Investment Portfolio Specialist

About the RoleWe are seeking an experienced Investment Portfolio Specialist to join our Wealth Management Advice and Solutions Division. In this role, you will be responsible for providing asset class insights, enhancing portfolio construction, and implementing manager selection within our Bridge Builder mutual funds.As a key member of our team, you will...

Job DescriptionThe successful candidate will support the Enhanced Capital Climate Finance team by managing a portfolio of loans and tax equity investments. Key responsibilities include:Producing and presenting reports, presentations, and financial and operational summaries to internal and external stakeholders;Communicating with borrowers, developers, and...

We are seeking an experienced Investment Associate Analyst to join our Portfolio Solutions Team. This team is responsible for managing and overseeing investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, performance reporting and monitoring, model trade implementation processes and risk controls, internal...

About the Opportunity: VDS Consulting Group is seeking a Portfolio Company Strategist to join our team.About the Role: The Portfolio Company Strategist will work closely with our investment teams to develop and execute comprehensive plans for portfolio companies. The ideal candidate has at least 15 years of experience in operating partner roles, private...

Company OverviewNISA Investment Advisors, LLC is a leading provider of customized investment solutions for institutional clients. We manage a diverse portfolio of fixed income and equity securities, leveraging our expertise to deliver exceptional results.Job DescriptionThe Legal Counsel will play a critical role in providing legal support to the internal...

Job Description**Key Responsibilities:**• Support the Portfolio Solutions Team in assembling, reviewing, and ensuring integrity of investment data,• Conduct quantitative and qualitative analysis,• Prepare investment recommendations, performance reporting and monitoring,• Implement model trade processes and risk controls,• Manage internal and...

About the RoleWe are seeking an experienced Affordable Housing Portfolio Manager to join our team and oversee the performance of our affordable housing partnerships and loans.The successful candidate will be responsible for monitoring portfolio performance, identifying potential risks and opportunities, and developing strategies to maximize long-term...

We're seeking a highly skilled Credit Portfolio Risk Management Specialist to join our team at Enterprise Bank & Trust. As a key member of our risk management team, you'll be responsible for analyzing the loan portfolio and identifying potential risks.If you have a background in finance and experience with statistical and mathematical concepts, we'd love to...

VineBrook Homes, LLC seeks an experienced and detail-oriented Portfolio Assistant Manager to join our team. This role is responsible for conducting a multitude of duties that contribute positively to the overall results of the portfolio.As an Assistant Portfolio Manager, you will be exposed to all facets of the market's property management cycle, resident...

About the RoleAffordable Equity Partners, Inc. is a leading provider of investment banking services for affordable housing projects.We are seeking an experienced Affordable Housing Portfolio Manager to join our team in St. Louis, MO.The estimated salary for this position is around $85,000-$115,000 per year, depending on experience and qualifications.Key...

About the OpportunityAffordable Equity Partners, Inc. offers a unique opportunity for an experienced Real Estate Investment Analyst to join our team and contribute to the success of our affordable housing initiatives.The ideal candidate will possess strong analytical and problem-solving skills, as well as the ability to work effectively with stakeholders and...

**Company Overview**We are a leading financial services firm dedicated to delivering exceptional client experiences. Our mission is to empower individuals and families to achieve their financial goals by providing personalized wealth management solutions.We pride ourselves on being a privately-owned company, allowing us to focus on our clients' needs rather...

Enterprise Bank & Trust is a leading financial institution dedicated to helping businesses succeed and our communities thrive. As a Credit Portfolio Risk Management Specialist, you'll play a vital role in ensuring the stability and success of our loan portfolio.We're looking for an experienced professional with strong analytical skills and attention to...

About Our MissionHelping People, United Way of Greater St. Louis is a dynamic organization making our community a better place to live, work, and thrive.Our Community Impact Division is seeking an Executive Program Manager - Strategic Community Investments.The successful candidate will work within the Community Impact Division to implement and maintain...

About the RoleThis Senior Medical Operations Counsel position will operate with a high degree of independence and partner with numerous internal business areas throughout the firm to support the continued growth of Edward Jones' investment advisory business and our commitment to helping serious, long-term investors achieve their financial goals. The primary...

**Key Responsibilities**• Provide asset class insights, enhance, and execute the implementation, portfolio construction, and manager selection within the Bridge Builder mutual funds and the Passport money market fund.• Serve as an investment and portfolio construction subject matter expert and deliver high-quality recommendations in an efficient basis...

At U.S. Bank, we're committed to creating a diverse workforce and promoting a strong risk management culture. As a Risk Management Specialist - Deposits, you will play a vital role in identifying and mitigating potential risks associated with deposit portfolios and money movement capabilities.Job DescriptionThis position involves providing credit risk...

About UsSchwarb is committed to empowering employees' personal and professional success. Our purpose-driven culture and focus on development ensure you have the tools to make a positive impact in the finance industry.Job DescriptionThis Sr. Manager, Wealth Advisor role offers a unique opportunity to work in a dedicated team delivering exceptional client...

We are building a place where everyone feels like they belong. Our purpose is to partner for positive impact and improve the lives of our clients and colleagues. Behind everything we do is our commitment to deeply serving clients and associates.About the RoleThe Advising Specialist II serves as a technical subject matter expert for the Financial Planning and...

Job OverviewWe are seeking a highly motivated Asset Manager to join our Climate Finance team at Enhanced Capital Holdings Inc. This position will be based in our St. Louis or New Orleans office, with a preference for the St. Louis location.ResponsibilitiesSupport the Enhanced Capital Climate Finance team by managing a portfolio of loans and tax equity...