Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Sandhill Investment Management is seeking a dynamic and experienced Investment Advisor to join our growing team based in Buffalo, NY. As an Investment Advisor, you will play a crucial role in building and maintaining a book of clients, providing financial guidance, creating comprehensive financial plans, and contributing to the growth of our firm's presence in the community. Our firm focuses on serving high net worth individuals as well as managing institutional assets such as Endowments and Foundations. This is an exciting opportunity to work in a fast-paced and collaborative environment, where you can make a significant impact on our clients' financial success and contribute to the growth of the firm.
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We offer a competitive compensation structure, performance-based incentives, a monthly marketing budget, comprehensive benefits package, and equity ownership opportunities.
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