Investment Management Specialist

Job Summary

To support a growing investment management practice, the full-time Investment Management Specialist will manage client relationships, analyze investment opportunities, and assist in portfolio management remotely.

Key responsibilities

• Manage and nurture relationships with clients to ensure satisfaction and retention
• Analyze and evaluate investment opportunities to provide strategic recommendations
• Assist in the development and management of investment portfolios to align with client goals

Required qualifications

• Bachelor's degree in finance, economics, or a related field
• Experience in investment management or financial analysis
• Strong understanding of financial markets and investment strategies
• Proficiency in investment analysis tools and software
• Relevant certifications such as CFA or CFP are a plus