Investment Specialist jobs in Orem, UT

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
  • O'Reilly Auto Parts
  • Nephi, UT 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 JOB FUNCTIONS

    Follow and promote all company customer service programs, i.e. Hi-5, Low Price Guarantee, Rock the Call, Related Selling, Rock the Lot, etc.

    Promptly greet retail / walk-in customers in a friendly, courteous manner and assist them in their selection of merchandise.

    Complete assigned company training relevant to position.

    Provide excellent service to customers calling the store on the phone by answering all calls according to company policy, accurately looking up parts and quote prices, recommending premium and related items, and offering the Low-Price Guarantee.

    Responsible for accurately maintaining and securing the cash drawer, accepting cash and / or checks, accurately making change, and processing credit card transactions.

    Process exchanges and returns for credit in a friendly manner, and in accordance with company policies and procedures.

    Address and resolve customer complaints in a friendly manner.

    Assist with the completion of daily image maker, and planogram updates, including freight receival, stocking shelves, fronting and facing, cleaning, etc.

    Perform various daily operational tasks, i.e., prepare new, core, and warranty merchandise returns to be shipped to the distribution center, assist with monthly stock adjustments, inventory cycle counts, etc.

    Operate brake lathe and other store test equipment after corresponding training is completed and company requirements are met.

    Perform various in-store services for customers (where state and local laws allow) - (i.e.; install wipers, test and charge batteries, test charging system, scan vehicle trouble codes, replace headlight capsules, etc.)

    Occasionally drive a delivery vehicle to make deliveries (Driving record must meet the company mandated driving eligibility requirements) when business needs dictate.

    All other duties as assigned.

    SKILLS / EDUCATION / KNOWLEDGE / EXPERIENCE / ABILITIES

    Required :

    Ability to quickly match alphanumeric sequences

    Ability to provide outstanding, friendly and professional customer service

    Must be able to multitask, handling customers on the phone and in the store at the same time

    Desired :

    Familiar with automotive parts, cataloging, weatherly index system, and automotive sales or service

    ASE certification

    O’Reilly Auto Parts has a proven track record of growth and stability. O’Reilly is full of successful career stories and believes in a strong promote-from-within philosophy, encouraging you to grow your career along with the organization.

    Total Compensation Package :

    Competitive Wages & Paid Time Off

    Stock Purchase Plan & 401k with Employer Contributions Starting Day One

    Medical, Dental, & Vision Insurance with Optional Flexible Spending Account (FSA)

    Team Member Health / Wellbeing Programs

    Tuition Educational Assistance Programs

    Opportunities for Career Growth

    O’Reilly Auto Parts is an equal opportunity employer. Hiring decisions are administered without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state or local law.

    Reasonable Accommodations : Qualified individuals with known disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws.

    Last updated : 2024-04-18

  • 17 Days Ago

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Delivery specialist
  • O'Reilly Auto Parts
  • Spanish Fork, UT FULL_TIME
  • The Delivery Specialist will maintain and operate store vehicles to deliver parts and / or products to professional customers in a safe and efficient manner. This position will also collect money on C...
  • Just Posted

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Delivery specialist
  • O'Reilly Auto Parts
  • Payson, UT FULL_TIME
  • The Delivery Specialist will maintain and operate store vehicles to deliver parts and / or products to professional customers in a safe and efficient manner. This position will also collect money on C...
  • Just Posted

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Retail specialist
  • O'Reilly Auto Parts
  • Orem, UT FULL_TIME
  • The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift ma...
  • Just Posted

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Container Specialist
  • Thanksgiving Point Institute Inc.
  • Lehi, UT PART_TIME
  • Gardner, Container Specialist Job Description Wage: $16-$24.00/hour DOE Part Time: Summer hours: Mon-Fri 6am-11am. Fall and Winder hours: 7am-12pm. Some Saturdays may be required. Summary: Do you enjo...
  • Just Posted

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Parts specialist
  • O'Reilly Auto Parts
  • Heber, UT 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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0 Investment Specialist jobs found in Orem, UT area

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Senior FP&A Analyst
  • Neighbor
  • Lehi, UT
  • At Neighbor, our vision is to bring communities together by solving our neighbors’ biggest challenges. We’re building th...
  • 5/7/2024 12:00:00 AM

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Car Wash Crew Member - Shop#313 - 860 W 1250 S
  • Driven Brands
  • Orem, UT
  • Company:Take 5 Car Wash Join our impressive Take 5 Car Wash team! We're the world's largest car wash company with close ...
  • 5/7/2024 12:00:00 AM

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2021-2024 Undergraduates, Customer Relationship Advocate- Salt Lake City, UT
  • Fidelity Investments
  • Provo, UT
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 5/7/2024 12:00:00 AM

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2021-2024 Undergraduates, Customer Relationship Advocate- Salt Lake City, UT
  • Fidelity Investments
  • American Fork, UT
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 5/7/2024 12:00:00 AM

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Automotive Service Advisor - Remote
  • Enterprise Holdings
  • Provo, UT
  • Overview: As we continue to build our team in support of our vision to the be the worlds best and most trusted mobility ...
  • 5/5/2024 12:00:00 AM

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Merchant Services Sales Specialist
  • Quilt Software LLC
  • Provo, UT
  • About Quilt Software: Quilt LLC is PSG Equity's latest vertical software and integrated payments platform, similar to th...
  • 5/5/2024 12:00:00 AM

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Loan Support Specialist
  • Altabank
  • Salt Lake City, UT
  • **Loan Support Specialist** CAROUSEL_PARAGRAPH * Altabank * Murray, Utah * 5462 * Part Time * Non-Exempt * USD $14.16/Hr...
  • 5/4/2024 12:00:00 AM

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EHS Coordinator/Purchasing Assistant
  • Valmont Industries, Inc.
  • Lindon, UT
  • 1085 West 400 North Lindon Utah 84042-1102 Why Valmont We're Here to Move the World Forward. Valmont impacts millions of...
  • 5/4/2024 12:00:00 AM

Orem is a city in Utah County, Utah, United States, in the northern part of the state. It is adjacent to Provo, Lindon, and Vineyard and is about 45 miles (72 km) south of Salt Lake City. Orem is one of the principal cities of the Provo-Orem, Utah Metropolitan Statistical Area, which includes all of Utah and Juab counties. The population was 84,324 at the 2000 census, while the 2010 population was 88,328 making it the fifth-largest city in Utah. Utah Valley University is located in Orem. The Orem Owlz of the minor league baseball Pioneer League play their home games at the college. Orem uses ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$121,902 to $178,232
Orem, Utah area prices
were up 2.3% 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