Financial Portfolio Manager

Overview The Investment Portfolio Specialist plays a crucial role in enhancing client relationships by crafting personalized Financial Strategies and Asset Allocation plans, designing bespoke reporting for both new and existing clients, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesEnhances client...

Job SummaryThe Financial Portfolio Specialist is responsible for acting as a liaison between the Credit Union and members to maintain a financially sound loan portfolio through early delinquency control. This position will notify or locate members with delinquent accounts and attempt to secure payments through methods such as correspondence, and financial...

About the RoleWe are seeking a highly skilled Portfolio Consultant to join our team at Edward Jones. As a Portfolio Consultant, you will play a critical role in delivering high-quality investment advice and portfolio management services to our clients.Key ResponsibilitiesPartner with financial advisors to deliver tailored investment advice and strategies to...

About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Alberici. As a key member of our finance department, you will be responsible for managing the organization's investment portfolio and treasury functions.Key ResponsibilitiesOptimize financial returns on cash and investments across Alberici EnterpriseMaximize the...

About the RoleWe are seeking a highly skilled Associate Portfolio Analyst to join our Portfolio Solutions Team at Edward Jones. As a key member of our team, you will play a critical role in supporting the development of investment data, conducting quantitative and qualitative analysis, and preparing investment recommendations.Key ResponsibilitiesSupport the...

Company Overview:Alberici is a prominent construction firm headquartered in St. Louis, Missouri, employing over 1,200 professionals and generating $1.5 billion in revenue. We specialize in delivering innovative construction solutions across various sectors, including automotive, commercial, civil, energy, food & beverage, healthcare, heavy industrial,...

Job DescriptionWe are seeking a highly skilled Portfolio Trading Manager to join our team at Keller Executive Search. As a key member of our organization, you will be responsible for the daily management and oversight of our clients' managed accounts and associated portfolios.Key Responsibilities:Trading Function Oversight: Proactively oversee all trading...

About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for leading the development of client investment plans and ensuring alignment with their goals and expectations.Key ResponsibilitiesProvide tailored investment advice and strategies to...

About the RoleWe are seeking a highly skilled and experienced Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert-level consultations to our high-net-worth clients, developing tailored investment plans, and ensuring alignment with their goals and...

Job TitleGOS Client Financial Operations ManagerJob Description SummaryThe Client Financial Operations Manager will be responsible for managing a portfolio of client accounts, which includes overseeing month-end financial processes, accounts payable functions, client budgeting, reforecasting, and corporate reporting tasks.Job ResponsibilitiesAssess project...

U.S. Bancorp is seeking a dedicated professional to enhance our wealth management services.As a leading financial institution, we are committed to delivering exceptional service to our clients and fostering the growth of the communities we serve. Our reputation as one of the foremost banks in the nation reflects our innovative approach and commitment to...

About the RoleAt U.S. Bancorp, we are committed to delivering exceptional service to our clients and enhancing the communities we serve. As a leading financial institution in the United States, we take pride in our reputation for innovation and excellence in the banking sector.Key Responsibilities:Provide expert management of client wealth portfolios.Offer...

U.S. Bancorp is seeking a dedicated professional to enhance our financial advisory services.As a prominent institution in the banking sector, U.S. Bancorp is committed to providing exceptional service to our clients and contributing positively to the communities we serve. We are recognized as one of the leading financial organizations in the nation, known...

Join a company that values passion and dedication in its mission. At Simmons Bank, we are focused on delivering exceptional service and innovative solutions to our customers. As a prominent regional community bank, we are equipped with comprehensive financial resources tailored to meet the diverse needs of our clientele. Our philosophy centers on...

Job OverviewAt Helping People - United Way of Greater St. Louis, we are dedicated to uniting individuals and organizations to address the most urgent challenges in our community. Our mission goes beyond daily tasks; it is about making a significant difference in the lives of those we serve.Position Summary:The Portfolio Manager plays a vital role within the...

Job DescriptionJob Summary:We are seeking a highly skilled Small Business Financial Solutions Specialist to join our team at Bank of America. As a key member of our organization, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million.Key Responsibilities:Manage the end-to-end client...

Job DescriptionRegional Financial ManagerLocation: RemotePosition Overview:The Regional Financial Manager will play a crucial role in managing the financial activities of a designated area within the organization. This position reports directly to the CFO and is responsible for delivering financial leadership and strategic guidance to ensure the precision,...

About the RoleWe are seeking a highly skilled and experienced Property Manager to join our team at Next Level Talent. As a key member of our operations team, you will be responsible for overseeing the day-to-day management of our Single Family Rental properties in St. Louis.Key ResponsibilitiesResident Experience: Foster a positive and collaborative...

The Ladders is a prominent organization specializing in career advancement and job placement services, dedicated to fostering professional growth and providing a supportive work environment. We are currently seeking a talented Financial Operations Manager to enhance our financial strategies and contribute to the overall success of our organization. The...

Job DescriptionPosition Overview: EBS Recruiters LLC is in search of a dedicated Financial Operations Manager to oversee and enhance our financial accounting practices. This pivotal role will be responsible for maintaining accurate fiscal records and generating comprehensive financial reports.Key Responsibilities:Oversee the monthly closing processes of the...