Investment Specialist jobs in Santa Barbara, CA
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 Accountant
- Whalen Bryan
-
Santa Barbara, CA
FULL_TIME
-
Amazing opportunity for one who is toward the beginning of their career path in Accounting. This is a very classy Family Office that manages venture fund and investment portfolios.Daily cast and publicly traded stocks reconciliations , coordinating bank transfers and oversee cash management, post daily trust/checking activity, report to fund managers and clients, weekly accounts payable for multiple clients, reconcile credit card statements, petty cash, trust, checking and brokerage accounts, cash flow projects. Assist the Tax Manager with various tax matters.Would like a person who is great with MS Office, Google Workspace, QuickBooks & Excel.GREAT salary and AMAZING benefits.Whalen Bryan is an Executive Search Firm who is conducting a search for this very special clientPlease send resume to kathi@whalenbryan.com
- 10 Days Ago
Investment Management Intern
- Montecito Bank & Trust
-
Montecito, CA
INTERN
- Are you a talented student or recent college graduate looking for an opportunity to apply classroom knowledge? Do you enjoy getting involved in your communities and have a desire to work for an award-...
- 16 Days Ago
Business Development Representative (Investment Management)
- AppFolio
-
Santa Barbara, CA
FULL_TIME
- Hi, We’re AppFolio. We’re innovators, changemakers, and collaborators. We’re more than just a software company — we’re a cloud-based powerhouse that creates products to make our customers’ lives easie...
- Just Posted
Associate Customer Care Representative - Investment Manager
- AppFolio
-
Santa Barbara, CA
FULL_TIME
- Hi, We're AppFolio We’re innovators, changemakers, and collaborators. We’re more than just a software company – we’re pioneers in cloud and AI who deliver magical experiences that make our customers’ ...
- 1 Day Ago
Chief Compliance Officer—Registered Investment Advisor
- World Insurance Associates, LLC.
-
Santa Barbara, CA
FULL_TIME
- About UsWorld Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agen...
- 1 Month Ago
Specialist
- GH Group Inc
-
Santa Barbara, CA
FULL_TIME
- Overview: A Specialist’s main responsibility is providing superior customer service, facilitating efficient sales transactions and general maintenance of the sales floor. Maintaining our standard of s...
- 1 Month Ago
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0 Investment Specialist jobs found in Santa Barbara, CA area
Project Civil Engineer
- Stantec
-
Santa Barbara, CA
- Do you want to work on diverse world class projects, with a team who values your effort? Join a company culture that pri...
- 4/24/2024 12:00:00 AM
Houseperson
- Arbor Lodging
-
Goleta, CA
- ** Houseperson** **Job Category****:** Housekeeping **Requisition Number****:** HOUSE01448 Showing 1 location **Job Deta...
- 4/24/2024 12:00:00 AM
Sales & Lead Customer Service Specialist
- Massage Envy
-
Santa Barbara, CA
- Overview: Where Better Careers Begin! Massage Envy Santa Barbara 136 S Hope Santa Barbara ,Ca 93105 Do you have a passio...
- 4/23/2024 12:00:00 AM
Operations Support Specialist
- World Insurance Associates LLC
-
Santa Barbara, CA
- About Us World Insurance Associates is a unique insurance and professional services organization offering top products a...
- 4/23/2024 12:00:00 AM
Customer Care Specialist I - Integration Partnerships
- AppFolio
-
Santa Barbara, CA
- Description Hi, We're AppFolio We're innovators, changemakers, and collaborators. We're more than just a software compan...
- 4/22/2024 12:00:00 AM
Retail Merchandising Specialist
- BDS Connected Solutions, LLC.
-
Goleta, CA
- At a Glance: $$$ Earn weekly pay at BDS! $$$ If you enjoy completing independent projects, are interested in collaborati...
- 4/22/2024 12:00:00 AM
Claim Specialist - Property Field Inspection
- State Farm Mutual Automobile Insurance Company
-
Santa Barbara, CA
- Claim Specialist - Property Field Inspection US-CA-Santa Barbara Job ID: 2023-35234 Type: Regular Full Time # of Opening...
- 4/20/2024 12:00:00 AM
Tire Service Technician - Goleta
- America's Tire
-
Goleta, CA
- Overview: Overview The Tire Technician is the backbone of our success and is the first step in your journey with America...
- 4/10/2022 12:00:00 AM
About Santa Barbara, California
Santa Barbara (Spanish: Santa Bárbara) is the county seat of Santa Barbara County in the U.S. state of California. Situated on a south-facing section of coastline, the longest such section on the West Coast of the United States, the city lies between the steeply rising Santa Ynez Mountains and the Pacific Ocean. Santa Barbara's climate is often described as Mediterranean, and the city has been promoted as the "American Riviera". As of 2014, the city had an estimated population of 91,196, up from 88,410 in 2010, making it the second most populous city in the county after Santa Maria. The contig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$114,832 to $194,133
Santa Barbara, California area prices
were up 2.5% from a year ago
were up 2.5% 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