Investment Specialist
Robowealth Mutual Fund Brokerage Securities
Job Details Department Investment Advisory & Strategy Location Robowealth IA (Sathorn) Employment Type Full Time Salary Range Negotiate Responsibilities Lead and mentor junior investment specialists in conducting high-quality investment analysis and market research. Monitor, analyze, and evaluate investment portfolio performance, providing strategic insights and regular updates to management and clients. Oversee and approve the preparation of weekly market reports, daily investment notes, and advanced macroeconomic summaries. Represent the team in fund conference calls, investment seminars, and high-level stakeholder meetings. Develop and formulate sophisticated investment recommendations, asset allocation strategies, and tailored wealth management solutions. Collaborate closely with investment strategists, advisors, and product teams to drive business growth and product development. Ensure the accuracy and integrity of investment records, compliance, and internal documentation. Qualifications Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or related fields. 2-3 years of experience as an investment advisor or portfolio manager, preferably in the funds management industry Detailed knowledge of investment products, portfolio management techniques, and financial markets Deep understanding of global financial markets, asset allocation, and complex investment products, especially mutual funds. Excellent communication and client service skills to build trust and rapport with high-net-worth individuals Proven ability to work independently and as part of a team Holding a relevant professional license (e.g., Investment Planner (IP), IC Complex, or CFA candidate/charterholder is highly preferred). #J-18808-Ljbffr Robowealth Mutual Fund Brokerage Securities
$143.62k - $229.79k
...across ACA populations What You'll Get The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community. Work-life balance, flexibility, and the autonomy to do great work. Medical, dental, and vision coverage along...SuggestedBlue Cross and Blue Shield of North Carolina
Iowa, LA3 days ago$81.07k - $129.71k
...attainment of the ASA. What You'll Get The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community. Work-life balance, flexibility, and the autonomy to do great work. Medical, dental, and vision coverage along...SuggestedWork at officeLocal areaRemote workFlexible hours2 days per weekBlue Cross and Blue Shield of North Carolina
Iowa, LA2 days ago$50k - $55k
As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning, with a focus on transactions related to the full order-to-cash cycle, the accounts receivable...Suggested$90k - $115k
...We accomplish this by creating an open and empowering employee experience. We recognize the benefits of employee engagement as an investment in our workforce—both current and future—to effectively seek, leverage, and include differing and unique perspectives that fuel...SuggestedContract workFor contractorsWork at officeLocal areaImmediate startRemote work3 days per weekWPS—A health solutions company
Iowa, LA2 days ago$90.23k
Company Overview If you are passionate about water and technology, Trinnex is the place for you! Trinnex is a visionary company that is transforming the way water resources are managed and protected. By combining cutting-edge digital technologies, such as sensor/IoT...SuggestedContract workWork experience placementH1bWork at officeTrinnex
Lake Charles, LA3 days ago- We're Changing Entertainment. Come Join Us.We're always looking for talent that believes in having fun. At PENN Entertainment, you'll get to be a part of an exciting industry, where the days and nights are fast paced. You'll work with an incredibly diverse set of coworkers...Work at officeLocal areaNight shift
L'auberge Casino Resort Lake Charles
Lake Charles, LA2 days ago $89.17k - $142.68k
...financial and operational reporting used by leadership to measure program effectiveness, resource utilization, productivity, return on investment, and strategic objectives. Design, execute, validate, and document statistically valid random sampling methodologies to support...Blue Cross and Blue Shield of North Carolina
Iowa, LA3 days ago- : Our Favorite CITGO Perks are:: * Remote Work options available for eligible positions (options are department and/or location specific) * 9/80 Work Schedule Option (where applicable) * Annual Vacation Incentive (40-120 hours of pay) for Eligible Employees * Paid Vacation...Hourly payTemporary workRemote workRelocationVisa sponsorshipRelocation package
Citgo Petroleum Corporation
Lake Charles, LA15 days ago - Dental Insurance, Vision Insurance, 401K, Medical Insurance Full-Time | On-site Job Description We are seeking a dedicated Drug Safety Associate to support pharmacovigilance activities and ensure the safety of pharmaceutical products throughout their lifecycle. The successful...Full time
Mybridge
Iowa, LA3 days ago $25 per hour
Betstamp Inc. is looking for a part-time role focused on sports marketing to enhance engagement and outreach in Iowa. This position offers hands-on experience in event coordination, user education about Betstamp, and the opportunity to plan community events. The ideal ...Part timeFlexible hoursBetstamp Inc.
