Investment Specialist
SECU · Raleigh, North Carolina, US
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose The Investment Operations Specialist works...
Job description
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose: The Investment Operations Specialist works with Financial Advisory Service (FAS) specialists to deliver investments to SECU’s members. The Operations team serves as the leader for evaluation, selection, management and execution of all investment strategies and services. Dimensions: This person will coordinate with the Relationship Management team to manage and service investment accounts. This person will be a subject matter expert (SME) on investment operations for SECU’s FAS team. This person will explore new opportunities for the Investment Services Department, including new products and service opportunities. This person ensures that all security recommendations are appropriate for a member’s risk profile and time horizon. Duties: - 10% - Projects, Proposals, Education, and Managing Business Relationships - Conduct research and meet with investment professionals to develop relationships and explore new product opportunities. - Create proposals for Board and Investment Committee review and approval covering new product recommendations and revenue stream opportuniti...