Investment Specialist jobs in Rochester, NY

Investment Specialist analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Specialist monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Specialist utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Specialist work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Multi-Family Real Estate Investment Specialist
  • Resommercial
  • Rochester, NY INTERN,FULL_TIME,PART_TIME,CONTRACTOR
  • Resommercial offers a concentration of Residential and Commercial Real Estate Services. Along with the services provided by traditional agents and brokers, in the real estate industry. Resommercial goes above and beyond into the Residential Income arena. Our years of experience has allowed us to build a network of industry professionals that can facilitate any transaction, at any level. Our consulting and agency services enable market visibility and agility. Allowing for the most up to date market insight, trends and deals..

    Role Description

    This is a full-time Multi-Family Real Estate Investment Specialist role. However, this is a hybrid role with flexibility to remotely work. The Real Estate Investment Specialist will be expected to work on providing a full spectrum of real estate services. Training and support is available. This is a 1099 position. Compensation paid upon closings. Last years production must have been $50k or greater to be considered.

    Qualifications

    • Analytical Skills and Real Estate Investments
    • Experience in conducting due diligence for Real Estate Investments
    • Knowledge of Real Estate Investment industry
    • Experience in creating or reviewing financial models for Real Estate Investments
    • Excellent written and verbal communication skills
    • Ability to work independently and remotely
    • Real Estate License is required

    Job Types: Full-time, Part-time, Contract, Internship

    Pay: $125,000.00 - $200,000.00 per year

    Expected hours: No less than 20 per week

    Benefits:

    • Professional development assistance
    • Retirement plan

    Experience level:

    • 2 years

    Schedule:

    • Choose your own hours
    • On call

    Work Location: Hybrid remote in Rochester, NY 14620

  • 9 Days Ago

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Multi-Family Real Estate Investment Specialist
  • Resommercial
  • Rochester, NY INTERN,FULL_TIME,PART_TIME,CONTRACTOR
  • Resommercial offers a concentration of Residential and Commercial Real Estate Services. Along with the services provided by traditional agents and brokers, in the real estate industry. Resommercial go...
  • 9 Days Ago

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Customer Care Specialist
  • ESL which includes ESL Federal Credit Union, ESL Investment Services, LLC, & ESL Trust Services, LLC
  • Rochester, NY FULL_TIME
  • Hours: 40 hours/week The contact center is open Monday – Friday 7:00 a.m. – 7:00 p.m. and Saturday 8:30 a.m. – 2:00 p.m. Must be flexible to meet current and future business needs. Schedule: This posi...
  • 7 Days Ago

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Lawn Specialist
  • TruGreen - Lawn Specialist - Rochester, NY
  • Silver Lake, NY FULL_TIME
  • TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in Rochester, NY At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with Tr...
  • 13 Days Ago

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Trust Investment Officer 2
  • Community Bank System, Inc.
  • Canandaigua, NY FULL_TIME
  • OverviewAt Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Ban...
  • 3 Days Ago

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Private Investment Analyst
  • Cobblestone Capital Adv
  • Rochester, NY FULL_TIME
  • Private Investment AnalystPosition Description Cobblestone Capital Advisors is an established, growing wealth management firm registered with the SEC and based in Rochester, NY. Cobblestone provides c...
  • 2 Months Ago

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0 Investment Specialist jobs found in Rochester, NY area

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Director - New York Controller
  • Russell Tobin
  • Rochester, NY
  • Our client, a leading sustainable energy company is seeking a Director - New York Controller to join their Rochester, NY...
  • 5/7/2024 12:00:00 AM

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Associate Director, Global Labeling
  • Takeda Pharmaceutical
  • Rochester, NY
  • By clicking the Apply button, I understand that my employment application process with Takeda will commence and that the...
  • 5/6/2024 12:00:00 AM

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Junior Investor Relations Specialist
  • Teza Technologies
  • York, NY
  • We have an exciting opportunity for those with strong English language and organizational skills. In this role, you will...
  • 5/5/2024 12:00:00 AM

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Lawn Care Technician
  • The Davey Tree Expert Company
  • Rochester, NY
  • Additional Locations: N/A Primary Locations: NY, Rochester, 88 Silver St., 14611 Requisition ID: 197584 Position Overvie...
  • 5/5/2024 12:00:00 AM

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High School Math Teacher
  • Hiring Now!
  • Rochester, NY
  • Company Description Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outs...
  • 5/5/2024 12:00:00 AM

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Retail Merchandising Specialist
  • BDS Connected Solutions, LLC.
  • Rochester, NY
  • At a Glance: $$$ Earn weekly pay at BDS! $$$ If you enjoy completing independent projects, are interested in collaborati...
  • 5/4/2024 12:00:00 AM

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PAYROLL SPECIALIST - HYBRID
  • Conifer Realty LLC
  • Rochester, NY
  • Job Type Full-time Description CONIFER OFFERS GREAT BENEFITS: •Full-time / 40 Hours Weekly •Hours 8:30 - 5:00 Mondays - ...
  • 5/4/2024 12:00:00 AM

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High School Spanish Teacher
  • Hiring Now!
  • Rochester, NY
  • Company Description Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outs...
  • 5/3/2024 12:00:00 AM

Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast. According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$128,841 to $188,378
Rochester, New York area prices
were up 1.5% from a year ago

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