Investment Specialist jobs in Helena, MT

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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Specialist
  • Health Care Service Corporation
  • Helena, MT FULL_TIME
  • At HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career.

    Come join us and be part of a purpose driven company who is invested in your future!

    Job Summary

    This position is responsible for processing, organizing, and coordinating all materials and information relating to processing Appeals for All Lines of Business following federal, state, and Accreditation Requirements.

    • Must accurately respond by telephone, in person, or through correspondence to all inquiries involving requests for appeals from Members, the Department of Labor, or Erisa;

    and entry of appeals into the appropriate database. Ability to travel, Including overnight stays.

    JOB REQUIREMENTS :

    • High School Degree or GED.
    • 1 year experience in a customer service role in a health insurance or medical environment
    • Analytical, problem solving and research skills.
    • Organizational skills to accommodate large volume of reference materials combined with time management skills to achieve accessibility to callers.
    • Verbal and written communication skills to clearly express oneself in a well-modulated tone with correct grammar and attention to enunciation.
    • Experience working both independently and in a team environment to meet deadlines according to regulations.
    • Ability to travel, including overnight stays.

    PREFERRED JOB REQUIREMENTS :

    • Knowledge of Health Insurance / Healthcare industry.
    • Medical terminology.
    • Professional writing skills.
    • Ability to think clearly and maintain a professional, poised attitude under pressure.
    • Research and analysis skills
    • Detail oriented.

    LI-hybrid

    Are you being referred to one of our roles? If so, ask your connection at HCSC about our Employee Referral process!

    HCSC Employment Statement :

    HCSC is committed to diversity in the workplace and to providing equal opportunity and affirmative action to employees and applicants.

    We are an Equal Opportunity Employment / Affirmative Action employer dedicated to workforce diversity and a drug-free and smoke-free workplace.

    Drug screening and background investigation are required, as allowed by law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

    Last updated : 2024-04-24

  • 12 Days Ago

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Parts specialist
  • O'Reilly Auto Parts
  • Missoula, MT FULL_TIME
  • The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. ESSENTIAL J...
  • Just Posted

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Parts specialist
  • O'Reilly Auto Parts
  • Butte, MT FULL_TIME
  • The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. ESSENTIAL J...
  • Just Posted

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Parts Specialist
  • O'Reilly Auto Enterprises, LLC
  • Missoula, MT FULL_TIME
  • The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. ESSENTIAL J...
  • Just Posted

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Parts specialist
  • O'Reilly Auto Parts
  • Dillon, MT FULL_TIME
  • The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. ESSENTIAL J...
  • Just Posted

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Merchandising specialist
  • O'Reilly Auto Parts
  • Belgrade, MT FULL_TIME
  • The Merchandising Specialist will keep front sales floor / showroom area stocked, fronted, and clean. The Specialist will also complete sales preparations, greet customers on sales floor, and ensure t...
  • Just Posted

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0 Investment Specialist jobs found in Helena, MT area

A
Personal Care Aide
  • ambercare
  • Helena, MT
  • New Rates: Earn up to $19.96 per hour to start!! A Plus offers medical benefits and flexible hours. We are hiring now, s...
  • 5/8/2024 12:00:00 AM

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Furniture Assembly Technician
  • SFS, Inc.
  • Helena, MT
  • Overview: Opportunity is part-time, on-going Assembly work for both in-store (Nationwide Office supply chain) and in-hom...
  • 5/8/2024 12:00:00 AM

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Medical Equipment Driver & Customer Service
  • Rotech Healthcare Inc.
  • Helena, MT
  • OVERVIEW: Rotech Healthcare Inc. is a national leader in providing ventilators, oxygen, sleep apnea treatment, wound car...
  • 5/8/2024 12:00:00 AM

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Retail Merchandising Specialist
  • BDS Connected Solutions, LLC.
  • Helena, MT
  • At a Glance: $$$ Earn weekly pay at BDS! $$$ If you enjoy completing independent projects, are interested in collaborati...
  • 5/6/2024 12:00:00 AM

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Sr Offensive Security Specialist - Hybrid (66920)
  • Munro Footwear Group
  • Helena, MT
  • Job Description - Sr Offensive Security Specialist - Hybrid (66920) (24141240)Position Title:Sr Offensive Security Speci...
  • 5/4/2024 12:00:00 AM

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Sr Offensive Security Specialist - Hybrid (66920)
  • State Of Montana
  • Helena, MT
  • State of Montana Sr Offensive Security Specialist - Hybrid (66920) Helena , Montana Apply Now Why live in Helena, Montan...
  • 5/4/2024 12:00:00 AM

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Business Loan Officer
  • Clearwater Credit Union
  • Helena, MT
  • Job Description Job Description If you’re passionate about helping local businesses buy, build, or expand their operatio...
  • 5/4/2024 12:00:00 AM

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Tire Service Technician - Helena
  • Discount Tire
  • Helena, MT
  • Overview: Tire Technician – Part-Time – Helena Discount Tire 2011 E Custer Ave Helena, Montana 59602 Overview The Tire T...
  • 11/7/2023 12:00:00 AM

Helena (/ˈhɛlɪnə/) is the state capital of the U.S. state of Montana and the county seat of Lewis and Clark County. Helena was founded as a gold camp during the Montana gold rush, and was established in 1864. Over $3.6 billion of gold was extracted in the city limits over a duration of two decades, making it one of the wealthiest cities in the United States by the late nineteenth century. The concentration of wealth contributed to the city's prominent, elaborate Victorian architecture. At the 2010 census Helena's population was 28,190, making it the fifth least populous state capital in the Un...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$113,784 to $166,363
Helena, Montana area prices
were up 3.1% from a year ago

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