Current jobs related to Investment Analysis Specialist - Columbia, Maryland - Evergreen Advisors

  • Investment Operations Specialist

    3 weeks ago

    Columbia, Maryland, United States Kestra Financial Independent Advisor Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Investment Operations Specialist to join our team at Kestra Financial Independent Advisor. The successful candidate will be responsible for managing client relations, investment operations, and general office responsibilities.Key ResponsibilitiesClient Responsibilities:Record conversations and...

  • Investment Operations Specialist

    6 days ago

    Columbia, Maryland, United States Kestra Financial Independent Advisor Full time

    Job Title: Investment OperationsAt Kestra Financial Independent Advisor, we are seeking a highly skilled and detail-oriented Investment Operations professional to join our team.Job Summary:The Investment Operations person will be responsible for the efficient and effective management of client relations, investment operations, and general office...

  • Investment Operations Specialist

    2 weeks ago

    Columbia, Maryland, United States Kestra Financial Independent Advisor Full time

    Investment Operations Job DescriptionThe Investment Operations person plays a vital role in the efficient and effective management of client relations, investment operations, and general office responsibilities. This role requires strong communication and teamwork skills, as well as attention to detail and the ability to prioritize tasks effectively.Key...

  • Logistics Specialist

    2 weeks ago

    Columbia, Maryland, United States Independent Software Full time

    Job SummaryIndependent Software is seeking a skilled Logistics Specialist to support property manager duties and maintain the Defense Property Accountability System. The ideal candidate will possess strong analytical skills and experience with automated inventory control systems.Key Responsibilities:Support property manager duties and complete monthly...

  • Field Sales Specialist

    2 weeks ago

    Columbia, Maryland, United States Waters Full time

    Job Title: Field Sales Specialist - PFAS SolutionsWaters Corporation is seeking a highly motivated and experienced Field Sales Specialist to join our team. As a key member of our sales team, you will be responsible for driving sales growth and developing strategic relationships with key customers in the PFAS analysis market.Responsibilities:Develop and...

  • Field Sales Specialist

    3 weeks ago

    Columbia, Maryland, United States Waters Full time

    Job Title: Field Sales Specialist - PFAS SolutionsWaters is seeking a highly motivated and results-driven Field Sales Specialist to join our team. As a key member of our sales team, you will be responsible for driving sales growth and developing strategic relationships with key customers in the PFAS analysis market.Responsibilities:Develop and execute a...

  • Mechanical Engineer

    4 weeks ago

    Columbia, Maryland, United States Dover Corporation Full time

    Job Title: Mechanical Engineer - RF Packaging SpecialistAt Dover Corporation, we are seeking a highly skilled Mechanical Engineer to join our team as an RF Packaging Specialist. This role will be responsible for designing and developing electro-mechanical packaging solutions for radio frequency (RF) devices.Key Responsibilities:Design high-performance...

  • Cyber Security Specialist

    2 months ago

    Columbia, Maryland, United States Leidos Full time

    Unlock Your Potential in Cyber SecurityAt Leidos, we're dedicated to delivering innovative solutions that empower our customers to succeed. As a Cyber Security Specialist, you'll be part of a dynamic team that leverages our diverse and talented workforce to drive results.Key Responsibilities:Develop and implement offensive cyber capabilities to analyze and...

  • PFAS Sales Development Specialist

    2 months ago

    Columbia, Maryland, United States Waters Full time

    About the RoleWe are seeking a highly motivated and results-driven Field Sales Specialist to join our team at Waters Corporation. As a key member of our sales team, you will be responsible for driving the sales of our comprehensive PFAS solutions to the rapidly growing PFAS analysis market in the US region.Key ResponsibilitiesMarket Development: Develop and...

  • Field Sales Specialist

    1 month ago

    Columbia, Maryland, United States Waters Full time

    Job Title: Field Sales Specialist - PFAS SolutionsWe are seeking a highly motivated and experienced Field Sales Specialist to join our team in the PFAS solutions market. As a key member of our sales team, you will be responsible for driving sales growth and developing strategic relationships with key customers in the US region.Key Responsibilities:Develop...

