Please scroll down, To apply

Investment Specialist

hiring now

Ascendo Resources

2021-12-03 09:03:25

Job location Charlotte, North Carolina, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job description

Looking for an Investment Specialist to provide service and support for wealth and investment management for a top-tier bank in Charlotte. This opportunity offers market leading benefits, a competitive salary as well as room for advancement within the company.

Required qualifications:

1+ year of client service experience

Successfully completed FINRA series 7, and 63 (or 66) exams

Description:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealth

If interested, contact Lane Guedry at .



Job Requirements:
  • Provide daily investment performance to investment team
  • Analyze investment portfolio holding exposures
  • Review potential new investment managers
  • Perform due diligence on prospective investment opportunities
  • Construct investment plans and financial strategies
  • Provide investment solutions tailored to the investment needs of institutional clients
  • Recommend investment idea across sectors
  • Support cash and investment decisions
  • Expected cash flow available for investment, cash flow from investments, investment income, future values of the investment portfolio
  • Resolve investment data related issues
  • Reconcile investment portfolio positions and market values
  • Evaluate and monitor investment managers
  • Prepare quarterly reports on investment performance
  • Assist with the quarterly socially responsible investment review process with investment managers
  • Analyzing investment and risk scenarios
  • Facilitate implementation of investment plans
  • Coordinate investment research and analysis projects with investment consultants;. Meet with investment managers and write meeting notes for the investment team;. Attend local investment conferences
  • Facilitate implementation of investment plan
  • Create various ad-hoc investment analyzes
  • Preparing investment proposals and reviews

Inform a friend!

Top