8,463 Investment Specialists jobs in the United States
Chief Investment Officer, Portfolio Management
45201 Cincinnati, Ohio
$250000 Annually
WhatJobs
Posted 2 days ago
Job Viewed
Job Description
Our client, a distinguished financial institution, is seeking a highly accomplished and strategic Chief Investment Officer (CIO) to lead their investment management division. This pivotal role, located in **Cincinnati, Ohio, US**, with a hybrid work structure, will be responsible for developing and executing comprehensive investment strategies that align with the firm's objectives and maximize shareholder value. The CIO will oversee all aspects of portfolio management, including asset allocation, risk management, and market analysis. You will lead a team of experienced investment professionals, fostering a culture of rigorous research, astute decision-making, and ethical conduct. Key responsibilities include identifying and evaluating investment opportunities across various asset classes, managing investment risk exposure, and ensuring compliance with regulatory requirements. The ideal candidate will possess extensive experience in global financial markets, deep analytical acumen, and a proven track record of successful portfolio performance. Strong leadership, strategic thinking, and exceptional communication skills are essential to effectively engage with the board of directors, investment committees, and key stakeholders. This is an unparalleled opportunity for a seasoned finance leader to shape the investment future of a respected organization and to drive significant financial growth. A profound understanding of macroeconomic trends, economic forecasting, and quantitative analysis is critical. We are seeking a visionary leader who can navigate complex financial landscapes and deliver exceptional returns.
Apply Now
0
Senior Investment Analyst, Portfolio Management
94102 Sacramento, California
$130000 annum + bon
WhatJobs
Posted 10 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and results-driven Senior Investment Analyst to join their Portfolio Management team in **Sacramento, California, US**. This role requires a deep understanding of financial markets, investment strategies, and risk management principles. The successful candidate will be responsible for conducting in-depth financial analysis, evaluating investment opportunities, constructing and managing investment portfolios, and providing strategic recommendations to clients and internal stakeholders. You will play a crucial role in driving investment performance and contributing to the growth of client assets under management. This position offers a challenging and rewarding career in the dynamic world of finance.
Responsibilities:
Qualifications:
Responsibilities:
- Conduct comprehensive research and analysis of financial markets, economic trends, and industry sectors.
- Evaluate investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
- Develop, monitor, and manage investment portfolios to meet client objectives and risk tolerances.
- Perform quantitative and qualitative analysis of securities and investment strategies.
- Prepare detailed investment reports, performance reviews, and market commentary.
- Provide strategic investment recommendations to portfolio managers and client advisory teams.
- Monitor portfolio risk exposures and implement hedging strategies as necessary.
- Build and maintain sophisticated financial models for valuation and forecasting.
- Stay abreast of regulatory changes and market developments affecting investment management.
- Collaborate with traders, research analysts, and client relationship managers.
- Present investment strategies and performance results to clients and internal committees.
- Ensure compliance with all relevant legal and regulatory requirements.
- Identify and assess new investment products and opportunities.
- Contribute to the development of innovative portfolio construction methodologies.
- Assist in due diligence processes for external investment managers.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. CFA designation or progress towards it is highly preferred.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
- Strong understanding of financial modeling, valuation techniques, and risk management.
- Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel, Python).
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional written and verbal communication abilities, with a talent for presenting complex information clearly.
- Demonstrated ability to work independently and collaboratively in a high-pressure environment.
- Deep knowledge of various investment strategies and asset classes.
- High level of integrity and attention to detail.
- CFA Charterholder or progress towards CFA is a significant advantage.
