Investment Associate

3 weeks ago


Jefferson City, Missouri, United States Central Bancompany Full time

Central Bancompany Investment Associate Job Description

We are seeking a detail-oriented and effective communicator to join our team as an Investment Associate. This role will work closely with Portfolio Managers to address client needs through meeting preparation and client documentation.

Key Responsibilities:

  • Create investment reports as needed for client meetings
  • Meet with investment officers to anticipate monthly needs regarding compliance reviews and documentation
  • Communicate with clients regarding compliance-related documents
  • Assist investment officers with financial planning data entry, investment research reports, and other client deliverables
  • Attend and participate in pre-call meetings

Additional Responsibilities:

  • Assist with daily clerical duties, including light cleaning after client meetings and events
  • Attend events sponsored by Central Bancompany

Requirements:

  • High School Diploma or GED
  • Preferred: Undergraduate degree in business, such as finance, economics, or accounting
  • Participation in CFA or CFP program
  • 3 years industry experience


  • Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    About American Century InvestmentsAmerican Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and...


  • Kansas City, Missouri, United States American Century Investment Services, Inc. Full time

    Job Summary:As a Summer Associate on our Global Value and Global Growth Equity team, you will have the opportunity to work directly with our investment professionals and gain exposure to three investment teams in our Kansas City office. You will be responsible for providing timely fundamental equity research, analyzing industry groups or other investment...


  • Kansas City, Missouri, United States North Terrace Property Management Full time

    Job SummaryWe are seeking a highly skilled Multifamily Investment Associate to join our team at North Terrace Property Management. The successful candidate will be responsible for identifying and analyzing new value-add multifamily investment opportunities, preparing financial models, and supporting various stages of the acquisition and asset management...

  • Investment Manager

    3 weeks ago


    Kansas City, Missouri, United States StoneX Group Full time

    Investment Manager Job DescriptionAbout the Role:We are seeking a highly skilled Investment Manager to join our Corporate Treasury department at StoneX Group Inc. The successful candidate will be responsible for managing and investing both regulated and unregulated client and firm cash balances.Key Responsibilities:Investment Management: Develop and...


  • Jefferson City, Missouri, United States Associated Banc-Corp Full time

    At Associated Bank, we strive to create an inclusive culture where diverse perspectives are valued and recognized as strengths critical to our success.We encourage growth and development, and if you thrive in an environment where your skills are encouraged and supported, then Associated Bank may be the right place for you.Key Responsibilities:Deliver fast,...


  • Jefferson City, Missouri, United States Show Me Assets Full time

    Job OverviewShow Me Assets is seeking a highly skilled Residential Property Manager/Construction Project Manager to join our team. As a key member of our operations team, you will be responsible for overseeing all real estate activities and transactions, ensuring seamless execution and maximum return on investment.This is a part-time opportunity, requiring...


  • Jefferson City, Missouri, United States Oracle Full time

    Job DescriptionAs a NetSuite Connector consultant, you will be responsible for setting up data-mapping between NetSuite and various third-party systems, automating data transfer between NetSuite and vendors. You will work as a trusted advisor, providing consulting and managed services, including optimization of NetSuite ERP, CRM, or NetSuite Connector...


  • Kansas City, Missouri, United States Flyover Capital Full time

    About the RoleFlyover Capital is seeking a highly skilled Venture Capital Associate to join our investment team. As a key member of our team, you will play a pivotal role in identifying, evaluating, and executing on investment opportunities in the Midwest tech ecosystem.Key Responsibilities:Collaborate with the investment team to source and evaluate...


  • Kansas City, Missouri, United States Flyover Capital Full time

    Job OpportunityAt Flyover Capital, we are seeking a highly skilled and motivated individual to join our investment team as a Venture Capital Associate. This role will play a pivotal part in the growth of our firm and the innovation landscape in the Midwest.Key Responsibilities:Identify and evaluate investment opportunities, contributing to the end-to-end...

  • Travel Nurse RN ED

    4 weeks ago


    Jefferson City, Missouri, United States Supplemental Health Care Full time

    Job Title: Travel Nurse RN ED - Emergency DepartmentSupplemental Health Care is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Rocky Mount, North Carolina.Job Description:Specialty: ED - Emergency DepartmentDiscipline: RNStart Date: ASAPDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelJob...


  • Kansas City, Missouri, United States Stinson Co Full time

    Corporate Finance Associate Attorney OpportunityStinson LLP is seeking a highly motivated and detail-oriented Corporate Finance Associate Attorney to join our Kansas City office. As a key member of our Corporate Finance Division, you will be responsible for providing exceptional support to our clients and colleagues.Key Responsibilities:Assist in the...


  • Jefferson City, Missouri, United States Oracle Full time

    Job DescriptionAs a Senior Manager of the software engineering division, you will apply your knowledge of software architecture to manage software development tasks associated with developing, debugging or designing software applications, operating systems, infrastructure and databases according to provided design specifications. Build enhancements within an...


  • Kansas City, Missouri, United States Hallmark Full time

    About HallmarkHallmark is a leading consumer brand that connects people through meaningful moments and celebrations. We're passionate about helping individuals and families express themselves and connect with others through our products, content, and experiences.Job SummaryWe're seeking a Part-Time Sales Associate to join our team at our Gold Crown store in...

  • Sales Associate

    3 weeks ago


    Kansas City, Missouri, United States West Elm Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our West Elm team. As a Sales Associate, you will provide exceptional customer service, utilize effective selling techniques, and maintain a thorough knowledge of our products.Key ResponsibilitiesProvide sincere, friendly, and energetic customer service by...


  • Kansas City, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're dedicated to helping individuals and businesses achieve financial success. Our commitment to excellence is reflected in our award-winning culture, which is built on a foundation of trust, integrity, and innovation.Job SummaryThe Wealth Management IRA Associate will play a critical role in providing exceptional...

  • Tax Associate

    4 weeks ago


    Kansas City, Missouri, United States H&R Block Full time

    About H&R BlockH&R Block is a leading provider of tax preparation and financial services. We believe in the power of people helping people, and our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.Job Description:We are seeking a highly motivated and detail-oriented Tax Associate to join our team. As a...


  • Kansas City, Missouri, United States Custom One Truck Source Full time

    Job Title: Associate Product Manager VacCustom Truck One Source is seeking a highly organized and detail-oriented Associate Product Manager to provide operations-focused support to the Vacuum Product Segment.Job SummaryThe successful candidate will be responsible for maintaining the Vacuum Products rental unit spreadsheet, uploading files into...


  • Kansas City, Missouri, United States Nirvana Investments, LLC Full time

    Job SummaryNirvana Investments, LLC is seeking a highly organized and detail-oriented Warehouse and Delivery Associate to join our team. As a key member of our logistics team, you will be responsible for ensuring the efficient movement of products from our warehouse to our customers.Key Responsibilities:Warehouse Focused:Load and unload carrier and/or...


  • Kansas City, Missouri, United States KPMG Full time

    Business Title:Senior Associate, Business Tax ServicesRequisition Number: Function:Tax ServicesArea of Interest: State:MOCity:Kansas CityDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...


  • Kansas City, Missouri, United States Commerce Bank Full time

    About Working at CommerceAt Commerce Bank, we're committed to helping people find financial safety and success, and making sure people and their money are taken care of. Our culture is built around our people, both in our communities and within our organization.We offer opportunities to grow and learn, connect with others, and build relationships with the...