Investment Specialist jobs in Waco, TX

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)

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Investment Operations Specialist (Hybrid)
  • PGIM
  • West, TX FULL_TIME
  • Job Classification:

    Investment Management - Investment Operations

    Our Vision:

    At PGIM, we care about our employees, and we are committed to seeing them succeed. We provide our employees with access to professional development and support to help drive their success and ability to innovate.

    What you will do:

    As an Investment Operations Specialist you will have the opportunity to cultivate your leadership skills by participating in various analysis and special projects. In addition, you will gain broad business knowledge by way of consistent exposure to a wide network of business partners. An ideal candidate will fulfill this unique opportunity within our dynamic environment. Your curiosity about emerging trends and practices will stimulate brainstorming discussions with a group of like-minded professionals.

    This position is based out of our Newark, NJ office. Our organization follows a hybrid work structure where employees can work remotely or from the office, as you needed, based on the demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.

    What you can expect:

    • Process and/or review capital call and distribution requests
    • Process and/or review market values of investments made by PSS Alts
    • Serve as liaison to internal stakeholders and for requests from third party managers
    • Coordinate and play leading role in group’s daily cash processing and wire preparation activities
    • Independently analyze and perform periodic reconciliations of NAVs per specified guidelines
    • Review periodic reporting deliverables for accuracy and participate in system testing
    • Manage public email account for relevant information and extract necessary documentation
    • Monitor and manage timely receipt of audited financial statements
    • Maintain supporting schedules that support portfolio administration effort

    Overtime required during peak periods.

    What you will bring:

    • Bachelor’s degree in Accounting, Economics, Finance, or Business
    • 3-5 years of experience within financial services
    • Strong attention to detail
    • Ability to independently prioritize tasks and work in a deadline-oriented environment
    • Strong communication and partnering skills
    • Excellent administrative/organizational skills
    • Ability to work on multiple projects simultaneously

    What will set you apart:

    • Familiarity with following systems a plus (Investran, Burgiss, Documentum)
    • Private equity and/or hedge fund experience preferred

    Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $75,000 to $90,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

    About PGIM Operations and Innovation Group

    PGIM Operations and Innovation drives digital transformation, modern data analytics, and operational excellence across PGIM in partnership with our business and corporate functions. We are aligned into seven verticals to drive innovative solutions and deliver operational services that contribute to PGIM being a world-class investment manager. Our workstreams operate in a collaborative, agile manner and foster a strong community focused on most relevant emerging technologies and best-in-class solutions.

    Our Commitment to Diversity, Equity, and Inclusion

    Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential

    Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

    Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

    We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

    Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.

    The Prudential Insurance Company of America, Newark, NJ and its affiliates.

    Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

    PEOPLE WITH DISABILITIES:
    If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com .

    Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

  • 1 Month Ago

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Investment Operations Specialist (Hybrid-Tampa, Florida))
  • PGIM
  • West, TX FULL_TIME
  • Job Classification: Investment Management - Investment Operations Our Vision: At PGIM, we care about our employees, and we are committed to seeing them succeed. We provide our employees with access to...
  • 1 Month Ago

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Restaurant management
  • Ibrahim Investment Corp
  • Fairfield, TX FULL_TIME
  • This means the independent franchisee, and not Jack in the Box Inc. will be your employer if you are hired. The independent franchisee is responsible for all employment-related matters in the restaura...
  • 23 Days Ago

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To Go Specialist
  • Olive Garden
  • Waco, TX OTHER
  • For this position, pay will be variable by location - See additional job details and benefits below.Our Winning Family Starts With You! Check out these great benefits!Flexible schedules to help you ba...
  • 16 Days Ago

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HCM Specialist
  • Baylor Careers
  • Waco, TX FULL_TIME
  • What We Are Looking For The HCM Specialist serves in the Division of Human Resources and is responsible for overseeing and completing all personnel transactions in Oracle HCM Cloud for assigned client...
  • 19 Days Ago

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To Go Specialist
  • Cheddar's Scratch Kitchen
  • Waco, TX FULL_TIME
  • Our To Go Specialists are food experts who love to recommend their favs to guests who want to eat at home, work or anywhere . . . really. To Go Specialists make sure their work area and Guest touch po...
  • Just Posted

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0 Investment Specialist jobs found in Waco, TX area

Waco (/ˈweɪkoʊ/ WAY-koh) is a city in central Texas and is the county seat of McLennan County, Texas, United States. It is situated along the Brazos River and I-35, halfway between Dallas and Austin. The city had a 2010 population of 124,805, making it the 22nd-most populous city in the state. The 2017 US Census population estimate is 136,436 The Waco Metropolitan Statistical Area consists of McLennan and Falls Counties, which had a 2010 population of 234,906. Falls County was added to the Waco MSA in 2013. The 2017 US Census population estimate for the Waco MSA is 268,696. Waco is located at ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$95,162 to $160,879
Waco, Texas area prices
were up 1.2% 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.
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Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
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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