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)
Investment Advisor Representative
New Haven, CT (Onsite)
Direct Hire
Overview :
Facilitates sales initiatives and business development opportunities within Company’s Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serves as the main point of contact for inbound inquiries from clients and executes targeted campaigns. Coordinates with internal parties and external vendors to establish and service accounts on an ongoing basis.
Core Responsibilities:
Skill Qualifications:
Required:
Preferred:
Education and Experience Qualifications:
Required:
Preferred:
About the Company:
USPRO
USPRO, a Boston-born and bred, woman-owned and operated company, has built a solid reputation as a top provider of temporary and permanent hiring solutions in the aerospace/defense, healthcare and manufacturing industry.
Our goal has always been to scour the land for the best in order to offer the best.
Our outstanding service model has earned us five-star prestige as a top supplier to government and private sector employers in the aerospace, manufacturing and healthcare industry.
Our mantra is simple: Working together, we’ll quickly set the standard that there are no limits to anything you’re looking to accomplish. No limits at all.
Company Size:
20 to 49 employees
Industry:
Staffing/Employment Agencies
Founded:
0
Website:
https://www.uspro.net/
Clear All
0 Investment Specialist jobs found in New Haven, CT area