  • Behavioral Support Specialist

    2 weeks ago

    Columbia, Maryland, United States Community Options Full time

    Job Title: Behavioral Support SpecialistCommunity Options, Inc. is a national non-profit agency providing services to individuals with disabilities in 12 states. We are seeking a Part-time or Full-Time Board-Certified Behavior Analyst (BCBA) in Maryland.Job Summary:The BCBA uses best practices and technologies within a community setting to assist youth with...

  • Senior Contracts Specialist

    7 days ago

    Columbia, Maryland, United States Leidos Full time

    Job DescriptionLeidos, Inc. is seeking a highly motivated and experienced Senior Contracts Specialist to support our National Security Sector in Columbia, MD. The selected candidate will oversee a diverse portfolio of contracts aligned to our Cyber & Analytics Business Area and must have experience providing cradle-to-grave contract administration support...

  • Cyber Security Specialist

    2 months ago

    Columbia, Maryland, United States Leidos Full time

    Unlock Your Potential in Cyber SecurityAt Leidos, we're dedicated to delivering innovative solutions that empower our customers to succeed. As a Cyber Security Specialist, you'll be part of a dynamic team that leverages our diverse and talented workforce to drive results.Key Responsibilities:Develop and implement offensive cyber capabilities to analyze and...

  • Accounts Payable Specialist

    2 weeks ago

    Columbia, Maryland, United States Convergint Federal Solutions Full time

    Job DescriptionConvergint Federal Solutions is seeking a skilled Accounts Payable Specialist to ensure the efficient and accurate processing of vendor invoices and financial transactions. The ideal candidate will possess strong attention to detail, excellent organizational skills, and the ability to work effectively in a fast-paced environment.The successful...

  • Cyber Security Specialist

    1 month ago

    Columbia, Maryland, United States Leidos Full time

    Unlock Your Potential in Cyber SecurityAbout LeidosAt Leidos, we empower our teams to deliver innovative solutions that drive customer success. Our diverse and talented workforce is dedicated to making a difference in the world.Job SummaryWe are seeking a highly motivated and experienced Cyber Security Specialist to join our team in the Fort Meade, MD area....

  • SAP Order Fulfillment Specialist

    1 month ago

    Columbia, Maryland, United States GCOM Information Technology Inc Full time

    Job SummaryGCOM Information Technology Inc is seeking a highly skilled SAP Order Fulfillment Specialist to join our team. As a key member of our team, you will be responsible for designing and configuring business processes in SAP APO to execute demand forecasting and supply planning.Key ResponsibilitiesDesign and configure business processes in SAP APO to...

  • Cyber Security Sales Enablement Specialist

    4 weeks ago

    Columbia, Maryland, United States Owl Cyber Defense Full time

    Job Title:Cyber Security Sales Enablement SpecialistJob Summary:The Cyber Security Sales Enablement Specialist will play a pivotal role within the marketing team, directly supporting our sales initiatives by developing compelling content, tools, and resources. This role requires a high level of engagement, the ability to rapidly take in and interpret...

  • Accounts Receivable Specialist

    1 week ago

    Columbia, Maryland, United States Convergint Federal Solutions Full time

    Job DescriptionConvergint Federal Solutions is seeking a skilled Accounts Receivable Specialist to manage the company's accounts receivable processes, ensuring timely collection of outstanding invoices and maintaining accurate financial records.This role requires a strong understanding of accounting principles, excellent communication skills, and a...

  • Network Security Specialist

    2 weeks ago

    Columbia, Maryland, United States Independent Software Full time

    Job OverviewAs a Network Security Specialist, you will be responsible for the configuration, deployment, and management of our customer's next generation firewall solution and VPN technology. This role requires a strong understanding of network security principles and the ability to analyze and evaluate anomalous network and system activity.Act as a subject...

