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29.04.2024
JPM
JPMorgan Investment Specialist United States, New York, New York
DESCRIPTION:QUALIFICATIONS:Minimum education and experience required: Bachelor’s degree in Economics, Mathematics, Business Administration, Financial Math, Finance, Capital Markets, or related field of study plus 5 years of experience in the job...
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
:The Investment Managementis responsible for supporting the Financial Advisor(s) and/or Advisorfor each client. Deliver full range of investment products andacross the enterprise ensuringto client goals and strategies while leveraging specialists...
:The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single...
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Providing clients with clear information and specific details on their retirement and benefit plans. Error-free processing of financial transactions including stock, money market and mutual fund trades. Demonstrating professionalism, trust,...
DESCRIPTION:QUALIFICATIONS:Minimum education and experience required: Bachelor’s degree in Economics, Mathematics, Business Administration, Financial Math, Finance, Capital Markets, or related field of study plus 5 years of experience in the job...
As an Investment Specialist at ExPoint, you have the opportunity to make a difference in the tech industry by helping companies grow and succeed. You will be responsible for evaluating and selecting investments, conducting due diligence, developing risk management strategies and managing investment portfolios. You will also be responsible for recommending and executing strategic financial initiatives, analyzing financial markets and trends, and assessing the risks associated with potential investments.
In this role, you will have the chance to partner with leading technology companies, venture capitalists and private equity firms. You must be knowledgeable about the latest trends and have the ability to interpret and apply them to your investment strategies. A successful Investment Specialist must develop and maintain relationships with the clients and understand their goals and objectives.
This is an exciting and challenging role that requires outstanding analytical and problem-solving skills. You must possess an advanced understanding of financial analysis, portfolio management, and the ability to effectively communicate your ideas, recommendations, and analysis to the team. An ability to interpret and make decisions based on financial information and market trends is essential.
As an Investment Specialist at ExPoint, you will be part of an innovative team working to build the future of the tech industry. With the right attitude, ambition and skill, you will have the opportunity to leave a lasting mark on this revolutionary gaming industry.