Portfolio Strategist Specialist
4 weeks ago
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development. Responsibilities: Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries.Business Support - Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information.Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate parties. Partners with Investment Operations Group and Compliance.Trade Implementation - Answers inquiries regarding portfolio management trading systems. Ensure timely processing of trade-related activities. Qualifications: Bachelor's Degree and 1 years of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma or GED and 5 years of experience in Financial Research, Data Analysis, or Financial ReportingSkill(s): Ability to research investment information and calculate scenarios
-
Junior Wealth Strategist
1 week ago
Chester Springs, United States Creative Capital Wealth Management Group Full timeAre you passionate about finance and eager to make a difference in people's lives? If you have a year or two of experience in financial services and hold licenses such as Series 7, Series 66, and Series 65, we invite you to join our team as a Junior Wealth Strategist at Creative Capital Wealth Management Group. In this role, you will have the opportunity to...
-
Specialist IS Business Systems Analyst
4 days ago
Holly Springs, United States Amgen Full timeHOW MIGHT YOU DEFY IMAGINATION?Youve worked hard to become the professional you are today and are now ready to take the next step in your career. How will you put your skills, experience and passion to work toward your goals? At Amgen, our shared missionto serve patientsdrives all that we do. It is key to our becoming one of the worlds leading biotechnology...
-
Specialist IS Business Systems Analyst
4 days ago
Holly Springs, Georgia, United States Amgen Full timeHOW MIGHT YOU DEFY IMAGINATION?Youve worked hard to become the professional you are today and are now ready to take the next step in your career. How will you put your skills, experience and passion to work toward your goals? At Amgen, our shared missionto serve patientsdrives all that we do. It is key to our becoming one of the worlds leading biotechnology...
-
Specialist IS Business Systems Analyst
4 days ago
Holly Springs, Georgia, United States Amgen Full timeHOW MIGHT YOU DEFY IMAGINATION?You've worked hard to become the professional you are today and are now ready to take the next step in your career. How will you put your skills, experience and passion to work toward your goals? At Amgen, our shared mission—to serve patients—drives all that we do. It is key to our becoming one of the world's leading...
-
Specialist IS Business Systems Analyst
4 days ago
Holly Springs, United States Amgen Full timeHOW MIGHT YOU DEFY IMAGINATION? You’ve worked hard to become the professional you are today and are now ready to take the next step in your career. How will you put your skills, experience and passion to work toward your goals? At Amgen, our shared mission—to serve patients—drives all that we do. It is key to our becoming one of the world’s...
-
Affordable Housing Assistant Manager
5 days ago
Desert Hot Springs, United States Solari Enterprises, Inc. Full timeJob DescriptionJob Description Position Overview DHS is a Senior Housing community comprised of 98 units in Desert Hot Springs, CA . The Assistant Community Manager is responsible, under the supervision of the Regional Manager, for all operations at the community, including, but not limited to, general administration, maintenance, directing on-site...
-
Sales Support Specialist
1 week ago
Bonita Springs, United States First Citizens Bank Full timeOverview: First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or...
-
Sales Support Specialist
1 week ago
Bonita Springs, United States First Citizens Bank Full timeOverview: First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or...
-
Sales Support Specialist
1 week ago
Bonita Springs, United States First Citizens Bank Full timeOverview: First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or...
-
Sales Support Specialist
7 days ago
Bonita Springs, United States First Citizens Bank Full timeOverview: First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant) at our Bonita Springs location. We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team...
-
Sales Support Specialist
10 hours ago
Bonita Springs, United States First Citizens Bank Full timeOverviewFirst Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant) at our Bonita Springs location. We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering...
-
Financial Assistant
1 month ago
Chester Springs, United States Creative Capital Wealth Management Group Full timeAre you passionate about finance and eager to make a difference in people's lives? If you have a year or two of experience in financial services and hold a Series 7 license? We invite you to join our team as a Financial Assistant at Creative Capital Wealth Management Group. In this role, you will have the opportunity to provide internal sales support, engage...
-
Financial Assistant
41 minutes ago
Chester Springs, United States Creative Capital Wealth Management Group Full timeAre you passionate about finance and eager to make a difference in people's lives? If you have a year or two of experience in financial services and hold a Series 7 license? We invite you to join our team as a Financial Assistant at Creative Capital Wealth Management Group. In this role, you will have the opportunity to provide internal sales support, engage...
-
Sales Support Specialist
1 week ago
Bonita Springs, FL, 34135, Lee County, FL, United States First Citizens Bank Full timeOverview: First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or...
-
Sales Support Specialist
1 week ago
Bonita Springs, Florida, 34135, Lee County, FL, United States First Citizens Bank Full timeOverview: First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant) at our Bonita Springs location. We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team...
-
Marketing Specialist
20 hours ago
Desert Hot Springs, United States REI Palm Springs Full timeJob DescriptionJob DescriptionWe are a business consulting firm looking to hire a talented individual to take our company to new heights. Our mission is to continue facilitating the growth of our partners through innovative marketing campaigns and intangible brand strategies with consumers that diverge us from competitors. As an Entry Level Marketing...
-
Billing Specialist
3 days ago
Bonita Springs, United States Discovery Senior Living Full timeJob DescriptionJob DescriptionAbout Discovery Senior LivingDiscovery Senior Living ranks prominently among the 5 largest senior housing providers in the US, and is nationally renowned for designing, developing, marketing, and operating a multi-brand portfolio of upscale, luxury senior-living communities. With over 250 communities in nearly 40 states, and...
-
Adult Immunization Specialist, Colorado
4 days ago
Colorado Springs, Colorado, United States GlaxoSmithKline Full timeSite Name: USA - Colorado - Pueblo, USA - Colorado - ColoradoPosted Date: May 3 2024For more than 140 years, GSK has pioneered novel research methods and technologies to help protect people from infectious diseases. Our vaccines portfolio of more than 20 marketed vaccines is the broadest in the industry, helping to protect people throughout their lives. We...
-
Adult Immunization Specialist, Colorado
4 days ago
Colorado Springs, Colorado, United States GSK Full timePobočka: USA - Colorado - Pueblo, USA - Colorado - ColoradoDatum zveřejnění: May 3 2024For more than 140 years, GSK has pioneered novel research methods and technologies to help protect people from infectious diseases. Our vaccines portfolio of more than 20 marketed vaccines is the broadest in the industry, helping to protect people throughout their...
-
Inside Sales Specialist
1 month ago
Bonita Springs, United States Discovery Senior Living Full timeJob DescriptionJob DescriptionAbout Discovery Senior LivingDiscovery Senior Living ranks prominently among the 5 largest senior housing providers in the US, and is nationally renowned for designing, developing, marketing, and operating a multi-brand portfolio of upscale, luxury senior-living communities.With a 30-year reputation and almost 14,000 existing...