Investment Analyst jobs in Grand Rapids, MI

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Investment Execuitive
  • Fifth Third Securities, Inc.
  • Grand Rapids, MI FULL_TIME
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post-appointment follow-up to maintain relationships and develop referrals from existing client base. Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results. Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework. Ability to delegate tasks and follow-through. Prepare necessary internal reports for sales tracking. Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities. Conduct internal and external seminars to focus on business development and growth. Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits. Serves as a coach and mentor for licensed bank employees. Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful. Guide and promote progress toward established goals for team. Recognize and reward achievement of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Prior Brokerage Industry Experience. Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required. Motivated by commission sales, recognition programs, and internal sales competition among co-workers. Ability to motivate others in a team environment. Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes. Demonstrated ability to simplify and communicate complex financial concepts. Proven experience in building strong internal and external client relationships. Highly developed knowledge of the securities business, investment products and financial solutions. Highly developed sales and presentation skills. Travel required within assigned territory. Investment Execuitive LOCATION -- Grand Rapids, Michigan 49503 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step? Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike. We employ about 18,000 people while offering: • A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs. • An environment where we win together by celebrating achievements and working collaboratively. • An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives. We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.
  • 19 Days Ago

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Investment Execuitive
  • Fifth Third Bank
  • Grand Rapids, MI FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Accountable for ...
  • 21 Days Ago

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Assistant Property Manager
  • Monarch Investment and Management Group
  • Grand Rapids, MI FULL_TIME
  • IMMEDIATE HIRE - Traveling Assistant Property Manager (Apartment Community)Good life begins with a good company!Let's face it everyone is hiring... here at Monarch we aren't like the rest. We are prou...
  • 15 Days Ago

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Apartment Maintenance Technician
  • Monarch Investment and Management Group
  • Kentwood, MI FULL_TIME
  • IMMEDIATE HIRE - Maintenance Technician (Apartment Community)Good life begins with a good company!Let's face it everyone is hiring... here at Monarch we aren't like the rest. We are proud to be transp...
  • 18 Days Ago

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Security Installation Supervisor
  • Monarch Investment and Management Group
  • Grand Rapids, MI FULL_TIME
  • Description Today we are looking for a Security Installation Supervisor to run a small crew throughout the mid west for Monarch helping out at our apartment communities in several states. 75% travel i...
  • 20 Days Ago

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Accounting Clerk - Multifamily Housing
  • Monarch Investment and Management Group
  • Grand Rapids, MI FULL_TIME
  • Description Accounting Professionals, why just get another job when you can be growing your career with a group that isn’t just knocking at your door but pounding it down with keys to real success!Mon...
  • 21 Days Ago

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0 Investment Analyst jobs found in Grand Rapids, MI area

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Project Director
  • BlueTeam
  • Comstock Park, MI
  • Job Description Job Description Project Director - Private Sector - BlueTeam We are… BlueTeam is a U.S. based service pr...
  • 4/23/2024 12:00:00 AM

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Financial Advisor
  • Global Trends Wealth Management LLC
  • Norton Shores, MI
  • Job Description Job Description We are seeking experienced and motivated Financial Advisors to join our team. The right ...
  • 4/23/2024 12:00:00 AM

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Loan Closing Coordinator
  • Cinnaire Corporation
  • Grand Rapids, MI
  • Job Description Job Description Job Summary: The Loan Closing Coordinator provides client relationship and loan manageme...
  • 4/23/2024 12:00:00 AM

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Client Executive
  • Hylant
  • Grand Rapids, MI
  • Description The Opportunity: Reporting to the Hylant Grand Rapids Market President,, the Client Executive will continue ...
  • 4/22/2024 12:00:00 AM

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ServiceNow Implementation Specialist
  • Randstad Digital
  • Grand Rapids, MI
  • This position requires 10+ years' experience in implementing ServiceNow as a platform and 5+ years' experience with the ...
  • 4/22/2024 12:00:00 AM

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Sr IT Application Security Engineer
  • Meijer
  • Wyoming, MI
  • As a family company, we serve people and communities. When you work at Meijer, you're provided with career and community...
  • 4/22/2024 12:00:00 AM

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ServiceNow Implementation Specialist
  • Randstad Digital
  • Walker, MI
  • This position requires 10+ years' experience in implementing ServiceNow as a platform and 5+ years' experience with the ...
  • 4/20/2024 12:00:00 AM

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Brand Activation Manager
  • Advantage Solutions
  • Grand Rapids, MI
  • NUTRL Brand Activation Manager (BAM) Employment Type: Full Time Duration: 18 weeks Location:Grand Rapids, MI Summary: Jo...
  • 4/20/2024 12:00:00 AM

Grand Rapids is the second-largest city in Michigan, and the largest city in West Michigan. It is on the Grand River about 30 miles (48 km) east of Lake Michigan. As of the 2010 census, the city population was 188,040. In 2010, the Grand Rapids metropolitan area had a population of 1,005,648, and the combined statistical area of Grand Rapids-Muskegon-Holland had a population of 1,321,557. Grand Rapids is the county seat of Kent County. A historic furniture-manufacturing center, Grand Rapids is home to five of the world's leading office furniture companies, and is nicknamed Furniture City. Its ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$85,659 to $127,757
Grand Rapids, Michigan area prices
were up 1.3% from a year ago

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