Investment Specialist jobs in Iowa City, IA

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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Accounting Specialist
  • Cambridge Investment Research, Inc.
  • Fairfield, IA FULL_TIME
  • Overview

    We are looking for someone who enjoys providing customer service and learning more about the finance industry to join the Accounting Department as an Accounting Specialist. This Accounting Specialist will assist with account set up, facilitating billing, refunds and supporting our financial professionals.  


    Essential Duties

    • Update information in Accounting database software including but not limited to daily transactions, schedules, and general ledger entries related to receipt and reporting of revenue
    • Provide customer service related to Accounting and supply information as needed at request of management, company associates, and financial professionals
    • Process scheduled compensation including precise management fee and service fee calculations
    • Manage sensitive and confidential matters though planning and protecting security of information, data and files

    Education & Experience

    Six months to one-year related experience, education and/or training.

     

    Compensation: $37,000-$41,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

     

    Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success. 

    • Premium benefit package including medical, vision, dental, life and long-term disability insurance
    • Vacation/sick time
    • 401K retirement plan with company matching program
    • Profit Sharing Plan
    • Eleven paid holidays

     

    You can find more details about our comprehensive benefits package here. 


    Certificates & Licenses

     

     

  • 18 Days Ago

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Client Solutions Internal Specialist
  • Cambridge Investment Research, Inc.
  • Fairfield, IA FULL_TIME
  • OverviewCambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for sales and customer service to join the ...
  • 17 Days Ago

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Data Integrity Specialist
  • Cambridge Investment Research, Inc.
  • Fairfield, IA FULL_TIME
  • OverviewCambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person to join the Operations Department for a full time Performance...
  • 2 Days Ago

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IT Helpdesk Specialist
  • Cambridge Investment Research, Inc.
  • Fairfield, IA FULL_TIME
  • OverviewCambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for customer service to join the IT Departm...
  • 8 Days Ago

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Loans & Work-Study Support Specialist
  • Study Support Specialist - Jobs@UIOWA Careers
  • Iowa, IA FULL_TIME
  • Do you have experience or interest in working work-study (student employment), institutional loans, private loans, and grants? Are you looking for an opportunity to work on a team and interact with pa...
  • 18 Days Ago

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Financial Planning Experience Consultant
  • Cambridge Investment Research, Inc.
  • Fairfield, IA FULL_TIME
  • OverviewCambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for assisting and coordianting with financi...
  • 2 Days Ago

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0 Investment Specialist jobs found in Iowa City, IA area

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Sales Professional
  • Mattress Firm
  • Iowa City, IA
  • Is your current job a nightmare? Make it a dream job at Mattress Firm! Join Mattress Firm as a Sleep Expert and have the...
  • 5/26/2024 12:00:00 AM

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Specialty Sales
  • Target
  • Coralville, IA
  • Starting Hourly Rate / Salario por Hora Inicial: $15.00 USD per hour ALL ABOUT TARGET As a Fortune 50 company with more ...
  • 5/26/2024 12:00:00 AM

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Sales Consultant
  • Mattress Firm
  • Coralville, IA
  • Is your current job a nightmare? Make it a dream job at Mattress Firm! Join Mattress Firm as a Sleep Expert and have the...
  • 5/26/2024 12:00:00 AM

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Sleep Expert - Sales
  • Mattress Firm
  • Coralville, IA
  • Is your current job a nightmare? Make it a dream job at Mattress Firm! Join Mattress Firm as a Sleep Expert and have the...
  • 5/26/2024 12:00:00 AM

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Delivery Driver-CDL
  • Tamarack Materials Inc
  • Iowa City, IA
  • ** Delivery Driver-CDL** **Job Category****:** Operations **Requisition Number****:** DELIV05706 Showing 1 location **Jo...
  • 5/24/2024 12:00:00 AM

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Head of Learning and Development
  • Alpla
  • Iowa City, IA
  • ALPLA is a global family-owned, privately held company that makes innovative, customized, recycled packaging for top com...
  • 5/23/2024 12:00:00 AM

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Senior Tactical Portfolio Manager - Aegon AM
  • Aegon Asset Management
  • Cedar Rapids, IA
  • Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 invest...
  • 5/23/2024 12:00:00 AM

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Light Commercial HVAC/R Technician
  • Coolsys
  • Iowa City, IA
  • Overview: With over 150 years of experience, CoolSys is the market-leading indoor environment solutions company. Our ful...
  • 3/20/2024 12:00:00 AM

Iowa City is a city in Johnson County, Iowa, United States. It is the home of the University of Iowa and county seat of Johnson County, at the center of the Iowa City Metropolitan Statistical Area. The U.S. Census Bureau estimated the city's population at 75,798 in 2017, making it the state's fifth-largest city. Iowa City is the county seat of Johnson County. The metropolitan area, which encompasses Johnson and Washington counties, has a population of over 171,000. Iowa City was the second capital of the Iowa Territory and the first capital city of the State of Iowa. The Old Capitol building i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$124,258 to $181,678
Iowa City, Iowa area prices
were up 0.8% 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