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09.08.2024
JPM
JPMorgan Investment Specialist United States, California, San Francisco
DESCRIPTION:QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Economics and Finance, Mathematical Economics, Economics and Financial Math, Business Administration, Finance, Capital Markets, Mathematics, or related field of study plus 3...
10+ yrs media planning experience at a media agency and/or on a media team. Experience driving value across global media partners inclusive of TV/TVO/Cinema, digital, social, audio and OOH. High...
DESCRIPTION:QUALIFICATIONS:Minimum education and experience required: Bachelor’s degree in Economics, Finance, or related field of study plus 3 years of experience in the job offered or as an Investment Specialist, Financial...
Support investment reviews with clients to validate the clients' current investment objectives. Prepare recommendations of appropriate investment products. Assist with the development of investment policy statements and advice on asset...
Support investment reviews with clients to validate the clients' current investment objectives. Prepare recommendations of appropriate investment products. Assist with the development of investment policy statements and advice on asset...
Support investment reviews with clients to validate the clients' current investment objectives. Prepare recommendations of appropriate investment products. Assist with the development of investment policy statements and advice on asset...
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...
DESCRIPTION:QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Economics and Finance, Mathematical Economics, Economics and Financial Math, Business Administration, Finance, Capital Markets, Mathematics, or related field of study plus 3...
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.