185 Investment Specialist Jobs - page 3
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Trade Settlements Analyst Eclaro - Charlotte, NC, United States We are seeking a Buy-In Specialist as part of Corporate and Investment Banking (CIB) Operations. In this role, you will: Monitor regulatory buy-in processes and action accordingly (204, Reg-T, MSRB 6 days ago
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Investment Associate - Private Credit Long Ridge Partners - New York, NY, United States in the entire process from deal origination to management · Preparing Investment Committee materials · Performing industry sector deep dives in conjunction with industry specialist teams · Lead & support robust 6 days ago
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Compliance Analyst Harrison Gray Search - Chicago, IL, United States ; Series 26 preferred (required to be obtained within 90 days of hire). Certified Anti-Money Laundering Specialist (CAMS) Certification is recommended. Knowledge, Skills & Abilities Required Thorough 7 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - San Francisco, CA, United States , and in Broker/Dealer business, including Retirement Plans, Annuities, etc. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients 7 days ago
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Quant Risk Analyst Selby Jennings - New York, NY, United States , Volatility and Derivatives, and other alternative investments. For this role, experience developing risk models/analytics is a must - this will be a quantitative specialist working closely with all PMs 7 days ago
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Financial Planning Specialist Claire Myers Consulting - Boston, MA, United States and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory 7 days ago
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Salesforce Success Specialist Western & Southern Financial Group - Cincinnati, OH, United States , and investment management products and services for millions of people through our member companies. We seek a Salesforce Success Specialist to join our Enterprise Engagement Platform (EEP) Strategy & Operations 8 days ago
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Research Associate Kopernik Global Investors, LLC - Tampa, FL, United States investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. We are looking for a highly motivated Research Associate to support the Research Analysts 10 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - Columbus, OH, United States , and in Broker/Dealer business, including Retirement Plans, Annuities, etc. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients 20 days ago
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Marketing Associate (Financial Services) Kopernik Global Investors, LLC - Tampa, FL, United States investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Summary: The position is based in Tampa, Florida, and reports to the Marketing Manager. The ideal 11 days ago
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