Investment Specialist
Detroitonsitemid
Posted 1mo ago · via Workday
About this role
Job Summary : The Investment Specialist will serve as a central point of communication between the Family Office, its clients, and third-party investment managers. The Investment Specialist will work closely with the other members of the Family Office’s investment team, as well as Accounting, Finance, Tax and Family Services colleagues. The Investment Specialist is responsible for helping the Family Office deepen and strengthen client and advisor relationships through review of asset allocation and select investment opportunities. The Investment Specialist will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Detroit. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included