Apply Now
1
Senior Investment Analyst - Portfolio Management
46204 Indianapolis, Indiana
$120000 Annually
WhatJobs
Posted 11 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and driven Senior Investment Analyst to join their elite, fully remote investment team. This position is pivotal in supporting the firm's portfolio management activities, involving in-depth market research, financial modeling, and investment strategy development. You will play a crucial role in evaluating investment opportunities, assessing risks, and contributing to asset allocation decisions across various asset classes. The successful candidate will possess a strong quantitative background, excellent communication skills, and a passion for financial markets. This remote-first role allows you to leverage your expertise from anywhere within the US, collaborating seamlessly with colleagues through advanced digital tools.Location: Indianapolis, Indiana, US
Responsibilities:
Responsibilities:
- Conduct comprehensive research and analysis of financial markets, economic trends, and specific investment opportunities.
- Develop and maintain sophisticated financial models to evaluate securities, companies, and potential investments.
- Assist in the formulation and implementation of investment strategies and asset allocation.
- Monitor existing portfolio performance, identify risks, and recommend adjustments.
- Prepare detailed investment reports, presentations, and memos for senior management and clients.
- Collaborate with portfolio managers to support investment decisions and client interactions.
- Stay abreast of industry developments, regulatory changes, and market news.
- Perform due diligence on potential investments and conduct risk assessments.
- Contribute to the development of new investment products and strategies.
- Maintain an understanding of various financial instruments, including equities, fixed income, and alternatives.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- CFA designation or progress towards CFA strongly preferred.
- 5+ years of experience in investment analysis, portfolio management, or a related financial role.
- Proven ability in financial modeling, valuation techniques, and statistical analysis.
- Deep understanding of capital markets, investment strategies, and portfolio theory.
- Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Refinitiv Eikon).
- Exceptional analytical, critical thinking, and problem-solving skills.
- Excellent written and verbal communication abilities, with the capacity to present complex information clearly.
- Ability to work independently and collaboratively in a remote team environment.
- High ethical standards and a commitment to fiduciary responsibility.
Apply Now
2
Senior Investment Analyst - Portfolio Management
43201 Columbus, Ohio
$110000 Annually
WhatJobs
Posted 11 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is looking for a talented Senior Investment Analyst to join their dynamic Portfolio Management team. This role is based in Columbus, Ohio, US , offering a hybrid work model that combines the benefits of in-office collaboration with remote flexibility. You will play a critical role in supporting the management of diverse investment portfolios, conducting in-depth financial analysis, and developing investment strategies. Responsibilities include researching and evaluating market trends, analyzing financial statements and economic data, performing valuation modeling, and generating investment recommendations for portfolio managers. You will monitor portfolio performance, identify risks and opportunities, and contribute to client reporting and presentations. The ideal candidate possesses a Bachelor's degree in Finance, Economics, or a related quantitative field, along with 5-7 years of experience in investment analysis, portfolio management, or equity research. A strong understanding of financial markets, investment instruments, and quantitative analysis techniques is essential. Proficiency in financial modeling software and databases (e.g., Bloomberg, FactSet, Excel) is required. Excellent analytical, problem-solving, and communication skills are paramount, along with the ability to work effectively both independently and as part of a collaborative team in a hybrid environment. CFA designation or progress towards it is a plus. If you are a detail-oriented, results-driven professional seeking to advance your career in investment management within a respected firm, we encourage you to apply.
Apply Now
3
Senior Investment Strategist, Portfolio Management
64105 Kansas City, Missouri
$170000 Annually
WhatJobs
Posted 12 days ago
Job Viewed
Job Description
Our client, a distinguished financial institution, is actively seeking a highly experienced Senior Investment Strategist to join their Portfolio Management division in Kansas City, Missouri, US . This pivotal role involves developing and articulating sophisticated investment strategies across various asset classes to support client portfolios and internal investment decisions. The ideal candidate will possess a profound understanding of global financial markets, economic trends, and quantitative analysis techniques. You will be responsible for conducting in-depth market research, generating investment insights, and communicating complex strategies to stakeholders, including portfolio managers, executive leadership, and clients. This position offers a challenging and rewarding opportunity to influence investment outcomes at a leading firm.
