Ilitch Companies

Investment Specialist

Detroit, MI

Sponsorship not specifiedDetected 47 days ago

Financial AnalysisAccountingExcelResearchCommunicationTime ManagementPublic SpeakingMicrosoft Office

About the role

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.

Support coordination of various client engagement efforts and act as resource for investment communication.
Conduct financial analysis, prepare investment models, and provide structure and transactional support on various investment opportunities pursued by clients of the Family Office.
Build excellent working relationships with internal and external clients and advisors.
Team player with the ability to collaborate with others while also able to work independently.

Absolute discretion, confidentiality, and professionalism are required.
Ability to work in Detroit and travel as required.
Required Knowledge, Skills, and Abilities:
Must be highly confidential, exercise absolute discretion, and display strong judgment.
Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality

Bachelor's degree with focus on finance, economics or accounting.
Additional degrees and certifications are a plus.
Computer proficiency with Excel, PowerPoint and Bloomberg.
Additional experience with investment reporting software (e.g., Addepar) is a plus.

Bachelor's degree with focus on finance, economics or accounting. Additional degrees and certifications are a plus.
Strong investment literacy across public and private markets.
Exceptional writing and presentation skills.
Demonstrated understanding of wealth management including, but not limited to, credit, deposits, trusts and financial planning.
Evidence of self-motivation, initiative, and the ability and willingness to learn and accept higher-level responsibilities.
Demonstrate strong organizational, time management, and planning skills with the ability to independently prioritize work.
Demonstrates a professional and positive demeanor at all times.
Detail orientated with superior organizational skills.
Ability to work in a fast-paced, evolving environment and assist with other duties as assigned.
Flexibility and ability to adapt to changing priorities and multi-task with demonstrated attention to detail and accuracy.

The Company will strive to provide reasonable accommodations to permit qualified applicants who have a need for an accommodation to participate in the hiring process (e.g., accommodations for a job interview) if so requested.
This company participates in E-Verify.

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This listing is sourced directly from Ilitch Companies's careers page and normalized into a canonical job model.