Investment Analyst jobs in Racine, WI
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)
Recently Added Investment Analyst jobs
Regional Investment Consultant, North Central Region
- Meeder Investment Management
-
Great Lakes, IL
FULL_TIME
-
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The Great Lakes Region includes Illinois, Wisconsin, North Dakota, and South Dakota. The ideal candidate would currently reside within the territory.Primary Responsibilities
- Partner with existing Senior Regional Consultant in the Central Plains during the transition of existing clients in the assigned states.
- Provide Internal Consultant type support for the balance of the Central Plains territory.
- Quickly become a subject matter expert on all investment solutions and services.
- Successfully implement the company's consultative sales process.
- Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.
- Build and maintain strong advisor relationships to achieve asset retention goals.
- Identify and develop client prospects
- Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
- Present at client seminars and training sessions; attend industry conferences as assigned.
- Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.
- Work with Manager and Senior Regional Consultant to build and manage territory.
Critical Success Factors- Have conviction and passion for the firm’s investment solutions and services.
- Demonstrate leadership qualities, ambition and be a self-motivated team player.
- Ability to recognize opportunities and provide outstanding follow-up and service.
- Strong presentation and communication skills.
- Strong listening and probing skills to aid in identifying opportunities and provide solutions.
- Good organizational skills.
Skills Required- 3 years as experienced successful Internal or Hybrid Consultant in the investment services industry
- CIMA, CFP, CPWA, BFA or CFA are preferred
- Bachelor’s Degree
- FINRA Series 6 or 7 licensed, 65 preferred.
- Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.
- 16 Days Ago
Crew
- masucci investment company
-
Bluff, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- Just Posted
Crew
- masucci investment company
-
Wadsworth, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- Just Posted
Property Management Intern (Multi-Site, 4 Locations) Summer 2024
- Monarch Investment and Management Group
-
Waukegan, IL
INTERN
- Description Summer 2024 Paid Internship Opportunities! (May-August / Flexible) Why be part of any internship when you can be part of a group that fosters real career growth. At Monarch, opportunity is...
- 6 Days Ago
Property Management Intern (Multi-Site, 4 Locations) Summer 2024
- Monarch Investment and Management Group
-
Waukegan, IL
INTERN
- Description Summer 2024 Paid Internship Opportunities! (May-August / Flexible) Why be part of any internship when you can be part of a group that fosters real career growth. At Monarch, opportunity is...
- 6 Days Ago
Multi-Site Leasing Agent (Waukegan, IL)
- Monarch Investment and Management Group
-
Waukegan, IL
FULL_TIME
- Description We are looking for an Apartment Leasing Agent to join our team! This role will lease apartments at The Reserve at Eagle Ridge, Northgate, Harbor Lake and Fox Crest Apartments located in Wa...
- 13 Days Ago
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0 Investment Analyst jobs found in Racine, WI area
Accountant - Asset Management
- Mid-America Real Estate - Wisconsin, LLC
-
Milwaukee, WI
- Job Description Job Description CAREER OPPORTUNITY ACCOUNTANT - Asset Management Mid-America Real Estate is the leader i...
- 4/24/2024 12:00:00 AM
Portfolio Condominium/HOA Association Manager
- MK Asset Management
-
Lincolnshire, IL
- Job Description Job Description Experienced Property Manager For Full Time Portfolio Management Position MK ASSET MANAGE...
- 4/24/2024 12:00:00 AM
Digital Asset Management Specialist
- Brady Corporation
-
Milwaukee, WI
- Who we are: Brady makes products that make the world a safer and more productive place. We are a global leader in safety...
- 4/23/2024 12:00:00 AM
Commercial Portfolio Manager - To 140K - Deerfield, IL - Job 3282
- The Symicor Group
-
Deerfield, IL
- Commercial Portfolio Manager - To $140K - Deerfield, IL - Job # 3282 Who We Are The Symicor Group is a boutique talent a...
- 4/23/2024 12:00:00 AM
Industry X - Digital Manufacturing Transformation Go To Market, Senior Manager, Enterprise Asset Management
- Accenture
-
Milwaukee, WI
- We are Industry X: We embed innovation, intelligence and sustainability in the way the world makes things and the things...
- 4/22/2024 12:00:00 AM
Investment Analyst - Private Debt & Equity
- Northwestern Mutual Life Insurance Company
-
Milwaukee, WI
- At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
- 4/21/2024 12:00:00 AM
Digital Asset Management Specialist
- Brady Corporation
-
Milwaukee, WI
- Who we are: Brady makes products that make the world a safer and more productive place. We are a global leader in safety...
- 4/21/2024 12:00:00 AM
Sr IT Asset Analyst
- Connection
-
Gurnee, IL
- Job Description Job Description Connection Services presents an exciting opportunity within our managed services divisio...
- 4/21/2024 12:00:00 AM
About Racine, Wisconsin
Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey.
Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$86,013 to $128,284
Racine, Wisconsin area prices
were up 1.8% from a year ago
were up 1.8% from a year ago
What does an Investment Analyst do?
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