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)
Description
Do you have 5 years of investment industry experience, institutional investment knowledge, direct or indirect team management, and an innate desire to deliver high client satisfaction? Are you looking to work for an investment firm committed to diversity, inclusion, sustainability, and Corporate Social Responsibility where you can leverage your skills and build a long-term career? Then this might be the fit for you!
The job
As a Director of Investment Services, you will lead and support a team of investment professionals whose mission is to deliver first-class client service to our clients. Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals. You and your team will work closely with all departments, including compliance, research, consultants, and business support, to achieve client and financial goals. In this role, you will be expected to understand and advocate for industry best practices and innovate processes and procedures as appropriate. This position can be based out of our Portsmouth or Boston office.
You'll be responsible for:
We're looking for:
What We Offer
At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we'll shower you with perks, including:
Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.
About Prime Buchholz
Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.
Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.
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