Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
We are helping our client in Braintree, hire an Investment Operations Specialist.
Responsibilities:
Investment Operations Specialist will be responsible for a wide variety of the investment management services we provide for our clients. This position will specialize in investment operations and planning, along with client service to ensure the maintenance of an efficient, organized office that allows the Advisor to focus his/her energy on building client relationships.
In addition to expertise, knowledge, and experience in investment operations, the ideal candidate will work with other team members to leverage technology to create and implement investment processes for a multimember team with varying degrees of technological skill.
*Responsibilities subject to change as business/regulations change.
Qualifications:
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.
Job Type: Full-time
Pay: $90,000.00 - $100,000.00 per year
Benefits:
Schedule:
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Ability to Relocate:
Work Location: In person
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0 Investment Specialist jobs found in Brockton, MA area