Current jobs related to Product Review Analyst-Managed Investments - Saint Louis - Edward Jones
-
Equity Research Analyst
1 week ago
St. Louis, United States Fm Investments, LLC Full timeSummary:Washington, DC based $16 billion multi-boutique investment firm seeks an Equity Research Analyst for it's St. Louis, MO. office. The equity team at F/m Investments employs a bottom-up, fundamental approach to investing, managing $1B in small capitalization strategies serving institutional and retail clients. The Research Analyst will focus primarily...
-
Equity Research Analyst
4 weeks ago
St Louis, United States Fm Investments, LLC Full timeSummary:Washington, DC based $16 billion multi-boutique investment firm seeks an Equity Research Analyst for it's St. Louis, MO. office. The equity team at F/m Investments employs a bottom-up, fundamental approach to investing, managing $1B in small capitalization strategies serving institutional and retail clients. The Research Analyst will focus primarily...
-
Equity Research Analyst
1 week ago
st. louis, United States Fm Investments, LLC Full timeSummary:Washington, DC based $16 billion multi-boutique investment firm seeks an Equity Research Analyst for it's St. Louis, MO. office. The equity team at F/m Investments employs a bottom-up, fundamental approach to investing, managing $1B in small capitalization strategies serving institutional and retail clients. The Research Analyst will focus primarily...
-
Equity Research Analyst
1 week ago
st. louis, United States Fm Investments, LLC Full timeSummary:Washington, DC based $16 billion multi-boutique investment firm seeks an Equity Research Analyst for it's St. Louis, MO. office. The equity team at F/m Investments employs a bottom-up, fundamental approach to investing, managing $1B in small capitalization strategies serving institutional and retail clients. The Research Analyst will focus primarily...
-
Equity Research Analyst
1 week ago
St. Louis, MO, USA, United States Fm Investments, LLC Full timeJob Opportunity:F/m Investments, LLC, a $16 billion multi-boutique investment firm, seeks an Equity Research Analyst for its St. Louis, MO office.About the Role:The Equity Research Analyst will focus primarily on the healthcare sector, with the ability to take on additional coverage responsibilities. Key responsibilities include:Conducting initial reviews of...
-
Investment Portfolio Specialist
1 week ago
Saint Louis, United States MRINetwork Jobs Full timeJob OverviewOur client is a leading investment and advisory firm seeking a skilled Portfolio Analyst to support client-facing consultants with investment needs.The ideal candidate will possess a wide range of investment knowledge, excellent communication skills, and experience interacting with high net worth and ultra high net worth clients.Responsibilities...
-
saint petersburg, United States ASCENDO Full timeDirector of Contract Review and Onboarding for Alternative Investments TeamYou will be an expert in private market investments contracts with a focus on co-invest and direct offering opportunities on behalf of Private Wealth Clients.You will use your extensive knowledge to drive referral agreement negotiations and support the broader private markets platform...
-
saint petersburg, United States ASCENDO Full timeDirector of Contract Review and Onboarding for Alternative Investments TeamYou will be an expert in private market investments contracts with a focus on co-invest and direct offering opportunities on behalf of Private Wealth Clients.You will use your extensive knowledge to drive referral agreement negotiations and support the broader private markets platform...
-
saint petersburg, United States Ascendo Resources Full timeOur client is seeking a Director of Contract Review and Onboarding for their Alternative Investments Team You will be an expert in private market investments contracts with a focus on co-invest and direct offering opportunities on behalf of Private Wealth Clients.You will use your extensive knowledge to drive referral agreement negotiations and support the...
-
saint petersburg, United States Ascendo Resources Full timeOur client is seeking a Director of Contract Review and Onboarding for their Alternative Investments Team You will be an expert in private market investments contracts with a focus on co-invest and direct offering opportunities on behalf of Private Wealth Clients.You will use your extensive knowledge to drive referral agreement negotiations and support the...
-
Alternative Investment Support Specialist
1 week ago
Saint Louis, United States Moneta Full timeJob DescriptionMoneta, a leading comprehensive wealth management firm, is seeking an Alternative Investment Support Specialist to join its Investment Department. This role is ideal for a driven, organized, and intellectually curious individual who is passionate about private equity, private credit, and private real asset investments.The successful candidate...
-
Compliance Analyst- Ad Review
1 month ago
Saint Paul, United States Cetera Financial Group Full timeCetera Financial Group is currently seeking a Compliance Analyst for Ad Review. This is a great opportunity to join our team and ensure that all retail communication complies with firm policy, FINRA, and SEC rules.This is a hybrid role.What you will do:Review retail communication against applicable laws, firm policy, and regulations.Be able to explain the...
