Investment Specialist jobs in Reading, PA

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 Banking Internship - Saint Petersburg
  • Into City Prep
  • Saint Petersburg, PA INTERN
  • Investment Banking Intern

    Seeking a hardworking undergraduate or recent graduate passionate about investment banking. You may get involved with analysing markets, creating complex financial models, producing prospectuses and performing valuations. 

    This is a good opportunity for undergraduates, graduates as well as working professionals who want to change industries. A desire to want to work in finance is essential.

    Responsibilities and Duties

    • Conduct market research and build discounted cash flow model
    • Preparing in-depth valuations and other financial analysis
    • Calculate financial metrics, assisting with the annual business plan and budgeting process
    • Construct financial statements in Excel, and preparing M&A reports
    • Underwrite models to reflect asset performance and changes in the market environment
    • Critical analysis of financials and business data
    • Communicate financial patterns, insights and discrepancies

    Qualifications and Skills

    • Undergraduates, graduates as well as working professionals who want to change industries. 
    • Cross-cultural work experience is a plus
    • Working knowledge of Excel, PowerPoint and Word
    • Excellent analytical skills
    • Strong presentation skills; oral and written

    Benefits and Perks

    • Remote opportunity available
    • A dedicated mentor will be offered to guide you as you progress through your  journey. 
    • Unparalleled early exposure and acquiring strong financial analysis skills.
    • This is a competitive unpaid role which provides academic credits and direct experience.
  • 1 Month Ago

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Specialist
  • Holcomb Behavioral Health
  • Reading, PA FULL_TIME
  • Our vast array of services educational, employment, vocational, residential, habilitative, and behavioral health - are delivered through a network of national and international affiliates. This allows...
  • 15 Days Ago

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Product specialist
  • The Sherwin-Williams Company
  • Reading, PA FULL_TIME
  • This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Wholesale Product Speci...
  • 15 Days Ago

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Attendance specialist
  • Service Access & Management, Inc
  • Reading, PA FULL_TIME
  • Job Description Summary of Responsibilities : Under the general direction of the School Attendances Manager, this position provides School Attendance services for Persons Served. Duties are conducted ...
  • 15 Days Ago

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Support Specialist
  • TEKsystems
  • Reading, PA FULL_TIME
  • The Remarketing Support Specialist will assist the sales team with administrative duties relating primarily to the sale of vehicles. Support will be provided to coordinate the completion of vehicle pu...
  • 16 Days Ago

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Procurement Specialist
  • Belcan Corporation
  • Reading, PA FULL_TIME
  • Details: Job Title: Procurement Specialist Location: Reading, PAPay: $25 - 35/hr.Area Code: 610Zip Code: 19601Start Date: ASAPKeywords: #procurement, #purchaseorders, #manufacturingA Procurement Speci...
  • 17 Days Ago

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0 Investment Specialist jobs found in Reading, PA area

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Key Private Bank Relationship Manager
  • Key Bank
  • Plymouth Meeting, PA
  • Occupation: Banking, Mortgage, InvestmentSpecialty: Area ManagerLocation: Plymouth Meeting , Pennsylvania , United State...
  • 4/24/2024 12:00:00 AM

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Key Private Bank SR Relationship Manager
  • Key Bank
  • Plymouth Meeting, PA
  • Key Private Bank SR Relationship Manager Occupation: Banking, Mortgage, InvestmentSpecialty: Area ManagerLocation: Plymo...
  • 4/24/2024 12:00:00 AM

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Investment Operations Specialist
  • Multi-Family Office
  • Conshohocken, PA
  • Job Description Job Description We are a multi-family office that services ultra-high-net-worth clients across their fin...
  • 4/23/2024 12:00:00 AM

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Custody Operations Specialist - Securities
  • The Haverford Trust Company
  • Radnor, PA
  • You understand how the markets and economy work, and you know a lot about securities and account maintenance. You are a ...
  • 4/23/2024 12:00:00 AM

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Citizens Banker
  • Citizens
  • Lancaster, PA
  • Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
  • 4/22/2024 12:00:00 AM

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Portfolio Services Associate 2
  • State Street Corporation
  • Berwyn, PA
  • Portfolio Services Associate 2 Who we are looking for We are looking for a self-motivated individual that can learn, exe...
  • 4/21/2024 12:00:00 AM

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Internship: Financial Advisor
  • Northwestern Mutual
  • Center Valley, PA
  • Financial Representative Interns at Northwestern Mutual Lehigh Valley help their clients live more and worry less throug...
  • 4/20/2024 12:00:00 AM

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Internship: Financial Advisor
  • Northwestern Mutual
  • Center Valley, PA
  • Financial Representative Interns at Northwestern Mutual Lehigh Valley help their clients live more and worry less throug...
  • 4/20/2024 12:00:00 AM

Reading (/ˈrɛdɪŋ/ RED-ing; Pennsylvania German: Reddin) is a city in and the county seat of Berks County, Pennsylvania, United States. With a population of 87,575, it is the fifth-largest city in Pennsylvania. Located in the southeastern part of the state, it is the principal city of the Greater Reading Area, and is furthermore included in the Philadelphia-Reading-Camden PA-NJ-DE-MD Combined Statistical Area. The city, which is approximately halfway between the state's most populous city, Philadelphia, and the state capital, Harrisburg (as well as about halfway between Allentown and Lancaster)...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$105,794 to $178,854
Reading, Pennsylvania area prices
were up 1.5% 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