  • Accounts Payable Specialist

    4 weeks ago

    Columbia, Maryland, United States Convergint Federal Solutions Full time

    Job SummaryWe are seeking an experienced Accounts Payable Specialist to join our team at Convergint Federal Solutions. As a key member of our finance department, you will play a critical role in ensuring the efficient and accurate processing of vendor invoices and other financial transactions.Key ResponsibilitiesReview and verify invoices, purchase orders,...

Investment Analysis Specialist

2 months ago

Columbia, Maryland, United States Evergreen Advisors Full time

About Evergreen Advisors:

Evergreen Advisors is a leading investment banking and corporate advisory firm dedicated to supporting emerging growth and middle-market enterprises with expert insights in Investment Banking and Corporate Advisory services throughout their financial journeys.

Overview of the Location Strategies Team:

The Location Strategies (ELS) team at Evergreen is a nationwide site selection group that enhances business operations through strategic relocations, expansions, consolidations, and mergers and acquisitions. From the initial concept to the final site selection, we provide tailored solutions that ensure your organization makes the right choice from the outset while optimizing supply chain efficiency, workforce stability, and return on investment. Our bespoke, data-driven strategies maximize opportunities, minimize costs and risks, and bolster long-term performance to help you achieve your company's strategic objectives.

Position Summary:

ELS is currently seeking a Financial Analyst with a focus on accounting, incentive implementation, and taxation within our Location Strategies practice. This role presents a dynamic work environment where you will engage in multiple projects concurrently, applying analytical skills and acquiring new tools while gaining valuable consulting experience. Key responsibilities include conducting research on a wide array of topics such as financial modeling, economic incentives, New Market Tax Credits, Enterprise and Opportunity Zones, TIFs, FILOTs, real estate, industry trends, finance, workforce analytics, and demographics. You will also be tasked with preparing and visualizing this information into spreadsheets, presentations, and related formats.

The role emphasizes identifying and assessing financial savings for clients at federal, state, and local levels, preparing financial data, calculating tax and incentive benefits, and creating cost comparisons. Additional responsibilities involve reviewing and verifying project expenses for compliance with regulations and program guidelines, monitoring and tracking the progress of projects participating in programs, troubleshooting, and providing support to ensure clients successfully complete their projects. You will also deliver technical information and assistance regarding tax credits or grants, conduct program policy research and development, and monitor changes.

Essential Skills:

  • Self-motivated with the ability to thrive in a small, collaborative team
  • General understanding of incentive programs
  • Strong organizational, record-keeping, and research skills with a keen attention to detail
  • Ability to review and provide insights on financial and tax information
  • Capability to:
  • Evaluate complex technical information and convey it in accessible, user-friendly language
  • Prepare comprehensive reports and present information effectively in oral, graphic, and written formats
  • Conduct financial modeling and forecasting
  • Analyze and interpret financial data while applying relevant statutes, regulations, and agency policies
  • Identify funding opportunities
  • Establish and maintain effective working relationships with colleagues, economic development professionals, and local, county, state, and federal agencies, as well as external partners and clients

Qualifications:

  • Bachelor's degree or higher in business administration, accounting, or related fields
  • Understanding of fundamental corporate taxation and accounting principles
  • Proficiency in Microsoft Office applications, particularly advanced skills in Excel
  • Ability to work independently on research and analytical tasks, delivering prompt and accurate results
  • High comfort level with analyzing large datasets
  • Excellent communication and presentation abilities
  • Strong writing skills
  • Programming skills are advantageous

Preferred Qualifications:

  • Advanced coursework or experience in accounting, taxation, incentives, or financial modeling
  • 1-3 years of relevant experience in consulting or accounting roles (helpful but not mandatory)
  • 1-3 years of experience in economic development or related government services (helpful but not mandatory)
  • Familiarity with ESRI's GIS Suite, Census, ACS, BLS, JobsEQ, D&B, Adobe products, LoopNet, or CoStar

What We Offer:

  • Full-time position with comprehensive benefits
  • Employer contributions to 401(k)
  • Flexibility to work remotely, from our corporate office, or in a hybrid model
  • Opportunities for advancement in an inclusive, growth-oriented environment
  • Potential for travel within the U.S.
  • Competitive salary range