Investment Specialist jobs in Nebraska
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
Investment Banking Managing Director
- Bridgepoint Investment Banking
-
Omaha, NE
FULL_TIME
-
Our company fosters a workplace culture that encourages employees to work in an office setting. We have a preference for candidates who are interested in being part of our offices in Omaha, Chicago, Denver or New York.
Who We Are
Bridgepoint Investment Banking is not an old school, antiquated investment bank. We're next gen - impact-focused, growing and entrepreneurial. We provide a better and more fun environment for Wall Street rockstars to utilize their skills and expertise to provide uncompromised and impact advice and solutions to our clients. We are hyper-focused on our core values and integrity, and providing senior investment bankers a better platform to utilize their skills and relationship networks. We aren't just another sell-side mill, but provide true full-service investment banking solutions for our clients spanning corporate finance and M&A. For more information please visit: www.bridgepointib.com/talent.
What We're Looking For
Bridgepoint is seeking Managing Director candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for compensation, firm input, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank - focused on prosperity for our people, our clients and our communities. Every team member has input in our fast-paced, entrepreneurial environment focused on culture and innovation. Managing Directors will also participate in the overall firm strategy and new business initiatives.
Bridgepoint Managing Directors provide key leadership role within our investment banking group. Primary responsibilities include generating new business for the firm, managing existing client engagements, closing deals, and overseeing junior Banking staff. We cover multiple industries, but have interest on those specializing in Industrials, Healthcare, Business Services, Consumer and Technology. This is an opportunity for growth, responsibility and building wealth for the ideal candidate. The Bridgepoint platform provides ample white space for a successful, high energy MD to build out a highly successful group/practice.
Qualifications- An experienced MD with a proven track record of middle market M&A and/or leveraged finance deal origination;
- Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships;
- Rock-solid personal reputation, exceptional work ethic and professional integrity;
- Conduct themselves with a high level of professionalism with uncompromising integrity and confidentiality;
- Established network/personal brand credibility to enable expected business development;
- Minimum 10 years of relevant investment banking experience;
- Proven management skills, from leadership to delegation, to mentoring, etc.;
- Interest in a fast-paced, entrepreneurial culture that promotes diversity and growth;
- Hungry for a long-term career opportunity to be an impact-player within our leadership team;
- Culture-focused, values-based decision maker;
- Bachelor's Degree required; advanced degree preferred
- Actively pursue business development opportunities and market a full range of investment banking services and solutions to prospective clients;
- Create and manage new deal flow and originate new client engagements that fit the strategy of the firm;
- Use relationships with established rolodex to generate new opportunities;
- Develop client networks, establish and maintain pipeline and support efforts in developing and executing sales and marketing strategies;
- Lead on a variety of transactions in all industries and stages, from initial client pitch to transaction closing;
- Extraordinary day-to-day deal execution, negotiation and closing skills;
- Communicate financial information and strategic issues in a clear, concise and relevant manner to assist and guide executives in corporate finance transactions;
- Demonstrate extraordinary attention to detail on client deliverables;
- Maintain and manage client relationships and be actively involved at the key strategic points of each transaction;
- Provide leadership, professional development and mentoring for junior staff;
- Participate in key industry conferences, speaking opportunities, media interviews, and marketing efforts to generate exposure and promote the firm;
- Act as strategic advisor to clients enabling them to achieve their long-term goals;
- Be a team player and culture carrier;
- Involvement in both corporate finance and M&A transactions
At Bridgepoint you will be challenged and rewarded for leadership, technical excellence and inspired perspectives.- Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.
- 24 Days Ago
Investment Banking Managing Director | Omaha
- Bridgepoint Investment Banking
-
Omaha, NE
FULL_TIME
- Who We AreBridgepoint Investment Banking is not an old school, antiquated investment bank. We're next gen - impact-focused, growing and entrepreneurial. We provide a better and more fun environment fo...
- 17 Days Ago
Entry Level Sales and Marketing
- Genesis Global Specialist
-
Omaha, NE
FULL_TIME
- Genesis Global is looking for an ambitious, driven individual to take on our Marketing/Sales Coordinator. We will provide hands-on training for the right candidate as well as the opportunity to advanc...
- 18 Days Ago
Digital Marketing Manager
- Weitz Investment Management
-
Omaha, NE
FULL_TIME
- Located onsite (Hybrid) in Omaha, NE Reporting to the Director of Marketing, the Digital Marketing Manager is responsible for the planning, development and execution of a wide range of digital experie...
- 2 Days Ago
Entry Level Maintenance Technician
- Monarch Investment and Management Group
-
Nebraska, NE
FULL_TIME
- Description When you were young, do you remember working alongside someone older, while they taught you how to fix something that was broken? Monarch Investment & Management Group (MIMG) will do the s...
- 4 Days Ago
Assistant Manager
- McCarthy Investment Management Inc.
-
Omaha, NE
FULL_TIME
- We’re family owned and family first. We are committed to hometown values of working hard, welcoming our guests with genuine hospitality, and creating fresh, made only after you order, meals and desser...
- 5 Days Ago
Investment Specialist jobs at Popular Companies
Finance Investment Specialist
- Artemis Consultants
-
Jersey City, NJ
- This person will be working with Investment team for a major Insurance client. The ideal candidate should have hands-on ...
- 6/10/2024 12:00:00 AM
Financing and Investment Specialist
- Antelope Enterprises Holdings USA Inc
-
New York, NY
- Job Description: As a Financing and Investment Specialist Intern, you will play a crucial role in our firm's financial o...
- 6/10/2024 12:00:00 AM
Investment Specialist
- Envestnet
-
Chicago, IL
- Description Envestnet is seeking a passionate and talented Investment Specialist join our Sales team. This position is e...
- 6/10/2024 12:00:00 AM
Real Estate Investment Specialist
- Canvas Forum
-
- Canvas Forum is a licensed real estate brokerage that helps buyers and sellers navigate the investment real estate trans...
- 6/9/2024 12:00:00 AM
Real Estate Investment Specialist
- Canvas Forum
-
- Investment Real Estate Sales/Dispositions Agent Canvas Forum is a licensed real estate brokerage that helps buyers and s...
- 6/9/2024 12:00:00 AM
Financial Service Representative- Retirement and Benefits Investment Specialist
- Bank of America
-
Scranton, PA
- Financial Service Representative- Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida; S...
- 6/9/2024 12:00:00 AM
Senior Investment Specialist, Client Portfolio Manager
- Macquarie Group Limited
-
Philadelphia, PA
- Senior Investment Specialist, Client Portfolio Manager Philadelphia Join our team as a senior member of Macquarie Credit...
- 6/8/2024 12:00:00 AM
Senior Investment Specialist, Client Portfolio Manager
- 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
About Nebraska
The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$123,666 to $180,811
Most Popular Cities in Nebraska for Investment Specialist Jobs
What does an Investment Specialist do?
Investment Specialist in Oakland, CA
Job Description Mortgage SpecialistSTRATEGIC ROLEThe Mortgage Specialist position is a member of a.
February 09, 2020
Investment Specialist in Richland, WA
Manages relationship between investment product house and brokers to sell products and provide detailed product information and performance results.
November 29, 2019
Investment Specialist in Anchorage, AK
Job Description Reporting to the Quality Assurance Manager (QAP), the Quality Assurance Specialist is.
December 22, 2019