Investment Specialist jobs in Milwaukee, WI
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)
Recently Added Investment Specialist jobs
Investment Document Specialist
- MARS Solutions Group
-
Milwaukee, WI
FULL_TIME
-
Type of role: Onsite in Downtown Milwaukee
Free lunch in corporate cafeteria daily!
Long-term contract to possibility to go perm in future!
The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork and transfers for financial representatives and advisors. Perfect opportunity for those seeking financial services or industry experience in financial planning.
Main Responsibilities:
• Create proposals and account opening paperwork using information provided by FR
• Enter transfer request and ACH/cash management instructions
• Monitor status of in-progress work
• Create/update materials for field status calls
This role requires 3 plus years of experience and/or a combination of education and experience.
**Should possess a bachelors and a desire to get into the financial services field. - 7 Days Ago
Institutional Investment Specialist
- Pma Financial Network
-
Milwaukee, WI
FULL_TIME
- Our Wisconsin Investment Services team is looking for an entry level client account representative whose post-secondary education has helped develop your analytical skills. Since PMA strives to put ou...
- 11 Days Ago
Investment Client Services Specialist (NRF)
- Northwestern Mutual
-
Franklin, WI
FULL_TIME
- At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advi...
- 24 Days Ago
Investment Analyst Intern - Private Debt & Equity, Summer 2024
- NM Investment Management Co
-
Milwaukee, WI
INTERN
- At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description Internship candidates can expect a fulltime onsite inter...
- 7 Days Ago
Lawn Specialist
- TruGreen - Lawn Specialist
-
Waukesha, WI
FULL_TIME
- TruGreen is Now Hiring Lawn Specialists!Earn Up to $22.00 per Hour - Comprehensive BenefitsAt TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career...
- 29 Days Ago
Roofer Installer Insulation Company
- Home Specialist MV LLC
-
Milwaukee, WI
FULL_TIME
- Company: Established Family Owned & Operated Insulation Company- Focused on improving the energy performance of a homes and commercial buildings with the most comprehensive, cost-saving solutions on t...
- 7 Days Ago
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0 Investment Specialist jobs found in Milwaukee, WI area
National Field Service Engineer, Automation - Remote - 80% Travel
- Danaher Corporation
-
Milwaukee, WI
- Wondering what's within Beckman Coulter Diagnostics? Take a closer look. At first glance, you'll see that for more than ...
- 4/24/2024 12:00:00 AM
Lead Data Scientist
- 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...
- 4/24/2024 12:00:00 AM
Performance Reporting Analyst
- Robert W Baird & Co
-
Milwaukee, WI
- Baird's Private Wealth Management Institutional Consulting Services (ICS) team engages with very large institutional cli...
- 4/24/2024 12:00:00 AM
Alternative Investments Specialist I
- Umb Bank
-
Milwaukee, WI
- As part of Institutional Banking, the Transfer Agency team balances the work that the operations team processes. All bal...
- 4/22/2024 12:00:00 AM
Baird Online Support Specialist
- Baird
-
Milwaukee, WI
- Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Fin...
- 4/22/2024 12:00:00 AM
Light Commercial HVAC/R Service Technician
- Coolsys
-
Milwaukee, WI
- Overview: With over 150 years of experience, CoolSys is the market-leading indoor environment solutions company. Our ful...
- 4/17/2024 12:00:00 AM
Commercial Refrigeration Service Technician
- Coolsys
-
Milwaukee, WI
- Overview: With over 150 years of experience, CoolSys is the market-leading indoor environment solutions company. Our ful...
- 3/20/2024 12:00:00 AM
Light Commercial HVAC/R Service Technician
- Coolsys
-
Milwaukee, WI
- Overview: With over 150 years of experience, CoolSys is the market-leading indoor environment solutions company. Our ful...
- 3/20/2024 12:00:00 AM
About Milwaukee, Wisconsin
Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city.
Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes.
According to the United States Census Bureau, the city has ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$105,688 to $178,675
Milwaukee, Wisconsin area prices
were up 1.8% from a year ago
were up 1.8% from a year ago
What does an Investment Specialist do?
Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020