-
Structured Assets Investment Analyst
2 months ago
South Saint Paul, Minnesota, United States Securian Financial Group Full timeAbout the RoleSecurian Financial Group is seeking a highly skilled Structured Assets Investment Analyst to join our team. As a key member of our asset management team, you will be responsible for analyzing and evaluating structured assets to support the growth of our investment portfolios.Key ResponsibilitiesMarket Analysis: Conduct in-depth analysis of...
-
Securities Research Analyst
3 weeks ago
Saint Petersburg, FL, United States Fisher Investments Full timeDo you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals...
-
Alternative Investment Support Specialist
1 month ago
Saint Louis, United States Moneta Full timeJob Title: Alternative Investment Support SpecialistWe are seeking a highly organized and detail-oriented Alternative Investment Support Specialist to join our Investment Department. As a key member of our team, you will play a critical role in supporting the day-to-day operations of our private equity, private credit, and private real asset offerings.Key...
-
Cash Management Analyst
2 weeks ago
Saint Paul, Minnesota, United States AgriBank Full timeJob Title: Associate Finance Operations Cash Management AnalystAgriBank is seeking a highly skilled Associate Finance Operations Cash Management Analyst to join our Finance Operations team.Key Responsibilities:Execute operational transactions and reconcile assigned accounts to ensure accuracy and compliance.Support clients on multiple operational systems,...
-
Product Surveillance Analyst
4 weeks ago
Saint Paul, Minnesota, United States Experis Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Product Surveillance Analyst to join our team at Experis. As a Product Surveillance Analyst, you will be responsible for managing the day-to-day events and qualitative data related to product and patient information coming in from the field.Key ResponsibilitiesDetermine classification,...
-
Investment Product Specialist
1 month ago
St Louis, Missouri, United States Calculated Hire Full timeBusiness Execution Consultant IJob Summary:We are seeking a highly skilled Business Execution Consultant I to join our team at Calculated Hire. As a key member of our Trading Platforms department, you will be responsible for executing business initiatives and providing support to our clients.Key Responsibilities:Participate in or provide support for low...
-
Senior Business Systems Analyst
2 days ago
Saint Louis, United States Edward Jones Full timeInnovate here. And see your ideas come to life.It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain...
-
Investment Portfolio Specialist
3 days ago
st. louis, United States Westport One Full timePortfolio AnalystAt Westport One, we're seeking a skilled Portfolio Analyst to support our client-facing consultants with investment needs. This role involves handling complex investment requirements, creating investment policies, and analyzing investment performance. You'll collaborate with consultants, analysts, and other departments to fulfill client...
Product Review Analyst-Managed Investments
2 months ago
You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.Job OverviewPosition Schedule: Full-TimeHave you ever wondered if the work you do has an impact, on the firm you work for or the clients it serves? At Edward Jones you don't have to wonder.We are on a transformational journey to further enable a client-centric approach to complete wealth management and this role plays an important part in that journey and in our ability to enhance and deliver on our value proposition.You are self-motivated and have a demonstrated ability to think creatively, identify opportunities and risks, recommend solutions, and support decision making rooted in facts will help us achieve our objectives. You will work cross-functionally to ensure the delivery of products, solutions, and information our branches need to attract and retain ideal clients.In return, you'll have the opportunity to expand your career with an exciting team and a growing firm whose purpose is to partner for positive impact.The Product Review team helps clients achieve their goals by ensuring the firm's offerings are aligned with clients' interests and our investment philosophy. Analysts in Product Review independently evaluate a broad array of proposed and currently available investments and services to determine whether they can, or continue to, be appropriate for a client's goals. This requires a high degree of independent judgement and discretion to protect our clients and the firm. Analysts collaborate with internal stakeholders to correctly position the offerings and educate financial advisors and clients as appropriate. Analysts are expected to have strong critical thinking skills, a track record of success executing established analytical processes, a broad understanding of the financial industry, and an intellectual curiosity to further develop their subject matter expertise.What you'll do...Independently review and monitor investments for alignment with the Edward Jones investment philosophy and our clients' interestsAct as subject matter expert providing analysis and recommendations on specific products or servicesClearly communicate with stakeholders in a timely and professional mannerMaximize team effectiveness by working with other analysts to develop innovative solutions Actively build relationships with stakeholders and branch teams to better understand client needsAt Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:Hiring Minimum: $113810Hiring Maximum: $193785Skills/RequirementsWhat you'll need...Bachelor's degree in related field4+ years of relevant work experience, including prior experience in investment analysisCFA designation, or progress toward designation SIE, Series 7, Series 66Proven ability to conduct research related to the investment quality and merits of products and servicesSolid understanding of financial modeling utilizing spreadsheets, data tools, and financial databases (Bloomberg, Morningstar)Knowledge of economic, statistical, and investment concepts Ability to address difficult situations and adapt to changing priorities Ability to successfully execute analytical processes in order to make high-quality and efficient decisionsExperience communicating analysis and decisions in a variety of ways to multiple audiencesCandidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-HO
