Investment Service SpecialistVirtualVocations • Raleigh, North Carolina, United States
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Investment Service Specialist
VirtualVocations • Raleigh, North Carolina, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for an Investment Service Specialist - Long Short (Remote).
Key Responsibilities
Support Advisor Teams by delivering exceptional investment services and guidance on long short SMA operations
Collaborate with internal and external partners to ensure accurate execution of SMA strategies and facilitate onboarding of accounts
Drive process improvements and operational efficiency by leveraging technology and refining processes
Required Qualifications
Bachelor's degree (or equivalent experience) in business, finance, economics, or related field
3 years of experience in Financial Services with a focus on investment operations
Knowledge of financial markets and investment operations
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
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