Iowa, LA6 days ago- Are you detail-oriented with a passion for research and a good grasp of national and local geography? This freelance role lets you work at your own pace from home! Role Overview: Put your research skills to work improving the digital maps that millions of people rely...Part timeFreelanceLocal areaWork from home
TELUS Digital AI Data Solutions
Iowa, LA7 hours ago - A fast-growing business solutions provider in the United States is looking for a Business Analyst / Product Owner. This role involves collaborating with stakeholders to gather business requirements and driving product development. Candidates will be part of an internship...Full timeInternshipVisa sponsorship
Auzmor
Iowa, LA4 days ago - About the Position The Research Analyst supports research and development efforts by conducting technical investigations, preparing and analyzing samples, and assisting with equipment setup and testing. The role involves collaborating with cross‑functional teams, interpreting...Full timeWork experience placementMonday to FridayFlexible hoursDay shift
SSAB
Iowa, LA5 days ago - Zirous is an accomplished tech firm based out of West Des Moines, IA. For over 40 years, Zirous has been committed to executing best practices and going above and beyond industry standards to provide viable solutions for customers in all things data & analytics, marketing...Full timeWork experience placementCasual workWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours
Zirous
Iowa, LA1 day ago $64.3k - $85.7k
Who We Are ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly...First American
Iowa, LA5 days ago- ...infertility treatments, adoption services, and gestational surrogacy. Support for Your Growth and Giving Back We believe in investing in your future and your passions: ~ Tuition reimbursement ~ Student loan refinancing programs ~18 paid volunteer hours each...Full timeImmediate start
Stellantis
Lake Charles, LA4 days ago - 6004 - Des Moines - 10315 Hickman Rd, Urbandale, Iowa, 50322 CarMax is now hiring Automotive Technicians! Start loving what you do at CarMax Ensure every vehicle is one our customers can rely on At CarMax, our Automotive Technicians repair and recondition cars to meet...Local areaImmediate start
- Coordinate phone, text, and voter contact programs for political and advocacy clients Manage multiple campaign projects simultaneously within fast-paced production timelines Track project progress, approvals, and deliverables using internal systems and tools Write, edit...Work at office
$58.5k - $87.75k
- Relevant skills and experience will be listed so you know why those jobs are a match## Job Description**At Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where 'Health for all Hunger for none' is no longer a dream, but...Seasonal workLocal areaRelocationNight shift$98.09k - $156.95k
...experience in related field What You'll Get The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community Work‑life balance, flexibility, and the autonomy to do great work Medical, dental, and vision coverage along with...Work at officeLocal areaRemote workFlexible hours2 days per weekBlue Cross and Blue Shield of North Carolina
Iowa, LA1 day ago$120k - $150k
...an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.We’re empowered by a vast agent network covering North America,...Contract workWork experience placementWork at officeRemote workWorldwideWork visaRelocation package3 days per weekTransamerica
Iowa, LA4 days ago$77.2k - $96.5k
Qualifications: ~ Bachelor’s degree in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~...Full timeShift workWorld Wide Technology
Lake Charles, LA3 days ago- ...Lloyd's and US admitted and E&S markets. The operation is well established, and the US platform is growing fast, with significant investment going into people, systems, and infrastructure to match that ambition. This isn't a business standing still. They're building....Permanent employment
$70k
Job Description We are seeking a Staff Accountant to prepare financial records and preparing and filing payroll, and sales and income tax returns for their clients! This is a full-time contract-to-hire opportunity where you will earn a starting salary of up $70,000, based...Full timeContract workWork at officeMonday to FridayS&S Employment Partners
Iowa, LA3 days ago- Are you looking for a career path that offers flexibility and independence? Do you want to be rewarded for your high performance and hard work? Are you tired of being just a number in a corporation and want to make a positive and direct impact on an organization’s success...Full time
Underwriter Services Association
Iowa, LA1 day ago - Staff Accountant - Monthly Service (Full Time) The Staff Accountant - Monthly Service is responsible for assisting clients with a variety of bookkeeping and accounting services. Services include bank reconciliations, financial statements, payroll, and miscellaneous tax...Full time
Clevanoo LLC
Iowa, LA1 day ago - We’re looking for a motivated and detail‑oriented Accountant to play a key role in our company’s financial operations. In this position, you’ll be responsible for maintaining accurate financial records, producing timely reports, and supporting internal controls and budgeting...Full timeTemporary workCasual workWork at officeLocal areaRemote workFlexible hours
MCI
Iowa, LA1 day ago - Join to apply for the Accountant role at Mass Markets 1 week ago Be among the first 25 applicants Join to apply for the Accountant role at Mass Markets Position Overview MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored...Full timeContract workTemporary workCasual workWork at officeLocal areaFlexible hours
Mass Markets
Iowa, LA1 day ago - Overview Join to apply for the Remote Accountant role at Mass Markets . Position Overview: MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment...Full timeContract workTemporary workCasual workWork at officeLocal areaRemote workFlexible hours
Mass Markets
Iowa, LA3 days ago - MCI is seeking a motivated and detail-oriented Accountant to join our team in Louisiana. This role involves maintaining financial records, producing reports, and safeguarding compliance with GAAP standards. The ideal candidate will have proven accounting experience and...
MCI
Iowa, LA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Specialist. Be the first to apply!