Key responsibilities include:
Key responsibilities include:
- Developing and refining investment strategies across equities, fixed income, alternatives, and multi-asset classes.
- Conducting comprehensive macroeconomic and market analysis to identify investment opportunities and risks.
- Performing in-depth research on specific securities, sectors, and industries.
- Developing and utilizing quantitative models to support investment decision-making.
- Creating compelling investment proposals, presentations, and market commentary for internal and external audiences.
- Collaborating closely with portfolio managers to implement and monitor investment strategies.
- Staying abreast of global economic developments, geopolitical events, and regulatory changes impacting financial markets.
- Evaluating new investment products and asset allocation frameworks.
- Providing thought leadership on market trends and investment themes.
- Contributing to the firm's overall investment research and strategy development.
Apply Now
4
Lead Investment Analyst, Portfolio Management
98101 Seattle, Washington
$90000 Annually
WhatJobs
Posted 13 days ago
Job Viewed
Job Description
Our client, a distinguished financial institution, is seeking an accomplished Lead Investment Analyst to join their dynamic team in Seattle, Washington, US . This critical role focuses on rigorous financial analysis, portfolio construction, and performance evaluation to support strategic investment decisions. The Lead Investment Analyst will be responsible for conducting in-depth research on various asset classes, markets, and economic trends to identify investment opportunities and risks. You will develop sophisticated financial models, perform valuation analyses, and prepare detailed reports and presentations for senior management and investment committees. Key responsibilities include monitoring portfolio performance, assessing risk exposures, and recommending adjustments to optimize asset allocation and achieve investment objectives. The ideal candidate will possess a strong understanding of investment theory, financial markets, and quantitative analysis techniques. Excellent analytical, critical thinking, and problem-solving skills are essential, along with proficiency in financial modeling software and data analysis tools. A CFA designation or progress towards one is highly desirable. You should have proven experience in portfolio management or investment research, with a track record of making sound investment recommendations. Strong communication and presentation skills are necessary to articulate complex financial information clearly and concisely. This role offers a challenging and rewarding opportunity to contribute significantly to our client's investment success and shape their portfolio strategies. Join us and be part of a collaborative team dedicated to achieving exceptional financial outcomes.
Apply Now
5
Senior Investment Analyst - Portfolio Management
78701 Austin, Texas
$100000 Annually
WhatJobs
Posted 19 days ago
Job Viewed
Job Description
Our client, a prestigious investment firm, is seeking a highly motivated and analytical Senior Investment Analyst to join their Portfolio Management team. This role is based in our vibrant Austin, Texas, US office and is critical to the success of our investment strategies. You will be responsible for conducting in-depth market research, financial modeling, and performance analysis to support investment decisions and optimize portfolio performance.
Responsibilities:
Qualifications:
This is an on-site position in our Austin, Texas, US office, offering a collaborative work environment and significant opportunities for professional growth within the financial services sector.
Responsibilities:
- Conduct comprehensive financial analysis of public and private companies, industries, and macroeconomic trends.
- Develop and maintain complex financial models to forecast company performance, value assets, and assess investment risks.
- Monitor and analyze the performance of existing investment portfolios, identifying opportunities for rebalancing and risk mitigation.
- Prepare detailed investment research reports, memos, and presentations for the Investment Committee and senior management.
- Contribute to the development and refinement of investment strategies and asset allocation frameworks.
- Engage with portfolio companies, management teams, and industry experts to gather critical information and insights.
- Evaluate new investment opportunities across various asset classes, performing due diligence and making recommendations.
- Stay informed about market developments, regulatory changes, and economic conditions that may impact investment performance.
- Collaborate effectively with traders, portfolio managers, and research associates.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related quantitative field; MBA or CFA designation strongly preferred.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a similar financial role.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Strong understanding of capital markets, investment strategies, and different asset classes (equities, fixed income, alternatives).
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Proficiency in financial databases (e.g., Bloomberg, FactSet) and analytical software.
