Investment Specialist jobs in Connecticut
Investment Specialist analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Specialist monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Specialist utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Specialist work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Specialist jobs
- Trexquant Investment
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Stamford, CT
FULL_TIME
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As a Data Vendor Specialist, you will collaborate closely with researchers and data vendors to identify potential data sets that align with our business needs and evaluate their offerings to determine their suitability.
Responsibilities
- Identify potential data vendors and evaluate their offerings to determine fit with our business needs.
- Negotiate favorable pricing and terms with vendors, using data-driven insights to support your arguments.
- Develop and manage vendor contracts, ensuring that all terms and conditions are clearly defined and aligned with our business objectives.
- Work collaboratively with internal researchers to understand data needs and identify opportunities for new vendor relationships.
- Monitor vendor performance and compliance with contract terms, taking action as necessary to address any issues.
- Conduct regular market research to stay up-to-date with industry trends and changes in pricing and product offerings.
- Build and maintain relationships with key vendor contacts to foster ongoing collaboration and partnership.
Requirements
- Strong communication skills are essential, including the ability to clearly explain concepts and effectively articulate requirements
- A degree in a technical discipline (computer science, mathematics, statistics, physics, etc.)
- Strong programming skills in Python
- Knowledge of Linux, Bash, C , and SQL Database is a plus
- Experience in financial services or working with financial data providers is a plus
- Ability to work independently and take projects to completion, quickly learn new systems, think creatively and pay attention to details
Benefits
- Collaborative, Casual, and friendly work environment
- PPO Health, dental and vision insurance premiums fully covered for you and your dependents
- Pre-tax commuter benefits
- Weekly company meals
Last updated : 2024-05-21
- 19 Days Ago
- Trexquant Investment LP
-
Stamford, CT
FULL_TIME
- As a Data Vendor Specialist, you will collaborate closely with researchers and data vendors to identify potential data sets that align with our business needs and evaluate their offerings to determine...
- Just Posted
- NEOS Investments
-
Westport, CT
FULL_TIME
- NEOS Investments, LLC is seeking a highly motivated Internal Investment Sales Specialist to serve as a vital part of an experienced team of investment professionals. The Internal Investment Sales Spec...
- 8 Days Ago
- Mirador
-
Stamford, CT
FULL_TIME
- Company Overview Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW ...
- 15 Days Ago
- Mirador
-
Stamford, CT
FULL_TIME
- Company Overview Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW ...
- 24 Days Ago
- 958 - 958-CG Investment Advisor
-
Glastonbury, CT
FULL_TIME
- General Description: The Investment Analyst is responsible for undertaking financial research and report on prospective investment avenues. The Investment Analyst should be able to analyze and interpr...
- 24 Days Ago
Investment Specialist jobs at Popular Companies
- Artemis Consultants
-
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-
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-
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- Bank of America
-
Scranton, PA
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- Macquarie Group Limited
-
Philadelphia, PA
- Senior Investment Specialist, Client Portfolio Manager Philadelphia Join our team as a senior member of Macquarie Credit...
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- Macquarie
-
Philadelphia, PA
- Join our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will...
- 6/7/2024 12:00:00 AM