Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
This job involves a combination of client-facing duties, administrative tasks, and compliance-related responsibilities, requiring extreme attention to detail, strong communication skills, and the ability to multitask effectively. A qualified candidate should be able to quickly learn new tasks, improve processes and be efficient with Microsoft Office products.
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Job Type: Full-time
Pay: $40,500.00 - $52,000.00 per year
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Work Location: In person