- High level of attention to detail and accuracy.
- Ability to work effectively under pressure and meet tight deadlines.
- Strong ethical standards and a commitment to fiduciary responsibility.
This is an on-site position in our Austin, Texas, US office, offering a collaborative work environment and significant opportunities for professional growth within the financial services sector.
Apply Now
Be The First To Know
About the latest Investment specialists Jobs in United States !
6
Senior Investment Analyst - Portfolio Management
02108 Boston, Massachusetts
$160000 Annually
WhatJobs
Posted 20 days ago
Job Viewed
Job Description
Our client, a prestigious investment management firm, is actively seeking a Senior Investment Analyst to join their distinguished portfolio management team. This hybrid role, based in the heart of Boston, Massachusetts, US , offers a compelling blend of in-office collaboration and remote flexibility. You will play a vital role in supporting portfolio managers by conducting in-depth research and analysis of investment opportunities across various asset classes. Responsibilities include developing financial models, performing valuation analyses, assessing market trends, and making informed recommendations to optimize portfolio performance. You will be involved in the entire investment process, from idea generation and due diligence to ongoing monitoring and risk management. The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related field, with a strong preference for CFA designation or progress towards it. A minimum of 5-7 years of experience in investment analysis, equity research, or portfolio management within the financial services industry is required. Exceptional analytical, quantitative, and problem-solving skills, coupled with a deep understanding of financial markets and investment principles, are essential. Proficiency in financial modeling software and data analysis tools (e.g., Bloomberg, FactSet) is a must. Excellent written and verbal communication skills are needed to clearly present complex research findings and investment recommendations to senior management and clients. This is an outstanding opportunity to contribute to a high-performing team, work with a diverse range of sophisticated investment strategies, and further develop your career in a challenging and rewarding environment. Our client is committed to fostering professional growth and providing opportunities for advancement.
Apply Now
7
Senior Investment Analyst - Portfolio Management
80903 Colorado Springs, Colorado
$100000 Annually
WhatJobs
Posted 21 days ago
Job Viewed
Job Description
Our client, a distinguished financial institution, is seeking a highly analytical and detail-oriented Senior Investment Analyst to join their dynamic team in Colorado Springs, Colorado, US . This role is integral to the portfolio management division, focusing on conducting in-depth financial research, market analysis, and investment recommendations. You will be responsible for evaluating investment opportunities, monitoring portfolio performance, and contributing to strategic asset allocation decisions.
The Senior Investment Analyst will perform fundamental and quantitative analysis of various asset classes, including equities, fixed income, and alternative investments. You will develop financial models, forecast market trends, and assess economic indicators to inform investment strategies. Key responsibilities include preparing comprehensive investment reports, presenting findings to investment committees, and collaborating with portfolio managers to ensure alignment with client objectives and risk parameters. A deep understanding of financial markets, investment products, and regulatory requirements is essential. The ideal candidate will possess exceptional analytical skills, strong quantitative capabilities, and a proven track record in investment research. This hybrid position requires a balance of focused analytical work performed remotely and collaborative in-person sessions with the team and senior management. Your ability to communicate complex financial concepts clearly and concisely, both verbally and in writing, will be crucial. We are looking for a driven individual who can contribute to maximizing portfolio returns while managing risk effectively. The successful candidate will demonstrate a strong work ethic, intellectual curiosity, and a commitment to ethical conduct within the financial industry.
Qualifications: A Bachelor's degree in Finance, Economics, Mathematics, or a related field. A Master's degree or CFA designation is strongly preferred. Minimum of 7 years of experience in investment analysis, portfolio management, or a similar role within the financial services industry. Proven expertise in financial modeling, valuation techniques, and quantitative analysis. Strong knowledge of various asset classes, financial markets, and investment strategies. Excellent written and verbal communication skills, with the ability to present complex information clearly. Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software. Ability to work independently and as part of a team in a fast-paced, deadline-driven environment. Strong understanding of risk management principles. Series 7, 63, or equivalent licenses are a plus.
The Senior Investment Analyst will perform fundamental and quantitative analysis of various asset classes, including equities, fixed income, and alternative investments. You will develop financial models, forecast market trends, and assess economic indicators to inform investment strategies. Key responsibilities include preparing comprehensive investment reports, presenting findings to investment committees, and collaborating with portfolio managers to ensure alignment with client objectives and risk parameters. A deep understanding of financial markets, investment products, and regulatory requirements is essential. The ideal candidate will possess exceptional analytical skills, strong quantitative capabilities, and a proven track record in investment research. This hybrid position requires a balance of focused analytical work performed remotely and collaborative in-person sessions with the team and senior management. Your ability to communicate complex financial concepts clearly and concisely, both verbally and in writing, will be crucial. We are looking for a driven individual who can contribute to maximizing portfolio returns while managing risk effectively. The successful candidate will demonstrate a strong work ethic, intellectual curiosity, and a commitment to ethical conduct within the financial industry.
Qualifications: A Bachelor's degree in Finance, Economics, Mathematics, or a related field. A Master's degree or CFA designation is strongly preferred. Minimum of 7 years of experience in investment analysis, portfolio management, or a similar role within the financial services industry. Proven expertise in financial modeling, valuation techniques, and quantitative analysis. Strong knowledge of various asset classes, financial markets, and investment strategies. Excellent written and verbal communication skills, with the ability to present complex information clearly. Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software. Ability to work independently and as part of a team in a fast-paced, deadline-driven environment. Strong understanding of risk management principles. Series 7, 63, or equivalent licenses are a plus.
Apply Now
8
Senior Financial Analyst - Investment Portfolio Management
89101 Sunrise Manor, Nevada
$90000 Annually
WhatJobs
Posted 1 day ago
Job Viewed
Job Description
Our client, a dynamic financial services firm, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their investment portfolio management team. This role is integral to providing sophisticated financial analysis, strategic insights, and robust reporting to support investment decisions. You will be responsible for financial modeling, performance attribution, risk assessment, and the preparation of comprehensive client and internal reports. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and advanced analytical techniques, coupled with exceptional communication and presentation skills.
Responsibilities:
Responsibilities:
- Conduct in-depth financial analysis of investment portfolios, including performance attribution, risk assessment, and economic forecasting.
- Develop and maintain complex financial models to support valuation, scenario analysis, and strategic planning.
- Prepare detailed reports and presentations for senior management, investment committees, and clients, articulating key financial insights and recommendations.
- Monitor market trends, economic indicators, and industry developments, assessing their potential impact on portfolio performance.
- Collaborate with portfolio managers and investment strategists to identify investment opportunities and risks.
- Assist in the due diligence process for potential investments.
- Ensure compliance with regulatory requirements and internal policies related to financial reporting and investment management.
- Develop and implement improved financial reporting processes and tools to enhance efficiency and accuracy.
- Reconcile financial data and resolve discrepancies promptly.
- Provide support for ad-hoc financial analysis and projects as required.
- Stay current with industry best practices and emerging financial technologies.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or CFA designation is highly preferred.
- Minimum of 5 years of experience in financial analysis, investment analysis, or portfolio management.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Strong understanding of financial markets, various asset classes (equities, fixed income, alternatives), and investment strategies.
- Proficiency in financial data analysis software (e.g., Bloomberg, FactSet, Refinitiv) and advanced Excel skills.
- Excellent analytical, problem-solving, and critical thinking abilities.
- Exceptional written and verbal communication skills, with the ability to clearly articulate complex financial information to diverse audiences.
- Experience with financial reporting standards and regulatory requirements.
- Ability to work effectively both independently and as part of a collaborative team.
- High level of accuracy and attention to detail.
Apply Now
9