Investment Specialist jobs in Lynchburg, VA

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 Internship (Summer 2025)
  • University of Virginia Investment Management
  • Charlottesville, VA FULL_TIME
  • University of Virginia Investment Management Company (UVIMCO) provides investment management services to UVA and its associated organizations. We are responsible for evaluating, selecting, and monitoring investment strategies for a $14 billion endowment portfolio. Our portfolio is invested globally across a broad range of asset classes and strategies including public equity, hedge funds, private equity, venture capital, real estate, resources, credit, fixed income, and derivatives. The vast majority of our investments are implemented through long-term partnerships with world-class external fund managers. The Investment Intern position is a unique opportunity to join a team of experienced investment professionals motivated to generate exceptional returns to further the mission of UVA. 

     Why Join Us  

    • Learn from top investment managers across the globe: Through existing and potential new partnerships, interns have the opportunity to engage with exceptional investment managers across asset classes, providing an unparalleled learning opportunity. We scour all corners of the world for investment opportunities and interns play a critical role in assessing these opportunities. 
    • Support UVA’s mission: Investment returns drove a $4.0 billion increase in the value of the endowment over the trailing five-year period ended June 30, 2023, which directly supports scholarships, programs, research, and other initiatives to benefit current and future students, faculty, patients, and staff of the University. Interns have an immediate impact on UVIMCO’s work through research and analysis that contribute meaningfully to investment decisions. 
    • Strong culture: UVIMCO fosters a collegial, flat, and collaborative work environment. The firm prioritizes employee well-being and maintains a strong work-life balance. Staff is united by a passion for our mission, a love of learning, and a commitment to preserving UVIMCO’s record of excellence. 
    • Generous employment benefits: UVIMCO offers a competitive base salary and a business casual work setting. We are located on the Downtown Mall in Charlottesville, VA.

     Position Overview 

    The Investment internship generally spans 10 weeks over the course of the summer in our offices in Charlottesville. Investment Interns work as an integral member of a small, flat team, interfacing directly with senior management to research and evaluate investment opportunities. Responsibilities include: 

    • Work across the investment team to research global investment themes and conduct external manager due diligence across various asset classes
    • Conduct relevant quantitative analysis to evaluate current and prospective investment managers
    • Participate in diligence meetings with external investment managers
    • Prepare and present investment recommendations alongside senior staff
    • Attend internal investment committee meetings and contribute independent opinions
    • Assess current opportunities and risks for various investment strategies across public and private markets
    • Complete special projects as directed by senior management

     Position Requirements 

    • Working towards an undergraduate degree (degree in finance, economics, math, data / quantitative analysis, or engineering disciplines preferred) with excellent academic credentials 
    • Demonstrated passion for investing and global markets with a high level of curiosity
    • Effective verbal and written communication skills and strong attention to detail
    • Outstanding quantitative and qualitative analytical skills
    • Willingness to work collaboratively as part of a team
    • High level of professionalism and integrity
    • Ability to be resourceful and work independently 

    To Find Out More – Connect with Us 

    Members of the investment team at UVIMCO are deeply connected to the University, many are alumni themselves and are eager to engage with students interested in careers at UVIMCO or investment management more broadly. Qualified candidates can reach out to request a meeting with a member of our team to learn more about UVIMCO, our investment program, and the professional development possibilities in the Investment Intern role for those looking to hone their investment skillset. Email UVIMCO@uvimco.org to get connected.

     

  • 1 Month Ago

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Investment Associate - Asset Allocation and Risk Management
  • University of Virginia Investment Management
  • Charlottesville, VA OTHER
  • Company ProfileThe University of Virginia Investment Management Company (UVIMCO) provides investment management services to the University of Virginia and affiliated entities and is responsible for mo...
  • 19 Days Ago

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Investment Associate - Asset Allocation and Risk Management
  • UVA Investment Management
  • Charlottesville, VA OTHER
  • Company ProfileThe University of Virginia Investment Management Company (UVIMCO) provides investment management services to the University of Virginia and affiliated entities and is responsible for mo...
  • 2 Days Ago

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Investment Analyst
  • Liberty University
  • Lynchburg, VA FULL_TIME
  • The Investment Analyst will support Liberty University’s Chief Investment Officer and the investment team in the management of Liberty’s endowment assets. The analyst will develop generalist skills ac...
  • 1 Month Ago

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RISE Community Business Navigator
  • Community Investment Collaborative (CIC)
  • South Boston, VA FULL_TIME
  • COMMUNITY INVESTMENT COLLABORATIVE The Community Investment Collaborative (CIC) is a Community Development Finance Institution (CDFI) with a mission of strengthening our community and contributing to ...
  • 1 Day Ago

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RISE Navigator Program Manager
  • Community Investment Collaborative (CIC)
  • South Boston, VA FULL_TIME
  • COMMUNITY INVESTMENT COLLABORATIVE The Community Investment Collaborative (CIC) is a Community Development Finance Institution (CDFI) with a mission of strengthening our community and contributing to ...
  • 26 Days Ago

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0 Investment Specialist jobs found in Lynchburg, VA area

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Cashier/Sales Associate - All Shifts
  • Apple Market
  • Amherst, VA
  • Overview: Join our dynamic team! We're not just a stop along the road; we're a community hub where customers find more t...
  • 4/24/2024 12:00:00 AM

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Leave Specialist
  • Stancorp Financial Group Inc
  • Altavista, VA
  • At The Standard, youll join a team focused on putting our customers first.Our continued success is driven by a high-perf...
  • 4/24/2024 12:00:00 AM

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Cashier/Sales Associate - Midday/2nd Shift
  • Apple Market
  • Moneta, VA
  • Overview: Step into the heart of the day as a Mid/Second Shift Associate! This shift is perfect for those who enjoy the ...
  • 4/24/2024 12:00:00 AM

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Office of Consumer Affairs / Office of the President USLI Complaint Intake and Referral Specialist
  • Genworth Financial, Inc.
  • Lynchburg, VA
  • At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies...
  • 4/23/2024 12:00:00 AM

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Commercial Refrigeration Service Technician
  • Coolsys
  • Lynchburg, VA
  • 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

Lynchburg is an independent city in the Commonwealth of Virginia in the United States. As of the 2010 census, the population was 75,568. The 2017 census estimates an increase to 81,000. Located in the foothills of the Blue Ridge Mountains along the banks of the James River, Lynchburg is known as the "City of Seven Hills" or the "Hill City". In the 1860s, Lynchburg was the only major city in Virginia that was not recaptured by the Union before the end of the American Civil War. Lynchburg lies at the center of a wider metropolitan area close to the geographic center of Virginia. It is the fifth-...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$97,501 to $164,834
Lynchburg, Virginia area prices
were up 1.2% 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