Investment Specialist jobs in South Dakota
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 Specialist - Pointe-Claire
- Canadian Imperial Bank of Commerce (Canada)
-
Claire, SD
FULL_TIME
- We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you’ll be doing You’ll be joining CIBC’s Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you’ll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success. You’ll also facilitate new client relationships by participating in business development activities within the community of banking centres in which you will work. At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote. It is an asset to be fluent in Mandarin or Cantonese for this role. How you’ll succeed Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals. Business Development - Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Community Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities. Who you are You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact. You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). You will be required within your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF will also satisfy this requirement. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location Pointe-Claire-189 Hymus Boul Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Client Relationship Management, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
- 24 Days Ago
Administrative Assistant
- CALIFORNIA COMMERCIAL INVESTMENT GR
-
Sioux Falls, SD
OTHER
- Job Details Level: Experienced Job Location: Creekside Apts - Sioux Falls, SD Position Type: Full-Time, Non-Exempt Education Level: High School Diploma or Equivalent Salary Range: $19.00 - $21.00 Hour...
- 13 Days Ago
Property Manager - City Center
- California Commercial Investment Gr
-
Sioux Falls, SD
FULL_TIME
- We make good investments in our people, properties, tenants, and company. CCI is a nationwide full-service real estate platform focused on acquisition, asset management, property management, and devel...
- 28 Days Ago
Property Manager
- CALIFORNIA COMMERCIAL INVESTMENT GR
-
Sioux Falls, SD
OTHER
- Job Details Level: Experienced Job Location: City Center - Sioux Falls, SD Position Type: Full-Time, Exempt Education Level: Bachelor's Degree or equivalent Salary Range: $50,000.00 - $58,000.00 Salar...
- 30 Days Ago
Property Manager - Tower of David
- CALIFORNIA COMMERCIAL INVESTMENT GR
-
Sioux Falls, SD
OTHER
- Job Details Job Location: Tower of David - Sioux Falls, SD Position Type: Full-Time, Exempt Education Level: Bachelor's Degree or equivalent Salary Range: $50,000.00 - $58,000.00 Salary/year Travel Pe...
- 30 Days Ago
Investment Portfolio Manager
- Adams, Inc.
-
Sioux Falls, SD
FULL_TIME
- TRSD68366 – Investment Portfolio Manager – Greater Sioux Falls, SD market Our client wants to bring on a strong, experienced financial portfolio manager to step into an established portfolio. This per...
- 6 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 South Dakota
South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$118,021 to $172,557
Most Popular Cities in South Dakota 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