Investment Specialist Job at Range (New York City)

Client Investment Specialist (Portfolio Manager)

Our parent company, Quintet Private Bank, is a leading private bank in the wealt...

Location

United Kingdom , Manchester

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Extensive experience in a similiar Investment Specialist/Portfolio Manager position within Financial Services/Wealth Management.

Job Responsibility

Lead for investment proposals & portfolio reviews for bespoke clients in discretionary solutions
Deal with more sophisticated clients that would need specific tailoring in their bespoke discretionary portfolios
Understand the clients needs and preferences for bespoke discretionary portfolio management
Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
Communicate our house view to Client Advisors and clients, ensuring high quality after sales content for discretionary mandates and advisory solutions
Implementation of investment views
Act as the ambassador of the entire Investment capabilities of our Group
Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth
Be an agent of change for strategic transformation
Help develop, pitch and oversee customised DPM solutions tailored to the needs of Be-spoke clients

Industrial Investment Specialist

In this role, you will lead the industrialization of new products and coordinate...

Location

Italy , Arcevia

Salary:

Not provided

Ariston

Expiration Date

Until further notice

Requirements

Technical background in Mechanics or Mechatronics
Minimum 2 years’ experience in maintenance, testing, or commissioning of automatic machinery
Proficiency in Italian and English
Proficiency with Office Suite and CAD 2D/3D tools
Strong problem solving attitude, teamwork mindset and hands on approach

Job Responsibility

Lead industrialization of new products and support prototype → pre-series → production phases
Coordinate the design, installation, and commissioning of new machinery and production lines
Ensure the application of safety requirements and technical specifications on new equipment
Collaborate with R&D on product modifications following production feedback
Manage improvement projects focused on process optimization and automation (Industry 4.0 / 5.0)
Analyse manufacturability, process feasibility, and potential risks of new products
Support production sites during start-up phases and technical interventions
Contribute to technological innovation and plant infrastructure evolution

Specialist Investment Operations

Embark on a transformative journey as a Specialist Investment Operations at Barc...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven experience managing complex investment products, such as Alternative Investments, Private Equity, Derivatives, or Structured Products
Strong stakeholder management skills, with the ability to influence, challenge, and build effective partnerships across senior levels
Excellent critical thinking and decision-making capabilities, particularly in high-risk and time-sensitive situations
Demonstrated experience in strategic planning, delivery, and driving change initiatives aligned to broader business objectives
Exceptional attention to detail, ensuring accuracy, precision, and consistently high-quality outputs

Job Responsibility

Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Collaboration with teams across the bank to align and integrate operational processes
Identification of areas for improvement and providing recommendations in operational processes
Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in banking operations
Participation in projects and initiatives to improve operational efficiency and effectiveness

What we offer

Fitness Suite
fitness classes
an on-site GP
a bicycle store
rooftop bar
clubs and societies

Fulltime

Data Annotation Specialist - Investment Banking / Private Equity

We are on a mission to build machines that understand the world and make them sa...

Location

Canada , Toronto; Calgary; Ottawa; Vancouver; Montreal

Salary:

30.00 USD / Hour

Cohere

Expiration Date

Until further notice

Requirements

5+ years of industry experience working in equity research, corporate finance, M&A, private equity, or corporate development
Financial analysis training and experience
An education background in finance (Bachelors, Masters or similar)
Experience interpreting complex financial statements, earning decks, charts and graphs
Experience with preparing and understanding financial statements, key metrics, business acumen
Experience with risk analysis processes
Experience with financial modelling/analysis that informs strategic decision-making
Expert in Excel and/or VBA

Job Responsibility

Evaluate the model’s ability to respond to objective financial queries
Write financial prompts along with verified information to evaluate the accuracy of the model’s responses
Label, proofread, and improve machine-written and human-written financial outputs
Follow our style guide, and make recommendations on unique situations that fall outside of its scope
Evaluating financial models in excel

What we offer

An open and inclusive culture and work environment
Work closely with a team on the cutting edge of AI research
Weekly lunch stipend, in-office lunches & snacks
Full health and dental benefits, including a separate budget to take care of your mental health
100% Parental Leave top-up for up to 6 months
Personal enrichment benefits towards arts and culture, fitness and well-being, quality time, and workspace improvement
Remote-flexible, offices in Toronto, New York, San Francisco, London and Paris, as well as a co-working stipend
6 weeks of vacation (30 working days!)

Parttime

Internal Alternative Investment Specialist

iCapital’s Portfolio Management team is looking to hire an Associate Internal Al...

