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)
Job Description – Investment Specialist
The Investment Specialist is primarily responsible for supporting our team in delivering investment services for our clients. The successful candidate will participate in research, analysis, and reporting with a focus on trading. The role is a Senior Associate level position with opportunity for growth.
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Competencies:
Signal Tree Financial Partners, LLC
Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory firm based out of Fairlawn, OH. Our mission is to positively impact the lives of our clients, team members and the community by delivering high-quality financial advice, personalized service, and an exceptional client experience. We are a client-centered, growth-oriented organization that values people, shared success, and our community.
Please submit your resume to info@signaltreefinancial.com