Investment Specialist jobs in Utah

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)

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Remote - Enrollment Specialist - Sales
  • Enrollment Specialist - Sales - CareHarmony
  • Salt Lake, UT FULL_TIME
  • CareHarmony is a venture-backed start-up; formed to help physicians thrive in the new era of value-based care by combining the latest advancements in population health technology with 24/7 care coordination services.

    We are on a mission to heal healthcare and set the benchmark for managing chronically ill patients.

    An Enrollment Specialist is a member of the Patient Engagement Specialist (PES) team, telephonically educating and enrolling patients in a Medicare-sponsored care coordination program designed to help the patient better manage their chronic illnesses (diabetes, high blood pressure, COPD, etc.).

    What's in it for you?

    • Fully remote position - Work from the comfort of your own home in cozy clothes without a commute. Score!
    • Consistent schedule - Full-Time Monday – Friday
    • Career growth - Many of our team members move up in the company at a faster-than-average rate. We love to see our people succeed!
    • Control your earning potential - This role is paid hourly plus commissions, meaning that you control your own destiny with your hard work. P.S. - The more enrollments you close, the higher your hourly rate goes on top of more commissions being earned!

    Position Details / Responsibilities:

    You will work from an assigned patient pool, making outbound calls and educating patients on the advantages of our care program in an effort to persuade them to agree to join our program.

    You will be responsible for establishing rapport with potential patients, overcoming objections to participation, and tailoring your messaging to patients based upon their demographics, unique health concerns, and insurance.

  • 21 Days Ago

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Warehouse
  • Larson Tower Specialist
  • Riverton, UT FULL_TIME
  • Job Description Job Description Benefits : Basic Life insurance SIRA 3% Match Dental insurance Health insurance Paid time off Profit sharing Training & development Vision insurance Company Overview : ...
  • 11 Days Ago

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Hand
  • Larson Tower Specialist
  • Riverton, UT FULL_TIME
  • Seize the Summit : Join the Larson Tower Team as a Top Hand! Are you a seasoned tower climber ready to lead the way? Do you possess the technical prowess and unwavering spirit to guide our crew to eve...
  • 11 Days Ago

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Telecommunications Tower Technician Green Hand
  • Larson Tower Specialist
  • Riverton, UT FULL_TIME
  • Benefits: SIRA matching Bonus based on performance Company parties Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Profit sharing Trai...
  • 19 Days Ago

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Investment Banker
  • Now CFO
  • Salt Lake, UT FULL_TIME
  • Responsibilities: Develop and implement strategic initiatives to identify and engage prospective clients, leveraging your experience as a business broker and cultivating new relationships within the b...
  • 4 Days Ago

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Investment Analyst
  • RevRoad
  • Provo, UT FULL_TIME
  • Job Title: Investment Analyst Position Overview Join RevRoad, a dynamic venture capital firm dedicated to accelerating the growth and success of early-stage startups. As a trusted partner to entrepren...
  • 14 Days Ago

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Chief Investment Specialist
  • State of Nebraska
  • Lincoln, NE
  • The work we do matters! Hiring Agency: Insurance - Agency 22 Location: Lincoln Job Posting Hiring Rate: $42.730 Classifi...
  • 6/2/2024 12:00:00 AM

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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...
  • 6/2/2024 12:00:00 AM

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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 ...
  • 5/31/2024 12:00:00 AM

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Asset Management - Alternatives Infrastructure Investment Specialist - Vice President
  • JPMorgan Chase
  • New York, NY
  • J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering inn...
  • 5/31/2024 12:00:00 AM

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U.S. Private Bank-Investment Specialist-Executive Director or Managing Director
  • JPMorgan Chase
  • Los Angeles, CA
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
  • 5/31/2024 12:00:00 AM

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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...
  • 5/30/2024 12:00:00 AM

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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...
  • 5/30/2024 12:00:00 AM

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U.S. Private Bank - Investment Specialist - Associate
  • JPMorgan Chase
  • Fort Worth, TX
  • Posting Description We are actively looking for exceptionally talented individuals who are collaborative, confident and ...
  • 5/29/2024 12:00:00 AM

Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau. Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$124,848 to $182,538

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