Location

United States , New York

Salary:

90000.00 - 115000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

2-5+ years of client‑facing experience in the financial services industry
Knowledge of capital markets and alternative investments
Exceptional communication, organizational, and interpersonal skills
Self‑starter with strong initiative who thrives in a fast‑paced environment
Demonstrated commitment to continuous professional development and team improvement
Series 7 and 63 licenses are required
Must obtain CAIA within 2-3 years of hire

Job Responsibility

Make daily sales calls to strengthen relationships and proactively uncover new opportunities
Partner with field sales specialists to execute territory strategies and drive sales growth
Deliver high‑quality support by resolving inquiries and account issues in partnership with the Investor Relations team
Develop a deep understanding of key alternative investment platforms and product availability
Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs
Use CRM tools to track activities, analyze data, and formulate engagement strategies
Travel to attend industry events and meet with key clients and prospects as required

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Investment Operations Specialist

A well-established wealth management firm in Parsippany, NJ is seeking an Invest...

Location

United States , Parsippany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience in investment operations, financial services operations, or client service
Exposure to separately managed accounts, alternative investments, or structured products preferred
Strong attention to detail with the ability to manage multiple requests simultaneously
Comfortable working in systems-driven environments (CRM / workflow tools
Salesforce experience a plus)
Professional communication skills and a service-oriented mindset
Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus

Job Responsibility

Manage investment and trade requests from initiation through completion
Track and move requests through workflow systems, ensuring accuracy and timeliness
Coordinate with internal teams, external partners, and custodians to resolve issues and clear exceptions
Confirm accounts are properly set up with required features, restrictions, and documentation
Maintain organized records and support reporting, reconciliations, and internal controls
Provide operational support across SMAs, alternative investments, and structured products as needed

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

Investment Operations Senior Specialist

Partner with front office teams, investment management business partners, broker...

Location

United States , Milwaukee

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business with an emphasis in finance, accounting, management, real estate, or information systems, or equivalent related experience
1–3 years of related investment operations experience preferred
General knowledge of a variety of investment asset classes
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Attention to Detail: Demonstrates a high level of accuracy and thoroughness
Customer Centricity: Applies a customer-first mindset
Customer Service Mindset: Anticipates customer needs
Customer Support: Gathers and analyzes customer information clearly and consistently
Process Improvement: Evaluates current processes to identify and implement improvements

Job Responsibility

Ensure accurate and efficient execution of recurring transactions across public and private managed portfolios, including domestic fixed income, equities, foreign investments, private placements, real estate equity, and mortgage loans
Partner closely with front office teams to support the settlement of investment transactions
Collaborate with senior team members to resolve complex issues and work with custodial banks, brokers, traders, and field offices as needed
Respond to inquiries related to investment holdings, transactions, and activity
Maintain investment data across multiple systems and perform reconciliations
Work closely with Investment Accounting, Financial Management, Legal, and other investment-related teams to research and resolve issues
Ensure timely and accurate investment position and commitment updates, as well as critical investment attributes
Investigate and resolve cash receivable and payable exceptions
Stay current on industry changes and developments that may impact investment processing procedures
Participate in testing, system enhancements, upgrades, new initiatives, and projects involving procedural or workflow changes

What we offer

Competitive Rates
Benefits
free daily lunch when onsite

Investment Operations Senior Specialist

We are seeking an Investment Operations Specialist to join an Investment Operati...

Location

United States , Milwaukee

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, accounting, real estate, management, information systems, or equivalent experience
Three or more years of related investment operations experience preferred
Experience supporting a variety of investment asset classes and transaction types
Prior experience with investment operations and/or accounting systems
Strong analytical and problem‑solving skills
Excellent verbal and written communication skills
High attention to detail and commitment to accuracy
Ability to work effectively as part of a team
Strong attention to detail
Ability to work under pressure and meet deadlines

Job Responsibility

Ensure accurate and efficient execution of transactions across public and private investment portfolios, including domestic and foreign securities, fixed income, equities, derivatives, private placements, real estate equity, and mortgage loans
Partner with bank representatives, brokers, traders, and front‑office teams to support timely and accurate trade settlement
Respond to inquiries related to investment holdings, transactions, and activity
Maintain and validate investment data for complex security types across multiple systems
Perform reconciliations and collaborate with internal business partners to resolve discrepancies
Ensure timely and accurate investment positions, commitment updates, and critical investment attributes
Investigate and resolve cash receivable and payable exceptions
Conduct in‑depth analysis related to investment holdings, trading activity, and investment initiatives as requested
Train and support new team members and serve as a subject‑matter resource for assigned investment types and procedures
Stay informed on industry trends and developments that impact investment operations and processing

What we offer

Competitive Rates
Benefits
free daily lunch when onsite

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Investment Specialist

Job Description

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