8 investment specialist jobs found

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...

The Float Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. This role is available for both remote and hybrid work arrangements. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals...

The WC Senior Claims Specialist handles complex and high-profile Workers' Compensation claims following company standards. This role works closely with case managers and attorneys, manages subrogation, and negotiates settlements. The Senior Claims Specialist ensures the best possible outcome for the claim, meeting customer service expectations, and supporting the goals of the Claims Department and CorVel. This role is available for both remote and hybrid work arrangements. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claim, confirms policy coverage and acknowledgement of the claim Determines validity and compensability of the claim by investigating and gathering information regarding the claim and files necessary documentation with state agencies Establishes reserves and authorizes payments within reserving authority limits Develops and manages well documented action plans with the case manager and outcomes manager to reduce overall...

Accounting Consultant - 87FA5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Hartford Funds has an opening for a dynamic Accounting Specialist who will play a key role in sustaining and evolving the accounting function. This individual will be responsible for maintaining effective close processes, enhancing reporting capabilities, and continually identifying opportunities to further improve efficiency and scalability through the thoughtful use of technology, automation, and data analytics. This role is well‑suited for an accounting professional who enjoys combining strong technical accounting skills with a curiosity for how technology and automation can improve traditional finance processes. The Accounting Specialist...

The Medical Only Claims Specialist manages non-complex and non-problematic, medical only claims and minor lost-time workers’ compensation claims under close supervision, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgement of the claim Determines the validity and compensability of the claim Establishes reserves and authorizes payments within established reserving authority limits Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent customer service skills Excellent written and verbal communication skills Fast learner; develops knowledge and understanding of...

The Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...

Are you looking for a great career with paid benefits from day one, opportunities for career growth, and a chance to advance professionally? Join Park Avenue as a Customer Service Specialist! Our Customer Service Specialists provide support to financial professionals and clients via inbound calls to our Service Desk Team. Inquiries range in complexity but center around the servicing and care of brokerage and advisory accounts. You will Answer and resolve phone, email, and chat inquiries from financial professionals and clients on wealth management operations, including new accounts, transfers, mutual funds/annuities, stocks/bonds, alternative investments, qualified and non-qualified plans, and brokerage/advisory platforms and tools. Guide financial professionals and clients on required documentation, ensuring accurate submission and setting clear expectations for next steps and de-escalating concerns as needed.  Navigate multiple systems while managing call flow and...

Job Description:   Penn Mutual Asset Management. LLC (“PMAM”) is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. PMAM is committed to serving the institutional marketplace by offering fixed income investment solutions. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve   the desired   strategy and goals. With over   $44 billion   in assets under management as of February 28, 2026, we are fixed-income specialists, dedicated to creating value through a prudent,   thoughtful   and rigorous investment decision-making process.      We are looking for an Investment Analyst, Structured Securities to come join our team! This is an integral member of the PMAM team and has a strong understanding of financial markets and provides significant input into decision making by presenting...