Investment Specialist jobs in West Virginia

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)

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Alternative Investment Analyst
  • West Virginia Investment Management Board
  • Charleston, WV FULL_TIME
  • Alternative Investment Analyst

    The West Virginia Investment Management Board is accepting resumes for an Alternative Investment Analyst. This is a full-time position that offers a great work/life balance. Partial remote work is offered following a training period. Starting salary ranges from $60k to $75k depending on experience. Special consideration will be given to applicants with three to five years of operational due diligence experience.

    The WVIMB is a professional financial management organization charged with managing pension and other long-term funds primarily for the State of West Virginia.

    We are seeking a highly motivated and detail-oriented Alternative Investment Analyst to join our dynamic team. The successful candidate will play a crucial role in the operational due diligence and portfolio accounting processes for our multi-billion-dollar alternatives portfolio. This is a unique opportunity to collaborate with senior leaders and key team members from some of the largest, most successful hedge fund, private equity, and private real estate managers in the country.

    Functions and basic duties include, but are not limited to:

    • Conduct thorough operational due diligence on potential and existing investment managers, evaluating the overall quality of fund systems and infrastructure to identify risks with an emphasis on internal practices, governance structure, employees, cash management, reporting processes and controls, valuation practices, business continuity, compliance, third party service providers, etc.
    • Maintain accurate and up-to-date portfolio accounting records, ensuring alignment with governmental accounting standards.
    • Monitor cash balances and ensure capital calls are funded timely.
    • Calculate performance and reconcile to the results presented by the funds and consultants.
    • Assist with year-end valuation analysis to support values reported in the WVIMB’s audited financial statements.

    Qualified applicants will have:

    • Bachelor’s degree in Accounting or Finance required, CPA or CAIA license preferred.
    • A minimum of three years of progressive accounting experience in a complex industry or public accounting is required.
    • Exceptional analytical skills, attention to detail, and the ability to assess complex investment structures.
    • Excellent verbal and written communication skills to effectively interact with senior leadership from top-tier investment firms.
    • Ability to manage multiple projects and tasks simultaneously while maintaining high-quality work.

    To apply, send a cover letter and resume to jobs@wvimb.org.

    Specific details about the position may be accessed at: https://wvimb.org/home/about/employment-opportunities/

    Job Type: Full-time

    Pay: From $60,000.00 per year

    Benefits:

    • Dental insurance
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Education:

    • Bachelor's (Required)

    Experience:

    • Accounting: 3 years (Required)

    Work Location: In person

  • 14 Days Ago

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Assistant Self-Storage Property Manager
  • Spartan Investment Group
  • White Sulphur Springs, WV FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • Just Posted

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Self-Storage Property Manager
  • Spartan Investment Group
  • White Sulphur Springs, WV FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • Just Posted

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Regional Manager
  • CALIFORNIA COMMERCIAL INVESTMENT GR
  • Huntington, WV FULL_TIME
  • We make good investments in our people, properties, tenants, and company. CCI is a nationwide full-service real estate platform focused on the acquisition, asset management, property management, and d...
  • 4 Days Ago

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The Family Investment Project - Camp Counselor
  • AmeriCorps
  • Williamson, WV PART_TIME
  • The Family Enrichment Center is an agency that provides children, adults and families opportunities to take a step forward in life. Members who are serving as Camp Counselors with the Family Investmen...
  • 2 Days Ago

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Specialist
  • TEKsystems
  • Martinsburg, WV FULL_TIME
  • TEKsystems is currently seeking qualified candidates interested in a Repossession Specialist position with a reputable Credit Union. This position is FULLY ON-SITE and requires all candidates be in a ...
  • 11 Days Ago

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Chief Investment Specialist
  • 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

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Senior Investment Specialist, Client Portfolio Manager
  • 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

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Finance Investment Specialist
  • 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

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Asset Management - Alternatives Infrastructure Investment Specialist - Vice President
  • 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

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Real Estate Investment Specialist
  • 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

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Real Estate Investment Specialist
  • 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

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Treasury & Investment Specialist II
  • StateJobsNY
  • Albany, NY
  • Minimum Qualifications Bachelor's degree plus two years relevant experience or an Associate's degree plus four years of ...
  • 5/30/2024 12:00:00 AM

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U.S. Private Bank - Investment Specialist - Associate
  • 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

West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston. West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$117,843 to $172,297

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