Investment Specialist jobs in Kentucky
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)
Recently Added Investment Specialist jobs
- COMMUNITY TRUST AND INVESTMENT COMPANY
-
Ashland, KY
FULL_TIME
-
JOB RESPONSIBILITIES
- Assists in responding to client inquires, conducting account research, preparing client reports and presentation materials.
- Assists with providing high standards of service and communications to clients.
- Develops continuous and open channels of communication with all inter-company co-workers and support areas.
- Ensures all actions performed are in compliance with government regulations and organizational policies and procedures.
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
- College degree or equivalent.
- Strong organizational skills with attention to detail.
- Proficient/knowledgeable in Excel, Powerpoint, Word and Adobe Acrobat.
- Strong oral/written communication and interpersonal skills.
WORKING CONDITIONS
- Normal office conditions
- Monday – Friday 8:00 to 5:00
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Candidates may be subject to the following screenings:
Credit Check, Drug Testing, and Criminal Background Check
Community Trust Bank offers a competitive benefits package including: Medical, Dental, and Vision Insurance; Company paid Life Insurance; Paid Vacation, Sick days, and Holidays; Short Term and Long-Term Disability; 401K and ESOP.
- 1 Month Ago
- Robert W. Baird
-
Louisville, KY
FULL_TIME
- Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth indi...
- 24 Days Ago
- Keller Executive Search International
-
Lexington, KY
FULL_TIME
- Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for provid...
- 3 Days Ago
- Scheduling Specialist - Surgical Specialist Owensboro in Owensboro, KY - Owensboro
-
Owensboro, KY
FULL_TIME
- Summary Job Summary Responsible for a variety of clinical and administrative tasks related to patient registration, assessments, and scheduling while maintaining confidentiality, professionalism, and ...
- 16 Days Ago
- Field & Main Bank
-
Henderson, KY
FULL_TIME
- Investment Officer DEPARTMENT: Trust Department REPORTS TO: President, Trust & Investment Services SUPERVISES: none FLSA: Exempt STATUS: Full Time EEO Classification: 1.2 First / Mid-Level Officials a...
- 9 Days Ago
- Monarch Investment and Management Group
-
Louisville, KY
FULL_TIME
- Description Monarch Investment is seeking a Maintenance Technician to join our team at the Preston Oaks Apartments in Louisville. We are offering up to $23/hrs plus $750 quarterly bonuses, full benefi...
- Just Posted
Investment Specialist jobs at Popular Companies
- State of Nebraska
-
Lincoln, NE
- The work we do matters! Hiring Agency: Insurance - Agency 22 Location: Lincoln Job Posting Hiring Rate: $42.730 Classifi...
- 6/2/2024 12:00:00 AM
- Macquarie
-
Philadelphia, PA
- Join our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will...
- 6/2/2024 12:00:00 AM
- Artemis Consultants
-
Jersey City, NJ
- This person will be working with Investment team for a major Insurance client. The ideal candidate should have hands-on ...
- 5/31/2024 12:00:00 AM
- JPMorgan Chase
-
New York, NY
- J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering inn...
- 5/31/2024 12:00:00 AM
- JPMorgan Chase
-
Los Angeles, CA
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
- 5/31/2024 12:00:00 AM
- Canvas Forum
-
- Canvas Forum is a licensed real estate brokerage that helps buyers and sellers navigate the investment real estate trans...
- 5/30/2024 12:00:00 AM
- Canvas Forum
-
- Investment Real Estate Sales/Dispositions Agent Canvas Forum is a licensed real estate brokerage that helps buyers and s...
- 5/30/2024 12:00:00 AM
- JPMorgan Chase
-
Fort Worth, TX
- Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and ...
- 5/29/2024 12:00:00 AM