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)
Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
We are helping our client in New York City, hire an Investment Operations Specialist who will join their investment desk. This person will possess the required credentials (Series 7 & 63) and have at least 3 years of experience working within the financial planning industry. They are looking for highly motivated individuals who have an intellectual curiosity, leadership and organizational skills, as well as possess outstanding integrity and judgement.
Your role will include the following responsibilities:
Requirements:
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.
Job Type: Full-time
Pay: $70,000.00 - $90,000.00 per year
Benefits:
Schedule:
Work setting:
Ability to Relocate:
Work Location: In person