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Remote Value Investing Jobs in Michigan (NOW HIRING)

Remote The Customer Success Manager helps customers achieve their strategic objectives and extracts maximum value from their investment in the Stryker Vocera portfolio. They drive solution adoption ...

... remote video monitoring, helping organizations reduce risk, prevent loss, and maintain 24/7 peace ... of ownership to support investment decisions and close high-value deals. * Execution ...

... remote video monitoring, helping organizations reduce risk, prevent loss, and maintain 24/7 peace ... of ownership to support investment decisions and close high-value deals. * Execution ...

... remote video monitoring, helping organizations reduce risk, prevent loss, and maintain 24/7 peace ... support investment decisions and close high-value deals. Execution & Accountability: Highly ...

... remote video monitoring, helping organizations reduce risk, prevent loss, and maintain 24/7 peace ... of ownership to support investment decisions and close high-value deals. * Execution ...

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Remote Value Investing information

What is remote value investing?

Remote value investing is an investment strategy where individuals analyze and invest in undervalued stocks or assets while working from a location outside of a traditional office, often from home or while traveling. This approach leverages digital tools, online research, and virtual collaboration to identify investment opportunities based on fundamental analysis. Remote value investors rely on financial statements, market data, and company reports accessible online to make informed decisions. The core principles remain the same as traditional value investing, but the work is conducted remotely, providing flexibility and access to global markets.

How do remote value investing professionals typically collaborate with team members and access research resources?

Remote value investing professionals often collaborate with team members through virtual meetings, shared digital workspaces, and communication platforms like Slack or Microsoft Teams. They rely on cloud-based financial databases, research tools, and market analysis software to access and share data. Regular team check-ins and portfolio review sessions help maintain alignment on investment strategies and insights, ensuring that everyone stays informed and engaged despite working from different locations.

What are the key skills and qualifications needed to thrive as a remote value investing analyst, and why are they important?

To thrive as a Remote Value Investing Analyst, you need a strong background in financial analysis, accounting principles, and investment research, often supported by a finance degree or CFA certification. Proficiency with financial modeling tools such as Excel, stock screeners, and investment platforms like Bloomberg Terminal is typically required. Analytical thinking, self-motivation, and effective communication are crucial soft skills for independently assessing opportunities and presenting findings. These skills ensure sound investment decisions, effective remote collaboration, and long-term portfolio growth.

What is the difference between Remote Value Investing vs Remote Equity Research Analyst?

AspectRemote Value InvestingRemote Equity Research Analyst
Required CredentialsFinancial analysis certifications, CFA often preferredFinancial analysis certifications, CFA often preferred
Work EnvironmentIndependent research, investment decision-makingResearch, data analysis, report writing
Industry UsageInvestment firms, hedge funds, asset managersInvestment firms, banks, financial services
Common Search/ComparisonYesYes

Remote Value Investing involves analyzing undervalued stocks to make investment decisions, focusing on long-term value. Remote Equity Research Analysts conduct detailed research and analysis of stocks to provide investment insights. While both roles require financial expertise and certifications like CFA, value investors focus on investment strategies, whereas equity analysts emphasize research and reporting. Both roles are common in investment firms and often overlap in skills and industry usage.

What cities in Michigan are hiring for Remote Value Investing jobs?

Cities in Michigan with the most Remote Value Investing job openings:

Client Support Specialist - Greater Detroit, MI Area (REMOTE)

Detroit, MI • On-site, Remote


Fidelity Investments
10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

People enjoy working here

Good employer

Recommended by students


$17.75 - $24/hr

Full-time

Re-posted 25 days ago


Job description


To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
Note: Fidelity will not provide immigration sponsorship for this position.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.


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