Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client ...
Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client ...
Investor Services Specialist
Raleigh, NC · On-site
Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client ...
Investor Services Specialist
Raleigh, NC · On-site
Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client ...
Investor Relations Manager - AI Trainer
Raleigh, NC · Remote
$50 - $60/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...
Quick apply
Investor Relations Manager - AI Trainer
Raleigh, NC · Remote
$50 - $60/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...
Investor Relations Manager - AI Trainer
Durham, NC · Remote
$50 - $60/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...
Quick apply
Investor Relations Manager - AI Trainer
Durham, NC · Remote
$50 - $60/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...
Investor Relations Manager - AI Trainer
Cary, NC · Remote
$50 - $60/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...
Quick apply
Investor Relations Manager - AI Trainer
Cary, NC · Remote
$50 - $60/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...
Financial Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... As financial professional, you will have the opportunity to see the positive impact of your work ...
Quick apply
Financial Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... As financial professional, you will have the opportunity to see the positive impact of your work ...
Financial Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... As financial professional, you will have the opportunity to see the positive impact of your work ...
Quick apply
Financial Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... As financial professional, you will have the opportunity to see the positive impact of your work ...
Financial Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... As financial professional, you will have the opportunity to see the positive impact of your work ...
Quick apply
Financial Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... As financial professional, you will have the opportunity to see the positive impact of your work ...
Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
Quick apply
Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
Quick apply
Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
... range of insurance and investment products and services. The company offers life insurance ... Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk.
Quick apply
... range of insurance and investment products and services. The company offers life insurance ... Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk.
Director, SMA Model Specialist
Raleigh, NC · Hybrid
$140K - $150K/yr
A career at Janus Henderson is more than a job, it's about investing in a brighter future together ... Support to grow through professional development courses, tuition/qualification reimbursement and ...
New
Director, SMA Model Specialist
Raleigh, NC · Hybrid
$140K - $150K/yr
A career at Janus Henderson is more than a job, it's about investing in a brighter future together ... Support to grow through professional development courses, tuition/qualification reimbursement and ...
New
Experienced Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
Quick apply
Experienced Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
Experienced Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
Quick apply
Experienced Financial Professional
$69K - $130K/yr
New York Life will invest in you and your business from the start, with a product and developmental ... You'll also get rewarded and acknowledged with our sales incentives and professional development ...
Investment Specialist
Raleigh, NC · On-site
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 ...
Investment Specialist
Raleigh, NC · On-site
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 ...
Investment Specialist
Raleigh, NC · Hybrid
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 ...
Investment Specialist
Raleigh, NC · Hybrid
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 ...
Financial Service Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... You will grow personally and professionally along with your clients. What we offer... Training and ...
Quick apply
Financial Service Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... You will grow personally and professionally along with your clients. What we offer... Training and ...
Financial Service Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... You will grow personally and professionally along with your clients. What we offer... Training and ...
Quick apply
Financial Service Professional
$69K - $130K/yr
... invest in you from the start, training you in valuable skills such as marketing, customer ... You will grow personally and professionally along with your clients. What we offer... Training and ...
Investment Analyst, DUMAC
Durham, NC · On-site
$100K - $108K/yr
Professional Development DUMAC analysts typically begin in a 3-year program where they meet, learn from, and engage with top investment managers. This position serves as an exceptional launchpad for ...
Investment Analyst, DUMAC
Durham, NC · On-site
$100K - $108K/yr
Professional Development DUMAC analysts typically begin in a 3-year program where they meet, learn from, and engage with top investment managers. This position serves as an exceptional launchpad for ...
Professional
Raleigh, NC · On-site
$54K - $73K/yr
Carolina Outreach is a group of highly trained behavioral health professionals dedicated to ... life balance, and invest in your future. The list below is for informational purposes only.
Quick apply
Professional
Raleigh, NC · On-site
$54K - $73K/yr
Carolina Outreach is a group of highly trained behavioral health professionals dedicated to ... life balance, and invest in your future. The list below is for informational purposes only.
Professional Investor information
See Raleigh, NC salary details
$47.7K is the 25th percentile. Wages below this are outliers.
$43.7K - $48.4K
29% of jobs
The median wage is $52.2K / yr.
$48.4K - $53K
25% of jobs
$53K - $57.7K
0% of jobs
$57.7K - $62.3K
0% of jobs
$62.3K - $66.9K
0% of jobs
$66.9K - $71.6K
0% of jobs
$71.6K - $76.2K
0% of jobs
$76.2K - $80.9K
9% of jobs
$85.1K is the 75th percentile. Wages above this are outliers.
$80.9K - $85.5K
13% of jobs
$85.5K - $90.1K
11% of jobs
$90.1K - $94.8K
13% of jobs
$43.7K
$67.8K
$94.8K
How much do professional investor jobs pay per year?
What profession makes $400,000 a year?
What are the key skills and qualifications needed to thrive as a Professional Investor, and why are they important?
What is a professional investor?
What job makes $10,000 a month without a degree?
What does a professional investor do?
What professions make 500,000 a year?
What is the difference between Professional Investor vs Financial Analyst?
| Aspect | Professional Investor | Financial Analyst |
|---|---|---|
| Required Credentials | Often requires certifications like CFA, CFP, or equivalent experience | Typically requires a degree in finance, accounting, or related field; CFA is common but not mandatory |
| Work Environment | Invests in markets, manages portfolios, and makes investment decisions | Analyzes financial data, prepares reports, and provides investment recommendations |
| Employer & Industry Usage | Hired by investment firms, hedge funds, or as independent investors | Employed by banks, asset management firms, or corporations for financial analysis |
While both roles involve finance and investment activities, a Professional Investor primarily manages investments and makes market decisions, whereas a Financial Analyst focuses on analyzing data to support investment choices. Understanding these differences helps clarify career paths and job expectations in the finance industry.
How do Professional Investors typically work with analysts and portfolio managers to make informed investment decisions?
Job description
Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.
Responsibilities:
- Respond to client and investor requests including but not limited to:
- Granting access to the investor portal
- Updating investor information
- Assisting with new investor onboarding
- Financial information questions
- Assist with completing audit documents
- Assist with ad-hoc projects such as:
- Financial and Tax reporting
- Capital call and distribution tracking
- Wire preparation
- Compile and organize investor CRM information with updated and accurate client information
- Communicate and provide information to the technology team to set up client portals
- Run Anti-Money Laundering (AML) reports and update AML database as needed
- Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
- Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.
- Engage in project management of team deadlines, client requests and other ongoing projects and tasks.
- Responsibly secure and handle sensitive financial and personal data
- Maintain dialogue and build relationships with client personnel and investors (LPs)
Qualifications and Experience:
- Bachelor's Degree required
- Experience in a client-oriented office environment, preferably in a related industry
- Proficiency in Microsoft Office applications, particularly Excel and Outlook
- Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
- Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
- Proven ability to manage competing priorities and deadlines
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
About Standish Management
Sourced by ZipRecruiter
Industry
Investment clubs and venture capital companies
Company size
501 - 1,000 Employees
Headquarters location
Boston, MA, US
Year founded
2007