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)
Recently Added Investment Specialist jobs
Accounting Specialist
- Sound Investment
-
Chicago, IL
FULL_TIME
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Job Description
A leading Event Production company and Sales & Installation company with a national footprint is looking for qualified accounting professionals for its fast-paced expanding accounting department in its Chicago headquarters. The Accounts Receivable Specialist assists with ensuring that the company receives payment for services and equipment offered to clients.
Core Responsibilities- Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
- Creates invoices according to company practices; submits invoices to customers.
- Create and review contracts and knowledge of SOWs
- Maintains and updates customer files, including name or address changes, mergers, or mailing attentions.
- Drafts correspondence for standard past-due accounts and collections, identifies delinquent accounts by reviewing files, and contacts delinquent accountholders to request payment.
- Creates reports regarding the current status of customer accounts as requested.
- Researches customer discrepancies and past-due amounts with the assistance of the Collections Manager and other staff.
- Assists in generating monthly billing statements based on the general ledger.
- Assists Accounting in reconciling revenue accounts each month.
- Copies, files, and retrieves materials for accounts receivable as needed.
- Relays changes of information to appropriate employees.
- Performs other related duties as assigned.
- Bachelor's degree in accounting or related field
- A minimum of 3 years’ experience handling Account Payables and Receivables
- Experience with QuickBooks preferably QuickBooks Enterprise
- Self-starter that can thrive in both a corporate and start-up type environment
- Strong technical and interpersonal skills
- Strong organizational skills
A comprehensive compensation package including salary, commissions, medical and dental insurance, vacation and holidays will be offered.
Company Description
Sound Investment has become one of the fastest growing event solutions companies in the country. Since 1999, we have grown from a two-man team of system-designers to an award-winning company with offices in New York, Chicago, Miami, Las Vegas, and Los Angeles. The range of our products and services has helped us become a leading turn-key provider to the special event, marketing, promotions, and hospitality industries. With a team of innovative associates and stellar customer service, we excel at heightening sensory experience with a commitment to the creative application of state-of-the-art technology across a broad spectrum of events.
Powered by JazzHR - 20 Days Ago
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...
- 4 Days Ago
Data Vendor Specialist (USA)
- 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...
- 9 Days Ago
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...
- 18 Days Ago
Investment Specialist
- Envestnet
-
Denver, CO
FULL_TIME
- Description Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office. E...
- 17 Days Ago
Investment Specialist
- Envestnet
-
Chicago, IL
FULL_TIME
- Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office.Envestnet is t...
- 18 Days Ago
Investment Specialist jobs at Popular Companies
Azure Cloud Architect
- Endure Technology Solutions
-
Columbus, OH
- Role: Cloud Architect Location: Columbus, OH - Hybrid (3 days on site now / 2 days remote) Duration: 6 months+ contract ...
- 7/26/2024 12:00:00 AM
Litigation Attorney (Oakland) - Remote
- CSAA Insurance Group, a AAA Insurer
-
Columbus, OH
- Job Description CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines' property and casualty i...
- 7/26/2024 12:00:00 AM
Commercial Litigator, Hi$ Cases-Boutique Law Firm. Very $High Comp. NY 100% Remote
- Meridian Legal Search
-
Columbus, OH
- Commercial Litigator, Hi$ Cases-Boutique Law Firm. Very $High Comp. NY 100% Remote Attractions -Partner potential at 6th...
- 7/26/2024 12:00:00 AM
Treasury Manager
- Accelerant
-
Columbus, OH
- Treasury Manager The Treasury Manager is an Accelerant group-based role, reporting to the Treasury VP – US, Canada, and ...
- 7/25/2024 12:00:00 AM
Marketing Specialist
- Equity Commercial Real Estate Solutions
-
Columbus, OH
- Equity ECS is a national, full-service commercial real estate firm headquartered in Columbus, OH, with regional offices ...
- 7/25/2024 12:00:00 AM
Remote Sales Representative - No Cold Calling
- The Maddox Agency
-
Columbus, OH
- Job Description Job Description Position: Account Executive / Field Agent / Leadership Position Employment Type: Full ti...
- 7/25/2024 12:00:00 AM
Client Services Associate
- Windward Recruiting
-
Columbus, OH
- Our client is seeking a Client Service Associate to assist their Sr. Advisors. This role values collaboration and great ...
- 7/24/2024 12:00:00 AM
Dental Hygienist
- DentalWorks
-
Columbus, OH
- Overview: Calling all Dental Hygienist - Offering $5,000 Sign-On Bonus with Flexible Days/Hours and a comprehensive bene...
- 5/22/2024 12:00:00 AM
Income Estimation for Investment Specialist jobs
$131,615 to $192,435