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Investment Advisor - Navy Federal Careers (oraclecloud.com) Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
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In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Client Prospecting, Client Relations, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.
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This individual focuses on supporting the origination of new business and provides a broad range of sales and marketing support to the Touchstone Institutional Sales Division including, but not limited to, technical product support (e.g., investment insight, competitive positioning, Zephyr & Morningstar Direct comparisons) and routine follow-up that addresses client and prospect requests.
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Communicate with University Development Office, Chief Investment Officer and/or Treasury Services regarding new endowment gifts, Charitable Gift Annuities or changes to University operating investment activity.
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Qualified credential, such as Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), strongly preferred.
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Thus, the Investment Analyst will be able to gain exposure to all asset classes, including public equities, hedge funds, private equity, venture capital, credit, and real assets. The Analyst will report to the Chief Investment Officer but will work under the close supervision of other senior investment team members as an integral part of the small generalist investment team, assisting with all functions (investment and operations) pertaining to the management of the portfolio.
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Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals.
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Friedman represents institutions, major property owners, and national and regional retailers, as well as provides a broad spectrum of services includes land services, tenant representation, investment brokerage, facilities planning, space planning and interior design, full service accounting, physical property management, construction management, financial analysis and risk management, and strategic asset management, acquisition, and disposition services.
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5+ years of field sales experience within mutual funds and/or ETF sales required as either a senior internal wholesaler, hybrid wholesaler or external wholesaler. Possess in-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies.
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Build a deep knowledge of existing investment-related systems and software (ie Tableau/Alteryx, Power BI, BRS Aladdin, Bloomberg, etc). Investigate and make recommendations on report consolidation, standardization, and optimization across all investment reports.
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We bring a unique combination of strengths to businesses that today includes commercial real estate development and investment services through United Properties and Northmarq; sports and entertainment such as the Minnesota Twins Major League Baseball Club and River Road Entertainment; industrial automation systems provided by PAR; and forward-thinking capital managed by Pohlad Investment Management.
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Cabrera Capital Markets Markets is building out and expanding it's structured product trading/sales desk including ABS, CMBS and RMBS/CRT. We are seeking a seasoned professional with an established book of business that includes Tier 1 - Tier 3 institutional clients.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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CIM seeks a seasoned investment executive who can join our team in leading the firm’s investment activities in the US. The head of US Portfolio Strategy will report to the Managing Partner / Chief Investment Officer and be based in CIM’s San Francisco headquarters.
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investment sales jobs Title: real Company: Weichert Realtors
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