Investment Specialist jobs in Delaware

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)

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Investment specialist
  • PNC
  • Lewes, DE FULL_TIME
  • Client Solution Specialist - PNC Investments

    Lewes ,

    Delaware

    Apply Now

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers.

    We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

    As a Sales Assistant within PNC's Investment organization, you will be based within the Eastern Maryland Market.Job DescriptionProvides sales, service and execution support for new and ongoing client relationships.

    May administer implementation plans.Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for client implementation and servicing issues.

    Initiates, updates and verifies client, account, or transaction details in relevant systems / applications. Provides reports as needed.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be : Customer Focused

    • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.Managing Risk
    • Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    Accuracy and Attention to Detail Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

    Customer Support Policies, Standards and Procedures Knowledge of the organization's customer support policies, standards and procedures and ability to guide customers on all company interactions.

    Decision Making and Critical Thinking Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

    Effective Communications Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Flexibility and Adaptability Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment;

    ability to adapt as needed.Managing Multiple Priorities Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

    Problem Management Process Knowledge of and ability to bring a reported problem to successful resolution.Products and Services Knowledge of major products and services and product and service groups;

    ability to apply this knowledge appropriately to diverse situations.Sales Support and Administration Knowledge of sales tasks, tools and procedures and the ability to support an organization's sales plan and process.

    Work ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.

    Typically requires 3 years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    EducationAssociatesAdditional Job DescriptionPNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.

    • Depending on your eligibility, options for full-time employees include medical / prescription drug coverage (with a Health Savings Account feature);
    • dental and vision options; employee and spouse / child life insurance; short- and long-term disability protection; maternity and parental leave;
    • paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account;

    back-up child / elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.

    To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com >

    New to PNC.Disability Accommodations Statement : If an accommodation is required to participate in the application process, please contact us via email at

    AccommodationRequest@pnc.com

    Please include accommodation request in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.

    Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and select Option 4 : Recruiting for accommodation assistance.

    All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO) : PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    Refer to the California Consumer Privacy Act Privacy Notice (https : / / content.pncmc.com / live / pnc / aboutus / HR / Onboarding / PNC CCPA Privacy Disclosure Employee.

    pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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    Last updated : 2024-04-05

  • 10 Days Ago

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Investment Operations Securities Specialist
  • City National Bank
  • Newark, DE FULL_TIME
  • INVESTMENT OPERATIONS SECURITIES SPECIALIST WHAT IS THE OPPORTUNITY?The Securities Specialist will support responsibilities assigned to the Wealth Management Operations team. Banking and Investment Se...
  • 19 Days Ago

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Senior Financial Analyst, CVRM
  • 10001188 - Accountancy Specialist
  • Wilmington, DE FULL_TIME
  • As the Senior Financial Analyst for CVRM, you will support therapeutic area Sales, Marketing and Medical teams by providing financial guidance and insights. This role offers the opportunity to build r...
  • 14 Days Ago

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Ophthalmic Technician
  • Omni Eye Specialist Pa
  • Wilmington, DE FULL_TIME
  • ** Regular travel to satellite locations is required ** ESSENTIAL JOB DUTIES: Greets patients and visitors in a prompt, courteous and helpful manner. Obtains patient history and transcribes results in...
  • 23 Days Ago

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Investment Analyst
  • Robert Half
  • Hockessin, DE PER_DIEM
  • We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing fina...
  • 2 Days Ago

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Investment Fund Administrator
  • Robert Half
  • Hockessin, DE PER_DIEM
  • Financial services company located in the Newark Delaware area is seeking an Investment Fund Administrator. The Investment Fund Administrator will play a crucial role in the day-to-day operations of o...
  • Just Posted

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Investment Specialist
  • Leeds Professional Resources
  • Miami, FL
  • We are seeking an investment specialist with their series 7 to join our client's team. This role requires fluency in Eng...
  • 4/17/2024 12:00:00 AM

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Investment Specialist
  • The Spaventa Group
  • Ronkonkoma, NY
  • The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset class...
  • 4/16/2024 12:00:00 AM

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Finance Investment Specialist
  • 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 ...
  • 4/16/2024 12:00:00 AM

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Institutional Investment Specialist
  • Pma Financial Network
  • Lancaster, PA
  • Summary Create a career in a rapidly growing, premier full-service provider of comprehensive financial services to munic...
  • 4/14/2024 12:00:00 AM

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Real Estate Investment Specialist
  • Canvas Forum
  • Franklin, TN
  • Investment Real Estate Sales/Dispositions Agent Canvas Forum is a licensed real estate brokerage that helps buyers and s...
  • 4/14/2024 12:00:00 AM

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Real Estate Investment Specialist
  • Canvas Forum
  • Canvas Forum is a licensed real estate brokerage that helps buyers and sellers navigate the investment real estate trans...
  • 4/14/2024 12:00:00 AM

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Investment Specialist
  • The Goodkind Group, LLC
  • Position: Investment Specialist Base salary is mentioned in this post, however, the 1st full year total comp for this ro...
  • 4/13/2024 12:00:00 AM

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Investment Specialist
  • The Spaventa Group
  • Jersey City, NJ
  • The Spaventa Group (“TSG”) is a leading investment company located in new New York. We invest across various asset class...
  • 4/13/2024 12:00:00 AM

Delaware is 96 miles (154 km) long and ranges from 9 miles (14 km) to 35 miles (56 km) across, totaling 1,954 square miles (5,060 km2), making it the second-smallest state in the United States after Rhode Island. Delaware is bounded to the north by Pennsylvania; to the east by the Delaware River, Delaware Bay, New Jersey and the Atlantic Ocean; and to the west and south by Maryland. Small portions of Delaware are also situated on the eastern side of the Delaware River sharing land boundaries with New Jersey. The state of Delaware, together with the Eastern Shore counties of Maryland and two co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$107,921 to $182,450

Investment Specialist in Oakland, CA
Job Description Mortgage SpecialistSTRATEGIC ROLEThe Mortgage Specialist position is a member of a.
February 09, 2020
Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
November 29, 2019
Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019