Chesapeake Investment Services Work Values

Daily Duties at Chesapeake Investment Services:

▪ Partnered with senior broker in the management and administration of established client accounts; interfaced with clients, outside brokers, and support staff; responded to client account inquiries, researched transactions and resolved account disputes. ▪ Provided account management, administrative and sales support to senior broker; scheduled and maintained broker’s appointment calendar; developed client databases and spreadsheets; tracked client assets under management, withdrawals, and deposits. ▪ Monitored client accounts, equity and margin requirements; calculated month-to-date (MTD) and year-to-date (YTD) returns on investment (ROI); produced ad hoc financial reports on demand; maintained client records and tracked new account paperwork.

What they like about Chesapeake Investment Services:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

program management, grants management, policy research, project management, analysis, writing

Skills

Program Management, Policy Research and Analysis, Grants and Agreement Management, Writing, Business Process Improvement, Proposal Review, Administration and Coordination, Performance Monitoring, Tracking and Reporting, Financial Management and Budget Analysis, Public Health, Global Health and Behavioral Health, Information Synthesis and Report Composition, Strategic Alliances and Relationship Building , Leadership and Team Building, Interpersonal Communications, Business-Government Relations, Stakeholder Engagement and Management, Management, Transportation, Education, Asset Management, MS Office: Word, Excel, PowerPoint, Outlook, Access and Project, SharePoint, Government, Industry, Financial Services

These are some of the questions we asked our climbers about their experiences with Chesapeake Investment Services: