10,572 Investment Specialists jobs in the United States

• Develop and implement tailored investment strategies for high-net-worth individuals and families.
• Conduct thorough market research, economic analysis, and asset allocation modeling.
• Construct and manage diversified investment portfolios across various asset classes.
• Analyze investment performance and make recommendations for portfolio adjustments.
• Provide expert financial planning advice, including retirement planning, estate planning, and risk management.
• Build and maintain strong relationships with clients, understanding their evolving financial needs.
• Collaborate with wealth management team members to ensure seamless client service.
• Stay abreast of market developments, investment products, and regulatory changes.
• Ensure adherence to all compliance and regulatory requirements, including fiduciary standards.
• Mentor and guide junior financial advisors and analysts.

• Master's degree in Finance, Economics, Business Administration, or a related field.
• Chartered Financial Analyst (CFA) designation strongly preferred.
• Minimum of 7 years of experience in investment management, financial planning, or wealth management.
• Proven track record of developing and executing successful investment strategies.
• Deep knowledge of financial markets, investment vehicles, and portfolio theory.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication, presentation, and interpersonal skills.
• Ability to build trust and rapport with sophisticated clients.
• Relevant licenses (e.g., Series 7, Series 65 or 66) are required.
• Commitment to ethical conduct and client-first principles.

Title: Investment and FP&A Accountant

Department: Finance and Business

Employment Status: Full Time

FLSA Status: Exempt

Organizational Relationship: Reports to the Executive Director of Finance & Business

Job Purpose: The Finance and Business Office is responsible for the overall integrity of the Colleges fiscal activities. It provides timely and accurate financial information to key stakeholders, while protecting College assets, both real and intangible, and ensuring College compliance with federal, state, and local tax laws from a financial and fiduciary vantage point.

The Investment & Financial Planning Accountant will report directly to the Executive Director of Finance & Business and will be independently responsible for the management, execution, and support of several complex strategic and operational financial activities.

Essential Functions:

• Financial Planning & Analysis:
  • Monitor, review and analyze financial results, trends and funding, in comparison to budget and forecast, as well as monitor performance against prior years and strategic plans, as applicable.
  • Prioritize, identify, and resolve strategic department issues; recognize exceptions, recommend and develop resolutions and implement solutions.
  • Oversee annual capital project budgets.
• Investments:
  • Review investment statements and prepare monthly endowment report/endowment analysis.
  • Prepare quarterly investment journal entries (investment income, realized and unrealized gains/losses, etc.).
  • Make quarterly endowment journal entries to the general ledger, and update the funded gift schedule and schedule of gifts received for the year.
  • Prepare necessary journal entries to fund gifts to our investment portfolio.
  • Update daily investment report showing current investment balances.
  • Prepare annual unitization report and endowment income and spending journal entries.
  • Prepare a breakout of all endowment spending to each individual donor account.
  • Handle the accounting for contributions, by working in conjunction with the Institutional Advancement Office.
  • Reconcile pledges receivable and contribution revenue on a monthly basis.
  • Gather information for annual NACUBO report.
  • Work with faculty and the Advancement Office on providing the necessary information for filing, obtaining, and maintaining grants.
  • Assist in compiling financial information and documentation needed by the College for external reporting.
  • Perform other related duties as assigned. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position.

Non-Essential Functions:

• Assist with work assignments and special projects within the department as requested.
• Interact daily, in-person, via telephone and through e-mail with administration, students, and outside agencies providing assistance and information regarding financial and general inquiry.

QUALIFICATIONS:

Education:

• Bachelors Degree in Accounting, plus 3 years of relevant accounting experience
• MS in Accounting or MBA is preferred
• Financial experience with a higher education institution or non-profit organization is highly desirable.
• Highly effective communication, organizational, and interpersonal skills.

Licenses:

• CPA required

Desired Work Traits:

• Experience in Higher Education
• Strong initiative and ability to manage multiple projects
• Ability to complete projects timely and accurately
• Must be detail-oriented with strong organizational and analytical skills

Computer Skills:

• Proficiency in Microsoft Office applications
• Experience in Oracle (a plus)

Communication/Interpersonal Skills:

• Must exhibit competence with verbal and written communication skills and an ability to maintain effective relationships with various campus departments, and outside organizations.
• Ability to work individually or as part of a team

SPECIAL CONSIDERATIONS:

Nothing in this job description restricts Managements right to assign or reassign duties and responsibilities to this job at any time.

• Conduct in-depth financial analysis and research on various investment opportunities.
• Evaluate market trends, economic conditions, and their impact on portfolios.
• Perform fundamental and technical analysis of securities and asset classes.
• Develop and maintain financial models for valuation and forecasting.
• Contribute to portfolio construction and asset allocation strategies.
• Monitor existing investments and provide performance reviews.
• Identify and assess investment risks and implement mitigation strategies.
• Prepare comprehensive investment reports and presentations for clients and management.
• Stay abreast of regulatory changes and industry best practices.
• Collaborate with relationship managers to meet client investment objectives.

• 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 financial planning.
• Strong understanding of financial markets, investment instruments, and economic principles.
• Proficiency in financial modeling, valuation, and portfolio analysis software (e.g., Bloomberg Terminal, FactSet).
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly.
• Proven ability to work independently and manage multiple priorities effectively.
• High level of attention to detail and accuracy.
• Experience with various asset classes including equities, fixed income, and alternatives.
• Team-oriented with strong collaboration skills.

• Conduct fundamental analysis of publicly traded securities, including equities, fixed income, and alternative investments.
• Develop and maintain sophisticated financial models to forecast company performance and valuation.
• Analyze macroeconomic trends and assess their impact on investment portfolios.
• Monitor and report on the performance of existing investments, identifying variances and recommending adjustments.
• Assist in the development and implementation of investment strategies and asset allocation models.
• Prepare detailed investment research reports and presentations for portfolio managers and investment committees.
• Evaluate new investment opportunities and conduct due diligence on potential investments.
• Collaborate with traders and portfolio managers to execute investment decisions.
• Stay current with market developments, industry trends, and regulatory changes impacting investment management.
• Ensure compliance with all firm policies, procedures, and regulatory requirements.

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong understanding of financial markets, investment instruments, and valuation methodologies.
• Proficiency in financial modeling and data analysis using Excel and other analytical tools.
• Excellent quantitative and qualitative analytical skills.
• CFA designation or progress towards it is highly preferred.
• Strong written and verbal communication skills, with the ability to present complex information clearly.
• Ability to work effectively in a team environment and manage multiple priorities.
• Detail-oriented with a commitment to accuracy.

• Performing comprehensive financial analysis of companies, industries, and macroeconomic trends.
• Developing and implementing investment strategies and asset allocation models.
• Conducting due diligence on potential investments, including equity, fixed income, and alternative assets.
• Monitoring portfolio performance and identifying risks and opportunities for adjustment.
• Preparing investment reports, presentations, and recommendations for clients and internal stakeholders.
• Collaborating with client advisors to understand client needs and tailor investment solutions.
• Staying abreast of market developments, regulatory changes, and new financial products.
• Utilizing financial modeling and valuation techniques to assess investment attractiveness.
• Participating in investment committee meetings and contributing to strategic discussions.
• Mentoring junior analysts and supporting the growth of the investment team.

• Master's degree in Finance, Economics, or a related quantitative field; CFA designation preferred.
• 5+ years of experience in financial analysis, investment management, or a related banking role.
• Proven expertise in financial modeling, valuation, and portfolio analysis.
• Strong understanding of financial markets, investment instruments, and economic principles.
• Proficiency in financial data platforms (e.g., Bloomberg, Refinitiv Eikon) and advanced Excel skills.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong written and verbal communication skills.
• Ability to work independently and manage multiple projects simultaneously.
• Detail-oriented with a commitment to accuracy.
• Experience with regulatory compliance in the financial sector.