 97703: Relocate before starting work (Required)
Work Location: In person
- 22 Days Ago
- Paulson Investment Company, LLC
-
Bend, OR
FULL_TIME
- Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) marke...
- 3 Days Ago
- Physician&Advanced Practice Specialist-GoStaffing
-
, OR
FULL_TIME
- A wonderful facility is seeking a full time Nurse Practitioner with Oncology experience 1 hour south of Florence, Oregon Certified Nurse Practitioner Active OR license, AOCNP Primarily outpatient with...
- 21 Days Ago
- Apollo Retail Specialist
-
Gresham, OR
PART_TIME
- Cosmetic Merchandiser (2023-30181) $16-$18/HR As a cosmetic merchandiser, you’ll take on project-based work to ensure cosmetic products, graphics, and displays are visually appealing to attract and en...
- 29 Days Ago
- Physician&Advanced Practice Specialist-GoStaffing
-
, OR
FULL_TIME
- Well respected healthcare system is seeking a Primary Care NP/PA in beautiful NE Oregon close to the Wallowa-Whitman National Forest Board-certified NP/PA Schedule - 4/10s, Full-time 1:16 call; phone ...
- 1 Month Ago
- Physician&Advanced Practice Specialist-GoStaffing
-
, OR
FULL_TIME
- Well respected healthcare system is seeking an Internal Medicine Physician in beautiful Salem, OR! BE/BC Internal Medicine Physician Schedule: Monday-Friday 4 ½ day work week Call is 4 days per month ...
- 2 Months Ago
Investment Specialist jobs at Popular Companies
- 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...
- 6/12/2024 12:00:00 AM
- JPMorgan Chase
-
New York, NY
- The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's dee...
- 6/12/2024 12:00:00 AM
- 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
- 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
- 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
- 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
- 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
- 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