Investment Specialist jobs in Cleveland, OH
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)
Recently Added Investment Specialist jobs
Client Support Assistant
- Johnson Investment Counsel
-
Cleveland, OH
FULL_TIME
-
Job Title:Client Support AssistantDate:October 2023
DepartmentPortfolio ManagementReports To:Portfolio Manager
FLSA Classification:Non-exempt
Summary / objective of position:Performs a wide range of administrative support, often of a highly confidential and complex nature, for Portfolio Manager (PM) Unit. Assists in providing a variety of services to clients. Uses initiative and good judgment to prioritize and complete tasks accurately and timely.Essential functions of position:- Develop familiarity and working knowledge of client accounts
- Complete client account responsibilities including, but not limited to preparing new account paperwork for advisory accounts, IRAs, mutual funds, 529 plans, etc.
- Open and close client accounts
- Prepare paperwork for account transfers
- Compose and type correspondence to clients, businesses and financial institutions
- Charitable and non-charitable gifting of cash and securities
- Process all types of cash flow management including checks, ACHs (automated clearing house), wire transfers, incoming and outgoing electronic fund transfers, bill paying, etc.
- Act as a liaison with PM Group, other departments within the firm, primary custodial bank and other financial institutions
- Draft and assemble meeting booklets for wealth management review of client portfolios
- Serve as back-up to PM unit on client communication, including telephone and correspondence
- Assist with client communications including quarterly client reports and tax reporting
- Be available to answer calls, resolve issues and respond to client requests in a timely fashion
- Assist with special projects (client events, Christmas cards, tickets and gifts for clients, fill in for receptionist, etc.)
- Schedule meetings and manage portfolio manager’s calendar, as requested
- Plan and complete ongoing professional development
Preferred education and experience- High school graduate with higher education in business a plus
- Experience with investments and financial services preferred
- Must possess excellent organizational skills
- Highly detail-oriented with the ability to manage multiple projects simultaneously in a fast-paced environment
- Excellent typing and computer skills
- Proficient in Word, Excel, Outlook and PowerPoint
- Ability and desire to contribute to a team effort
- Demonstrates a high level of initiative and professionalism
- Excellent communication and problem-solving skills
Supervisory responsibility: N/ATravel required: N/AWork environment: Temperature controlled, office environmentPhysical demands: Must be able to stand or sit at computer for 8 hours per day. May require extensive typing at times.Additional eligibility requirements: N/AWork authorization/security clearance requirements: United States Citizen or lawful permanent residentEEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. - 1 Day Ago
Lead Maintenance Technician
- RMS INVESTMENT GROUP LLC
-
Shaker Heights, OH
OTHER
- Job Details Level: Entry Job Location: OH - Shaker Heights, OH Position Type: Full Time Education Level: High School Salary Range: Undisclosed Travel Percentage: None Job Shift: Day Job Category: Faci...
- 2 Days Ago
Executive Administrative Assistant
- JK Investment Group
-
Cleveland, OH
FULL_TIME
- Are you an excellent planner and organizer? We’re hiring an executive assistant to provide administrative support to the team lead and help us achieve our organizational goals. Your role is key to ens...
- 3 Days Ago
LEASING CONSULTANT
- LMS Investment Management
-
PARMA HEIGHTS, OH
OTHER
- Job Details Job Location: THE VILLAS AT MAPLEWOOD - PARMA HEIGHTS, OH Salary Range: Undisclosed DescriptionOur company is looking for an experienced Leasing Consultant to join our outstanding manageme...
- 26 Days Ago
Investment Processor (FT)
- Equity Trust
-
Westlake, OH
FULL_TIME
- *This position is located in our Westlake, OH office but eligible for a hybrid schedule.JOB OVERVIEW:The Investment Processor reviews alternative investment paperwork to assure accurate completion of ...
- 20 Days Ago
Public Investment Processor
- Equity Administrative Services Inc And Affiliates
-
Westlake, OH
FULL_TIME
- When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by per...
- 2 Days Ago
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0 Investment Specialist jobs found in Cleveland, OH area
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Cleveland, OH
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Cleveland, OH
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
- Avantax Planning Partners
-
Cleveland, OH
- Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
- 4/26/2024 12:00:00 AM
Customer Care Specialist
- Medmutual
-
Cleveland, OH
- Job Description Customer Care Specialist - ( 2200014 ) **Description** We are hiring for our Brooklyn, OH and Rossford, ...
- 4/24/2024 12:00:00 AM
Relationship Banker - Shaker Heights Financial Center
- Bank Of America
-
Cleveland, OH
- Relationship Banker - Shaker Heights Financial CenterShaker Heights, Ohio**Job Description:**At Bank of America, we are ...
- 4/23/2024 12:00:00 AM
Specialist II, Quality Control
- Velocity Clinical
-
Cleveland, OH
- Overview Velocity Clinical Research is an owned and integrated research site organization, providing excellence in patie...
- 4/23/2024 12:00:00 AM
Citizens Banker
- Citizens
-
Rocky River, OH
- Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
- 4/22/2024 12:00:00 AM
Loan Servicing Specialist
- CrossCountry Mortgage, LLC.
-
Cleveland, OH
- Description CrossCountry Mortgage (CCM) is one of the nation's top 3 retail mortgage lenders with more than 7,000 employ...
- 4/22/2024 12:00:00 AM
About Cleveland, Ohio
Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States.
The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$104,412 to $176,518
Cleveland, Ohio area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does an Investment Specialist do?
Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020