Skip to main content
Upload your resume - Let employers find you

capital for business jobs

Sort by: -
    • Understanding of economics and capital markets.
    • Job Type:* Full-Time, In-Office.
    • This role is ideal for a candidate who is passionate about investment…
    • Oversee maintenance operations, unit turns, and capital improvement projects.
    • In this pivotal role, you will drive operational excellence, foster team…
  • View 10+ similar jobs with this employer
    • Previous management consulting and business analysis experience required.
    • Leading workshops with key client stakeholders to drive innovative solutions across…
    • Reporting to the Plant Manager and other plant management and technical employees.
    • Establish and maintain general administrative activities including timesheets…
  • View 10+ similar jobs with this employer
    • Strong business case development and financial modeling capability.
    • The amount of travel will vary from 0 to 100% depending on business need and client…
    • Support current business by providing timely responses to service failures and customer concerns.
    • Preferrable 5 years business experience, with several years…
  • View similar jobs with this employer
    • Collaborate with appropriate business leaders to determine capital priorities, staffing and support requirements.
    • Bachelor of Science degree in Engineering.
    • Proven success leading multiple departments or business units.
    • Strong financial, operational, and strategic business acumen.
    • Build-to-Rent (BTR) experience.
    • Organize and manage project’s requirements which includes document submission for loan draws, capital disbursement requirements and surplus cash calculation.
    • Provide leverage to the founders by owning various projects and tasks throughout the business, from board prep to OKRs to partnerships.
    • Build internal AI tooling to make existing business processes more efficient.
    • 3–6 years of experience in product management, management consulting, business…
  • View similar jobs with this employer
    • Assist with business case development under the direction of Business Performance Leaders.
    • Working knowledge of the firm and its business practices and…
    • Support and lead aspects of monthly, quarterly, and annual financial close, reporting and audit activities for the business.
    • Corporate strategy or business strategy.
    • Lead development of New Glenn's long-term business strategy and annual business plan, serving as the authoritative…
    • Familiarity with B2B environments or small business operations.
    • Conduct discovery conversations to understand each business's funding needs.
Get email updates for the latest capital for business jobs

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

People also searched:

business development
business internship
business management
capital construction
capital oaks
department 56
economics
entry level business
finance
forklift

Resume Resources:

Career Resources:

Employer Resources:

Job Post Details

Investment Specialist - job post

SkyCrest Financial Group
Columbus, OH 43204
$70,000 - $85,000 a year - Full-time

Job details

Pay

  • $70,000 - $85,000 a year

Job type

  • Full-time

Benefits

Pulled from the full job description

  • Referral program
  • Tuition reimbursement
  • Parental leave
  • 401(k)
  • Health insurance
  • Retirement plan
  • 401(k) matching

Full job description

Investment Specialist

Location: Columbus, OH or Granville, OH
Job Type: Full-Time, In-Office

About the job

At SkyCrest Financial Group, exceptional client service and strong relationships are the foundation of what we do. Based in Columbus, Ohio, we are a billion-dollar wealth management practice serving clients since 1997.

Our team of 16 professionals, including 7 advisors, collaborate to deliver personalized, high-quality solutions and have been recognized as a Forbes Best-in-State Wealth Management Team.

Our vision is to create a community that educates, guides, and empowers confidence along life’s financial journey. We provide comprehensive planning and wealth management, supported by leading technology and a culture of continuous learning, including expertise from our two CFA® charterholders.

At SkyCrest, our goal is simple: deliver exceptional service while creating an environment where our team can grow and succeed.

About the Role

We are seeking a detail-oriented and motivated Investment Specialist to join our team. This role is ideal for a candidate who is passionate about investment management, trading operations, and client service, and who is actively pursuing professional growth within the financial services industry.

The ideal candidate thrives in a fast-paced environment, maintains a high standard of accuracy, and is committed to developing technical expertise in trading and portfolio management.

Key Responsibilities

  • Execute and monitor trade orders with precision and accuracy (zero-error standard)
  • Process money movement requests, including wires and internal transfers
  • Support advisors in portfolio rebalancing in advisor discretionary accounts
  • Handle rollovers, ACATS, and account transfers
  • Prepare, review, and process client forms and documentation
  • Research and help manage asset allocation models
  • Conduct client outreach and follow-ups as needed
  • Ensure all activities comply with regulatory and operational standards

Qualifications

  • Bachelor’s degree (completed or in progress) in Finance, Economics, Business, or related field
  • 1+ year of experience within financial services or a wealth management practice preferred
  • Current securities licensing preferred (e.g., Series 7/66 or willingness to obtain)
  • Strong interest in pursuing the CFA designation
  • Candidates on track to sit for CFA Level I are strongly preferred
  • Prior experience with Morningstar Research, LSEG, and Thomson Reuters is preferred.

Knowledge, Abilities and Skills

· Solid understanding of equity, fixed income and financial concepts

  • Understanding of economics and capital markets
  • Exceptional analytical, critical thinking, and problem-solving capabilities
  • High energy, positive attitude, collaborative and team oriented
  • Composed and decisive under pressure or when challenged
  • Driven, self-motivated, and intellectually inquisitive
  • Creative, organized, responsive, and detail oriented
  • Excellent written and verbal communication skills
  • Able to build constructive and effective relationships
  • Intermediate to advanced skills with Excel and other Office applications
  • General understanding of technology including databases and other data analysis applications
  • Experience with trading platforms and rebalancing tools preferred
  • Understanding of portfolio construction and asset allocation

What We Offer

  • Opportunity to work closely with experienced advisors and investment managers
  • Clear path for career growth in investment management
  • Support for professional development and certifications (CFA track)
  • Collaborative, team-focused environment
  • Unlimited vacation and medical, vision and dental insurance options available

Why Join Us?

This is a great opportunity to build a foundation in investment management, gain hands-on trading experience, and grow your career within a billion-dollar wealth management practice.

To learn more, visit us at www.SkyCrestFinancialGroup.com.

Pay: $70,000.00 - $85,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Paid time off
  • Parental leave
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Work Location: In person

Let Employers Find YouUpload Your Resume
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.