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Investment Specialist Jobs

150 jobs

Responsible for performing various duties to support the Chief Investment Officer and Investment Services function; supporting business development and investment services projects/assignments; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the investment function; communicating with appropriate personnel...
REVISED DATE: June 2016 DEPARTMENT: Wealth Management REPORTS TO: Chief Investment Officer STATUS: Exempt JOB SUMMARY This position is responsible for the efficient administration of Brookfield Investment Partners, LLC. This highly autonomous position has a mix of client interaction and highly detailed administration work. JOB RESPONSIBILITIES The following are essential job responsibilitie...
Description **This posting is for candidates who already hold an active Series 7 registration** The primary role of the Investment Specialist Trainee is to acquire the necessary registrations and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63 registrations, Investment Specialist Trainees will be required to complete the new hire training program, includ...
Description The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activi...
Description The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activi...
Description The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activi...
DescriptionInvestment Specialist Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required registrations, completes training activities and passes all proficiency assessments, they will transition into a full time Investment Specialist. Investment Specialists provide account service and guidanc...
Description: 1609387 Qualifications: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of ...
Description Job Description The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, complete...
Description Position Description The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, com...
Firm Information Cambridge Associates is a leading global investment firm. We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them meet their philanthropic goals, pensioners’ obligations, or personal endeavors. Our goal is to meet clients wherever they are in the investment process. We offer a variety of services to complement those n...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
Description The primary role of the Investment Specialist Trainee (trainee) is to acquire the necessary registrations and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63 registrations, Investment Specialist Trainees will be required to complete the new hire training program, including classroom and on the job training activities at the Merrill Edge Home O...
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Priv...
The primary role of the Investment Specialist Trainee (trainee) is to acquire the necessary registrations and training to become an Investment Specialist. In addition to studying and acquiring 7 & 63 registrations, Investment Specialist Trainees will be required to complete the new hire training program, including classroom and on the job training activities at the Merrill Edge Home Office. Once a...
About the Agency This opportunity is also open to Status eligibles under Announcement 16-HUD-1108. Please refer to that announcement for details on open period, eligibility, and how to apply. This position is located in the Office of Public Housing Investments (OPHI). The mission of OPHI is to concentrate on the revitalization of severely distressed public housing through the use of the Choice N...
J.P. Morgan Private Bank Client Transition Group – Investment Specialist JPMorgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision ...
Our Merrill Edge Investment Specialists are dedicated to providing world class service to our clients by providing point of call assistance and resolution. Specific Responsibilities include : Deliver exceptional service to clients by answering general account inquiries and providing quotes and account balances upon request Accurately execute and confirm trade orders as well as a variety of secu...
Description Our Merrill Edge Investment Specialists are dedicated to providing world class service to our clients by providing point of call assistance and resolution. Specific Responsibilities include: Deliver exceptional service to clients by answering general account inquiries and providing quotes and account balances upon request Accurately execute and confirm trade orders as well as a var...
Position Overview: Under the direction of the Treasury/Operations manager/supervisor, the position performs one or more of the following operational / analytical tasks. (1) Processing of securities transactions, settlements and custody. (2) Processing of foreign exchange and money market transactions. (3) Monitoring of the Bank’s liquidity position at various financial institutions. Ensures busin...