Investment Specialist jobs in the United States

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 Specialist
  • Kestra Investment Management
  • Austin, TX FULL_TIME
  • Kestra Investment Management is a firm within Kestra Holdings, which has been supporting financial advisors for over 20 years. Kestra Investment Management help support and grow the firm’s investment offerings by providing timely market commentary, a broad suite of investment solutions and expertise that is dedicated to our financial professionals and their clients.

    The Investment Specialist role is within the Kestra Investment Management (KIM) division of Kestra Holdings and will report to the VP, Head of Investment Specialists.

    As the Investment Specialist, you will partner directly with financial professionals within Kestra’s distribution channels: Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners. You will be responsible for driving sales to KIM’s investment solutions, along with follow-ups that include education on the models, portfolio construction, service, and any additional support. The Investment Specialist will identify, and advocate advisor requests, needs and support within the Investment team to help expand our offering.

    RESPONSIBILITIES:
    • Reach out and present to financial professionals to introduce and educate them on investment offerings and solutions offered.
    • Build and manage relationships with the advisors to understand their investment philosophy and needs to identify areas where partnering with KIM can provide value to help grow their business.
    • Build relationships with advisor facing home office employees for lead generation and opportunities to grow AUM.
    • Discuss and provide advice to advisors and clients on the investment catalog, portfolio analysis, portfolio construction and trade commentary related to the market outlook.
    • Field incoming requests for information, support, and analysis to directly support end clients.
    • Run the sales process to onboard new accounts with KIM solutions to build our business.
    SKILLS:
    • Sales
    • Relationship Management
    • Investment-Related Analytics
    • Ability to present via phone, teams or zoom
    • Customer Service
    EDUCATION AND EXPERIENCE:
    • Undergraduate degree from a four-year accredited college or university.
    • 5 years of experience in wealth management required, experience working with independent advisors preferred.
    • Investment-related technology and tools: Morningstar Direct, Fact Set.
    • Portfolio construction using model portfolios and strategies for investment recommendations.
    • Meeting sales goals and driving results.
    CERTIFICATIONS:
    • FINRA Series 7 and FINRA Series 66 Required.
    INTERNAL APPLICANT POLICY:
    Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

    BENEFITS:
    Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

    DISCLOSURE:
    By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
    • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
    • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  • 2 Months Ago

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Vendor specialist
  • Trexquant Investment
  • Stamford, CT FULL_TIME
  • As a Data Vendor Specialist, you will collaborate closely with researchers and data vendors to identify potential data sets that align with our business needs and evaluate their offerings to determine...
  • 3 Days Ago

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Project Finance Specialist (Investment Officer - Climate Finance)
  • Development Finance Corporation (formerly Overseas Private Investment Corporation)
  • Washington, DC FULL_TIME
  • DFC ranked a Best Places to Work in 2022. This position is part of the U.S. International Development Finance Corporation (DFC), Office of Energy. You will perform a full range of duties related to th...
  • 13 Days Ago

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Investment Specialist
  • JPMC Candidate Experience page
  • New York, NY FULL_TIME
  • DESCRIPTION: Duties: Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Provide clients with...
  • 18 Days Ago

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Investment Specialist
  • Department of the Treasury
  • Richmond, VA FULL_TIME
  • Title: Investment Specialist State Role Title: Investment Specialist Hiring Range: Commensurate with qualifications, $55,000 - $65,000 Pay Band: 5 Agency: Department of the Treasury Location: JAMES MO...
  • 2 Days Ago

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Investment specialist
  • Offices, Boards and Divisions
  • Washington, DC FULL_TIME
  • Summary This reimbursable detail assignment is for a period of one year. Applicants must be current Federal Employees. The detail may be extended. Applicants should receive the approval of their super...
  • 4 Days Ago

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Retail Banker II (US)
  • TD Bank Group
  • Bethesda, MD
  • Work Location: Bethesda, Maryland Hours: 40 Pay Details: $22.75 - $30.00 USD TD is committed to providing fair and equit...
  • 5/26/2024 12:00:00 AM

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Retail Banker II Float
  • TD Bank Group
  • Chantilly, VA
  • Work Location: Chantilly, Virginia Hours: 40 Pay Details: $25.50 - $36.00 USD TD is committed to providing fair and equi...
  • 5/26/2024 12:00:00 AM

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Retail Banker II
  • TD Bank Group
  • Arlington, VA
  • Work Location: Arlington, Virginia Hours: 40 Pay Details: $24.50 - $33.25 USD TD is committed to providing fair and equi...
  • 5/26/2024 12:00:00 AM

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OSD Foreign Investment Risk - Case Manager
  • Systems Planning and Analysis, Inc.
  • Alexandria, VA
  • Overview: Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions to complex national securi...
  • 5/26/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Reston, VA
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 5/25/2024 12:00:00 AM

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Lead Economist
  • Mind Seeker
  • Washington, DC
  • Title: Lead EconomistLocation: Washington, DCIntroduction:Mindseeker is looking for a Lead Economist to join a Federal C...
  • 5/25/2024 12:00:00 AM

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Investment and Access to Finance Senior Associate (Remote Flexibility)
  • Abt Associates
  • Rockville, MD
  • Job Description The World at Abt Solving the world's most pressing issues and improving the quality of life for people w...
  • 5/24/2024 12:00:00 AM

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Asset Manager
  • Affordable Homes & Communities (AHC)
  • Arlington, VA
  • ASSET MANAGER (Arlington and Baltimore) AHC Inc. is seeking qualified individuals with a strong background in managing a...
  • 5/24/2024 12:00:00 AM

Income Estimation for Investment Specialist jobs
$130,936 to $191,442

Career Path for Investment Specialist